{ "schema_version": "1.0", "name": "Fieldproxy", "category": "Field service management software", "summary": "AI-native field service management that is open by design. Get your own custom field service management within a day. Tailored to your workflows.", "verified": "October 18, 2026", "pricing": { "api_access_included_on_every_plan": true, "mcp_server_included_on_every_plan": true, "details": "https://www.fieldproxy.ai/pricing" }, "docs": "https://www.fieldproxy.ai/developers/docs", "llms_txt": "https://www.fieldproxy.ai/developers/llms.txt", "openapi": "https://www.fieldproxy.ai/developers/openapi.json", "rest_api": { "base_url": "Per region, e.g. https://api-india-1.fieldproxy.ai or https://api-us-east-1.fieldproxy.ai", "base_url_discovery": { "method": "POST", "url": "https://api.fieldproxy.ai/auth/org", "body": { "orgid": "" }, "read": "settings.url" }, "auth": { "type": "apiKey", "header": "x-api-key" }, "keys": { "created_in": "Settings, Security, API keys (one key per system)", "expiry": [ "24h", "7d", "30d", "90d", "365d", "never" ], "operations": { "read": "/api/read", "insert": "/api/insert (and CSV import)", "update": "/api/update", "delete": "/api/delete" }, "table_allowlist": "Optional; off = every table the workspace API can reach", "revocable": true }, "endpoints": [ { "method": "POST", "path": "/api/read", "body": { "tableName": "your_table", "condition": { "id": 1 } }, "does": "Reads the rows matching condition from one table" }, { "method": "POST", "path": "/api/insert", "body": { "tableName": "your_table", "data": [ { "name": "Gamma", "status": "open" } ] }, "does": "Inserts an array of rows in one atomic statement; every row must have the same keys" }, { "method": "POST", "path": "/api/update", "body": { "tableName": "your_table", "condition": { "status": "open" }, "data": { "status": "closed" } }, "does": "Sets data on every row matching condition" }, { "method": "POST", "path": "/api/delete", "body": { "tableName": "your_table", "condition": { "id": 2 } }, "does": "Deletes every row matching condition" } ], "condition_rules": "Non-empty object of column-value pairs, ANDed, equality only; no operators, lists, patterns or null matching", "success_shape": { "rowCount": "integer", "table": "string", "tenant": "workspace id", "data": "array of rows (read only)", "message": "string (writes)" }, "errors": { "400": "Invalid body (message names the field)", "401": "Authentication required (no key)", "403": "Invalid token / API key has been revoked / API key is not authorized for table ''", "500": "Read, update or delete failed on an unknown column or bad value" }, "rate_limit_headers": [ "X-RateLimit-Limit", "X-RateLimit-Remaining", "X-RateLimit-Reset" ], "verified": "Live probe, 2026-10-18", "automations": "REST writes fire entity_event rules; /api/update also fires status_transition and field_threshold, one run per changed row", "docs": "https://www.fieldproxy.ai/developers/docs/rest-api" }, "mcp": { "transport": "http", "address_pattern": "https:///mcp", "address_examples": { "india": "https://api-india-1.fieldproxy.ai/mcp", "us_east": "https://api-us-east-1.fieldproxy.ai/mcp" }, "address_notes": "Regional. Your workspace's address is shown in Settings, AI assistant when you create a key.", "built_in_tool_count": "170+", "auth": [ { "type": "oauth", "notes": "Sign in with workspace ID, email and password; token lasts 1 hour and renews itself for 30 days. ChatGPT: dynamic client registration. Copilot Studio: OAuth 2.0 with dynamic discovery." }, { "type": "bearer", "header": "Authorization: Bearer fpmcp.", "notes": "Keys are created in Settings, AI assistant, New key, shown once, expire in 1 hour to 90 days, and can be limited by table, row, column and operation." } ], "scopes": { "data:read": "Schema, ready-made reports and read-only SQL on the workspace's own data", "data:write": "Record changes confirmed by a person and undoable; email and SMS drafts sent on confirm", "build": "New fields, tables, screens, automations, voice and text agents, and sandboxes (administrators, with Allow build on)" }, "write_flow": [ "propose_write (dry run, returns pending_id)", "confirm_write (after a person agrees, returns undo_id)", "undo_write" ], "clients": [ "Claude", "Claude Code", "ChatGPT", "Microsoft 365 Copilot and Teams (Copilot Studio)", "GitHub Copilot", "Cursor", "OpenAI Codex", "Any MCP client" ], "tools": [ { "group": "Schema and read-only SQL", "tools": [ { "name": "describe_schema", "description": "List the tables this connection may read, or the full columns, types and foreign keys of up to 20 of them." }, { "name": "run_sql", "description": "Run one read-only SELECT (or WITH … SELECT) on the workspace's data: up to 500 rows, 5-second limit." }, { "name": "list_distinct_values", "description": "The distinct values in a column with their row counts (statuses, service types)." }, { "name": "explain_change", "description": "Explain why a number changed between two periods, split by a dimension, biggest movers first." }, { "name": "get_tables", "description": "The business tables screens can query, with columns, types, defaults and links." } ] }, { "group": "Find records and ready-made reports", "tools": [ { "name": "find_customers", "description": "Find customers and leads by name, company or email." }, { "name": "find_jobs", "description": "Find jobs by status group, schedule window, customer, technician or text." }, { "name": "find_technicians", "description": "List technicians with their user ids for assignment." }, { "name": "find_invoices", "description": "Find overdue, outstanding or paid invoices." }, { "name": "find_quotes", "description": "Find quotes by status, customer or expiry." }, { "name": "find_contracts", "description": "Find service contracts, optionally those expiring soon." }, { "name": "find_communications", "description": "Find sent emails and SMS from the communications log." }, { "name": "todays_schedule", "description": "Today's jobs with time, customer, technician, status and priority." }, { "name": "ops_report", "description": "A daily operations brief in one call: open jobs, unassigned work, technician load, overdue receivables." }, { "name": "tech_workload", "description": "Active jobs and next-7-days jobs per technician." }, { "name": "technician_jobs", "description": "All open jobs for one technician, by name or user id." }, { "name": "dispatch_query", "description": "Booked minutes and job counts per technician for a day or a date range." }, { "name": "get_tech_performance", "description": "Jobs scheduled, completed and completion rate per technician." }, { "name": "ar_aging", "description": "Unpaid invoices with days past due." }, { "name": "get_ar_aging", "description": "Outstanding balance bucketed by days overdue (current, 1–30, 31–60, 61–90, 90+)." }, { "name": "analyze_funnel", "description": "Quote-to-close funnel over a date range." }, { "name": "revenue_by_month", "description": "Collected revenue by month for the last 12 months." }, { "name": "segment_customers", "description": "Top customers by lifetime value, or dormant customers." }, { "name": "quotes_to_follow_up", "description": "Sent quotes due a follow-up." }, { "name": "unbilled_completed_jobs", "description": "Completed billable jobs with no invoice yet." }, { "name": "overdue_tasks", "description": "Tasks past their due date and not completed." }, { "name": "jobs_chart", "description": "A bar chart of open jobs by status, technician, service type or priority." }, { "name": "open_record", "description": "A link that opens one record on its own screen in the Fieldproxy web app." } ] }, { "group": "Change data: propose, confirm, undo", "tools": [ { "name": "propose_write", "description": "Dry-run one INSERT, UPDATE or DELETE (or up to 20 in one transaction) and return a preview and a pending_id. Nothing is saved." }, { "name": "confirm_write", "description": "Apply a proposed change after the person agrees; returns the rows changed and an undo_id. Over 5 rows needs allow_bulk." }, { "name": "undo_write", "description": "Reverse an applied change with its undo_id." }, { "name": "cancel_write", "description": "Discard a prepared change or message draft." }, { "name": "confirm_action", "description": "Carry out an action another tool proposed, once, after the person agrees." }, { "name": "cancel_action", "description": "Drop a proposed action without doing it." }, { "name": "import_records", "description": "Prepare an import of up to 1,000 CSV or spreadsheet rows into a table; updates instead of duplicating where an import profile exists." }, { "name": "export_csv", "description": "Run one SELECT and save up to 10,000 rows as a CSV download link." }, { "name": "comment_on_record", "description": "Prepare a comment on a record, with @mentions that notify people." }, { "name": "record_history", "description": "A record's change history: who changed what, before and after." }, { "name": "compare_record", "description": "How a record's fields differ between two times." }, { "name": "revert_record", "description": "Propose putting a record's fields back to how they were after one audited change." }, { "name": "list_deleted_records", "description": "Recently deleted records that can still be restored." }, { "name": "restore_deleted_records", "description": "Propose restoring up to 50 deleted records." } ] }, { "group": "Dispatch, routes and maps", "tools": [ { "name": "plan_job_distribution", "description": "Plan who does which unassigned job over a date range under a daily cap. Read-only." }, { "name": "plan_day_routes", "description": "Plan one day's routes per technician by road, with start times. Read-only." }, { "name": "apply_schedule", "description": "Stage technician, date and time changes for up to 200 jobs; applied by confirm_write, undoable." }, { "name": "calculate_route", "description": "Best visiting order for up to 50 stops as a round trip, with drive times." }, { "name": "drive_time", "description": "Road drive time and distance between two places." }, { "name": "nearest_technicians", "description": "The technicians closest to a place by road, from their latest positions." }, { "name": "technician_locations", "description": "Each technician's latest position, time, battery and accuracy." }, { "name": "technician_route", "description": "One technician's movement on a day." }, { "name": "geocode_address", "description": "Coordinates for up to 10 addresses." }, { "name": "reverse_geocode", "description": "The street address nearest a coordinate." }, { "name": "list_service_zones", "description": "Service zones drawn on the map, optionally with GeoJSON outlines." }, { "name": "zones_for_location", "description": "Which active service zones contain a place." }, { "name": "save_service_zone", "description": "Propose creating or changing a service zone (administrators)." }, { "name": "delete_service_zone", "description": "Propose deleting a service zone (administrators)." }, { "name": "create_job_signoff_link", "description": "A no-login sign-off link for one job, for a subcontractor." } ] }, { "group": "Email, SMS, inbox and notifications", "tools": [ { "name": "draft_sms", "description": "Prepare text messages without sending them; at most 20 per draft and per hour." }, { "name": "confirm_send", "description": "Send prepared messages after the person has read and agreed to them." }, { "name": "search_inbox", "description": "Search your connected mailbox threads." }, { "name": "read_email_thread", "description": "Read one email thread's newest messages." }, { "name": "list_email_templates", "description": "Your and the team's email templates with their placeholders." }, { "name": "get_email_template", "description": "One email template in full." }, { "name": "save_email_template", "description": "Create or change an email template." }, { "name": "set_email_followup", "description": "Remind yourself about an email thread later." }, { "name": "list_email_followups", "description": "Your pending follow-up reminders on email threads." }, { "name": "cancel_email_followup", "description": "Cancel a follow-up reminder." }, { "name": "notify_users", "description": "Propose an in-app notification to up to 25 workspace users." }, { "name": "set_reminder", "description": "Propose one email to be sent at a later time." } ] }, { "group": "Documents, proposals, files and photos", "tools": [ { "name": "list_document_templates", "description": "The workspace's PDF and Word document templates and their arguments." }, { "name": "get_document_template", "description": "One document template's definition and versions." }, { "name": "preview_document_template", "description": "Render a document template without saving it." }, { "name": "save_document_template", "description": "Propose saving a document template (administrators); earlier versions are kept." }, { "name": "rollback_document_template", "description": "Propose making an earlier template version current again." }, { "name": "generate_document", "description": "Fill a document template for a record and get a PDF link." }, { "name": "generate_pdf", "description": "Turn HTML into a branded PDF and get a link." }, { "name": "list_estimate_templates", "description": "Estimate templates that can price a job from measurements." }, { "name": "generate_estimate", "description": "Price a job from measurements with a published estimate template. Nothing is saved." }, { "name": "list_proposal_templates", "description": "Proposal templates, their arguments and option tiers." }, { "name": "preview_proposal", "description": "Show what a proposal would contain without creating it." }, { "name": "issue_proposal", "description": "Propose issuing a proposal; returns the customer link on confirm." }, { "name": "reissue_proposal", "description": "Propose replacing an open proposal with a fresh one." }, { "name": "list_proposals", "description": "Proposals sent to customers and their status." }, { "name": "get_proposal_link", "description": "A fresh link to an open proposal." }, { "name": "list_proposal_blocks", "description": "The reusable proposal page library." }, { "name": "save_proposal_block", "description": "Save a reusable proposal page." }, { "name": "list_record_files", "description": "The photos, PDFs, documents and signatures stored on one record." }, { "name": "read_file", "description": "Read the text of a stored PDF, Word, Excel, PowerPoint, CSV or email file." }, { "name": "view_images", "description": "Look at up to 10 stored photos at once, for example before and after." } ] }, { "group": "Dashboards, alerts, reports and insights", "tools": [ { "name": "list_dashboards", "description": "Command Center dashboards you can see." }, { "name": "view_dashboard", "description": "Open a dashboard: each tile's current data." }, { "name": "create_dashboard", "description": "Propose a new, unpublished dashboard." }, { "name": "add_dashboard_tile", "description": "Propose a dashboard tile from one read-only SELECT." }, { "name": "list_alerts", "description": "Your data alerts." }, { "name": "create_alert", "description": "Propose a data alert: a preset, new rows in a table, or a threshold." }, { "name": "change_alert", "description": "Pause, resume, delete or check an alert." }, { "name": "list_scheduled_reports", "description": "Your scheduled reports." }, { "name": "schedule_report", "description": "Propose a daily, weekly or monthly report from one SELECT." }, { "name": "change_scheduled_report", "description": "Pause, resume, delete or run a scheduled report." }, { "name": "list_insights", "description": "The workspace's AI insights and when each last ran." }, { "name": "run_insight", "description": "Run an insight now on current data." }, { "name": "get_insight_result", "description": "The latest result of an insight with evidence." }, { "name": "list_saved_views", "description": "Saved filter presets on an app view." }, { "name": "save_saved_view", "description": "Save or change a filter preset." }, { "name": "delete_saved_view", "description": "Delete a saved filter preset." }, { "name": "integration_status", "description": "Status of the workspace's accounting and business integrations." }, { "name": "sync_integration", "description": "Propose pulling the latest payment status from an integration." }, { "name": "workspace_usage", "description": "Usage against the plan: records, seats and this month's AI credits." } ] }, { "group": "Automations", "tools": [ { "name": "get_automation_docs", "description": "The automation reference: overview, triggers, steps and recipes." }, { "name": "list_automations", "description": "Every automation: on or off, its trigger, and whether it has been failing." }, { "name": "get_automation", "description": "One automation's full trigger and steps." }, { "name": "validate_automation", "description": "Check a rule definition without saving it." }, { "name": "save_automation", "description": "Create or replace a rule. A new rule is always saved switched off." }, { "name": "simulate_automation", "description": "Dry-run a saved automation against a real record. Nothing is written or sent." }, { "name": "set_automation_enabled", "description": "Turn an automation on or off." }, { "name": "run_automation", "description": "Propose running an automation now, for real." }, { "name": "list_automation_runs", "description": "Recent runs by automation or status." }, { "name": "list_automation_versions", "description": "An automation's change history." }, { "name": "restore_automation_version", "description": "Put an automation back to an earlier version." }, { "name": "list_failed_runs", "description": "The failure worklist." }, { "name": "retry_automation_run", "description": "Propose retrying a failed run; normally resumes after completed steps." }, { "name": "dismiss_failed_run", "description": "Propose marking a failure as handled." }, { "name": "list_pending_approvals", "description": "Automation steps waiting for someone's approval." }, { "name": "decide_approval", "description": "Propose approving or rejecting a waiting step (named approvers)." } ] }, { "group": "Voice and text agents", "tools": [ { "name": "list_agents", "description": "The workspace's voice (phone) and text (SMS and email) agents." }, { "name": "get_agent", "description": "One agent's full configuration and its agent_hash." }, { "name": "save_agent", "description": "Create or replace an agent. A new agent is saved switched off." }, { "name": "simulate_agent", "description": "Test an agent with a conversation. Changes are staged, nothing is sent." }, { "name": "set_agent_enabled", "description": "Turn an agent on or off." }, { "name": "list_agent_conversations", "description": "Recent text conversations or calls with summaries and outcomes." }, { "name": "list_calls", "description": "Voice-agent calls with direction, outcome and summary." }, { "name": "get_call", "description": "One call in full: transcript, outcome, summary and tool use." }, { "name": "my_agent_tasks", "description": "Your personal-agent tasks and what each is waiting on." }, { "name": "agent_task_detail", "description": "One personal-agent task in full." }, { "name": "agent_updates", "description": "What your personal agents reported recently." } ] }, { "group": "Build: apps, screens, tables and workspace tools", "tools": [ { "name": "get_widget_docs", "description": "The app-building reference for web or mobile: app, view, actions, schema and every widget." }, { "name": "list_apps", "description": "The workspace's apps, web or mobile, and their live and newest versions." }, { "name": "get_app", "description": "One app's settings, screen list and base_hash." }, { "name": "get_view", "description": "One screen, whole or in part (find, outline, element, JSON Pointer)." }, { "name": "create_app", "description": "Create a new app from compiled_data as version 1, not live." }, { "name": "save_draft", "description": "Save a change to an app as a new draft version; checked before saving." }, { "name": "edit_view", "description": "Change part of one screen with set, remove and insert operations, as a draft." }, { "name": "validate_app", "description": "Check app JSON exactly as a save would (lint, SQL EXPLAIN, navigation) without saving." }, { "name": "render_view", "description": "Draw a screen in a real browser: desktop and phone screenshots plus a design audit." }, { "name": "publish_app", "description": "Make a draft version live for every user of the app." }, { "name": "list_app_versions", "description": "Every saved version of an app and which one is live." }, { "name": "rollback_app", "description": "Make an earlier version live again, checked like a publish." }, { "name": "create_table", "description": "Propose a new business table (id, created_at, updated_at added)." }, { "name": "add_column", "description": "Propose adding one column to an existing table." }, { "name": "drop_column", "description": "Propose deleting a column that was added through MCP." }, { "name": "drop_table", "description": "Propose deleting a table that was created through MCP." }, { "name": "list_workspace_tools", "description": "The workspace's own AI tools (saved queries and actions)." }, { "name": "get_workspace_tool", "description": "One workspace tool's definition." }, { "name": "save_workspace_tool", "description": "Create or update a workspace tool (administrators); saved switched off." }, { "name": "test_workspace_tool", "description": "Run a read workspace tool with sample parameters." }, { "name": "set_workspace_tool_enabled", "description": "Switch a workspace tool on or off." } ] }, { "group": "Sandboxes and promotion", "tools": [ { "name": "create_sandbox", "description": "Make a private copy of the workspace to build in; it sends nothing and expires after 7 days unless extended." }, { "name": "list_sandboxes", "description": "This workspace's sandboxes and when each expires." }, { "name": "extend_sandbox", "description": "Push a sandbox's expiry out by 1–30 days (at most 90 days in all)." }, { "name": "delete_sandbox", "description": "Delete a sandbox now; the live workspace is not touched." }, { "name": "plan_promotion", "description": "Work out what copying apps, automations or agents from a sandbox to live would do, without changing anything." }, { "name": "confirm_promotion", "description": "Apply a promotion: apps as drafts, automations and agents switched off." } ] }, { "group": "AI memory, access and audit", "tools": [ { "name": "get_workspace_instructions", "description": "The instructions the workspace wrote for its AI assistant." }, { "name": "list_ai_memory", "description": "Command Center's standing instructions, yours and workspace-wide." }, { "name": "add_ai_memory", "description": "Add a standing instruction for you or (administrators) the whole workspace." }, { "name": "remove_ai_memory", "description": "Remove a standing instruction." }, { "name": "list_ai_connections", "description": "Every MCP key and OAuth-connected app, with scopes, limits and status (administrators)." }, { "name": "revoke_ai_access", "description": "Propose cutting off one key or connected app; it stops at once (administrators)." }, { "name": "ai_activity_log", "description": "Every AI tool call: key, owner, tool, outcome and timing (administrators)." }, { "name": "ai_usage_summary", "description": "AI connection calls and errors per key, person and tool (administrators)." }, { "name": "workspace_activity", "description": "Who changed what across the workspace, with before and after values (administrators)." }, { "name": "activity_summary", "description": "The busiest tables, sources and people in the audit trail." }, { "name": "list_activity_alert_rules", "description": "Activity alert rules and how often each fired." }, { "name": "create_activity_alert_rule", "description": "Propose an alert on bulk deletes, bulk changes, off-hours activity or field changes." }, { "name": "list_activity_alerts", "description": "Alerts raised by activity rules." }, { "name": "acknowledge_activity_alerts", "description": "Mark activity alerts as seen." }, { "name": "log_turn", "description": "Save a conversation turn to the person's Command Center history; changes no data." } ] } ], "workspace_specific_tools": "Each workspace adds its own actions and saved tools; see list_workspace_tools and get_workspace_instructions." }, "webhooks": { "inbound": { "method": "POST", "url": "https:///automation/hooks//", "auth": "Optional shared secret in the x-automation-secret header (401 if wrong); rule must be enabled (404 otherwise)", "response": "202 {\"accepted\": true}; the rule runs asynchronously", "payload_access": "{{trigger.body.}}" }, "outbound": { "steps": [ "http_request", "send_webhook", "call_integration", "db_sync" ], "signature": "send_webhook: X-Fieldproxy-Signature: t=,v1= = HMAC-SHA256 of `${t}.${body}`; plus X-Fieldproxy-Timestamp and X-Fieldproxy-Delivery", "secrets": "{{secrets.NAME}} from the workspace's encrypted vault (Settings, Secrets)" } }, "automations": { "triggers": [ "entity_event", "status_transition", "cron", "manual", "webhook", "beacon", "field_threshold", "time_in_state", "date_relative", "recurring_from_date", "zone_membership", "record_proximity", "device_silence", "schedule_conflict", "aggregate_threshold" ], "docs": "https://www.fieldproxy.ai/developers/docs/webhooks-automations" }, "surfaces": [ { "id": "rest", "name": "REST API", "description": "Your own systems read and write the workspace's data over HTTPS: POST /api/read, /api/insert (plus CSV import), /api/update and /api/delete on the workspace's regional API base. Writes fire the workspace's automations.", "auth": "An API key in the x-api-key header, created in Settings, Security, API keys: one per system, with an expiry, the operations it may use and optionally only some tables. Revocable.", "docs": "https://www.fieldproxy.ai/developers/docs/rest-api" }, { "id": "mcp", "name": "MCP server", "description": "An official Model Context Protocol server over HTTP at https:///mcp (for example https://api-india-1.fieldproxy.ai/mcp), with 170+ built-in tools. Claude, ChatGPT, Microsoft 365 Copilot and Teams (through Copilot Studio), GitHub Copilot, Cursor, OpenAI Codex, Claude Code and any other MCP client can read the workspace, run read-only SQL, propose changes, draft messages, run automations and build apps.", "auth": "OAuth sign-in (the token lasts 1 hour and renews itself for 30 days) or a scoped key (fpmcp.…) sent as Authorization: Bearer.", "docs": "https://www.fieldproxy.ai/developers/docs/authentication" }, { "id": "sql", "name": "Read-only SQL", "description": "describe_schema lists every table and column the connection may read; run_sql runs one SELECT against the workspace's own Postgres database (up to 500 rows, 5-second limit). export_csv saves up to 10,000 rows as a CSV link.", "auth": "The MCP connection's data:read scope. Hidden columns are removed and row limits are applied by Postgres.", "docs": "https://www.fieldproxy.ai/developers/docs/data-model" }, { "id": "webhooks", "name": "Webhooks in and out", "description": "In: an automation with a webhook trigger gets its own URL; any system POSTs JSON to it and the steps read {{trigger.body.field}}. Out: http_request (any method, headers, JSON or file body), send_webhook (HMAC-SHA256 signed), call_integration and db_sync, plus send_email, send_sms and place_call.", "auth": "In: no sign-in, an optional shared secret in the x-automation-secret header, and the rule must be on. Out: credentials from the encrypted secret vault as {{secrets.NAME}}, never written into the rule.", "docs": "https://www.fieldproxy.ai/developers/docs/webhooks-automations#webhook-trigger" }, { "id": "automations", "name": "Automations API", "description": "Rules are JSON: a trigger (15 types, from record events and cron to SLA timers, zones and GPS arrival) and a list of steps (about 50 types). Create, validate, dry-run, enable, run, retry and restore versions.", "auth": "From the MCP server (save_automation, simulate_automation…) or the automation API with a signed-in administrator session.", "docs": "https://www.fieldproxy.ai/developers/docs/webhooks-automations" }, { "id": "public-forms", "name": "Public forms and links", "description": "Open forms anyone can fill in, record links for one customer's quote, job or invoice (with signatures and Stripe payments), no-login customer portals, and lookup pages. Links can expire, be capped and be revoked.", "auth": "Built and published through the public-forms API by a signed-in administrator; the people filling them in need no login.", "docs": "https://www.fieldproxy.ai/developers/docs/public-forms" }, { "id": "portal-users", "name": "Portal users", "description": "Customers, contractors and partners sign in with their own email and password to one web app and see only their own records, enforced by Postgres row security.", "auth": "Set up by an administrator in Settings, Portal users, then invited.", "docs": "https://www.fieldproxy.ai/developers/docs/public-forms#portal-users" }, { "id": "apps-json", "name": "Apps as JSON", "description": "Every screen of the web and mobile apps is JSON: views, widgets, actions and the SQL behind them. Read, edit, validate, render, publish and roll back versions through MCP.", "auth": "The MCP build scope (an administrator, with Allow build switched on).", "docs": "https://www.fieldproxy.ai/developers/docs/apps-as-json" }, { "id": "agents", "name": "Voice and text agents", "description": "Phone agents and SMS or email agents that answer customers from live data, configured as JSON with instructions, allowed tables, tools, hours and a knowledge base, and tested in a simulator.", "auth": "The MCP build scope, or the agent settings in the web app.", "docs": "https://www.fieldproxy.ai/developers/docs/agents" }, { "id": "import-export", "name": "Import and export", "description": "Import CSV or Excel into any table (up to 1,000 rows per MCP import, dry-run first), and export CSV or Excel from any screen or query.", "auth": "In the app, or the MCP data:write and data:read scopes.", "docs": "https://www.fieldproxy.ai/developers/docs/limits-safety#import-export" } ], "reference_pages": [ { "title": "Fieldproxy developer docs", "url": "https://www.fieldproxy.ai/developers/docs" }, { "title": "Fieldproxy REST API", "url": "https://www.fieldproxy.ai/developers/docs/rest-api" }, { "title": "Authentication and keys", "url": "https://www.fieldproxy.ai/developers/docs/authentication" }, { "title": "Fieldproxy MCP tools reference", "url": "https://www.fieldproxy.ai/developers/docs/mcp-tools" }, { "title": "Fieldproxy data model", "url": "https://www.fieldproxy.ai/developers/docs/data-model" }, { "title": "Webhooks and automations", "url": "https://www.fieldproxy.ai/developers/docs/webhooks-automations" }, { "title": "Public forms and links", "url": "https://www.fieldproxy.ai/developers/docs/public-forms" }, { "title": "Apps as JSON (server-driven UI)", "url": "https://www.fieldproxy.ai/developers/docs/apps-as-json" }, { "title": "Voice and text agents", "url": "https://www.fieldproxy.ai/developers/docs/agents" }, { "title": "Limits and safety", "url": "https://www.fieldproxy.ai/developers/docs/limits-safety" } ], "notes": [ "The REST and MCP hosts are regional; there is no single global data host (api.fieldproxy.ai only resolves a workspace's region)." ], "contact": "https://www.fieldproxy.ai/book-demo?source=capabilities-json" }