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ConnectorServicem8

Servicem8 integration for Claude and Codex

Connect Servicem8 once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Servicem8 from Claude

Add the Servicem8 connection to a Space that runs Claude, then use it from every channel in that Space.

Use Servicem8 from Codex

Add the Servicem8 connection to a Space that runs Codex, then use it from every channel in that Space.

Use Servicem8 from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Communication & Meetings

What the Servicem8 connector can do

Servicem8 runs scheduling, quoting, and invoicing for field service businesses. A Servicem8 connection in type.com lets the agent open a new job from a service request, record a payment collected on-site, or add a note to a job's diary, so dispatch and office staff can track a job's status from the same thread instead of switching apps.

One connection, many Spaces

Connect Servicem8 once, then decide which Spaces can use it in threads, skills, automations, and coding work.

What teams do with Servicem8 in type.com

Open a job from an inbound request

Ask the agent to create a job as soon as a customer request comes in, with the address and purchase order attached.

Try asking
Create a Servicem8 quote job for 45 Oak Street with PO 8821, customer called about a leaking pipe.

Log a payment collected in the field

Have the agent record a payment against a job right after a technician collects it, so invoicing stays current.

Try asking
Record a Servicem8 cash payment of 150 dollars for today's job at the Maple Ave site.

Leave a note for the next technician

Get the agent to add a job note summarizing what happened on-site so the next visit starts with full context.

Try asking
Add a Servicem8 job note saying the part was back-ordered and a follow-up visit is needed next week.

Representative actions

  • ServiceM8 Create Job Note

    Adds a comment or update to a specific job's diary using the job's UUID.

  • ServiceM8 Create Job Payment

    Records a payment collected against a job, such as a cash payment with a timestamp.

  • Create a new Job

    Opens a new job record in Servicem8 with site address and purchase order details.

  • Delete Custom Field

    Permanently removes a custom field definition and its associated data from the account.

  • Delete Job Note

    Archives a note on a job's diary, which can be restored later since it is a soft delete.

Connection

API and auth details

ServiceM8 exposes REST APIs for field-service job management, including jobs, companies, job activities, materials, quotes, invoices, work orders, attachments, photos, templates, account data, and third-party app integrations.

FAQ

Questions people ask before connecting Servicem8

Can Claude create Servicem8 jobs from type.com?

Yes. With a Servicem8 connection shared to a Space, the agent can create jobs, log payments, and add notes in any thread, and the dispatch team sees the same updates.

How does type.com connect to Servicem8?

Servicem8 uses OAuth. An admin signs in once when setting up the connection and chooses which Spaces can use it, so field staff never handle credentials.

Can job updates happen on a schedule?

Yes. A Servicem8 prompt can run as a type.com automation, such as a nightly summary of jobs created that day, posted to a dispatch channel.

Is this the same as an MCP server for Servicem8?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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