Service Fusion MCP tools

MCP tool service-fusion_list_customers

Returns customers with their contacts, service location and last serviced date. Use it before create_customer to find a repeat caller by phone or email. create_job and create_estimate take the customer name exactly as shown here.

Parameters

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "customers": [
      {
        "customer_id": "22814",
        "customer_name": "Jane Doe",
        "contact": {
          "first_name": "Jane",
          "last_name": "Doe",
          "phone": "555-0142",
          "email": "jane.doe@example.com"
        },
        "location": {
          "street_1": "48 Maple Court",
          "city": "Plano",
          "state_prov": "TX",
          "postal_code": "75024"
        },
        "tags": [
          "Residential"
        ],
        "last_serviced": "2026-04-18"
      }
    ],
    "page": 1
  },
  "isError": false
}

MCP tool service-fusion_list_job_statuses

Returns the statuses from My Office > Estimate & Job Statuses. Accounts can rename statuses, so use these names in list_jobs and update_job_status. The defaults include Unscheduled, Scheduled, Dispatched, On The Way, On Site, Started, Completed, Cancelled, Job Closed and Invoiced.

Parameters

No parameters.

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "statuses": [
      {
        "name": "Unscheduled",
        "category": "Open"
      },
      {
        "name": "Scheduled",
        "category": "Open"
      },
      {
        "name": "Dispatched",
        "category": "Open"
      },
      {
        "name": "On The Way",
        "category": "In Progress"
      },
      {
        "name": "Completed",
        "category": "In Progress"
      },
      {
        "name": "Invoiced",
        "category": "Closed"
      }
    ]
  },
  "isError": false
}

MCP tool service-fusion_list_jobs

Lists jobs. Filter by status, customer or a start date range, for example every job in Unscheduled. Each item carries the job_id for get_job, update_job_status and create_invoice. Status names are the ones from list_job_statuses.

Parameters

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "jobs": [
      {
        "job_id": "1048301",
        "number": "10483",
        "status": "Unscheduled",
        "customer_name": "Mark Reyes",
        "city": "Frisco",
        "description": "Water heater leaking at base",
        "start": null,
        "techs_assigned": []
      },
      {
        "job_id": "1048288",
        "number": "10482",
        "status": "Unscheduled",
        "customer_name": "Priya Shah",
        "city": "Plano",
        "description": "Furnace not igniting",
        "start": null,
        "techs_assigned": []
      }
    ],
    "page": 1
  },
  "isError": false
}

MCP tool service-fusion_get_job

Returns one job with its location, assigned technicians, products, services, other charges, notes and the invoice number once it is invoiced. Use it to check the status and charges before create_invoice.

Parameters

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "1048213",
    "number": "10482",
    "status": "Completed",
    "customer_name": "Jane Doe",
    "description": "AC tune-up, upstairs unit",
    "location": {
      "street_1": "48 Maple Court",
      "city": "Plano",
      "state_prov": "TX",
      "postal_code": "75024"
    },
    "start": "2026-10-15T09:00:00-05:00",
    "techs_assigned": [
      "Alex Rivera"
    ],
    "services": [
      {
        "name": "AC tune-up",
        "quantity": 1,
        "rate": 129
      }
    ],
    "products": [],
    "total": 129,
    "invoice_number": null
  },
  "isError": false
}

MCP tool service-fusion_list_estimates

Lists estimates. Filter by status, customer or the date the estimate was requested. Each item carries the estimate_id for get_estimate, convert_estimate_to_job and send_estimate.

Parameters

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimates": [
      {
        "estimate_id": "3317",
        "number": "3317",
        "status": "Estimate Sent",
        "customer_name": "Carol Smith",
        "requested_on": "2026-10-08",
        "options": [
          "Good",
          "Better",
          "Best"
        ]
      }
    ],
    "page": 1
  },
  "isError": false
}

MCP tool service-fusion_get_estimate

Returns one estimate with up to five options. Each option has a name, line items and a total, and shows Converted once it has become a job. Use the option name in convert_estimate_to_job.

Parameters

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "3317",
    "number": "3317",
    "status": "Estimate Sent",
    "customer_name": "Carol Smith",
    "options": [
      {
        "name": "Good",
        "total": 1450,
        "converted": false,
        "items": [
          {
            "name": "40 gal water heater, install",
            "quantity": 1,
            "rate": 1450
          }
        ]
      },
      {
        "name": "Better",
        "total": 1890,
        "converted": false,
        "items": [
          {
            "name": "50 gal water heater, install",
            "quantity": 1,
            "rate": 1890
          }
        ]
      }
    ]
  },
  "isError": false
}

MCP tool service-fusion_list_invoices

Lists invoices, read from the invoice itself rather than from the job status. The Paid In Full job status is applied by hand, so use the paid flag here. Each item carries the invoice_id for send_invoice.

Parameters

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoices": [
      {
        "invoice_id": "90412",
        "number": "9041",
        "job_number": "10479",
        "customer_name": "Luis Ortega",
        "total": 340,
        "paid": false,
        "date": "2026-10-06",
        "pay_online_url": "https://example.com/pay/9041"
      }
    ],
    "page": 1
  },
  "isError": false
}

MCP tool service-fusion_create_customer

Creates the customer record and returns its customer_name for create_job and create_estimate. It sends nothing to anyone and adds no charge, so it runs without asking for your OK. Search with list_customers first so a repeat customer is not created twice.

Parameters

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "customer_id": "22901",
    "customer_name": "Jane Doe",
    "contact": {
      "first_name": "Jane",
      "last_name": "Doe",
      "phone": "555-0142",
      "email": "jane.doe@example.com"
    },
    "location": {
      "street_1": "48 Maple Court",
      "city": "Plano",
      "state_prov": "TX",
      "postal_code": "75024"
    }
  },
  "isError": false
}

MCP tool service-fusion_create_job

Creates a job under an existing customer. Without a start the job is Unscheduled; with a start and no technician it is Scheduled. If your Outbound Email Settings email customers when a job is created, the customer gets that email. By default you confirm each call; you can switch that off for this tool.

Parameters

tools/call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-fusion_create_job",
    "arguments": {
      "customer_name": "Jane Doe",
      "description": "AC tune-up, upstairs unit",
      "category": "Maintenance",
      "start": "2026-10-15T09:00:00-05:00",
      "duration_minutes": 90
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "1048213",
    "number": "10482",
    "status": "Scheduled",
    "customer_name": "Jane Doe",
    "description": "AC tune-up, upstairs unit",
    "category": "Maintenance",
    "start": "2026-10-15T09:00:00-05:00",
    "duration_minutes": 90,
    "techs_assigned": []
  },
  "isError": false
}

MCP tool service-fusion_update_job_status

Sets the job to the status you name, as a technician or dispatcher would in the app. Moving a job to On The Way can send the customer a text notification, and Completed stops labor time. Use names from list_job_statuses. By default you confirm each call; you can switch that off for this tool.

Parameters

tools/call

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

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "1048213",
    "number": "10482",
    "previous_status": "Started",
    "status": "Completed"
  },
  "isError": false
}

MCP tool service-fusion_create_estimate

Creates the estimate under an existing customer and returns its estimate_id. The customer receives nothing; send_estimate does that. An estimate can hold up to five options, each with its own line items.

Parameters

tools/call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-fusion_create_estimate",
    "arguments": {
      "customer_name": "customer name",
      "description": "description"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "3318",
    "number": "3318",
    "status": "Estimate Draft",
    "customer_name": "Jane Doe",
    "description": "Water heater replacement",
    "options": [
      {
        "name": "Option 1",
        "total": 1450
      }
    ]
  },
  "isError": false
}

MCP tool service-fusion_convert_estimate_to_job

Converts the option you name into a new job and marks that option Converted. One call creates one job; call again with another option to create another. The job starts Unscheduled unless you pass a start. By default you confirm each call; you can switch that off for this tool.

Parameters

tools/call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-fusion_convert_estimate_to_job",
    "arguments": {
      "estimate_id": "3317",
      "option": "Better",
      "start": "2026-10-15T09:00:00-05:00"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "3317",
    "option": "Better",
    "converted": true,
    "job_id": "1048390",
    "job_number": "10484",
    "status": "Scheduled",
    "start": "2026-10-15T09:00:00-05:00"
  },
  "isError": false
}

MCP tool service-fusion_create_invoice

Does what Invoice, then Invoice Now does on a job. By default the job must be Completed or closed; with Allow Invoicing Prior To Job Completion on in Company Preferences it can be invoiced earlier. The invoice is not sent: use send_invoice. By default you confirm each call; you can switch that off for this tool.

Parameters

tools/call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-fusion_create_invoice",
    "arguments": {
      "job_id": "1048213"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoice_id": "90413",
    "number": "9042",
    "job_id": "1048213",
    "job_number": "10482",
    "customer_name": "Jane Doe",
    "total": 129,
    "paid": false,
    "date": "2026-10-15"
  },
  "isError": false
}

MCP tool service-fusion_send_estimate

Sends the estimate from the Send button of the app. By text it uses your Text an estimate template and goes to the primary contact, another saved contact or a number you give. The customer can accept the estimate or request a change. By default you confirm each call; you can switch that off for this tool.

Parameters

tools/call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-fusion_send_estimate",
    "arguments": {
      "estimate_id": "3318",
      "via": "text",
      "to": "555-0142"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "3317",
    "sent": true,
    "via": "text",
    "to": "555-0173",
    "template": "Text an estimate"
  },
  "isError": false
}

MCP tool service-fusion_send_invoice

Sends the invoice from the Send button of the app. By text it uses your Text an invoice template; by email you can use any Job/WO Email template. The customer can pay in full or in part from the link. By default you confirm each call; you can switch that off for this tool.

Parameters

tools/call

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "service-fusion_send_invoice",
    "arguments": {
      "invoice_id": "invoice_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoice_id": "90413",
    "sent": true,
    "via": "text",
    "to": "555-0142",
    "template": "Text an invoice"
  },
  "isError": false
}