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AI agent integrationServicem8

Servicem8 integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Servicem8 never means pasting credentials into a prompt.

Use Servicem8 from Claude Code

Bring Servicem8 context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Servicem8 with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Communication & Meetings

What the Servicem8 integration exposes

ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking

One connection, many teammates

Connect Servicem8 once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • ServiceM8 Create Job Note

    Create a new job note in ServiceM8. Requires the job's UUID (related_object_uuid) and the note content. Returns the UUID of the created note record. Use this to add comments, updates, or action items to a specific job.

  • ServiceM8 Create Job Payment

    Tool to create a new job payment in ServiceM8. Use when you have collected payment details and need to record payment against a job. Example: "Create a 100.00 cash payment for job 123e4567-e89b-12d3-a456-426614174000 at 2023-01-01 13:00:00."

  • Create a new Job

    Tool to create a new Job in ServiceM8. Use when you have gathered all job details and need to push a record. Example: "Create a Quote job for 123 Main St with PO #1234."

  • Delete Custom Field

    Delete a custom field in ServiceM8 by its UUID. Use this when you need to permanently remove a custom field definition from the system. This will remove the custom field and any associated data.

  • Delete Job Note

    Deletes (archives) a job note in ServiceM8 by its UUID. Use this tool when you need to remove a note from a job's diary. In ServiceM8, deletion is a soft-delete: the note is archived (active=0) rather than permanently removed, and can be restored later if needed. Prerequisites: You need the note's UUID, which can be obtained from the 'List All Job Notes' or 'Retrieve Job Note' actions.

Connection

API and auth details

ServiceM8 exposes REST APIs for field-service job management, including jobs, companies, job activities, materials, quotes, invoices, work orders, attachments, photos, templates, account data, and third-party app integrations.

FAQ

Questions people ask before connecting Servicem8

Can Claude Code use Servicem8?

Yes. Type lets an AI teammate use connected Servicem8 actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Servicem8 through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Servicem8 catalog entry includes public integration details and example capabilities where available.

Is this the same as a Servicem8 MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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