Skip to main content
Glama
kickserv-mcp

kickserv-mcp

kickserv-mcp

An MCP server for Kickserv field service management — lets AI agents (Claude, ChatGPT, and any MCP-compatible client) read and manage customers, jobs, and invoices.

Ask your AI assistant things like:

"Which invoices are overdue and who do I need to call?" "Create a job for Kelly Nakamura — toilet rebuild, estimate $265." "What's my active job pipeline worth right now?"

Zero dependencies. Plain Node 18+. Nothing to install.

Quick start (demo / mock mode)

node src/index.js

With no credentials set, the server runs in mock mode — a realistic sample plumbing-company dataset — so you can demo the full agent experience without touching a live account.

Connect to Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "kickserv": {
      "command": "node",
      "args": ["/absolute/path/to/kickserv-mcp/src/index.js"]
    }
  }
}

Restart Claude Desktop and ask: "What's in my Kickserv account?"

Related MCP server: kaseya-bms-mcp

Live mode

export KICKSERV_ACCOUNT=your-account-slug
export KICKSERV_API_TOKEN=your-api-token
node src/index.js

Live mode targets Kickserv's REST API using HTTP Basic auth with your API token. Verify endpoint paths against your account's developer docs before production use.

Tools

Tool

What it does

list_customers

List/search customers by name, contact, email, or address

get_customer

Full detail for one customer

list_jobs

List jobs, filter by status or customer

get_job

Full detail for one job

create_job

Create a new job for a customer

list_invoices

List invoices, filter by status (open/paid/overdue) or customer

revenue_snapshot

Open, overdue, and paid totals + active job pipeline value

Tests

npm test

Spawns the server over stdio and exercises the full protocol: initialize → tools/list → tool calls. 8 checks.

Why this exists

AI agents are becoming the interface to business software. Field service platforms that agents can't talk to will lose deals to ones they can. This server is a working demonstration of what "agent-ready" looks like for a field service product — built as a portfolio piece by Will Brownfield, who builds MCP integrations for SaaS companies.

Want your product to be agent-ready? Email me: willbrownfield@icloud.com

License

MIT

Available Tools

7 tools
create_jobC

Create a new job for a customer. Returns the created job record.

Inputs: name (required), customer_id (required), estimate, description.

get_customerA

Get full details for one customer by ID.

Inputs: id (required).

get_jobA

Get full details for one job by ID.

Inputs: id (required).

list_customersA

List customers, optionally filtered by a search term (name, contact, email, or address).

Inputs: search.

list_invoicesA

List invoices, filterable by status (open | paid | overdue) and/or customer.

Inputs: status, customer_id.

list_jobsA

List jobs, filterable by status and/or customer.

Inputs: status, customer_id.

revenue_snapshotA

Summarize money state: total open, overdue, and paid invoice amounts, plus pipeline value of unfinished jobs.

Inputs: no named parameters.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

    TDQS

    A3.5/5.0

    Scored across 7 tools

    Disambiguation5/5

    Each tool has a clearly distinct purpose: creating jobs, fetching individual customers or jobs, listing entities with filters, and a revenue summary. No two tools overlap in function.

    Naming Consistency4/5

    All tools use lowercase with underscores; most follow verb_noun pattern (e.g., create_job, list_customers). 'revenue_snapshot' is a noun_noun exception, but the overall style is consistent and predictable.

    Tool Count5/5

    With 7 tools covering customers, jobs, invoices, and a revenue report, the count is well-scoped for a focused business management service. It's neither too sparse nor overwhelming.

    Completeness2/5

    The tool set lacks update and delete operations for all entities, and there is no way to create a customer or invoice. This creates significant gaps in typical CRUD workflows that agents would likely need.

    Maintenance

    ActivityInactive
    ResponsivenessOutdated data

    Related MCP Connectors

    Related MCP Servers

    • A
      license
      Not graded
      quality
      B
      maintenance
      MCP server for Kaseya BMS PSA — tickets, accounts, time entries, and contracts. Enables AI assistants to manage service desk operations via the Kaseya BMS API.
      Apache 2.0
    • F
      license
      Not graded
      quality
      D
      maintenance
      MCP server for GoHighLevel sub-accounts, enabling management of CRM contacts, pipelines, calendars, invoices, and more via natural language.
      -
    • A
      license
      A
      quality
      C
      maintenance
      Enables AI assistants to read and manage a Jobkeepr field service business including jobs, customers, scheduling, estimates, invoices, and payments via MCP.
      19
      MIT