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ConnectorServicem8

Servicem8 integration for Claude and Codex

Create a Servicem8 connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Servicem8 from Claude

Add the Servicem8 connection to a Space that runs Claude, then use it from every channel in that Space.

Use Servicem8 from Codex

Add the Servicem8 connection to a Space that runs Codex, then use it from every channel in that Space.

Use Servicem8 from Sidekick

Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.

Communication & Meetings

What the Servicem8 connector can do

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 Spaces

Connect Servicem8 once, then decide which Spaces can use it in threads, skills, automations, 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 use Servicem8?

Yes. Add a Servicem8 connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with Servicem8 through Type?

Yes. Add a Servicem8 connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.

Is this the same as a Servicem8 MCP server?

Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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