Kickserv MCP by usefulapi

Reviewed 1d ago.

• tools: 20 tools scanned
• metadata: scanned

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Tools (20)

• kickserv_list_customers

  List or search customers, 30 per page. Every filter is an exact match on that field. Use `only` to keep the response small. Kickserv: GET /{account}/customers.xml.

• kickserv_get_customer

  Fetch one customer by customer number, optionally with related contacts, jobs, tasks and notes. The result's `id` is what job/task create calls need as `customer_id`. Kickserv: GET /{account}/customers/{customer_number}.xml.

• kickserv_list_customer_jobs

  List the jobs for one customer, 30 per page. Kickserv: GET /{account}/customers/{customer_number}/jobs.xml.

• kickserv_list_jobs

  List jobs (work orders, estimates, invoices), 30 per page, filterable by schedule window, status, assigned employee, category (job type) or job status. Kickserv: GET /{account}/jobs.xml.

• kickserv_get_job

  Fetch one job by job number, optionally with its customer, assigned employees, job charges (line items), time entries and notes. Kickserv: GET /{account}/jobs/{job_number}.xml.

• kickserv_list_customer_notes

  List the notes on one customer. Kickserv: GET /{account}/customers/{customer_number}/notes.xml.

• kickserv_list_job_notes

  List the notes on one job. Kickserv: GET /{account}/jobs/{job_number}/notes.xml.

• kickserv_list_job_time_entries

  List the time entries (hours logged by technicians) on one job. Kickserv: GET /{account}/jobs/{job_number}/time_entries.xml.

• kickserv_get_task

  Fetch one task (appointment / to-do attached to a job) by id. Kickserv: GET /{account}/tasks/{task_id}.xml.

• kickserv_list_employees

  List all employees (technicians and office staff), active and inactive. Use their `id` for job/task assignment and time entries, and `employee_number` to filter jobs. Kickserv: GET /{account}/employees.xml.

• kickserv_list_items

  List products/services (the price list used for job charges), 30 per page. Active items only by default. Kickserv: GET /{account}/items.xml.

• kickserv_create_customer

  WRITE: create a new customer. Kickserv assigns the customer number. Kickserv: POST /{account}/customers.xml.

• kickserv_update_customer

  WRITE: update fields on an existing customer. Only the fields you pass change. Balances, credit limit and custom fields are not settable here. Kickserv: PATCH /{account}/customers/{customer_number}.xml.

• kickserv_add_customer_note

  WRITE: add a note to a customer. Set `public` to true to make it visible to the customer. Kickserv: POST /{account}/customers/{customer_number}/notes.xml.

• kickserv_create_job

  WRITE: create a job (work order) for a customer. `customer_id` is the customer's internal `id` (from kickserv_get_customer), not the customer number; `job_type_id` is the job category. Set `estimate` to create it as an estimate. Kickserv: POST /{account}/jobs.xml.

• kickserv_update_job

  WRITE: update an existing job — reschedule it, rename it, change its description, category or custom job status, or reassign employees (employee_ids replaces the assignment). Totals, tax and payment fields are not settable here. Kickserv: PATCH /{account}/jobs/{job_number}.xml.

• kickserv_add_job_note

  WRITE: add a note to a job. Set `public` to true to make it visible to the customer. Kickserv: POST /{account}/jobs/{job_number}/notes.xml.

• kickserv_create_task

  WRITE: create a task (appointment / to-do) on a job and optionally assign employees. `job_id` is the job's internal `id` (from kickserv_get_job), not the job number. Kickserv: POST /{account}/tasks.xml.

• kickserv_log_time_entry

  WRITE: log hours worked by an employee on a job. `employee_id` is the employee's `id` from kickserv_list_employees. Kickserv: POST /{account}/jobs/{job_number}/time_entries.xml.

• kickserv_add_job_charge

  WRITE: add a charge (line item — a product, service or part) to a job. This changes the job's estimate/invoice total; it does NOT charge the customer's card. Pick `item_id` from kickserv_list_items. Kickserv: POST /{account}/jobs/{job_number}/job_charges.xml.