Jobnimbus MCP server

Connect Jobnimbus to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Jobnimbus MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the create estimate tool in Jobnimbus
  • Use the list jobs tool in Jobnimbus
  • Use the list financial documents tool in Jobnimbus
  • Use the update task tool in Jobnimbus
  • Use the get contact tool in Jobnimbus
  • Use the create job tool in Jobnimbus

Supported Tools

create_estimate

Create Estimate

Create an estimate using JobNimbus's documented legacy estimate API. Supply a related contact or job, a numeric status, and line items.

list_jobs

List Jobs

Search and list jobs (projects) in JobNimbus. Supports filtering by status, workflow type, contact, tags, and more. Returns paginated results.

list_financial_documents

List Financial Documents

List estimates and/or invoices from JobNimbus. Can filter by document type, status, and parent record. Returns paginated results.

update_task

Update Task

Update an existing task in JobNimbus. Can mark tasks as completed, change priority, update dates, and more. Only the fields you provide will be updated.

get_contact

Get Contact

Retrieve a single contact by its ID. Returns all available fields including name, address, contact info, workflow status, tags, and related records.

create_job

Create Job

Create a new job (project) in JobNimbus. Jobs must be associated with a contact. You can set the job name, address, workflow status, and more.

create_task

Create Task

Create a new task in JobNimbus. Tasks can be associated with contacts or jobs and include priority levels, dates, and assignees.

get_job

Get Job

Retrieve a single job (project) by its ID. Returns all available fields including name, address, status, related contact, tags, and assignees.

list_contacts

List Contacts

Search and list contacts in JobNimbus. Supports filtering by name, email, status, workflow type, tags, and more using Elasticsearch-style query filters. Returns paginated results.

update_job

Update Job

Update an existing job (project) in JobNimbus. Only the fields you provide will be updated; other fields remain unchanged.

update_contact

Update Contact

Update an existing contact in JobNimbus. Only the fields you provide will be updated; other fields remain unchanged.

list_tasks

List Tasks

Search and list tasks in JobNimbus. Supports filtering by completion status, associated contact/job, and more. Returns paginated results.

create_contact

Create Contact

Create a new contact in JobNimbus. Contacts represent customers, leads, or other people you work with. You can set name, contact info, address, workflow status, tags, and more.

create_invoice

Create Invoice

Create an invoice in JobNimbus with a related contact or job, a numeric status, line items, and optional customer and internal notes.

create_activity

Create Activity

Create a new activity (note) in JobNimbus. Activities are associated with a contact or job and can include notes and other information.

delete_contact

Delete Contact

Delete a contact from JobNimbus by marking it inactive.

list_activities

List Activities

List activities (notes, status changes, etc.) in JobNimbus. Filter by parent contact/job to see the activity history for a specific record.

create_file

Create File

Upload a file attachment to a contact in JobNimbus. Files are uploaded as base64-encoded data within the JSON payload. Supports documents, photos, and other file types.

get_account_settings

Get Account Settings

Discover configured contact and job workflows, statuses, task types, activity types, and lead sources before creating records.

get_task

Get Task

Retrieve a task by ID, including its completion state, schedule, related records, and assignees.

list_users

List Users

List account team members and their user IDs for assigning tasks and sales representatives.

Connect Jobnimbus to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Jobnimbus in Metorial. In your Metorial portal, enable the Jobnimbus MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Jobnimbus tools.

Run Jobnimbus through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Jobnimbus and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Jobnimbus tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Jobnimbus

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Technical notes for Jobnimbus

Manage contacts, jobs, tasks, estimates, invoices, and work orders for service and contracting businesses. Create and update contacts with details like name, email, phone, address, tags, and custom fields. Create and track jobs (projects) through configurable workflow statuses. Manage tasks with priorities, due dates, and assignees. Generate estimates and invoices, handle work orders and material orders. Upload and attach files to contacts or jobs. Add notes and retrieve activity history. Search and filter records using query parameters.

Frequently asked questions

Common questions about connecting Jobnimbus to AI agents with Metorial.

  1. How many tools does the Jobnimbus MCP server have?
    The Jobnimbus MCP server exposes 21 tools, including Create Estimate, List Jobs, List Financial Documents. Each one is governed and traced through Metorial.
  2. Jobnimbus exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Jobnimbus MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Jobnimbus and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Jobnimbus MCP server yourself or use the hosted gateway.

Connect Jobnimbus to production AI agents

See how Metorial gives your team governed access to Jobnimbus, with tracing and security controls built in.