MCP tools reference

Service Autopilot MCP tools

14 tools for Service Autopilot on the Cotlet MCP server. Your agent picks them from tools/list.

MCP server
https://cotlet.dev/mcp/v1
Connects with
Your own Service Autopilot office user account
Integration page
Service Autopilot
Service Autopilot Endpoints
Endpoint Access Description
service-autopilot_search_clients read Find clients and leads by name, address, email or phone.
service-autopilot_get_client read Client account history: contact details, jobs, estimates, invoices and notes.
service-autopilot_list_jobs read Scheduled and completed jobs in a date range, with client, address, crew and price.
service-autopilot_get_route read A crew or technician route for one day: stops in route order with client and address.
service-autopilot_list_estimates read Estimates with client, total, date sent and status.
service-autopilot_list_invoices read Invoices with client, amount, due date, paid or unpaid and days past due.
service-autopilot_add_client write New client or lead with contact details and a service address.
service-autopilot_create_job write One-time or repeating job for a client, assigned to a crew.
service-autopilot_reschedule_job write Move a scheduled visit to another day or crew.
service-autopilot_add_job_note write Add a note to a job.
service-autopilot_create_estimate write Estimate for a client from line items. Nothing is sent until you call send_estimate.
service-autopilot_send_estimate write Email an estimate to the client.
service-autopilot_create_invoice write Invoice a client for completed jobs, optionally emailing it right away.
service-autopilot_send_text write Text message to a client with 2-Way Texting.

Search clients

read

MCP tool service-autopilot_search_clients

Returns matching clients and leads with ID, name, service address and type. Pass client_id to get_client, create_job or create_estimate. Results hold up to 100 clients.

Parameters

Parameters: search_clients
NameTypeDescription
query required string Name, street address, email or phone.
type enum client, lead or all. Default: all.
limit integer 1 to 100. Default: 25.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_search_clients",
    "arguments": {
      "query": "query"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "clients": [
      {
        "client_id": "4410382",
        "name": "Dana Henderson",
        "type": "client",
        "address": "12 Oak Lane",
        "phone": "555-0142"
      }
    ]
  },
  "isError": false
}

Get client

read

MCP tool service-autopilot_get_client

Returns one client with contact details, service address, recent jobs, estimates, invoices and notes, the same history the account page shows. Use it before replying to a client or billing one.

Parameters

Parameters: get_client
NameTypeDescription
client_id required string Client ID from search_clients.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_get_client",
    "arguments": {
      "client_id": "client_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "client_id": "4410382",
    "name": "Dana Henderson",
    "address": "12 Oak Lane",
    "email": "dana@example.com",
    "jobs": [
      {
        "job_id": "9827514",
        "service": "Mowing",
        "next_visit": "2026-10-13"
      }
    ],
    "estimates": [
      {
        "estimate_id": "E-20418",
        "total": "450.00",
        "status": "sent"
      }
    ],
    "invoices": [
      {
        "invoice_id": "I-70231",
        "amount": "45.00",
        "status": "paid"
      }
    ],
    "notes": [
      "Side gate code 1234"
    ]
  },
  "isError": false
}

List jobs

read

MCP tool service-autopilot_list_jobs

Lists visits in a date range, ordered by date, with client, address, crew and price. Filter by crew or by status. Pass job_id to reschedule_job or add_job_note.

Parameters

Parameters: list_jobs
NameTypeDescription
from required date First day.
to date Last day. Default: same as from.
crew string Crew or technician name.
status enum scheduled, completed or all. Default: all.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_list_jobs",
    "arguments": {
      "from": "2026-10-01"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "jobs": [
      {
        "job_id": "9827514",
        "date": "2026-10-13",
        "client": "Dana Henderson",
        "address": "12 Oak Lane",
        "service": "Mowing",
        "crew": "Crew 2",
        "price": "45.00",
        "status": "scheduled"
      }
    ]
  },
  "isError": false
}

Get route

read

MCP tool service-autopilot_get_route

Returns the stops of one crew on one day in the order the route is set, each with client, address, service and price. It reads the route as Service Autopilot shows it and does not change it.

Parameters

Parameters: get_route
NameTypeDescription
crew required string Crew or technician name.
date required date Route day.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_get_route",
    "arguments": {
      "crew": "crew",
      "date": "2026-10-01"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "crew": "Crew 1",
    "date": "2026-10-13",
    "stops": [
      {
        "order": 1,
        "client": "Dana Henderson",
        "address": "12 Oak Lane",
        "service": "Mowing",
        "price": "45.00"
      },
      {
        "order": 2,
        "client": "Lee Park",
        "address": "40 Elm Street",
        "service": "Mowing",
        "price": "60.00"
      }
    ]
  },
  "isError": false
}

List estimates

read

MCP tool service-autopilot_list_estimates

Lists estimates, newest first, with client, total and whether the estimate was sent. Filter by client or creation date. Pass estimate_id to send_estimate.

Parameters

Parameters: list_estimates
NameTypeDescription
client_id string Only this client.
since date Only estimates created on or after this date.
limit integer 1 to 100. Default: 25.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_list_estimates",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimates": [
      {
        "estimate_id": "E-20418",
        "client": "Dana Henderson",
        "total": "450.00",
        "status": "sent",
        "sent_at": "2026-10-08"
      }
    ]
  },
  "isError": false
}

List invoices

read

MCP tool service-autopilot_list_invoices

Lists invoices with client, amount, due date and status. Unpaid invoices come first by default, oldest due date first. Filter by client or date. Amounts are in your account currency.

Parameters

Parameters: list_invoices
NameTypeDescription
status enum unpaid, paid or all. Default: unpaid.
client_id string Only this client.
since date Only invoices dated on or after this date.
limit integer 1 to 200. Default: 50.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_list_invoices",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoices": [
      {
        "invoice_id": "I-70198",
        "client": "Lee Park",
        "amount": "120.00",
        "due_date": "2026-09-05",
        "status": "unpaid",
        "days_past_due": 36
      }
    ]
  },
  "isError": false
}

Add client

write

MCP tool service-autopilot_add_client

Creates a client or a lead with a service address and optional contact details and notes. It sends nothing to the client, so it runs without asking first and the record can be edited or removed in the app.

Parameters

Parameters: add_client
NameTypeDescription
name required string Person or company name.
address required string Service address.
email string Client email.
phone string Mobile number.
type enum client or lead. Default: client.
notes string Gate codes, pets, special instructions.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_add_client",
    "arguments": {
      "name": "Jane Doe",
      "address": "address"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "client_id": "4410382",
    "name": "Dana Henderson",
    "type": "client",
    "address": "12 Oak Lane"
  },
  "isError": false
}

Create job

write

MCP tool service-autopilot_create_job

Puts a job on the calendar for a client, one time or repeating weekly, every other week or monthly. The service name must match one set up in your account. It sends nothing to the client, so it runs without asking first; reschedule_job fixes a wrong date.

Parameters

Parameters: create_job
NameTypeDescription
client_id required string Client ID from search_clients.
service required string Service name as set up in your account, e.g. Mowing.
start_date required date First visit.
recurrence enum one_time, weekly, every_other_week or monthly. Default: one_time.
crew string Crew or technician name.
price string Price per visit, e.g. 45.00.
instructions string Special instructions for the visit.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_create_job",
    "arguments": {
      "client_id": "4410382",
      "service": "Mowing",
      "start_date": "2026-10-13",
      "recurrence": "weekly",
      "crew": "Crew 2",
      "price": "45.00",
      "instructions": "Side gate code 1234, back yard first."
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "9827514",
    "client_id": "4410382",
    "service": "Mowing",
    "recurrence": "weekly",
    "next_visit": "2026-10-13",
    "crew": "Crew 2",
    "price": "45.00",
    "status": "scheduled"
  },
  "isError": false
}

Reschedule job

write

MCP tool service-autopilot_reschedule_job

Moves one scheduled visit to a new date, and to another crew if you name one. It changes the calendar only and one more call moves it back, so it runs without asking first.

Parameters

Parameters: reschedule_job
NameTypeDescription
job_id required string Job ID from list_jobs.
date required date New day.
crew string New crew or technician. Default: unchanged.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_reschedule_job",
    "arguments": {
      "job_id": "9827514",
      "date": "2026-10-16"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "9827514",
    "date": "2026-10-16",
    "crew": "Crew 2",
    "status": "scheduled"
  },
  "isError": false
}

Add job note

write

MCP tool service-autopilot_add_job_note

Adds a text note to one job. It reaches no client and runs without asking first.

Parameters

Parameters: add_job_note
NameTypeDescription
job_id required string Job ID from list_jobs.
note required string Note text.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_add_job_note",
    "arguments": {
      "job_id": "job_8c41d2",
      "note": "note"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "9827514",
    "note_id": "n_3301",
    "status": "added"
  },
  "isError": false
}

Create estimate

write

MCP tool service-autopilot_create_estimate

Creates an estimate for a client from line items and returns its total. The line items add up to the total. It sends nothing to the client, so it runs without asking first; send_estimate delivers it.

Parameters

Parameters: create_estimate
NameTypeDescription
client_id required string Client ID from search_clients.
items required object[] Line items, each with service, quantity and price.
notes string Message shown on the estimate.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_create_estimate",
    "arguments": {
      "client_id": "4410382",
      "items": [
        {
          "service": "Spring cleanup",
          "quantity": 1,
          "price": "250.00"
        },
        {
          "service": "Mulch",
          "quantity": 6,
          "price": "35.00"
        }
      ],
      "notes": "Optional: edging along the front beds, $60.00."
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "E-20418",
    "client_id": "4410382",
    "total": "450.00",
    "status": "created"
  },
  "isError": false
}

Send estimate

write Confirm

MCP tool service-autopilot_send_estimate

Emails one estimate to the client on file. Service Autopilot lists estimates and proposals on the Pro plan. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: send_estimate
NameTypeDescription
estimate_id required string Estimate ID from list_estimates or create_estimate.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_send_estimate",
    "arguments": {
      "estimate_id": "estimate_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "E-20418",
    "status": "sent",
    "sent_to": "dana@example.com"
  },
  "isError": false
}

Create invoice

write Confirm

MCP tool service-autopilot_create_invoice

Bills a client for completed jobs, all unbilled ones by default, and returns the invoice total. Set send to email it to the client. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: create_invoice
NameTypeDescription
client_id required string Client ID from search_clients.
job_ids string[] Completed jobs to bill. Default: all unbilled completed jobs.
send boolean Email the invoice to the client. Default: false.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_create_invoice",
    "arguments": {
      "client_id": "client_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoice_id": "I-70231",
    "client_id": "4410382",
    "jobs": 4,
    "amount": "180.00",
    "sent": true
  },
  "isError": false
}

Send text

write Confirm

MCP tool service-autopilot_send_text

Sends a text to one client through Two-Way Texting, a paid add-on for Pro and Pro Plus members that the pricing page includes in Elite, so the call fails on accounts without it. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: send_text
NameTypeDescription
client_id required string Client ID from search_clients.
message required string Text message body.

tools/call

JSON-RPC 

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-autopilot_send_text",
    "arguments": {
      "client_id": "client_8c41d2",
      "message": "message"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "client_id": "4410382",
    "status": "sent",
    "sent_at": "2026-10-12T17:30:00-04:00"
  },
  "isError": false
}