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Service Fusion MCP by usefulapi

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io.usefulapi/service-fusionv1.4.3 Domain verified

Read Service Fusion customers, jobs, estimates, invoices and schedule; create customers and jobs.

Sales & CRM

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servicefusion_create_customer Destructive

WRITE: create a customer in Service Fusion, optionally with contacts (phones, emails) and service locations. It is visible to the whole team and cannot be deleted through this API; creating the same name twice makes two customers, so search with servicefusion_list_customers first. POST /customers.

customer_namestring, required

Customer (company or person) name.

agentstring

Sales agent name.

is_vipboolean

contactsarray

discountnumber

industrystring

locationsarray

is_taxableboolean

payment_typestring

public_notesstring

Notes shown on customer-facing documents.

credit_ratingstring

custom_fieldsarray

Custom fields: [{name, value}] with names as configured in Service Fusion.

discount_typestring

payment_termsstring

private_notesstring

Internal notes.

tax_item_namestring

account_numberstring

parent_customerstring

Name of an existing parent customer.

referral_sourcestring

assigned_contractstring

labor_charge_typestring

is_bill_for_drive_timeboolean

labor_charge_default_ratenumber

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Service Fusion MCP by usefulapi MCP server | mcptry

Service Fusion MCP by usefulapi

Working · 434 ms

io.usefulapi/service-fusionv1.4.3 Domain verified

Read Service Fusion customers, jobs, estimates, invoices and schedule; create customers and jobs.

Sales & CRM

Source Website Registry entry

Maintain this server? Claim it

Try it

Call this server's tools from your browser. Nothing to install.

https://service-fusion.usefulapi.io/mcp

Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.

Tool list from our last check. Connect live to refresh it.

servicefusion_create_customer Destructive

customer_namestring, required

Customer (company or person) name.

agentstring

Sales agent name.

is_vipboolean

contactsarray

discountnumber

industrystring

locationsarray

is_taxableboolean

payment_typestring

public_notesstring

Notes shown on customer-facing documents.

credit_ratingstring

custom_fieldsarray

Custom fields: [{name, value}] with names as configured in Service Fusion.

discount_typestring

payment_termsstring

private_notesstring

Internal notes.

tax_item_namestring

account_numberstring

parent_customerstring

Name of an existing parent customer.

referral_sourcestring

assigned_contractstring

labor_charge_typestring

is_bill_for_drive_timeboolean

labor_charge_default_ratenumber

The server marks this tool as destructive. Running it may delete or overwrite data on the server or in any account you connected with your headers.

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Tools (26)

servicefusion_create_customer

destructive

Argument	Type	Description
agent	string	Sales agent name.
is_vip	boolean
contacts	array
discount	number
industry	string
locations	array
is_taxable	boolean
payment_type	string
public_notes	string	Notes shown on customer-facing documents.
credit_rating	string
custom_fields	array	Custom fields: [{name, value}] with names as configured in Service Fusion.
customer_name*	string	Customer (company or person) name.
discount_type	string
payment_terms	string
private_notes	string	Internal notes.
tax_item_name	string
account_number	string
parent_customer	string	Name of an existing parent customer.
referral_source	string
assigned_contract	string
labor_charge_type	string
is_bill_for_drive_time	boolean
labor_charge_default_rate	number

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "customer_name"
  ],
  "properties": {
    "agent": {
      "type": "string",
      "maxLength": 200,
      "description": "Sales agent name."
    },
    "is_vip": {
      "type": "boolean"
    },
    "contacts": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "fname",
          "lname"
        ],
        "properties": {
          "fname": {
            "type": "string",
            "maxLength": 100,
            "minLength": 1
          },
          "lname": {
            "type": "string",
            "maxLength": 100,
            "minLength": 1
          },
          "emails": {
            "type": "array",
            "items": {
              "type": "object",
              "required": [
                "email"
              ],
              "properties": {
                "class": {
                  "enum": [
                    "Personal",
                    "Business",
                    "Other"
                  ],
                  "type": "string"
                },
                "email": {
                  "type": "string",
                  "maxLength": 200,
                  "minLength": 3
                },
                "types_accepted": {
                  "type": "string",
                  "pattern": "^(CONF|STATUS|PMT|INV)(,(CONF|STATUS|PMT|INV))*$"
                }
              }
            },
            "maxItems": 10
          },
          "phones": {
            "type": "array",
            "items": {
              "type": "object",
              "required": [
                "phone"
              ],
              "properties": {
                "ext": {
                  "type": "integer",
                  "maximum": 99999,
                  "minimum": 0
                },
                "type": {
                  "enum": [
                    "Mobile",
                    "Home",
                    "Work",
                    "Other"
                  ],
                  "type": "string"
                },
                "phone": {
                  "type": "string",
                  "pattern": "^[0-9]{3}-[0-9]{3}-[0-9]{4}$"
                }
              }
            },
            "maxItems": 10
          },
          "prefix": {
            "type": "string",
            "maxLength": 20
          },
          "suffix": {
            "type": "string",
            "maxLength": 20
          },
          "job_title": {
            "type": "string",
            "maxLength": 100
          },
          "department": {
            "type": "string",
            "maxLength": 100
          },
          "is_primary": {
            "type": "boolean"
          },
          "contact_type": {
            "type": "string",
            "maxLength": 100,
            "description": "For example Billing."
          }
        }
      },
      "maxItems": 20
    },
    "discount": {
      "type": "number",
      "maximum": 10000000,
      "minimum": 0
    },
    "industry": {
      "type": "string",
      "maxLength": 200
    },
    "locations": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "street_1"
        ],
        "properties": {
          "city": {
            "type": "string",
            "maxLength": 100
          },
          "country": {
            "type": "string",
            "maxLength": 100
          },
          "is_gated": {
            "type": "boolean"
          },
          "nickname": {
            "type": "string",
            "maxLength": 200
          },
          "street_1": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1
          },
          "street_2": {
            "type": "string",
            "maxLength": 200
          },
          "is_bill_to": {
            "type": "boolean"
          },
          "is_primary": {
            "type": "boolean"
          },
          "state_prov": {
            "type": "string",
            "maxLength": 100
          },
          "postal_code": {
            "type": "string",
            "maxLength": 20
          },
          "location_type": {
            "type": "string",
            "maxLength": 100
          },
          "customer_contact": {
            "type": "string",
            "maxLength": 200,
            "description": "Name of the contact for this location."
          },
          "gate_instructions": {
            "type": "string",
            "maxLength": 1000
          }
        }
      },
      "maxItems": 20
    },
    "is_taxable": {
      "type": "boolean"
    },
    "payment_type": {
      "type": "string",
      "maxLength": 100
    },
    "public_notes": {
      "type": "string",
      "maxLength": 5000,
      "description": "Notes shown on customer-facing documents."
    },
    "credit_rating": {
      "enum": [
        "A+",
        "A",
        "B+",
        "B",
        "C+",
        "C",
        "U"
      ],
      "type": "string"
    },
    "custom_fields": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "name",
          "value"
        ],
        "properties": {
          "name": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1
          },
          "value": {
            "anyOf": [
              {
                "type": "string",
                "maxLength": 2000
              },
              {
                "type": "number"
              },
              {
                "type": "boolean"
              }
            ]
          }
        }
      },
      "maxItems": 50,
      "description": "Custom fields: [{name, value}] with names as configured in Service Fusion."
    },
    "customer_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Customer (company or person) name."
    },
    "discount_type": {
      "enum": [
        "$",
        "%"
      ],
      "type": "string"
    },
    "payment_terms": {
      "type": "string",
      "maxLength": 100
    },
    "private_notes": {
      "type": "string",
      "maxLength": 5000,
      "description": "Internal notes."
    },
    "tax_item_name": {
      "type": "string",
      "maxLength": 200
    },
    "account_number": {
      "type": "string",
      "maxLength": 100
    },
    "parent_customer": {
      "type": "string",
      "maxLength": 200,
      "description": "Name of an existing parent customer."
    },
    "referral_source": {
      "type": "string",
      "maxLength": 200
    },
    "assigned_contract": {
      "type": "string",
      "maxLength": 200
    },
    "labor_charge_type": {
      "enum": [
        "flat",
        "hourly"
      ],
      "type": "string"
    },
    "is_bill_for_drive_time": {
      "type": "boolean"
    },
    "labor_charge_default_rate": {
      "type": "number",
      "maximum": 10000000,
      "minimum": 0
    }
  }
}

servicefusion_create_estimate

WRITE: create an estimate (quote) for a customer, optionally with address, category, source, technicians, tasks, notes, products, services, other charges and tags. It cannot be deleted through this API; creating twice makes two estimates. POST /estimates.

destructive

Argument	Type	Description
city	string
tags	array	Tags: [{tag}].
notes	array	Internal notes: [{notes}].
phase	string
tasks	array
source	string	Lead source name (see servicefusion_list_sources).
status	string	Status name (see servicefusion_list_job_statuses).
project	string
category	string	Job category name (see servicefusion_list_job_categories).
contract	string

servicefusion_create_job

WRITE: create a job (work order) for a customer, optionally with address, category, source, assigned technicians, tasks, notes, products, services and other charges. It appears on the team's schedule and cannot be deleted through this API; creating twice makes two jobs. Look up category, source and status names with the list tools first. POST /jobs.

destructive

Argument	Type	Description
city	string
notes	array	Internal notes: [{notes}].
phase	string
tasks	array
source	string	Lead source name (see servicefusion_list_sources).
status	string	Status name (see servicefusion_list_job_statuses).
project	string
category	string	Job category name (see servicefusion_list_job_categories).
contract	string

servicefusion_get_availability

Open time slots for technicians and/or crews over up to 8 days (end_date at most 7 days after start_date). Filter by technician, crew, department, experience level and slot length. GET /availability.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort by date and/or duration, e.g. date,-duration (API default: date).
scope	string	Individual technician slots, crew slots, or both (the API default is techs; pass all to include crews).
crew_ids	array	Only these crew ids.
end_date*	string	Last day (inclusive), yyyy-mm-dd; at most 7 days after start_date.
end_time	string	Only slots ending at or before this time of day, HH:MM.
per_page	integer	Slots per page, 1-100.
tech_ids	array	Only these technician ids.

servicefusion_get_calendar_task

One calendar task by id. GET /calendar-tasks/{id}.

read-only

Argument	Type	Description
expand	array	Extra data to include: repeat.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
calendar_task_id*	integer	Calendar task id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "calendar_task_id"
  ],
  "properties": {
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "repeat"
        ],
        "type": "string"
      },
      "maxItems": 1,
      "description": "Extra data to include: repeat."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "calendar_task_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Calendar task id.",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_get_crew

One crew by id, optionally with its technicians. GET /crews/{id}.

read-only

Argument	Type	Description
expand	array	Extra data to include: techs.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
crew_id*	integer	Service Fusion crew id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "crew_id"
  ],
  "properties": {
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "techs"
        ],
        "type": "string"
      },
      "maxItems": 1,
      "description": "Extra data to include: techs."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "crew_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Service Fusion crew id.",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_get_customer

One customer by id, optionally with contacts, phones, emails, locations and custom fields. GET /customers/{id}.

read-only

Argument	Type	Description
expand	array	Extra data to include: contacts, contacts.phones, contacts.emails, locations, custom_fields.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
customer_id*	integer	Service Fusion customer id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "customer_id"
  ],
  "properties": {
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "contacts",
          "contacts.phones",
          "contacts.emails",
          "locations",
          "custom_fields"
        ],
        "type": "string"
      },
      "maxItems": 5,
      "description": "Extra data to include: contacts, contacts.phones, contacts.emails, locations, custom_fields."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "customer_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Service Fusion customer id.",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_get_customer_equipment

One piece of equipment of a customer. GET /customers/{customer_id}/equipment/{equipment_id}.

read-only

Argument	Type	Description
expand	array	Extra data to include: custom_fields.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
customer_id*	integer	Service Fusion customer id.
equipment_id*	integer	Equipment id (from servicefusion_list_customer_equipment).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "customer_id",
    "equipment_id"
  ],
  "properties": {
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "custom_fields"
        ],
        "type": "string"
      },
      "maxItems": 1,
      "description": "Extra data to include: custom_fields."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "customer_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Service Fusion customer id.",
      "exclusiveMinimum": 0
    },
    "equipment_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Equipment id (from servicefusion_list_customer_equipment).",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_get_estimate

One estimate by id, optionally with line items, technicians, notes, tags and more. GET /estimates/{id}.

read-only

Argument	Type	Description
expand	array	Extra data to include: agents, custom_fields, pictures, documents, equipment, equipment.custom_fields, techs_assigned, tasks, notes, products, services, other_charges, payments, signatures, printable_work_order, tags.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
estimate_id*	integer	Service Fusion estimate id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "estimate_id"
  ],
  "properties": {
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "agents",
          "custom_fields",
          "pictures",
          "documents",
          "equipment",
          "equipment.custom_fields",
          "techs_assigned",
          "tasks",
          "notes",
          "products",
          "services",
          "other_charges",
          "payments",
          "signatures",
          "printable_work_order",
          "tags"
        ],
        "type": "string"
      },
      "maxItems": 16,
      "description": "Extra data to include: agents, custom_fields, pictures, documents, equipment, equipment.custom_fields, techs_assigned, tasks, notes, products, services, other_charges, payments, signatures, printable_work_order, tags."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "estimate_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Service Fusion estimate id.",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_get_invoice

One invoice by id. GET /invoices/{id}.

read-only

Argument	Type	Description
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
invoice_id*	integer	Service Fusion invoice id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "invoice_id"
  ],
  "properties": {
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "invoice_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Service Fusion invoice id.",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_get_job

One job by id, optionally with technicians, line items, labor, expenses, payments, invoices, notes, visits and more. GET /jobs/{id}.

read-only

Argument	Type	Description
expand	array	Extra data to include: agents, custom_fields, pictures, documents, equipment, equipment.custom_fields, techs_assigned, tasks, notes, products, services, other_charges, labor_charges, expenses, payments, invoices, signatures, printable_work_order, visits, visits.techs_assigned.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
job_id*	integer	Service Fusion job id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "job_id"
  ],
  "properties": {
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "agents",
          "custom_fields",
          "pictures",
          "documents",
          "equipment",
          "equipment.custom_fields",
          "techs_assigned",
          "tasks",
          "notes",
          "products",
          "services",
          "other_charges",
          "labor_charges",
          "expenses",
          "payments",
          "invoices",
          "signatures",
          "printable_work_order",
          "visits",
          "visits.techs_assigned"
        ],
        "type": "string"
      },
      "maxItems": 20,
      "description": "Extra data to include: agents, custom_fields, pictures, documents, equipment, equipment.custom_fields, techs_assigned, tasks, notes, products, services, other_charges, labor_charges, expenses, payments, invoices, signatures, printable_work_order, visits, visits.techs_assigned."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "job_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Service Fusion job id.",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_get_me

The Service Fusion user the API credentials belong to: id, name and email. Use it to check the connection. GET /me.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

servicefusion_get_tech

One technician by id. GET /techs/{id}.

read-only

Argument	Type	Description
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
tech_id*	integer	Service Fusion technician id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "tech_id"
  ],
  "properties": {
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "tech_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Service Fusion technician id.",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_list_calendar_tasks

List calendar tasks (appointments and to-dos on the schedule) for one day (start_date or end_date alone), a date range (both) and/or given users. A task is returned when it overlaps the range. GET /calendar-tasks.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
expand	array	Extra data to include: repeat.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
end_date	string	Range end, yyyy-mm-dd. Give BOTH start_date and end_date for a range; with only one of them the API returns tasks on that single day.
per_page	integer	Results per page, 1-50 (default 10).
user_ids	array	Only tasks assigned to these user (technician) ids.
start_date	string	Range start, yyyy-mm-dd. Give BOTH start_date and end_date for a range; with only one of them the API returns tasks on that single day.

servicefusion_list_crews

List crews (named groups of technicians), optionally with their members. GET /crews.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
expand	array	Extra data to include: techs.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
per_page	integer	Results per page, 1-50 (default 10).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "techs"
        ],
        "type": "string"
      },
      "maxItems": 1,
      "description": "Extra data to include: techs."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_list_customer_equipment

List the equipment on file for a customer (type, make, model, serial number, warranty and install dates). GET /customers/{id}/equipment.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
expand	array	Extra data to include: custom_fields.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
per_page	integer	Results per page, 1-50 (default 10).
customer_id*	integer	Service Fusion customer id.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "customer_id"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "custom_fields"
        ],
        "type": "string"
      },
      "maxItems": 1,
      "description": "Extra data to include: custom_fields."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    },
    "customer_id": {
      "type": "integer",
      "maximum": 9007199254740991,
      "description": "Service Fusion customer id.",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_list_customers

List customers (newest id order unless sorted). Filter by name, contact, address, city, postal code, phone, email, tags or last-serviced date. Add expand=contacts,locations,custom_fields to include them. GET /customers.

read-only

Argument	Type	Description
city	string	City (exact match).
name	string	Customer name (partial match).
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
tags	string	Tags, comma-separated (exact match).
email	string	Email (exact match).
phone	string	Phone (partial match).
expand	array	Extra data to include: contacts, contacts.phones, contacts.emails, locations, custom_fields.
fields	string

servicefusion_list_estimates

List estimates (quotes). Filter by status, number, PO number, customer, contact, address, phone, email, category, source and start/end/requested dates. GET /estimates.

read-only

Argument	Type	Description
city	string	City (exact match).
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
email	string	Email (exact match).
phone	string	Phone (partial match).
expand	array	Extra data to include: agents, custom_fields, pictures, documents, equipment, equipment.custom_fields, techs_assigned, tasks, notes, products, services, other_charges, payments, signatures, printable_work_order, tags.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
number	string	Estimate number (partial match).

servicefusion_list_invoices

List invoices with number, total, paid flag, dates and the customer. The API has no invoice filters: sort and page instead (for example sort=-date). GET /invoices.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
per_page	integer	Results per page, 1-50 (default 10).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_list_job_categories

The job category names to use when creating or filtering jobs. GET /job-categories.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
per_page	integer	Results per page, 1-50 (default 10).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_list_job_statuses

The job status names (code, name, custom flag, category) to use when creating or filtering jobs. GET /job-statuses.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
per_page	integer	Results per page, 1-50 (default 10).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_list_jobs

List jobs (work orders). Filter by status, number, PO or invoice number, customer, contact, address, phone, email, category, source and start/end/updated/closed dates. Add expand (techs_assigned, services, products, payments, invoices, visits, notes, ...) for detail. GET /jobs.

read-only

Argument	Type	Description
city	string	City (exact match).
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
email	string	Email (exact match).
phone	string	Phone (partial match).
expand	array	Extra data to include: agents, custom_fields, pictures, documents, equipment, equipment.custom_fields, techs_assigned, tasks, notes, products, services, other_charges, labor_charges, expenses, payments, invoices, signatures, printable_work_order, visits, visits.techs_assigned.
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
number

servicefusion_list_payment_types

The payment types configured in the account. GET /payment-types.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
per_page	integer	Results per page, 1-50 (default 10).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_list_sources

The lead/referral sources (short and long names) to use when creating or filtering jobs and estimates. GET /sources.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
per_page	integer	Results per page, 1-50 (default 10).

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    }
  }
}

servicefusion_list_tech_departments

The technician department names configured in the account (useful for availability filters). GET /techs/departments.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {}
}

servicefusion_list_techs

List technicians and sales reps (name, contact details, department, title, color, field-worker and sales-rep flags). GET /techs.

read-only

Argument	Type	Description
page	integer	Page number, from 1 (default 1). Pass the previous reply's next_page.
sort	string	Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name).
email	string	Email (partial match).
fields	string	Only return these fields, comma-separated (for example id,customer_name). Default: all.
per_page	integer	Results per page, 1-50 (default 10).
last_name	string	Last name (partial match).
first_name	string	First name (partial match).
nickname_on_dispatch	string	Nickname on the dispatch board (partial match).
nickname_on_workorder	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "customer_name"
  ],
  "properties": {
    "city": {
      "type": "string",
      "maxLength": 100
    },
    "tags": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "tag"
        ],
        "properties": {
          "tag": {
            "type": "string",
            "maxLength": 100,
            "minLength": 1
          }
        }
      },
      "maxItems": 50,
      "description": "Tags: [{tag}]."
    },
    "notes": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "notes"
        ],
        "properties": {
          "notes": {
            "type": "string",
            "maxLength": 5000,
            "minLength": 1
          }
        }
      },
      "maxItems": 50,
      "description": "Internal notes: [{notes}]."
    },
    "phase": {
      "type": "string",
      "maxLength": 200
    },
    "tasks": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description"
        ],
        "properties": {
          "description": {
            "type": "string",
            "maxLength": 500,
            "minLength": 1
          },
          "is_completed": {
            "type": "boolean"
          }
        }
      },
      "maxItems": 50
    },
    "source": {
      "type": "string",
      "maxLength": 200,
      "description": "Lead source name (see servicefusion_list_sources)."
    },
    "status": {
      "type": "string",
      "maxLength": 100,
      "description": "Status name (see servicefusion_list_job_statuses)."
    },
    "project": {
      "type": "string",
      "maxLength": 200
    },
    "category": {
      "type": "string",
      "maxLength": 200,
      "description": "Job category name (see servicefusion_list_job_categories)."
    },
    "contract": {
      "type": "string",
      "maxLength": 200
    },
    "duration": {
      "type": "integer",
      "maximum": 86400,
      "minimum": 0,
      "description": "Duration in seconds, 0-86400 (3600 = 1 hour)."
    },
    "is_gated": {
      "type": "boolean"
    },
    "products": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "product"
        ],
        "properties": {
          "tax": {
            "type": "string",
            "maxLength": 100
          },
          "cost": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "name": {
            "type": "string",
            "maxLength": 200
          },
          "rate": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "product": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1,
            "description": "The product name as in your Service Fusion price list."
          },
          "multiplier": {
            "type": "integer",
            "maximum": 100000,
            "description": "Quantity.",
            "exclusiveMinimum": 0
          },
          "description": {
            "type": "string",
            "maxLength": 2000
          },
          "is_show_rate_items": {
            "type": "boolean"
          }
        }
      },
      "maxItems": 100
    },
    "services": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "service"
        ],
        "properties": {
          "tax": {
            "type": "string",
            "maxLength": 100
          },
          "cost": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "name": {
            "type": "string",
            "maxLength": 200
          },
          "rate": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "service": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1,
            "description": "The service name as in your Service Fusion price list."
          },
          "multiplier": {
            "type": "integer",
            "maximum": 100000,
            "description": "Quantity.",
            "exclusiveMinimum": 0
          },
          "description": {
            "type": "string",
            "maxLength": 2000
          },
          "is_show_rate_items": {
            "type": "boolean"
          }
        }
      },
      "maxItems": 100
    },
    "street_1": {
      "type": "string",
      "maxLength": 200
    },
    "street_2": {
      "type": "string",
      "maxLength": 200
    },
    "po_number": {
      "type": "string",
      "maxLength": 100
    },
    "start_date": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Start date, yyyy-mm-dd."
    },
    "state_prov": {
      "type": "string",
      "maxLength": 100
    },
    "tech_notes": {
      "type": "string",
      "maxLength": 5000,
      "description": "Notes for the technician."
    },
    "description": {
      "type": "string",
      "maxLength": 500,
      "description": "Job/estimate description (max 500 characters)."
    },
    "postal_code": {
      "type": "string",
      "maxLength": 20
    },
    "custom_fields": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "name",
          "value"
        ],
        "properties": {
          "name": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1
          },
          "value": {
            "anyOf": [
              {
                "type": "string",
                "maxLength": 2000
              },
              {
                "type": "number"
              },
              {
                "type": "boolean"
              }
            ]
          }
        }
      },
      "maxItems": 50,
      "description": "Custom fields: [{name, value}] with names as configured in Service Fusion."
    },
    "customer_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Customer name exactly as in Service Fusion (see servicefusion_list_customers); an unknown name is created as a new customer."
    },
    "location_name": {
      "type": "string",
      "maxLength": 200
    },
    "other_charges": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "other_charge"
        ],
        "properties": {
          "name": {
            "type": "string",
            "maxLength": 200
          },
          "rate": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "other_charge": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1
          },
          "is_percentage": {
            "type": "boolean"
          }
        }
      },
      "maxItems": 50
    },
    "techs_assigned": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "maximum": 9007199254740991,
            "exclusiveMinimum": 0
          },
          "last_name": {
            "type": "string",
            "maxLength": 100
          },
          "first_name": {
            "type": "string",
            "maxLength": 100
          }
        }
      },
      "maxItems": 20,
      "description": "Technicians to assign: [{id}] or [{first_name, last_name}]."
    },
    "note_to_customer": {
      "type": "string",
      "maxLength": 2000
    },
    "contact_last_name": {
      "type": "string",
      "maxLength": 100
    },
    "gate_instructions": {
      "type": "string",
      "maxLength": 1000
    },
    "opportunity_owner": {
      "type": "string",
      "maxLength": 200,
      "description": "Name of the opportunity owner."
    },
    "contact_first_name": {
      "type": "string",
      "maxLength": 100
    },
    "opportunity_rating": {
      "type": "integer",
      "maximum": 5,
      "minimum": 0,
      "description": "Opportunity rating, 0-5."
    },
    "time_frame_promised_end": {
      "type": "string",
      "pattern": "^([01]\\d|2[0-3]):[0-5]\\d$",
      "description": "Promised arrival window end, HH:MM."
    },
    "time_frame_promised_start": {
      "type": "string",
      "pattern": "^([01]\\d|2[0-3]):[0-5]\\d$",
      "description": "Promised arrival window start, HH:MM."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "customer_name"
  ],
  "properties": {
    "city": {
      "type": "string",
      "maxLength": 100
    },
    "notes": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "notes"
        ],
        "properties": {
          "notes": {
            "type": "string",
            "maxLength": 5000,
            "minLength": 1
          }
        }
      },
      "maxItems": 50,
      "description": "Internal notes: [{notes}]."
    },
    "phase": {
      "type": "string",
      "maxLength": 200
    },
    "tasks": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description"
        ],
        "properties": {
          "description": {
            "type": "string",
            "maxLength": 500,
            "minLength": 1
          },
          "is_completed": {
            "type": "boolean"
          }
        }
      },
      "maxItems": 50
    },
    "source": {
      "type": "string",
      "maxLength": 200,
      "description": "Lead source name (see servicefusion_list_sources)."
    },
    "status": {
      "type": "string",
      "maxLength": 100,
      "description": "Status name (see servicefusion_list_job_statuses)."
    },
    "project": {
      "type": "string",
      "maxLength": 200
    },
    "category": {
      "type": "string",
      "maxLength": 200,
      "description": "Job category name (see servicefusion_list_job_categories)."
    },
    "contract": {
      "type": "string",
      "maxLength": 200
    },
    "duration": {
      "type": "integer",
      "maximum": 86400,
      "minimum": 0,
      "description": "Duration in seconds, 0-86400 (3600 = 1 hour)."
    },
    "end_date": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "End date, yyyy-mm-dd."
    },
    "is_gated": {
      "type": "boolean"
    },
    "priority": {
      "enum": [
        "Low",
        "Normal",
        "High"
      ],
      "type": "string"
    },
    "products": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "product"
        ],
        "properties": {
          "tax": {
            "type": "string",
            "maxLength": 100
          },
          "cost": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "name": {
            "type": "string",
            "maxLength": 200
          },
          "rate": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "product": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1,
            "description": "The product name as in your Service Fusion price list."
          },
          "multiplier": {
            "type": "integer",
            "maximum": 100000,
            "description": "Quantity.",
            "exclusiveMinimum": 0
          },
          "description": {
            "type": "string",
            "maxLength": 2000
          },
          "is_show_rate_items": {
            "type": "boolean"
          }
        }
      },
      "maxItems": 100
    },
    "services": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "service"
        ],
        "properties": {
          "tax": {
            "type": "string",
            "maxLength": 100
          },
          "cost": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "name": {
            "type": "string",
            "maxLength": 200
          },
          "rate": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "service": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1,
            "description": "The service name as in your Service Fusion price list."
          },
          "multiplier": {
            "type": "integer",
            "maximum": 100000,
            "description": "Quantity.",
            "exclusiveMinimum": 0
          },
          "description": {
            "type": "string",
            "maxLength": 2000
          },
          "is_show_rate_items": {
            "type": "boolean"
          }
        }
      },
      "maxItems": 100
    },
    "street_1": {
      "type": "string",
      "maxLength": 200
    },
    "street_2": {
      "type": "string",
      "maxLength": 200
    },
    "po_number": {
      "type": "string",
      "maxLength": 100
    },
    "start_date": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Start date, yyyy-mm-dd."
    },
    "state_prov": {
      "type": "string",
      "maxLength": 100
    },
    "tech_notes": {
      "type": "string",
      "maxLength": 5000,
      "description": "Notes for the technician."
    },
    "description": {
      "type": "string",
      "maxLength": 500,
      "description": "Job/estimate description (max 500 characters)."
    },
    "postal_code": {
      "type": "string",
      "maxLength": 20
    },
    "called_in_by": {
      "type": "string",
      "maxLength": 200
    },
    "check_number": {
      "type": "string",
      "maxLength": 100
    },
    "payment_type": {
      "type": "string",
      "maxLength": 100
    },
    "custom_fields": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "name",
          "value"
        ],
        "properties": {
          "name": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1
          },
          "value": {
            "anyOf": [
              {
                "type": "string",
                "maxLength": 2000
              },
              {
                "type": "number"
              },
              {
                "type": "boolean"
              }
            ]
          }
        }
      },
      "maxItems": 50,
      "description": "Custom fields: [{name, value}] with names as configured in Service Fusion."
    },
    "customer_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Customer name exactly as in Service Fusion (see servicefusion_list_customers); an unknown name is created as a new customer."
    },
    "location_name": {
      "type": "string",
      "maxLength": 200
    },
    "other_charges": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "other_charge"
        ],
        "properties": {
          "name": {
            "type": "string",
            "maxLength": 200
          },
          "rate": {
            "type": "number",
            "maximum": 10000000,
            "minimum": 0
          },
          "other_charge": {
            "type": "string",
            "maxLength": 200,
            "minLength": 1
          },
          "is_percentage": {
            "type": "boolean"
          }
        }
      },
      "maxItems": 50
    },
    "techs_assigned": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "integer",
            "maximum": 9007199254740991,
            "exclusiveMinimum": 0
          },
          "last_name": {
            "type": "string",
            "maxLength": 100
          },
          "first_name": {
            "type": "string",
            "maxLength": 100
          }
        }
      },
      "maxItems": 20,
      "description": "Technicians to assign: [{id}] or [{first_name, last_name}]."
    },
    "completion_notes": {
      "type": "string",
      "maxLength": 5000
    },
    "note_to_customer": {
      "type": "string",
      "maxLength": 2000
    },
    "contact_last_name": {
      "type": "string",
      "maxLength": 100
    },
    "gate_instructions": {
      "type": "string",
      "maxLength": 1000
    },
    "contact_first_name": {
      "type": "string",
      "maxLength": 100
    },
    "is_requires_follow_up": {
      "type": "boolean"
    },
    "customer_payment_terms": {
      "type": "string",
      "maxLength": 100
    },
    "time_frame_promised_end": {
      "type": "string",
      "pattern": "^([01]\\d|2[0-3]):[0-5]\\d$",
      "description": "Promised arrival window end, HH:MM."
    },
    "time_frame_promised_start": {
      "type": "string",
      "pattern": "^([01]\\d|2[0-3]):[0-5]\\d$",
      "description": "Promised arrival window start, HH:MM."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "required": [
    "start_date",
    "end_date"
  ],
  "properties": {
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?(date|duration)(,-?(date|duration))*$",
      "description": "Sort by date and/or duration, e.g. date,-duration (API default: date)."
    },
    "scope": {
      "enum": [
        "techs",
        "crews",
        "all"
      ],
      "type": "string",
      "description": "Individual technician slots, crew slots, or both (the API default is techs; pass all to include crews)."
    },
    "crew_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 100,
      "minItems": 1,
      "description": "Only these crew ids."
    },
    "end_date": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Last day (inclusive), yyyy-mm-dd; at most 7 days after start_date."
    },
    "end_time": {
      "type": "string",
      "pattern": "^([01]\\d|2[0-3]):[0-5]\\d$",
      "description": "Only slots ending at or before this time of day, HH:MM."
    },
    "per_page": {
      "type": "integer",
      "maximum": 100,
      "description": "Slots per page, 1-100.",
      "exclusiveMinimum": 0
    },
    "tech_ids": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 9007199254740991,
        "exclusiveMinimum": 0
      },
      "maxItems": 100,
      "minItems": 1,
      "description": "Only these technician ids."
    },
    "start_date": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "First day (inclusive), yyyy-mm-dd."
    },
    "start_time": {
      "type": "string",
      "pattern": "^([01]\\d|2[0-3]):[0-5]\\d$",
      "description": "Only slots starting at or after this time of day, HH:MM."
    },
    "departments": {
      "type": "array",
      "items": {
        "type": "string",
        "maxLength": 200,
        "minLength": 1,
        "description": "Department name (case-insensitive partial match)."
      },
      "maxItems": 20,
      "minItems": 1,
      "description": "Technician departments (any may match)."
    },
    "max_duration": {
      "type": "integer",
      "maximum": 100000,
      "minimum": 1,
      "description": "Maximum slot length in minutes."
    },
    "min_duration": {
      "type": "integer",
      "maximum": 100000,
      "minimum": 1,
      "description": "Minimum slot length in minutes."
    },
    "experience_levels": {
      "type": "array",
      "items": {
        "type": "integer",
        "maximum": 10,
        "minimum": 0
      },
      "maxItems": 11,
      "minItems": 1,
      "description": "Experience levels 0-10 (any may match)."
    },
    "ignore_work_schedule": {
      "type": "boolean",
      "description": "Ignore each technician's work schedule; only the time window limits the slots."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "city": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "City (exact match)."
    },
    "name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Customer name (partial match)."
    },
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "tags": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Tags, comma-separated (exact match)."
    },
    "email": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Email (exact match)."
    },
    "phone": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Phone (partial match)."
    },
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "contacts",
          "contacts.phones",
          "contacts.emails",
          "locations",
          "custom_fields"
        ],
        "type": "string"
      },
      "maxItems": 5,
      "description": "Extra data to include: contacts, contacts.phones, contacts.emails, locations, custom_fields."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "address": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Street address (partial match)."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    },
    "postal_code": {
      "type": "string",
      "pattern": "^[A-Za-z0-9 -]{2,12}$",
      "description": "Postal/ZIP code (exact match)."
    },
    "last_serviced_to": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Last serviced on or before this date, yyyy-mm-dd."
    },
    "contact_last_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Contact last name (partial match)."
    },
    "contact_first_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Contact first name (partial match)."
    },
    "last_serviced_from": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Last serviced on or after this date, yyyy-mm-dd."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "city": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "City (exact match)."
    },
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "email": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Email (exact match)."
    },
    "phone": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Phone (partial match)."
    },
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "agents",
          "custom_fields",
          "pictures",
          "documents",
          "equipment",
          "equipment.custom_fields",
          "techs_assigned",
          "tasks",
          "notes",
          "products",
          "services",
          "other_charges",
          "payments",
          "signatures",
          "printable_work_order",
          "tags"
        ],
        "type": "string"
      },
      "maxItems": 16,
      "description": "Extra data to include: agents, custom_fields, pictures, documents, equipment, equipment.custom_fields, techs_assigned, tasks, notes, products, services, other_charges, payments, signatures, printable_work_order, tags."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "number": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Estimate number (partial match)."
    },
    "source": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Sources, comma-separated (exact match)."
    },
    "status": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Estimate status names, comma-separated (exact match)."
    },
    "address": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Street address (partial match)."
    },
    "category": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Categories, comma-separated (exact match)."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    },
    "zip_code": {
      "type": "string",
      "pattern": "^[A-Za-z0-9 -]{2,12}$",
      "description": "Postal/ZIP code (exact match)."
    },
    "po_number": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "PO number (partial match)."
    },
    "end_date_to": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "End date on or before, yyyy-mm-dd."
    },
    "requested_to": {
      "type": "string",
      "description": "Requested at or before (RFC 3339 date-time with timezone)."
    },
    "customer_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Customer name (partial match)."
    },
    "end_date_from": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "End date on or after, yyyy-mm-dd."
    },
    "start_date_to": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Start date on or before, yyyy-mm-dd."
    },
    "requested_from": {
      "type": "string",
      "description": "Requested at or after (RFC 3339 date-time with timezone)."
    },
    "start_date_from": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Start date on or after, yyyy-mm-dd."
    },
    "contact_last_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Contact last name (partial match)."
    },
    "contact_first_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Contact first name (partial match)."
    },
    "parent_customer_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Parent customer name (partial match)."
    }
  }
}

Input schema (JSON)

{
  "type": "object",
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "properties": {
    "city": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "City (exact match)."
    },
    "page": {
      "type": "integer",
      "maximum": 100000,
      "description": "Page number, from 1 (default 1). Pass the previous reply's next_page.",
      "exclusiveMinimum": 0
    },
    "sort": {
      "type": "string",
      "pattern": "^-?[a-z][a-z0-9_]*(,-?[a-z][a-z0-9_]*)*$",
      "maxLength": 300,
      "description": "Sort fields, comma-separated; a leading - sorts descending (for example -updated_at,customer_name)."
    },
    "email": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Email (exact match)."
    },
    "phone": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Phone (partial match)."
    },
    "expand": {
      "type": "array",
      "items": {
        "enum": [
          "agents",
          "custom_fields",
          "pictures",
          "documents",
          "equipment",
          "equipment.custom_fields",
          "techs_assigned",
          "tasks",
          "notes",
          "products",
          "services",
          "other_charges",
          "labor_charges",
          "expenses",
          "payments",
          "invoices",
          "signatures",
          "printable_work_order",
          "visits",
          "visits.techs_assigned"
        ],
        "type": "string"
      },
      "maxItems": 20,
      "description": "Extra data to include: agents, custom_fields, pictures, documents, equipment, equipment.custom_fields, techs_assigned, tasks, notes, products, services, other_charges, labor_charges, expenses, payments, invoices, signatures, printable_work_order, visits, visits.techs_assigned."
    },
    "fields": {
      "type": "string",
      "pattern": "^[a-z][a-z0-9_]*(,[a-z][a-z0-9_]*)*$",
      "maxLength": 500,
      "description": "Only return these fields, comma-separated (for example id,customer_name). Default: all."
    },
    "number": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Job number (partial match)."
    },
    "source": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Sources, comma-separated (exact match)."
    },
    "status": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Job status names, comma-separated (exact match; see servicefusion_list_job_statuses)."
    },
    "address": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Street address (partial match)."
    },
    "category": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Job categories, comma-separated (exact match)."
    },
    "per_page": {
      "type": "integer",
      "maximum": 50,
      "description": "Results per page, 1-50 (default 10).",
      "exclusiveMinimum": 0
    },
    "zip_code": {
      "type": "string",
      "pattern": "^[A-Za-z0-9 -]{2,12}$",
      "description": "Postal/ZIP code (exact match)."
    },
    "closed_to": {
      "type": "string",
      "description": "Closed at or before (RFC 3339 date-time with timezone)."
    },
    "po_number": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "PO number (partial match)."
    },
    "updated_to": {
      "type": "string",
      "description": "Updated at or before (RFC 3339 date-time with timezone)."
    },
    "closed_from": {
      "type": "string",
      "description": "Closed at or after (RFC 3339 date-time with timezone)."
    },
    "end_date_to": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Job end date on or before, yyyy-mm-dd."
    },
    "updated_from": {
      "type": "string",
      "description": "Updated at or after (RFC 3339 date-time with timezone)."
    },
    "customer_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Customer name (partial match)."
    },
    "end_date_from": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Job end date on or after, yyyy-mm-dd."
    },
    "start_date_to": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Job start date on or before, yyyy-mm-dd."
    },
    "invoice_number": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Invoice number (partial match)."
    },
    "start_date_from": {
      "type": "string",
      "pattern": "^(\\d{4})-(\\d{2})-(\\d{2})$",
      "description": "Job start date on or after, yyyy-mm-dd."
    },
    "contact_last_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Contact last name (partial match)."
    },
    "contact_first_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Contact first name (partial match)."
    },
    "parent_customer_name": {
      "type": "string",
      "maxLength": 200,
      "minLength": 1,
      "description": "Parent customer name (partial match)."
    }
  }
}