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.
Ask your agent in plain language. Each of these maps to a real tool on the server.
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
Search and list jobs (projects) in JobNimbus. Supports filtering by status, workflow type, contact, tags, and more. Returns paginated results.
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 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
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 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 a new task in JobNimbus. Tasks can be associated with contacts or jobs and include priority levels, dates, and assignees.
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
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 an existing job (project) in JobNimbus. Only the fields you provide will be updated; other fields remain unchanged.
update_contact
Update an existing contact in JobNimbus. Only the fields you provide will be updated; other fields remain unchanged.
list_tasks
Search and list tasks in JobNimbus. Supports filtering by completion status, associated contact/job, and more. Returns paginated results.
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 an invoice in JobNimbus with a related contact or job, a numeric status, line items, and optional customer and internal notes.
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 a contact from JobNimbus by marking it inactive.
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
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
Discover configured contact and job workflows, statuses, task types, activity types, and lead sources before creating records.
get_task
Retrieve a task by ID, including its completion state, schedule, related records, and assignees.
list_users
List account team members and their user IDs for assigning tasks and sales representatives.
Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.
{"mcpServers": {"metorial": {"url": "<your-magic-mcp-url>"}}}
claude mcp add --transport http metorial <your-magic-mcp-url>
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial
One governed layer for every app your agents reach, not a separate connector per tool.
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.
Common questions about connecting Jobnimbus to AI agents with Metorial.