Connect Servicem8 to OpenClaw on Operator.io
Servicem8 is a field service management platform for scheduling jobs, quoting, and invoicing. It helps businesses track real-time job status and empower mobile staff in the field.
Automate Servicem8 with AI
Operator runs your personal agent on OpenClaw, the open source agent framework, and points it straight at Servicem8. You message the agent on Telegram or Discord, tell it what you need in plain language, and it operates Servicem8 on its own, running actions like servicem8 create job note, servicem8 create job payment, create a new job.
Your agent reaches Servicem8 directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.
What your agent can do with Servicem8
Your agent can call any of these Servicem8 actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.
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:...
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...
Delete Job Payment
Archives (soft-deletes) a job payment record in ServiceM8 by its UUID. In ServiceM8, records are never permanently deleted. Instead, deletion sets the record's 'active' field to 0, which hides it from the UI but keeps it accessible via t...
List All Assets
Tool to list all ServiceM8 assets. Use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.
List All Clients
Tool to list all ServiceM8 clients. Use when you need a complete set of customer records for integrations or reporting.
List All Document Templates
Tool to list document templates. Use when you need to retrieve available template UUIDs and names before generating job documents.
List All Forms
Tool to list all ServiceM8 forms. Use when you need to fetch available form templates with optional filters.
List All Job Notes
List all job notes from ServiceM8. Use this tool to: - Retrieve all notes across all jobs (no filter) - Get notes for a specific job using filter: "related_object_uuid eq '<job_uuid>'" - Filter by active status: "active eq 1" for active...
List All Job Queues
List all job queues in ServiceM8. Job queues are virtual folders for organizing jobs on hold. Use this to fetch available queues before assigning jobs to a queue, or to check queue configurations. Returns both regular queues (for jobs wa...
List All Jobs
Tool to list all jobs. Use when you need to fetch all job records from your ServiceM8 account.
List All Locations
Lists all ServiceM8 locations. Use to fetch configured service areas, office locations, or warehouses for job assignments, mapping, or reporting.
List All Materials
Retrieve all materials (products, labour rates, inventory items) from ServiceM8. Use this to get a complete catalog of materials for quoting, invoicing, or inventory management. Requires the 'read_inventory' OAuth scope.
List All Tasks
Retrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination. Use this to fetch task records, track task assignments, monitor completion status, or sync task data. Requires 'read_tasks' OAuth scope.
Retrieve ServiceM8 Client
Tool to retrieve details of a specific client by its UUID. Use after confirming the client's UUID is valid.
Retrieve Form
Retrieve details of a specific form template by its UUID. Use this tool when you have a form UUID and need to fetch its metadata, such as form name, description, and status. Requires the Forms add-on to be enabled in ServiceM8.
Retrieve Job
Tool to retrieve details of a specific job by its UUID. Use when you have the Job UUID and need its full record.
Retrieve Job Activity
Tool to retrieve details of a specific job activity by its UUID. Use when you have the job activity UUID and need its full details.
Retrieve Job Note
Retrieve the full details of a specific job note by its UUID. Use this action when you have a note UUID (e.g., from listing job notes) and need to view its complete record including content, timestamps, and the associated job reference.
Retrieve Job Payment
Retrieve a specific job payment record from ServiceM8 by its UUID. Use this tool when you need to: - Get full details of a specific payment (amount, method, timestamp, notes) - Check if a payment is a deposit or regular payment - View wh...
Retrieve Job Queue
Tool to retrieve details of a specific job queue by its UUID. Use when you need full queue metadata before dispatching work.
Retrieve Location
Retrieve a specific ServiceM8 location by its UUID. Returns complete location details including name, address fields (street, city, state, country, postal code), geographic coordinates (lat/lng), contact phone number, and active status....
Retrieve ServiceM8 Material
Retrieve detailed information about a specific material/product/service by its UUID. Returns pricing, inventory levels, tax settings, and identification details. Use this when you have a material UUID from a job or list operation and nee...
Retrieve Staff Member
Tool to retrieve details of a specific staff member by their UUID. Use when you need up-to-date staff information given a known staff UUID.
Update a ServiceM8 Job Note
Tool to update details of an existing job note. Use when modifying a note after its creation.
Update Job Payment
Update an existing job payment record in ServiceM8. Use this to modify payment details such as amount, method, note, or status. Requires the payment UUID and at least one field to update.
How to connect Servicem8
You authorize Servicem8 once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Servicem8 without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.
When you are ready, the get started guide walks through standing up your OpenClaw agent.
Common questions about Servicem8
- How do I connect Servicem8 to Operator?
- Connecting Servicem8 is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Servicem8 and you never reauthorize by hand.
- Can my agent manage tasks and projects in Servicem8?
- Yes. It can create and update items, move them between stages, add notes, and read the current state back to you. Use it to file new work as it arrives, check status without opening the app, or keep Servicem8 aligned with what is happening elsewhere.
- Do I need to write code or manage Servicem8 API keys?
- No. Operator manages the Servicem8 connection and token refresh, so there are no API keys to paste and nothing to deploy.
- Can my agent use Servicem8 together with my other apps?
- Yes. The same agent reaches every app you connect, so it can move between Servicem8 and tools like Google Sheets, Notion, Linear in one job, reading from one and acting in another without you wiring anything between them.
More apps to automate
Apps your agent runs alongside Servicem8, or browse all integrations.
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