Servicem 8 MCP server

Connect Servicem 8 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 Servicem 8 MCP server

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

  • Use the list clients tool in Servicem 8
  • Use the schedule job tool in Servicem 8
  • Use the manage job materials tool in Servicem 8
  • Use the add note tool in Servicem 8
  • Use the list job activities tool in Servicem 8
  • Use the list jobs tool in Servicem 8

Supported Tools

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 job materials (line items). Use **action** to specify the operation: `list` returns materials for a job or across the account when jobUuid is omitted, `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.

get_account

Get Account

Identify the connected ServiceM8 account and retrieve its business name, currency, and timezone.

list_contacts

List Contacts

Find client contacts and their UUIDs for manage_contact. Optionally select a client from list_clients and filter by companyUuid.

list_materials

List Materials

Find materials, products and labour rates in the ServiceM8 catalog. Use a returned materialUuid with manage_job_materials to add a catalog item to a job.

Connect Servicem 8 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 Servicem 8 in Metorial. In your Metorial portal, enable the Servicem 8 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 Servicem 8 tools.

Run Servicem 8 through the Metorial gateway

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

  • Give Servicem 8 and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Servicem 8 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 Servicem 8

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 Servicem 8

Manage ServiceM8 jobs, clients, contacts, staff scheduling, job materials, notes and payments. Discover the connected account, client contacts and catalog materials.

Frequently asked questions

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

  1. How many tools does the Servicem 8 MCP server have?
    The Servicem 8 MCP server exposes 19 tools, including List Clients, Schedule Job, Manage Job Materials. Each one is governed and traced through Metorial.
  2. Servicem 8 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 Servicem 8 MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Servicem 8 and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Servicem 8 MCP server yourself or use the hosted gateway.

Connect Servicem 8 to production AI agents

See how Metorial gives your team governed access to Servicem 8, with tracing and security controls built in.