MCP Server
FieldRobin
com.fieldrobin/fieldrobin
What this MCP does
Provides authenticated field-service workspace access for customers, leads, jobs, quotes, invoices, service requests, operations reports, campaigns, and reviews.
Capabilities
Tools
47
tools
complaint-recall-risk
Complaint Recall Risk Tool
Lists complaint and recall risk records for the authenticated workspace without exposing private operational notes.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum records to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Job title, customer name, or technician name.'}, 'status': {'enum': ['open', 'resolved', 'all'], 'type': ['string', 'null'], 'description': 'Risk state; defaults to open.'}}}
create-customer
Create Customer Tool
Creates one customer directly in the selected FieldRobin business when the connection has customer-write permission. Search first to avoid creating a duplicate; reuse the idempotency key only when retrying the same request.
Idempotent
Input schema
{'type': 'object', 'required': ['name', 'idempotency_key'], 'properties': {'name': {'type': 'string', 'maxLength': 255, 'minLength': 1, 'description': 'Customer full name.'}, 'email': {'type': ['string', 'null'], 'format': 'email', 'maxLength': 255, 'description': 'Customer email address, if known.'}, 'notes': {'type': ['string', 'null'], 'description': 'Internal customer notes.'}, 'phone': {'type': ['string', 'null'], 'maxLength': 30, 'description': 'Customer phone number, if known.'}, 'address': {'type': ['string', 'null'], 'maxLength': 500, 'description': 'Customer address, if known.'}, 'trade_type': {'type': ['string', 'null'], 'maxLength': 100, 'description': 'Customer trade or service type.'}, 'location_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Business location for the customer.'}, 'business_name': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Customer business name, if known.'}, 'lifecycle_tag': {'enum': ['active', 'inactive', 'vip'], 'type': ['string', 'null'], 'description': 'Lifecycle tag.'}, 'idempotency_key': {'type': 'string', 'maxLength': 128, 'minLength': 1, 'description': 'Opaque retry key. Reuse it only for the same request to receive the verified result without creating a duplicate.'}, 'acquisition_source': {'type': ['string', 'null'], 'maxLength': 100, 'description': 'How the customer was acquired.'}}}
create-job
Create Job Tool
Creates one job directly in the selected FieldRobin business when the connection has job-write permission. Resolve the customer first and pass the verified customer ID when one is named.
Idempotent
Input schema
{'type': 'object', 'required': ['title', 'idempotency_key'], 'properties': {'title': {'type': 'string', 'maxLength': 255, 'minLength': 1, 'description': 'Short job title.'}, 'status': {'enum': ['lead', 'pending', 'quoted', 'approved', 'scheduled'], 'type': ['string', 'null'], 'description': 'Initial job status.'}, 'customer_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Verified customer ID, if the job belongs to an existing customer.'}, 'description': {'type': ['string', 'null'], 'description': 'Readable issue and service description.'}, 'location_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Business location for the job.'}, 'voice_notes': {'type': ['string', 'null'], 'description': 'Optional internal voice-note text.'}, 'scheduled_at': {'type': ['string', 'null'], 'description': 'Optional local wall-clock appointment date/time or ISO timestamp with offset.'}, 'total_amount': {'type': ['number', 'null'], 'minimum': 0, 'description': 'Optional quoted amount.'}, 'idempotency_key': {'type': 'string', 'maxLength': 128, 'minLength': 1, 'description': 'Opaque retry key. Reuse it only for the same request to receive the verified result without creating a duplicate.'}, 'service_address': {'type': ['string', 'null'], 'maxLength': 2000, 'description': 'Service address, if known.'}, 'appointment_count': {'type': ['integer', 'null'], 'maximum': 99, 'minimum': 1, 'description': 'Optional appointment count.'}, 'technician_user_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Verified technician user ID, if assigned.'}}}
customer-service-requests
Customer Service Requests Tool
Lists recent active service requests associated with one authorized customer using bounded status, source, urgency, and scheduling fields.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of service requests to return.'}, 'customer_id': {'type': 'integer', 'minimum': 1, 'description': 'Customer ID returned by search-customers.'}}}
draft-review-reply
Draft Review Reply Tool
Drafts a policy-aware reply for one authorized review without posting or changing the review.
Read only
Input schema
{'type': 'object', 'properties': {'tone': {'enum': ['professional', 'warm', 'concise'], 'type': ['string', 'null'], 'description': 'Draft tone.'}, 'review_id': {'type': 'integer', 'minimum': 1, 'description': 'Review ID returned by search-reviews.'}}}
get-customer
Get Customer Tool
Returns one authorized customer using bounded contact and lifecycle fields; addresses and notes are excluded.
Read only
Input schema
{'type': 'object', 'properties': {'customer_id': {'type': 'integer', 'minimum': 1, 'description': 'Customer ID returned by search-customers.'}}}
get-invoice
Get Invoice Tool
Returns one authorized invoice with bounded customer, job, payment-state, due-date, and line-item fields; payment links, addresses, and internal notes are excluded.
Read only
Input schema
{'type': 'object', 'properties': {'invoice_id': {'type': 'integer', 'minimum': 1, 'description': 'Invoice ID returned by search-invoices.'}}}
get-invoice-payment-status
Get Invoice Payment Status Tool
Returns the authoritative payment state for one authorized invoice without exposing payment links or provider identifiers.
Read only
Input schema
{'type': 'object', 'properties': {'invoice_id': {'type': 'integer', 'minimum': 1, 'description': 'Invoice ID returned by search-invoices.'}}}
get-job
Get Job Tool
Returns one authorized job using bounded customer, schedule, status, and technician fields; service addresses, notes, and amounts are excluded.
Read only
Input schema
{'type': 'object', 'properties': {'job_id': {'type': 'integer', 'minimum': 1, 'description': 'Job ID returned by search-jobs or jobs-today.'}}}
get-lead
Get Lead Tool
Returns one authorized lead using bounded contact, source, status, and service-interest fields; notes, budget, and internal summaries are excluded.
Read only
Input schema
{'type': 'object', 'properties': {'lead_id': {'type': 'integer', 'minimum': 1, 'description': 'Lead ID returned by search-leads.'}}}
get-location
Get Location Tool
Returns one location and its public Google listing status. A confirmed place is not a Google Business Profile connection.
Read only
Input schema
{'type': 'object', 'properties': {'location_id': {'type': 'integer', 'minimum': 1, 'description': 'Location ID.'}}}
get-quote
Get Quote Tool
Returns one authorized estimate with bounded customer, status, pricing, revision, and line-item fields; addresses, notes, and terms are excluded.
Read only
Input schema
{'type': 'object', 'properties': {'quote_id': {'type': 'integer', 'minimum': 1, 'description': 'Estimate ID returned by search-quotes.'}}}
get-referral-campaign-attribution
Get Referral Campaign Attribution Tool
Shows verified referral campaign totals and conversion activity without returning referral tokens or bearer-like links.
Read only
Input schema
{'type': 'object', 'properties': {'days': {'type': ['integer', 'null'], 'default': 30, 'maximum': 180, 'minimum': 1, 'description': 'Lookback window in days.'}, 'campaign_id': {'type': 'integer', 'minimum': 1, 'description': 'Referral campaign ID returned by search-referral-campaigns.'}}}
get-service-request
Service Request Get Tool
Returns one authorized service-request inbox record using bounded status, source, urgency, and scheduling fields without exposing request descriptions, addresses, contact channels, metadata, files, or outreach controls.
Read only
Input schema
{'type': 'object', 'properties': {'service_request_id': {'type': 'integer', 'minimum': 1, 'description': 'Service-request ID returned by search-service-requests.'}}}
get-workspace-summary
Get Workspace Summary Tool
Returns a limited, read-only summary of the authenticated FieldRobin workspace.
Read only
Input schema
{'type': 'object', 'properties': {}}
jobs-today
Jobs Today Tool
Lists authorized jobs scheduled for a business day, with bounded customer, schedule, status, and technician fields.
Read only
Input schema
{'type': 'object', 'properties': {'date': {'type': ['string', 'null'], 'format': 'date', 'description': 'Local business date, YYYY-MM-DD; defaults to today.'}, 'limit': {'type': ['integer', 'null'], 'default': 25, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of jobs to return.'}, 'status': {'type': ['string', 'null'], 'maxLength': 40, 'description': 'Optional job status filter.'}, 'technician_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional technician ID.'}}}
list-job-photos
List Job Photos Tool
Lists authorized private photos attached to one job with protected download URLs, filenames, captions, and media types.
Read only
Input schema
{'type': 'object', 'properties': {'job_id': {'type': 'integer', 'minimum': 1, 'description': 'Job ID returned by search-jobs.'}}}
operations-parts
Operations Parts Tool
Reads bounded parts stock, technician exposure, and transaction metadata for the authenticated workspace without exposing amounts, item pricing, or private notes.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum inventory, transactions, and technician balances to return.'}, 'technician_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional same-business technician ID.'}}}
operations-scorecards
Operations Scorecards Tool
Reads bounded technician performance and coaching signals for the authenticated workspace without exposing coaching notes or private contact fields.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum jobs sampled per technician.'}, 'technician_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional same-business technician ID.'}}}
pipeline-next-actions
Pipeline Next Actions Tool
Lists persisted pipeline attention items for the authenticated business without changing, dismissing, or executing them.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 10, 'maximum': 20, 'minimum': 1, 'description': 'Maximum number of actions to return.'}, 'priority': {'enum': ['urgent', 'high', 'normal', 'low'], 'type': ['string', 'null'], 'description': 'Optional priority filter.'}, 'due_before': {'type': ['string', 'null'], 'format': 'date', 'description': 'Only actions due on or before this local date.'}, 'action_type': {'type': ['string', 'null'], 'maxLength': 80, 'description': 'Optional exact action type.'}, 'action_state': {'enum': ['open', 'in_progress', 'snoozed', 'blocked', 'dismissed', 'done'], 'type': ['string', 'null'], 'description': 'Pipeline state; defaults to open.'}}}
pipeline-recommendations
Pipeline Recommendations Tool
Lists persisted pipeline recommendations for the authenticated business without generating, editing, approving, rejecting, or executing them.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum recommendations to return.'}, 'status': {'enum': ['pending', 'approved', 'rejected', 'expired'], 'type': ['string', 'null'], 'description': 'Recommendation state; defaults to pending.'}, 'action_type': {'type': ['string', 'null'], 'maxLength': 80, 'description': 'Optional exact pipeline recommendation action type.'}, 'recommendation_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional exact recommendation ID.'}, 'include_draft_history': {'type': ['boolean', 'null'], 'default': False, 'description': 'When true, recommendation_id is required and bounded draft edit history is returned.'}}}
preview-broadcast-campaign
Preview Broadcast Campaign Tool
Previews one approved broadcast audience, including suppression and policy skips, without sending or changing records.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 25, 'maximum': 50, 'minimum': 1, 'description': 'Maximum audience items to evaluate.'}, 'campaign_id': {'type': 'integer', 'minimum': 1, 'description': 'Broadcast campaign ID returned by search-broadcast-campaigns.'}}}
preview-invoice
Preview Invoice Tool
Calculates a deterministic invoice preview without saving, charging, sending, or creating an invoice.
Read only
Input schema
{'type': 'object', 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'properties': {'quantity': {'type': 'number', 'minimum': 0}, 'item_type': {'enum': ['material', 'labour', 'service', 'equipment', 'fee'], 'type': ['string', 'null']}, 'unit_price': {'type': 'number', 'minimum': 0}, 'description': {'type': 'string', 'maxLength': 500}, 'tax_behavior': {'enum': ['inherit', 'taxable', 'non_taxable', 'automatic'], 'type': ['string', 'null']}, 'discount_type': {'enum': ['none', 'percentage', 'fixed'], 'type': ['string', 'null']}, 'discount_value': {'type': ['number', 'null'], 'minimum': 0}}}, 'maxItems': 50, 'minItems': 1, 'description': 'Invoice line items.'}, 'tax_mode': {'enum': ['none', 'manual'], 'type': ['string', 'null']}, 'coupon_code': {'type': ['string', 'null'], 'maxLength': 100}, 'customer_id': {'type': 'integer', 'minimum': 1, 'description': 'Resolved customer ID; required for an invoice preview.'}, 'tax_rate_id': {'type': ['integer', 'null'], 'minimum': 1}, 'document_discount_type': {'enum': ['none', 'percentage', 'fixed'], 'type': ['string', 'null']}, 'document_discount_value': {'type': ['number', 'null'], 'minimum': 0}}}
preview-quote
Preview Quote Tool
Calculates a deterministic estimate preview without saving, sending, or creating a quote.
Read only
Input schema
{'type': 'object', 'properties': {'items': {'type': 'array', 'items': {'type': 'object', 'properties': {'quantity': {'type': 'number', 'minimum': 0}, 'item_type': {'enum': ['material', 'labour', 'service', 'equipment', 'fee'], 'type': ['string', 'null']}, 'unit_price': {'type': 'number', 'minimum': 0}, 'description': {'type': 'string', 'maxLength': 500}, 'tax_behavior': {'enum': ['inherit', 'taxable', 'non_taxable', 'automatic'], 'type': ['string', 'null']}, 'discount_type': {'enum': ['none', 'percentage', 'fixed'], 'type': ['string', 'null']}, 'discount_value': {'type': ['number', 'null'], 'minimum': 0}}}, 'maxItems': 50, 'minItems': 1, 'description': 'Estimate line item.'}, 'tax_mode': {'enum': ['none', 'manual'], 'type': ['string', 'null']}, 'coupon_code': {'type': ['string', 'null'], 'maxLength': 100}, 'customer_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional resolved customer ID.'}, 'tax_rate_id': {'type': ['integer', 'null'], 'minimum': 1}, 'document_discount_type': {'enum': ['none', 'percentage', 'fixed'], 'type': ['string', 'null']}, 'document_discount_value': {'type': ['number', 'null'], 'minimum': 0}}}
preview-reactivation-campaign
Preview Reactivation Campaign Tool
Previews dormant customers eligible for one authorized reactivation campaign without sending or changing records.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 25, 'maximum': 50, 'minimum': 1, 'description': 'Maximum audience items to evaluate.'}, 'campaign_id': {'type': 'integer', 'minimum': 1, 'description': 'Reactivation campaign ID returned by search-reactivation-campaigns.'}}}
preview-referral-campaign
Preview Referral Campaign Tool
Previews eligible completed jobs for one authorized referral campaign without sending or changing records.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 25, 'maximum': 50, 'minimum': 1, 'description': 'Maximum audience items to evaluate.'}, 'campaign_id': {'type': 'integer', 'minimum': 1, 'description': 'Referral campaign ID returned by search-referral-campaigns.'}}}
preview-review-requests
Preview Review Requests Tool
Previews explicit completed jobs for review requests, including eligibility and skip reasons, without sending anything.
Read only
Input schema
{'type': 'object', 'properties': {'channel': {'enum': ['sms', 'email'], 'type': ['string', 'null'], 'description': 'Optional review-request channel preference.'}, 'job_ids': {'type': 'array', 'items': {'type': 'integer', 'minimum': 1}, 'maxItems': 50, 'minItems': 1, 'description': 'Explicit job IDs to evaluate.'}}}
preview-social-draft
Preview Social Draft Tool
Validates social post copy for an authorized source review without saving or publishing it.
Read only
Input schema
{'type': 'object', 'properties': {'content': {'type': 'string', 'maxLength': 1200, 'minLength': 3, 'description': 'Proposed social post content.'}, 'platform': {'enum': ['facebook', 'instagram', 'google_business'], 'type': ['string', 'null'], 'description': 'Social platform.'}, 'review_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional authorized source review ID.'}}}
reports-by-location
Reports By Location Tool
Compares revenue, activation, retention, and review-request outcomes by physical location. Does not expose customer names, invoice rows, or mutation access. Location writes stay on the in-product assistant, not MCP.
Read only
Input schema
{'type': 'object', 'properties': {'period': {'enum': [7, 30, 90, 365], 'type': ['integer', 'null'], 'default': 30, 'description': 'Number of days for location comparison metrics; defaults to 30.'}}}
reports-customer-revenue-rank
Customer Revenue Rank Tool
Ranks named customers by paid invoice revenue for the authenticated workspace. Uses all paid, non-sample invoices and returns aggregate customer totals without invoice rows.
Read only
Input schema
{'type': 'object', 'properties': {'to': {'type': ['string', 'null'], 'description': 'Inclusive end date when period is custom.'}, 'from': {'type': ['string', 'null'], 'description': 'Inclusive start date when period is custom.'}, 'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 100, 'minimum': 1, 'description': 'Maximum number of ranked customers to return.'}, 'period': {'enum': ['all_time', '7', '30', '90', '365', 'custom'], 'type': ['string', 'null'], 'default': 'all_time', 'description': 'Ranking window. Use all_time for to-date questions.'}}}
reports-overview
Reports Overview Tool
Reads aggregate revenue, receivables, job, lead, and estimate performance for the authenticated workspace without exposing customer names, addresses, invoice rows, or mutation access.
Read only
Input schema
{'type': 'object', 'properties': {'period': {'enum': [7, 30, 90, 365], 'type': ['integer', 'null'], 'default': 30, 'description': 'Number of days for the bounded trend metrics; defaults to 30.'}}}
routing-driving-risk
Routing Driving Risk Tool
Reads a local business day route and high driving-risk stops for the authenticated workspace without exposing addresses or private route notes.
Read only
Input schema
{'type': 'object', 'properties': {'date': {'type': ['string', 'null'], 'format': 'date', 'description': 'Local business date, YYYY-MM-DD; defaults to today.'}, 'limit': {'type': ['integer', 'null'], 'default': 50, 'maximum': 50, 'minimum': 1, 'description': 'Maximum route stops to return.'}, 'technician_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional technician filter.'}}}
schedule-availability
Schedule Availability Tool
Calculates verified busy jobs and open planning windows for a local business day without scheduling or changing a job.
Read only
Input schema
{'type': 'object', 'properties': {'date': {'type': ['string', 'null'], 'format': 'date', 'description': 'Local business date, YYYY-MM-DD; defaults to today.'}, 'workday_end': {'type': ['integer', 'null'], 'default': 20, 'maximum': 24, 'minimum': 1, 'description': 'Planning window end hour.'}, 'technician_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional same-business technician ID.'}, 'workday_start': {'type': ['integer', 'null'], 'default': 10, 'maximum': 23, 'minimum': 0, 'description': 'Planning window start hour.'}, 'duration_minutes': {'type': ['integer', 'null'], 'default': 60, 'maximum': 480, 'minimum': 15, 'description': 'Requested appointment length.'}, 'job_duration_minutes': {'type': ['integer', 'null'], 'default': 60, 'maximum': 480, 'minimum': 15, 'description': 'Planning duration for existing jobs.'}}}
search-broadcast-campaigns
Search Broadcast Campaigns Tool
Searches authorized broadcast campaigns by name, status, message channel, and bounded delivery fields.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of campaigns to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Campaign name, message, or channel.'}, 'status': {'enum': ['draft', 'pending_approval', 'approved', 'rejected', 'sent', 'archived'], 'type': ['string', 'null'], 'description': 'Campaign status.'}}}
search-customers
Search Customers Tool
Searches the authenticated workspace customers without exposing addresses, notes, or other private fields.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 10, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of customers to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 80, 'description': 'Name, email, phone, or business name to search for.'}}}
search-inventory
Search Inventory Tool
Searches active inventory in the authenticated workspace and can identify low-stock items without exposing internal cost or margin fields.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum items to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Inventory name, SKU, or description.'}, 'active': {'type': ['boolean', 'null'], 'description': 'Filter by active state; defaults to true.'}, 'low_stock': {'type': ['boolean', 'null'], 'description': 'Only items at or below minimum quantity.'}}}
search-invoices
Search Invoices Tool
Searches authorized invoices using bounded customer, job, status, payment, due-date, and total fields; payment links and addresses are excluded.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 10, 'maximum': 20, 'minimum': 1, 'description': 'Maximum number of invoices to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 80, 'description': 'Invoice number, customer name, email, phone, job title, or description.'}, 'job_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Restrict results to one job ID.'}, 'status': {'enum': ['draft', 'sent', 'overdue', 'paid', 'cancelled'], 'type': ['string', 'null'], 'description': 'Invoice lifecycle status.'}, 'customer_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Restrict results to one customer ID.'}, 'payment_status': {'type': ['string', 'null'], 'maxLength': 40, 'description': 'Authoritative payment state, such as unpaid, pending, paid, or refunded.'}}}
search-jobs
Search Jobs Tool
Searches the authenticated workspace jobs using safe summary fields only; it does not return service addresses, notes, or amounts.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 10, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of jobs to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 80, 'description': 'Customer name, email, phone, or job title.'}, 'status': {'type': ['string', 'null'], 'maxLength': 40, 'description': 'Optional job status filter.'}, 'customer_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Restrict results to one customer ID.'}, 'location_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Restrict results to one business location ID.'}, 'scheduled_to': {'type': ['string', 'null'], 'format': 'date', 'description': 'Inclusive scheduled date, YYYY-MM-DD.'}, 'scheduled_from': {'type': ['string', 'null'], 'format': 'date', 'description': 'Inclusive scheduled date, YYYY-MM-DD.'}}}
search-leads
Search Leads Tool
Searches authorized workspace leads with bounded contact, source, status, and service-interest fields; notes and estimated values are excluded.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 10, 'maximum': 20, 'minimum': 1, 'description': 'Maximum number of leads to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 80, 'description': 'Name, email, phone, source, or service interest.'}, 'source': {'type': ['string', 'null'], 'maxLength': 100, 'description': 'Optional exact lead source.'}, 'status': {'type': ['string', 'null'], 'maxLength': 40, 'description': 'Optional lead status.'}, 'urgency': {'type': ['string', 'null'], 'maxLength': 20, 'description': 'Optional urgency: low, medium, or high.'}, 'customer_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Restrict results to a customer ID.'}}}
search-locations
Search Locations Tool
Lists physical locations in the authenticated workspace.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1}, 'query': {'type': ['string', 'null'], 'maxLength': 80, 'description': 'Location name to search for.'}, 'status': {'type': ['string', 'null'], 'description': 'active, archived, or all.'}}}
search-pricebook
Search Pricebook Tool
Searches active customer-facing services and materials in the authenticated workspace without exposing internal cost or markup fields.
Read only
Input schema
{'type': 'object', 'properties': {'type': {'enum': ['service', 'material'], 'type': ['string', 'null'], 'description': 'Service or material.'}, 'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum items to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Pricebook item name or description.'}, 'active': {'type': ['boolean', 'null'], 'description': 'Filter by active state; defaults to true.'}}}
search-quotes
Search Quotes Tool
Searches authorized estimates using bounded customer, status, title, and total fields; notes, terms, and addresses are excluded.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 10, 'maximum': 20, 'minimum': 1, 'description': 'Maximum number of estimates to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 80, 'description': 'Estimate title, customer name, email, or phone.'}, 'status': {'enum': ['draft', 'sent', 'changes_requested', 'approved', 'rejected', 'expired', 'converted'], 'type': ['string', 'null'], 'description': 'Optional estimate status.'}, 'customer_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Restrict results to one customer ID.'}}}
search-reactivation-campaigns
Search Reactivation Campaigns Tool
Searches authorized reactivation campaigns by name, status, channel, and job-type filter.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of campaigns to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Campaign name, message, channel, or job type.'}, 'status': {'enum': ['active', 'paused', 'archived'], 'type': ['string', 'null'], 'description': 'Campaign status.'}}}
search-referral-campaigns
Search Referral Campaigns Tool
Searches authorized referral campaigns by name, status, message channel, and bounded performance fields.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of campaigns to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Campaign name, message, or channel.'}, 'status': {'enum': ['active', 'paused', 'archived'], 'type': ['string', 'null'], 'description': 'Campaign status.'}}}
search-reviews
Search Reviews Tool
Searches authorized reviews by reviewer, customer, job, rating, platform, or reply status using bounded fields.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of reviews to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Reviewer, customer, job title, review body, or platform.'}, 'platform': {'enum': ['google', 'facebook', 'yelp', 'industry', 'bbb', 'angi', 'thumbtack', 'custom'], 'type': ['string', 'null'], 'description': 'Review platform.'}, 'has_reply': {'type': ['boolean', 'null'], 'description': 'Filter by whether an owner reply exists.'}, 'rating_max': {'type': ['integer', 'null'], 'maximum': 5, 'minimum': 1, 'description': 'Maximum rating.'}, 'rating_min': {'type': ['integer', 'null'], 'maximum': 5, 'minimum': 1, 'description': 'Minimum rating.'}, 'reply_status': {'enum': ['none', 'pending', 'sent', 'failed'], 'type': ['string', 'null'], 'description': 'Reply delivery state.'}}}
search-service-requests
Service Request Search Tool
Finds bounded active service-request inbox records for the authenticated business without exposing request descriptions, addresses, contact channels, or outreach controls.
Read only
Input schema
{'type': 'object', 'properties': {'q': {'type': ['string', 'null'], 'maxLength': 255, 'description': 'Client name, service type, or request text.'}, 'view': {'enum': ['inbox', 'pending', 'converted', 'outreach', 'all'], 'type': ['string', 'null'], 'description': 'Inbox view; defaults to active inbox records.'}, 'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of requests to return.'}, 'status': {'enum': ['sent', 'opened', 'submitted', 'reviewing', 'scheduled', 'quoted', 'converted'], 'type': ['string', 'null'], 'description': 'Optional exact active request status.'}, 'urgency': {'enum': ['low', 'medium', 'high'], 'type': ['string', 'null'], 'description': 'Optional urgency filter.'}}}
search-social-drafts
Search Social Drafts Tool
Searches authorized social drafts and returns bounded content, status, platform, source-review, and approval metadata.
Read only
Input schema
{'type': 'object', 'properties': {'limit': {'type': ['integer', 'null'], 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of drafts to return.'}, 'query': {'type': ['string', 'null'], 'maxLength': 120, 'description': 'Draft content, platform, status, or ID.'}, 'status': {'enum': ['pending_approval', 'approved', 'rejected', 'published'], 'type': ['string', 'null'], 'description': 'Draft approval state.'}, 'platform': {'enum': ['facebook', 'instagram', 'google_business'], 'type': ['string', 'null'], 'description': 'Social platform.'}, 'review_id': {'type': ['integer', 'null'], 'minimum': 1, 'description': 'Optional source review ID.'}}}
History
Recent tool changes
Added
reports-customer-revenue-rank
Sept. 17, 2026, 12:34 p.m.
Added
reports-by-location
Sept. 17, 2026, 12:34 p.m.
Added
reports-overview
Sept. 17, 2026, 12:34 p.m.
Added
operations-scorecards
Sept. 17, 2026, 12:34 p.m.
Added
operations-parts
Sept. 17, 2026, 12:34 p.m.
Added
routing-driving-risk
Sept. 17, 2026, 12:34 p.m.
Added
complaint-recall-risk
Sept. 17, 2026, 12:34 p.m.
Added
search-pricebook
Sept. 17, 2026, 12:34 p.m.
Added
search-inventory
Sept. 17, 2026, 12:34 p.m.
Added
list-job-photos
Sept. 17, 2026, 12:34 p.m.
Added
preview-social-draft
Sept. 17, 2026, 12:34 p.m.
Added
search-social-drafts
Sept. 17, 2026, 12:34 p.m.
Added
preview-broadcast-campaign
Sept. 17, 2026, 12:34 p.m.
Added
search-broadcast-campaigns
Sept. 17, 2026, 12:34 p.m.
Added
preview-reactivation-campaign
Sept. 17, 2026, 12:34 p.m.
Added
search-reactivation-campaigns
Sept. 17, 2026, 12:34 p.m.
Added
preview-referral-campaign
Sept. 17, 2026, 12:34 p.m.
Added
get-referral-campaign-attribution
Sept. 17, 2026, 12:34 p.m.
Added
search-referral-campaigns
Sept. 17, 2026, 12:34 p.m.
Added
draft-review-reply
Sept. 17, 2026, 12:34 p.m.
Added
search-reviews
Sept. 17, 2026, 12:34 p.m.
Added
preview-review-requests
Sept. 17, 2026, 12:34 p.m.
Added
get-invoice-payment-status
Sept. 17, 2026, 12:34 p.m.
Added
get-service-request
Sept. 17, 2026, 12:34 p.m.
Added
search-service-requests
Sept. 17, 2026, 12:34 p.m.
Added
customer-service-requests
Sept. 17, 2026, 12:34 p.m.
Added
pipeline-recommendations
Sept. 17, 2026, 12:34 p.m.
Added
pipeline-next-actions
Sept. 17, 2026, 12:34 p.m.
Added
schedule-availability
Sept. 17, 2026, 12:34 p.m.
Added
preview-invoice
Sept. 17, 2026, 12:34 p.m.
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