Tradify API and MCP server

• POST

  list_jobs

  Jobs with number, customer, site address, status and assigned staff.

  read

  Lists jobs with their number, customer, site address, status and assigned staff. By default it returns active jobs; set status to see to-invoice, on hold, complete or cancelled jobs. Pages hold up to 100 jobs; pass next_cursor back as cursor for the next page.

  POST /api/v1/tradify/list_jobs

  Input

  Input: list_jobs

  Parameter	Type	Description
  status	enum	active, unassigned, assigned, scheduled, in_progress, to_invoice, on_hold, complete or cancelled. Default: active.
  customer_id	string	Only jobs for this customer.
  search	string	Match job number, customer or description.
  limit	integer	1 to 100. Default: 50.
  cursor	string	Next page cursor from the previous call.

  Example response

  {
    "jobs": [
      {
        "job_id": "j_20931",
        "number": "J-0418",
        "customer": "Sam Lee",
        "site_address": "12 Oak St",
        "status": "scheduled",
        "staff": [
          "Mike Ross"
        ],
        "description": "Replace hot water cylinder"
      }
    ],
    "next_cursor": null
  }

• POST

  get_job

  Full job: description, site, tasks, notes, appointments, costs, linked quotes and invoices.

  read

  Returns one job with its description, site, tasks, notes, appointments, costs and the quotes and invoices linked to it. Use it before changing a job so your agent sees its current state.

  POST /api/v1/tradify/get_job

  Input

  Input: get_job

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.

  Example response

  {
    "job_id": "j_20931",
    "number": "J-0418",
    "customer": "Sam Lee",
    "site_address": "12 Oak St",
    "status": "scheduled",
    "description": "Replace hot water cylinder",
    "appointments": [
      {
        "staff": [
          "Mike Ross"
        ],
        "start": "2026-10-15T08:00:00+13:00",
        "end": "2026-10-15T12:00:00+13:00"
      }
    ],
    "quotes": [
      "q_90102"
    ],
    "invoices": []
  }

• POST

  list_customers

  Customer profiles with contact details and sites.

  read

  Lists customer profiles with contact details and sites. Search matches name, email or phone, so your agent can find the customer ID before creating a job or quote.

  POST /api/v1/tradify/list_customers

  Input

  Input: list_customers

  Parameter	Type	Description
  search	string	Match name, email or phone.
  limit	integer	1 to 100. Default: 50.

  Example response

  {
    "customers": [
      {
        "customer_id": "c_48120",
        "name": "Sam Lee",
        "email": "sam@example.com",
        "phone": "021 555 0142",
        "sites": [
          "12 Oak St"
        ]
      }
    ]
  }

• POST

  list_quotes

  Quotes with customer, total, quote date, expiry date and status.

  read

  Lists quotes with customer, total, quote date, expiry date and status. By default it returns quotes awaiting acceptance; use status accepted with a since date to find quotes accepted in a period.

  POST /api/v1/tradify/list_quotes

  Input

  Input: list_quotes

  Parameter	Type	Description
  status	enum	draft, awaiting_acceptance, accepted, expired or cancelled. Default: awaiting_acceptance.
  since	date	Only quotes dated on or after this date.
  limit	integer	1 to 100. Default: 50.

  Example response

  {
    "quotes": [
      {
        "quote_id": "q_90314",
        "number": "Q-1042",
        "customer": "Sam Lee",
        "total": "752.10",
        "quote_date": "2026-10-09",
        "expiry_date": "2026-11-09",
        "status": "accepted"
      }
    ]
  }

• POST

  list_invoices

  Invoices with customer, job, due date, total, amount paid and amount due.

  read

  Lists invoices with customer, job, due date, total, amount paid and amount due. Amount due is total minus amount paid. By default it returns approved invoices; use status overdue to chase late payers.

  POST /api/v1/tradify/list_invoices

  Input

  Input: list_invoices

  Parameter	Type	Description
  status	enum	draft, approved, overdue or paid. Default: approved.
  customer_id	string	Only invoices for this customer.
  limit	integer	1 to 100. Default: 50.

  Example response

  {
    "invoices": [
      {
        "invoice_id": "inv_7781",
        "number": "INV-2210",
        "customer": "Priya Patel",
        "job": "J-0402",
        "due_date": "2026-09-30",
        "total": "420.00",
        "paid": "0.00",
        "due": "420.00",
        "status": "overdue"
      },
      {
        "invoice_id": "inv_7790",
        "number": "INV-2219",
        "customer": "Tom Hale",
        "job": "J-0409",
        "due_date": "2026-10-02",
        "total": "980.00",
        "paid": "300.00",
        "due": "680.00",
        "status": "overdue"
      }
    ]
  }

• POST

  list_appointments

  Scheduler appointments in a date range, with staff, job, times and notes.

  read

  Returns Scheduler appointments between two dates, each with staff, job, start and end times and notes. The range is at most 31 days. Pass staff names to see only those people.

  POST /api/v1/tradify/list_appointments

  Input

  Input: list_appointments

  Parameter	Type	Description
  from required	date	First day.
  to required	date	Last day, up to 31 days after from.
  staff	string[]	Only these staff members, by name.

  Example response

  {
    "appointments": [
      {
        "staff": [
          "Mike Ross"
        ],
        "job": "J-0418",
        "start": "2026-10-13T08:00:00+13:00",
        "end": "2026-10-13T12:00:00+13:00",
        "notes": "Bring new cylinder"
      }
    ]
  }

• POST

  create_customer

  New customer profile, optionally with a site address.

  write

  Creates a customer profile, optionally with a site address. It reaches no one and stays inside Tradify, so it runs without asking first.

  POST /api/v1/tradify/create_customer

  Input

  Input: create_customer

  Parameter	Type	Description
  name required	string	Customer or company name.
  email	string	Email for quotes and invoices.
  phone	string	Phone number.
  address	string	Postal or site address.

  Example response

  {
    "customer_id": "c_48177",
    "name": "Priya Patel",
    "status": "created"
  }

• POST

  create_job

  New job for a customer. It starts as Unassigned.

  write

  Creates a job for a customer. The new job starts as Unassigned until an appointment or staff is added. It reaches no one and stays inside Tradify, so it runs without asking first.

  POST /api/v1/tradify/create_job

  Input

  Input: create_job

  Parameter	Type	Description
  customer_id required	string	Customer ID from list_customers or create_customer.
  description required	string	What the work is.
  site_address	string	Job address if different from the customer.
  reference	string	Your reference, e.g. a PO number.

  Example response

  {
    "job_id": "j_20931",
    "number": "J-0418",
    "customer": "Sam Lee",
    "site_address": "12 Oak St",
    "description": "Replace hot water cylinder",
    "status": "unassigned"
  }

• POST

  update_job_status

  Set a manual status on a job, or one of your custom statuses.

  write

  Sets a manual status on a job: to_invoice, on_hold, complete, cancelled or the name of one of your custom statuses. It reaches no one and one more call sets it back, so it runs without asking first.

  POST /api/v1/tradify/update_job_status

  Input

  Input: update_job_status

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  status required	string	to_invoice, on_hold, complete, cancelled or the name of a custom status.

  Example response

  {
    "job_id": "j_20931",
    "status": "complete"
  }

• POST

  create_quote

  Draft quote with line items. Nothing is sent until you call send_quote.

  write

  Creates a draft quote with line items of type time, misc, price list or kit. Expiry date defaults to your expiry days setting. The quote stays a draft inside Tradify until send_quote, so it runs without asking first.

  POST /api/v1/tradify/create_quote

  Input

  Input: create_quote

  Parameter	Type	Description
  customer_id required	string	Customer ID.
  line_items required	object	List of items: type (misc, time, price_list or kit), description, quantity, unit price or billing rate.
  description	string	Shown on the quote.
  expiry_date	date	Default: your expiry days setting.
  tax_inclusive	boolean	Prices include tax. Default: false.
  job_id	string	Link the quote to an existing job.

  Example response

  {
    "quote_id": "q_90314",
    "number": "Q-1042",
    "status": "draft",
    "customer": "Sam Lee",
    "lines": [
      {
        "description": "Electrician labour",
        "quantity": 6,
        "amount": "510.00"
      },
      {
        "description": "LED downlights",
        "quantity": 6,
        "amount": "144.00"
      }
    ],
    "subtotal": "654.00",
    "tax": "98.10",
    "total": "752.10",
    "expiry_date": "2026-11-09"
  }

• POST

  send_quote

  Approve the quote and email it to the customer with a link to accept or decline online.

  asks first write

  Approves a draft quote and emails it to the customer with a link to accept or decline online. The email text defaults to your quote email template. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/tradify/send_quote

  Input

  Input: send_quote

  Parameter	Type	Description
  quote_id required	string	Quote ID from list_quotes.
  message	string	Email text. Default: your quote email template.
  send_me_a_copy	boolean	Copy to your own email. Default: false.

  Example response

  {
    "quote_id": "q_90314",
    "status": "awaiting_acceptance",
    "emailed_to": "sam@example.com"
  }

• POST

  create_invoice_from_quote

  Draft invoice from an accepted quote, for all of it or part of it.

  write

  Creates a draft invoice from an accepted quote. Mode entire invoices everything, remaining invoices what is not yet invoiced, percentage and fixed_amount take amount, and line_items picks lines. The invoice stays a draft until send_invoice, so it runs without asking first.

  POST /api/v1/tradify/create_invoice_from_quote

  Input

  Input: create_invoice_from_quote

  Parameter	Type	Description
  quote_id required	string	Quote ID from list_quotes.
  mode required	enum	entire, remaining, percentage, fixed_amount or line_items.
  amount	string	Percent or fixed amount, for those modes.

  Example response

  {
    "invoice_id": "inv_7802",
    "number": "INV-2231",
    "quote_id": "q_90314",
    "status": "draft",
    "total": "225.63"
  }

• POST

  send_invoice

  Approve the invoice and email it to the customer, with payment reminders if enabled.

  asks first write

  Approves a draft invoice and emails it to the customer, with payment reminders if you enabled them. The email text defaults to your invoice email template. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/tradify/send_invoice

  Input

  Input: send_invoice

  Parameter	Type	Description
  invoice_id required	string	Invoice ID from list_invoices.
  message	string	Email text. Default: your invoice email template.
  send_me_a_copy	boolean	Copy to your own email. Default: false.

  Example response

  {
    "invoice_id": "inv_7802",
    "status": "approved",
    "emailed_to": "sam@example.com"
  }

• POST

  record_payment

  Record a payment received against an invoice. Syncs to your accounting app if connected.

  asks first write

  Records a payment received against an invoice and reduces the amount due. If your accounting app is connected, the payment syncs to it. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/tradify/record_payment

  Input

  Input: record_payment

  Parameter	Type	Description
  invoice_id required	string	Invoice ID from list_invoices.
  amount required	string	Amount received.
  date	date	Payment date. Default: today.
  method	string	Payment method name from your settings.

  Example response

  {
    "invoice_id": "inv_7781",
    "payment_id": "pay_5530",
    "amount": "420.00",
    "date": "2026-10-11",
    "method": "Bank transfer",
    "due": "0.00",
    "status": "paid"
  }

• POST

  schedule_appointment

  Book a job appointment on the Scheduler for staff, optionally emailing the customer a confirmation.

  asks first write

  Books a job appointment on the Scheduler for the staff you name; with no staff the appointment is unassigned. Set email_customer to send the customer a confirmation, otherwise nothing is emailed. By default you confirm each call; you can switch that off for this tool.

  POST /api/v1/tradify/schedule_appointment

  Input

  Input: schedule_appointment

  Parameter	Type	Description
  job_id required	string	Job ID from list_jobs.
  start required	datetime	ISO 8601 with time zone.
  end required	datetime	ISO 8601 with time zone.
  staff	string[]	Staff member names. Empty: unassigned appointment.
  notes	string	Notes for the crew.
  email_customer	boolean	Send the customer an email confirmation. Default: false.

  Example response

  {
    "appointment_id": "ap_3318",
    "job_id": "j_20931",
    "staff": [
      "Mike Ross"
    ],
    "start": "2026-10-15T08:00:00+13:00",
    "end": "2026-10-15T12:00:00+13:00",
    "customer_emailed": false
  }

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.