Service Autopilot API and MCP server

• POST

  search_clients

  Find clients and leads by name, address, email or phone.

  read

  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.

  POST /api/v1/service-autopilot/search_clients

  Input

  Input: search_clients

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

  Example response

  {
    "clients": [
      {
        "client_id": "4410382",
        "name": "Dana Henderson",
        "type": "client",
        "address": "12 Oak Lane",
        "phone": "555-0142"
      }
    ]
  }

• POST

  get_client

  Client account history: contact details, jobs, estimates, invoices and notes.

  read

  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.

  POST /api/v1/service-autopilot/get_client

  Input

  Input: get_client

  Parameter	Type	Description
  client_id required	string	Client ID from search_clients.

  Example response

  {
    "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"
    ]
  }

• POST

  list_jobs

  Scheduled and completed jobs in a date range, with client, address, crew and price.

  read

  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.

  POST /api/v1/service-autopilot/list_jobs

  Input

  Input: list_jobs

  Parameter	Type	Description
  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.

  Example response

  {
    "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"
      }
    ]
  }

• POST

  get_route

  A crew or technician route for one day: stops in route order with client and address.

  read

  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.

  POST /api/v1/service-autopilot/get_route

  Input

  Input: get_route

  Parameter	Type	Description
  crew required	string	Crew or technician name.
  date required	date	Route day.

  Example response

  {
    "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"
      }
    ]
  }

• POST

  list_estimates

  Estimates with client, total, date sent and status.

  read

  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.

  POST /api/v1/service-autopilot/list_estimates

  Input

  Input: list_estimates

  Parameter	Type	Description
  client_id	string	Only this client.
  since	date	Only estimates created on or after this date.
  limit	integer	1 to 100. Default: 25.

  Example response

  {
    "estimates": [
      {
        "estimate_id": "E-20418",
        "client": "Dana Henderson",
        "total": "450.00",
        "status": "sent",
        "sent_at": "2026-10-08"
      }
    ]
  }

• POST

  list_invoices

  Invoices with client, amount, due date, paid or unpaid and days past due.

  read

  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.

  POST /api/v1/service-autopilot/list_invoices

  Input

  Input: list_invoices

  Parameter	Type	Description
  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.

  Example response

  {
    "invoices": [
      {
        "invoice_id": "I-70198",
        "client": "Lee Park",
        "amount": "120.00",
        "due_date": "2026-09-05",
        "status": "unpaid",
        "days_past_due": 36
      }
    ]
  }

• POST

  add_client

  New client or lead with contact details and a service address.

  write

  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.

  POST /api/v1/service-autopilot/add_client

  Input

  Input: add_client

  Parameter	Type	Description
  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.

  Example response

  {
    "client_id": "4410382",
    "name": "Dana Henderson",
    "type": "client",
    "address": "12 Oak Lane"
  }

• POST

  create_job

  One-time or repeating job for a client, assigned to a crew.

  write

  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.

  POST /api/v1/service-autopilot/create_job

  Input

  Input: create_job

  Parameter	Type	Description
  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.

  Example response

  {
    "job_id": "9827514",
    "client_id": "4410382",
    "service": "Mowing",
    "recurrence": "weekly",
    "next_visit": "2026-10-13",
    "crew": "Crew 2",
    "price": "45.00",
    "status": "scheduled"
  }

• POST

  reschedule_job

  Move a scheduled visit to another day or crew.

  write

  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.

  POST /api/v1/service-autopilot/reschedule_job

  Input

  Input: reschedule_job

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  date required	date	New day.
  crew	string	New crew or technician. Default: unchanged.

  Example response

  {
    "job_id": "9827514",
    "date": "2026-10-16",
    "crew": "Crew 2",
    "status": "scheduled"
  }

• POST

  add_job_note

  Add a note to a job.

  write

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

  POST /api/v1/service-autopilot/add_job_note

  Input

  Input: add_job_note

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  note required	string	Note text.

  Example response

  {
    "job_id": "9827514",
    "note_id": "n_3301",
    "status": "added"
  }

• POST

  create_estimate

  Estimate for a client from line items. Nothing is sent until you call send_estimate.

  write

  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.

  POST /api/v1/service-autopilot/create_estimate

  Input

  Input: create_estimate

  Parameter	Type	Description
  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.

  Example response

  {
    "estimate_id": "E-20418",
    "client_id": "4410382",
    "total": "450.00",
    "status": "created"
  }

• POST

  send_estimate

  Email an estimate to the client.

  asks first write

  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.

  POST /api/v1/service-autopilot/send_estimate

  Input

  Input: send_estimate

  Parameter	Type	Description
  estimate_id required	string	Estimate ID from list_estimates or create_estimate.

  Example response

  {
    "estimate_id": "E-20418",
    "status": "sent",
    "sent_to": "dana@example.com"
  }

• POST

  create_invoice

  Invoice a client for completed jobs, optionally emailing it right away.

  asks first write

  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.

  POST /api/v1/service-autopilot/create_invoice

  Input

  Input: create_invoice

  Parameter	Type	Description
  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.

  Example response

  {
    "invoice_id": "I-70231",
    "client_id": "4410382",
    "jobs": 4,
    "amount": "180.00",
    "sent": true
  }

• POST

  send_text

  Text message to a client with 2-Way Texting.

  asks first write

  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.

  POST /api/v1/service-autopilot/send_text

  Input

  Input: send_text

  Parameter	Type	Description
  client_id required	string	Client ID from search_clients.
  message required	string	Text message body.

  Example response

  {
    "client_id": "4410382",
    "status": "sent",
    "sent_at": "2026-10-12T17:30:00-04:00"
  }

Each successful call uses credits for the work it takes; failed calls and timeouts cost nothing. A hard spend cap is on by default. Authenticate with the Authorization: Bearer header.