Fieldproxy MCP

The field service MCP server for Claude, ChatGPT and Copilot

The only field service MCP server where your AI can change the software itself. Ask Claude, ChatGPT or Copilot for a new field, screen or automation, and it is built in a sandbox and goes live when you approve. It runs the day-to-day too: dispatch, follow-ups, proposals.

Illustration of Fieldproxy's MCP tools inside Claude, ChatGPT and Copilot. Names and data are examples.

Short answer

What is Fieldproxy's MCP server?

Fieldproxy's MCP server is an official Model Context Protocol connection that lets Claude, ChatGPT, Microsoft 365 Copilot and Teams, GitHub Copilot, Cursor and Codex read and act on a Fieldproxy field service workspace. It has 145 built-in tools for jobs, dispatch, customers, invoices, quotes, comms, photos and building apps. Every write, send or action is proposed first and saved only after a person confirms, and writes can be undone.

The part nobody else does

Your AI can change the software, not just the data

Every other field service connector we checked reads records and, at most, edits a few of them. Fieldproxy's MCP server can also build: new fields, screens, tables, automations and agents, made in a sandbox copy of your workspace and live only when you approve.

Add a field

"Add a warranty expiry date to every job." The column, the form field and the list column, in one ask.

Build a screen

"Build a subcontractor compliance screen that flags missing insurance." A new screen on your real data.

Wire an automation

"Email the service manager 30 days before a warranty runs out." Saved switched off until you turn it on.

Create an agent

Voice and text agents: validate, simulate against test conversations, then enable.

Add your own tools

Saved SQL tools such as "a customer's overdue invoices", which every AI connection in the workspace can then call by name.

Roll back anything

Every build is checked against your database before it saves, promoted from the sandbox when you approve, and can be rolled back.

Read more: customise field service software with AI · build it with Claude or ChatGPT instead?

See your AI run your own jobs, invoices and dispatch.

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What your AI can do

145 tools, across the whole field operation

Not just lookups. The assistant can plan the schedule, send the follow-up and build the screen, and every change waits for a person to confirm.

Read

Customers, jobs, technicians, invoices, quotes and contracts. Accounts-receivable ageing, technician performance, funnels, and read-only SQL against your own schema.

Dispatch and maps

Spread jobs across technicians, plan daily routes and apply the schedule. Drive times, the nearest technician, live locations and job sign-off links.

Comms

Search the inbox and read threads. Draft emails and SMS from templates, then send after you confirm. Comments, notifications, email follow-ups and phone calls.

Sales documents

Preview and issue proposals, generate estimates and PDF documents.

Files and photos

Read a record's PDFs, Word, Excel and email files, and look at the photos themselves, for example to compare a job's before and after.

Monitoring

Dashboards, alerts, scheduled reports, the activity feed and usage.

Automation operations

Run a rule, retry or dismiss a failed run, and decide approvals (named approvers only).

Write, with undo

Every change is proposed, confirmed by a person, and can be undone. CSV import and export, record history and restoring deleted records.

Build

Apps, tables, automations, voice and text agents, and document templates, built as drafts in a sandbox copy of your workspace and promoted to live when you approve.

Use cases

Everything your team can do from the chat

Customise the software

With Fieldproxy's MCP server, an administrator can ask Claude, ChatGPT or Copilot to add a field, build a screen, create a table, or set up an automation or a voice or text agent.
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Bulk updates

Connected to Fieldproxy through MCP, Claude, ChatGPT or Copilot can make changes across many records at once: move a technician's jobs to the nearest qualified people and text the customers, raise every maintenance contract by a percentage, mark stale quotes lost, or push a region's jobs to another day.
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Imports and data migration

Through Fieldproxy's MCP server, Claude, ChatGPT or Copilot can read an export or spreadsheet, match its columns to your tables, add a field where the data needs one, and import the rows.
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Dispatch and scheduling

Connected to Fieldproxy through MCP, Claude, ChatGPT or Copilot in Teams can read today's schedule, spread jobs across technicians, re-plan around a sick technician or an emergency call and bulk reschedule, then apply the new schedule only after a person confirms..
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Route planning

Fieldproxy's MCP server gives Claude, ChatGPT and Copilot route tools: plan daily routes per technician, check drive times between sites, see live technician locations and routes, geocode addresses and find which service zone a job falls in.
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Billing and collections

Connected through MCP, ChatGPT, Claude or Copilot can list completed jobs with no invoice, report accounts-receivable ageing and revenue by month, flag broken payment promises, and draft overdue reminders that are sent only after you confirm..
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Quotes and proposals

Fieldproxy's MCP server lets Claude, ChatGPT or Copilot generate estimates and PDF documents from your templates, preview and issue proposals, re-issue a proposal, list quotes that need a follow-up and mark stale ones lost.
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Customer communications

Through Fieldproxy's MCP server, the assistant drafts emails and SMS from your templates, sets email follow-ups, comments on records, notifies users in the app and places calls.
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Inbox triage

Fieldproxy's built-in triage_my_inbox workflow lets Claude, ChatGPT or Copilot search the connected inbox, read threads, sort what needs a job, a quote or a reply, and draft replies inside the original thread.
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Photos and documents

Fieldproxy's MCP server lets Claude, ChatGPT and Copilot list a record's files, read documents (PDF, Word, Excel, CSV and email) and see the photos themselves, up to 10 at a time, for example to compare a job's before and after or check a sign-off..
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Daily briefing and dashboards

Fieldproxy's built-in daily_ops_briefing workflow gives Claude, ChatGPT or Copilot the day at a glance: late and unassigned jobs, overdue tasks and anything off track.
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Customer 360

Fieldproxy's built-in customer_360 workflow pulls a customer's jobs, quotes, invoices, contracts, communications and record history into one answer in Claude, ChatGPT or Copilot, and the connection can also flag churn risk and segment customers..
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Technician performance

Connected through MCP, Claude, ChatGPT or Copilot can report technician performance, current workload, rework (repeat visits) and each technician's jobs, from live Fieldproxy data..
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Automation monitoring

Fieldproxy's built-in why_did_this_automation_fail workflow lets Claude, ChatGPT or Copilot find failed runs, explain the cause, and then retry or dismiss the run, simulate a fix, or restore an earlier version of the rule.
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AI oversight for admins

Fieldproxy administrators can ask for every AI connection in the workspace, what each one did, usage by key, person and tool, and revoke any key or connected app.
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MCP servers compared

Which field service software has an MCP server?

Fieldproxy, Jobber and ServiceM8 ship official MCP servers. The rest rely on community projects, Zapier or a third-party data copy, or have nothing yet. Each row links to the detail and the sources.

Field service management software with an MCP server
SoftwareMCP serverAI can change the softwareWhat it is
FieldproxyOfficial MCPYes: fields, screens, tables, automations, agents145 tools: read, dispatch, comms, documents, photos, monitoring and build. Claude, ChatGPT, Microsoft 365 Copilot and Teams, GitHub Copilot, Cursor, Codex.
ServiceTitanThird-party onlyNoNo official MCP server. Community-built servers and Zapier's MCP connect through the ServiceTitan API.
JobberOfficial MCPNoOfficial connector for Claude and ChatGPT, launched September 25, 2026, on the Core, Connect, Grow and Plus plans.
ServiceM8Official MCPNoOfficial hosted MCP server at api.servicem8.com/mcp, for ChatGPT and Claude, with OAuth sign-in.
Housecall ProThird-party onlyNoNo official MCP server. Open-source community servers and Zapier's MCP use the Housecall Pro API.
SimproThird-party onlyNoNo official MCP server. SyncHub, a third-party data company, offers a simPRO MCP connector.
JobNimbusThird-party onlyNoNo official MCP server. Community servers and Zapier's MCP use a JobNimbus API key.
AccuLynxThird-party onlyNoNo official MCP server. A community server brings AccuLynx jobs, contacts and estimates into Claude Desktop and Cursor.
WorkizThird-party onlyNoNo official MCP server. An open-source server published by a Workiz customer exposes jobs, leads and team data.
Service FusionThird-party onlyNoNo official MCP server. Zapier's MCP connects to Service Fusion's Zapier actions.
TradifyNone foundNoWe found no official or community MCP server for Tradify.
FieldPulseNone foundNoWe found no official or community MCP server for FieldPulse.
BuildOpsNone foundNoWe found no official or community MCP server for BuildOps.

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Guardrails

Your AI proposes. A person confirms.

Built for operations with branches, teams and an IT review, not a single login.

Nothing changes on one call

Every write, send or action is a proposal the user confirms within 30 minutes. Writes can be undone. More than 5 rows needs bulk permission, and more than 1,000 is refused.

Keys scoped like API keys

Limit a key to certain tables, certain rows ("only the North region's jobs"), hidden columns, insert/update/delete, and an expiry from 1 hour to 90 days. Postgres enforces the row limits.

Builds save as drafts

Apps and automations are checked against the database before they save, new automations and agents are saved switched off, and public apps are never changed.

Sends are limited

Email goes only from the user's own mailbox, at most 20 sends an hour per key, inside the workspace's quiet hours. A sandbox never sends.

Everything is logged

Every call is written to an audit log with the tool, key, person and outcome. Administrators see every key and connected app, and revoking one applies on the next request.

Access levels

Three levels, and your own role is the ceiling

Each connection gets one or more scopes. A person can never grant an AI more than they can do themselves.

ScopeRequiresUnlocks
Read (data:read)AI assistant access on for the workspace, and the user has Command Center accessYour schema, ready-made reports, and read-only SQL on your own data
Write (data:write)Tables the workspace lets the AI write, and no approval gate on themChanges to records, confirmed by a person and undoable; email and SMS drafts, sent on confirm
Build (build)An administrator, plus Allow build switched on for the workspaceNew fields, tables, screens, automations, voice and text agents, and sandboxes

A key can be narrowed further, like an API key: an expiry from 1 hour to 90 days, only certain tables, only certain rows (for example one region's jobs, the key owner's team, or a service zone), hidden columns, and any mix of insert, update and delete. Limits can be described in plain words, and Fieldproxy shows how many rows the key would see before it is created.

Deliberately not possible

What the AI can never do, however it is asked

  • Change anything on a single call: every write, send or action is a proposal a person confirms within 30 minutes
  • Change more than 1,000 records in one go (more than 5 needs bulk permission)
  • Drop a table or a column: builds only ever add
  • Publish or change a public app
  • Read a hidden column, however the query asks for it
  • See data the signed-in user cannot see: their own access is the ceiling
  • Send email from anyone's mailbox but the user's own, or more than 20 sends an hour per key, or outside quiet hours
  • Send anything at all from a sandbox
  • Run JavaScript tools or tools tied to an app screen (those stay inside Fieldproxy)
  • Call a tool that is not in its list, even by name

Security

How the connection actually works

Every request starts from scratch

Nothing is kept between calls, so a changed setting or a revoked key applies on the very next request.

Sign-in on every call

Each request carries a key (fpmcp.…) or a sign-in token that lasts 1 hour and renews itself for 30 days. The key is looked up every time, so a revoked or expired one is refused at once.

A tool list built per person

The tools the AI sees are assembled for each request from the key's scopes, the person's role, the workspace settings and the key's own limits. A tool missing from the list is refused even when called by name.

Reads run locked down

Reads run as a read-only database role, one statement at a time. Postgres applies the key's row limits and hidden columns are removed from every result.

Changes become proposals

Writes, sends, runs and builds are shown to you first and happen only after you confirm. Builds are saved as drafts, and new automations and agents are saved switched off.

Everything is on the record

Every call is logged with the tool, key, person and outcome. Administrators can read the log, see every key and connected app, and revoke any of them.

Want it connected to a workspace built on your data?

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How it works

Three steps to connect

  1. Switch it on

    Fieldproxy turns on AI assistant access for your workspace, and optionally Allow build. It is off by default.
  2. Connect a client

    Add the connector in Claude, ChatGPT or Copilot Studio with the Fieldproxy address from Settings, Connect an AI assistant, or create a scoped key (fpmcp.…) under Settings, AI assistant.
  3. Ask in plain English

    Start with a built-in workflow: daily_ops_briefing, plan_the_schedule, triage_my_inbox, why_did_this_automation_fail, and more.

Guides

Questions teams ask before they connect

Can I build my own field service software with Claude, ChatGPT or an AI app builder?

Yes, you can prototype field service software with Claude, ChatGPT, Claude Code or AI app builders such as Lovable, Replit and Bolt: job lists, forms and a simple schedule come together in an afternoon.
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Can AI customise my field service software?

With Fieldproxy, yes: you ask Claude, ChatGPT or Microsoft Copilot for a change, such as a new field, a screen or an automation, and its MCP server builds it as a draft in a sandbox copy of your workspace.
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Can ChatGPT replace field service management software?

No.
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How do I use ChatGPT or Claude to dispatch and schedule technicians?

Connect ChatGPT, Claude or Microsoft Copilot to your field service software through an MCP server, then ask in plain English: "Mike is out sick, move his jobs to the nearest qualified tech." With Fieldproxy, the assistant uses dispatch tools to spread jobs across technicians, plan daily routes with drive times and propose the new schedule, which is applied only after you confirm.
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What is the best AI scheduling assistant for a field service business?

A field service AI scheduling assistant has to schedule people who travel, so it needs more than a calendar: technician skills and certifications, drive time, SLA windows, workload and the ability to re-plan the day when something changes.
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Can ChatGPT do invoicing for a service business?

ChatGPT can write an invoice from details you type, but for a service business the money is in what it can find: completed jobs that were never invoiced, invoices past due and quotes that went quiet.
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What is an MCP server, and what does it do for field service software?

An MCP server is the connection that lets an AI assistant such as Claude, ChatGPT or Microsoft Copilot use a piece of software.
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What are real examples of an MCP server in use?

Here are real examples of an MCP server in use, from Fieldproxy's field service MCP server: each shows the request a person types into Claude, ChatGPT or Copilot, the tool the assistant calls, and the result.
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How do I use an MCP server with ChatGPT, Claude or Copilot?

To use a remote MCP server, add its address to your assistant and sign in.
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See it built around how your team already works.

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AI that runs the work

Not a chatbot on the side. The way they run the business.

Pronative
“This is what AI in field service should look like: not a chatbot on the side, but the way you actually run the business.”

Stephanie Choate, Owner, Pronative

Commercial facility maintenance

Read Pronative’s story
“Our clients have been able to make decisions quickly based on the AI output and summaries it provides, which has meant more work flowing through.”

Lisa Turner, Director, Total Risk

Read all customer stories

FAQ

Field service MCP, answered

Can an AI assistant customise my field service software?
With Fieldproxy, yes. Its MCP server lets Claude, ChatGPT or Copilot add fields, build screens, create tables, and set up automations and agents. Changes are built as drafts in a sandbox copy of the workspace and go live only after an administrator approves, with rollback. The other field service MCP servers we checked (Jobber, ServiceM8 and community servers) can read and edit records but not change the software itself.
Can ChatGPT or Claude update hundreds of jobs or contracts at once?
With Fieldproxy, yes. From one request the assistant can reassign a technician's jobs and text the customers, reprice every maintenance contract, close stale quotes, reschedule a region or import up to 1,000 spreadsheet rows. Each change is dry-run and shown row by row with before and after values, applied only when a person confirms, and can be undone as one change. More than 5 rows needs bulk permission and more than 1,000 is refused.
What is an MCP server for field service software?
MCP (Model Context Protocol) is the open standard AI assistants such as Claude, ChatGPT and Microsoft Copilot use to connect to business software. A field service MCP server lets the assistant read your jobs, customers and invoices and take actions like scheduling or sending a message, under the permissions you set.
Which field service management software has an MCP server?
Fieldproxy, Jobber and ServiceM8 ship official MCP servers. ServiceTitan, Housecall Pro, Simpro, JobNimbus, AccuLynx, Workiz and Service Fusion have community or third-party servers only. We found none for Tradify, FieldPulse or BuildOps.
Can ChatGPT or Claude run dispatch for my field service business?
Only when connected to your field service data. Fieldproxy's MCP server gives them tools to spread jobs across technicians, plan daily routes and apply the schedule, with a person confirming the change before it is saved.
Can Microsoft Copilot and Teams access field service data?
Yes, through an MCP tool in Copilot Studio. Fieldproxy's MCP server can be added to a Copilot Studio agent and published to Teams and Microsoft 365 Copilot, with each person signing in to their own Fieldproxy account.
Is it safe to let an AI change my field service data?
With Fieldproxy, every write, send or action is a proposal a person confirms, writes can be undone, more than 5 rows needs bulk permission, and every call is logged. Keys can be limited to certain tables, rows and columns, and Postgres enforces the row limits.
How many tools does Fieldproxy's MCP server have?
145 built-in tools, plus the workspace's own saved SQL tools and seven ready-made workflows including a daily operations briefing, schedule planning and inbox triage.

See your AI run your operation

We connect Claude, ChatGPT or Copilot to a Fieldproxy workspace built on your data and run your real questions on it.