Bulk updates · Fieldproxy MCP
Change hundreds of records with one sentence
From Claude, ChatGPT or Copilot in Teams, on your live field service data, with a confirm step before anything changes.
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Illustration of Fieldproxy's MCP tools inside Claude, ChatGPT and Copilot. Names and data are examples.
Short answer
Bulk updates from ChatGPT, Claude or Copilot: how does it work?
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. Each change is dry-run first and shown row by row, applied only when you confirm, and can be undone. More than 5 rows needs bulk permission and more than 1,000 is refused.
Last verified September 27, 2026
Real requests
What people ask, and the tools it calls
| You ask | Fieldproxy tools | You get |
|---|---|---|
| “Mike is out sick: move his jobs to whoever is closest and qualified, and text the customers their new times” | technician_jobs, nearest_technicians, plan_job_distribution, apply_schedule, draft_sms, confirm_send | A re-plan plus customer texts, applied and sent on confirm |
| “Raise every active maintenance contract by 4% from January 1 and email each customer the new price” | find_contracts, propose_write, confirm_write, draft_email, confirm_send | A row-by-row dry run of every price, applied on confirm |
| “Mark every quote older than 60 days as lost, but keep the ones over $5,000 open” | quotes_to_follow_up, mark_quotes_lost, confirm_write | The stale quotes closed in one update, on confirm |
| “Push every Thursday job in the North region to Friday and keep the same technicians” | bulk_reschedule_jobs, confirm_write | A bulk reschedule, applied on confirm |
| “Set the priority to P1 on every open job at the three hospital sites” | find_jobs, propose_write, confirm_write | The matching jobs updated together |
| “That was wrong, undo it” | undo_write | The whole batch put back |
The part nobody else does
Your AI can change the software, not just the data
Every other field service connector we checked (September 27, 2026) 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
Build a screen
Wire an automation
Create an agent
Add your own tools
Roll back anything
Read more: customise field service software with AI · build it with Claude or ChatGPT instead?
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.
FAQ
Questions
- Can the AI change many records without asking?
- No. Every change is a proposal: it is dry-run, shown to you, and applied only if you confirm within 30 minutes. Changing more than 5 rows needs bulk permission on the key, and more than 1,000 rows is refused.
- What if the bulk change was a mistake?
- Every applied change returns an undo, so the whole batch can be put back. Deleted records can be restored and a single record can be reverted to an earlier version.
- Does it respect who can change what?
- Yes. The AI acts as the signed-in person, so their permissions are the ceiling, and a key can be limited further to certain tables, rows or columns.
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