Connect Servicem 8 to AI agents

Connect Servicem 8 to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Tools

Tools16Triggers3

list_clients

List Clients

List and filter clients (companies) from ServiceM8. Supports OData-style filtering on fields like **name**, **active**, **address_city**, etc. Returns all matching client records.

schedule_job

Schedule Job

Create a scheduled booking (job activity) for a job and optionally assign a staff member. This creates a time-based entry on the schedule with start and end times. Use this to schedule work periods and allocate staff.

manage_job_materials

Manage Job Materials

List, add, update, or remove materials (line items) on a job. Use **action** to specify the operation: `list` returns all materials for a job, `add` creates a new line item, `update` modifies an existing one, and `remove` deletes it.

add_note

Add Note

Add a note to a job or other record in ServiceM8. Notes appear in the job diary and can include text content linked to a specific job by UUID.

list_job_activities

List Job Activities

List scheduled bookings and recorded time entries (job activities) from ServiceM8. Filter by job UUID, staff UUID, or date range to find specific schedule entries.

list_jobs

List Jobs

List and filter jobs from ServiceM8. Supports OData-style filtering on fields like **status**, **company_uuid**, **active**, and **total_price**. Returns all matching jobs with their details including status, address, description, and pricing.

get_client

Get Client

Retrieve a single client (company) by UUID, including their address, contact details, and associated contacts.

create_job

Create Job

Create a new job in ServiceM8. Specify the job address, description, status, and optionally link it to a client (company). Returns the UUID of the newly created job.

record_payment

Record Payment

Record a payment against a job in ServiceM8. Specify the job, payment amount, and optionally the payment method. Returns the UUID of the created payment record.

update_client

Update Client

Update an existing client (company) in ServiceM8. Modify any combination of fields including name, address, website, and billing details. Only the provided fields will be updated.

list_staff

List Staff

List staff members in ServiceM8. Supports OData-style filtering on fields like **active**. Returns all matching staff records with names, email, and mobile.

get_job

Get Job

Retrieve a single job by UUID with all its details including status, address, description, pricing, and associated client information.

create_client

Create Client

Create a new client (company) in ServiceM8. The name is required. Optionally provide address, website, and billing details. Returns the UUID of the newly created client.

update_job

Update Job

Update an existing job in ServiceM8. Modify any combination of fields including status, description, address, pricing, and client association. Only the provided fields will be updated.

manage_contact

Manage Contact

Create or update a company contact in ServiceM8. If a contactUuid is provided, the existing contact is updated. Otherwise, a new contact is created linked to the specified company.

delete_job

Delete Job

Delete a job from ServiceM8 by UUID. This marks the job as inactive/deleted.

More integrations teams use with Servicem 8

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. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.

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.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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.

Technical notes for Servicem 8

Manage field service operations for small businesses. Create, update, and track jobs with scheduling, staff allocation, and status tracking. Manage clients (companies) and contacts with full CRUD operations. Assign staff to jobs, schedule work periods, and manage allocation windows. Track materials, create invoices, record payments, and manage tax rates. Handle customer assets with configurable asset types. Create and manage custom forms, checklists, and form responses. Add notes and file attachments to jobs. Send emails and SMS messages on behalf of the account. Generate templated documents such as quotes and invoices. Manage inbox messages and convert them to jobs. Search across jobs, clients, and other objects. Add custom fields to standard objects. Subscribe to webhooks for object-level field changes and business-level events like job creation and completion.

Connect Servicem 8 to production AI agents

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Frequently asked questions

Common questions about connecting Servicem 8 to AI agents with Metorial.

  1. Can Metorial connect Servicem 8 to AI agents?
    Yes. Metorial connects AI agents to Servicem 8 through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.