Servicem8 for AI agents

ServiceM8 helps field service businesses schedule jobs, send quotes, and track work through mobile apps for staff in the field. Trades and home service companies use it to run daily operations. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

SchedulingOAuth 2.0MCP + RESTservicem8.com
AUDIT LOG · SERVICEM8POLICY: acme-support
09:41:07 · claude · u_8f2read
servicem8.list_all_jobs
List All Jobs✓ allowed · 212ms
09:41:08 · claude · u_8f2read
servicem8.retrieve_job
Retrieve Job✓ allowed · 164ms
09:41:09 · claude · u_8f2write
servicem8.create_jobs
Create a new Job✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
servicem8.delete_job_note
Delete Job Note✕ blocked · policy: deny
EVERY SERVICEM8 CALL, ON THE RECORD
01 · USE CASES

What agents do in Servicem8.

01

Create a new job

Open a new job for a client with the site location and task details a technician needs.

02

Check a job's status before dispatch

Look up a job's current status and notes before assigning or dispatching a technician to it.

03

Confirm before removing a job note

Review a job note and get confirmation before deleting it, since field history can't be recovered after.

02 · ACTIONS

28 Servicem8 actions, graded by risk.

Every Servicem8 action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

20

Look things up. Allowed by default.

  • servicem8.list_all_jobs
    List All Jobs
  • servicem8.list_all_forms
    List All Forms
  • servicem8.list_all_tasks
    List All Tasks
  • servicem8.list_all_assets
    List All Assets
  • servicem8.list_all_clients
    List All Clients
  • servicem8.list_all_job_notes
    List All Job Notes
  • servicem8.list_all_locations
    List All Locations
  • servicem8.list_all_materials
    List All Materials
  • servicem8.list_all_job_queues
    List All Job Queues
  • servicem8.list_all_document_templates
    List All Document Templates
  • servicem8.retrieve_job
    Retrieve Job
  • servicem8.retrieve_form
    Retrieve Form
  • servicem8.retrieve_client
    Retrieve ServiceM8 Client
  • servicem8.retrieve_job_note
    Retrieve Job Note
  • servicem8.retrieve_location
    Retrieve Location
  • servicem8.retrieve_material
    Retrieve ServiceM8 Material
+ 4 MORE

write

5

Create and change things. Allow, or ask the user first.

  • servicem8.create_jobs
    Create a new Job
  • servicem8.create_job_note
    ServiceM8 Create Job Note
  • servicem8.update_job_note
    Update a ServiceM8 Job Note
  • servicem8.create_job_payment
    ServiceM8 Create Job Payment
  • servicem8.update_job_payment
    Update Job Payment

destructive

3

Delete, cancel or archive. Ask first, or deny outright.

  • servicem8.delete_job_note
    Delete Job Note
  • servicem8.delete_job_payment
    Delete Job Payment
  • servicem8.delete_custom_field
    Delete Custom Field
03 · HOW IT WORKS

Servicem8 in three steps.

  1. 01Your users connect Servicem8They sign in to Servicem8 on Arc0 Connect, under your brand, and approve the access you ask for.
  2. 02You set the rulesReads run, writes like “create a new Job” can wait for the user, and “delete Job Note” can be denied outright.
  3. 03Any agent can actYour agent calls Servicem8 through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('servicem8', {
  read: 'allow',
  write: 'ask',        // create_jobs
  destructive: 'deny',  // delete_job_note
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Servicem8 connects.

Users sign in to Servicem8 on Arc0 Connect and approve the scopes you request. Build with Arc0’s Servicem8 OAuth app, or bring your own so the Servicem8 consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

The same Servicem8 connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
OAuth 2.0
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Servicem8 from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

Servicem8 and Arc0, answered.

Q01

Can I use Servicem8 with Claude, ChatGPT or Cursor?

Yes. Connect Servicem8 to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Servicem8 actions you allow.

Q02

How do users connect Servicem8?

Users sign in to Servicem8 on Arc0 Connect and approve the scopes you request. Build with Arc0’s Servicem8 OAuth app, or bring your own so the Servicem8 consent screen names you. Tokens refresh automatically, and you can export them whenever you want.

Q03

Which Servicem8 actions can my agent take?

28 in total: 20 read, 5 write and 3 destructive, such as “create a new Job”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Servicem8?

Yes. Actions like “delete Job Note” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Servicem8 too?

Yes. The same Servicem8 connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Servicem8 into your agent.

Your users connect Servicem8 once, under your brand. Your agent gets 28 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan