Housecall Pro tools
Your Housecall Pro MCP tools.
Give ChatGPT, Claude, or another supported AI assistant a safe way to help with customers, leads, estimates, jobs, and scheduling. Here is exactly what it can do.
What your AI assistant can help with
Every available Housecall Pro tool
Each tool handles one clear task. Turn on only the ones you want your AI assistant to use.
Customers
Find customer details, add new customers, and keep customer notes up to date.
Find customers
Looks up infoSearch your customer list and sort or page through the results.
View a customer
Looks up infoPull up the details for one customer when you already know who you need.
Add a customer
Makes changesCreate a customer with contact information, addresses, tags, and lead details.
Add a customer note
Makes changesSave a new note on a customer's record so your team has the latest context.
Leads and estimates
Keep up with new opportunities, estimate details, and the next step for each lead.
Find leads
Looks up infoSearch your leads and narrow the list using the details that matter to you.
View a lead
Looks up infoPull up the full record for a specific lead.
View lead line items
Looks up infoSee the services, quantities, and pricing items attached to a lead.
Add a lead
Makes changesCreate a lead with the customer, service address, notes, and requested work.
Turn a lead into work
Makes changesConvert an existing lead into an estimate or a job when the customer is ready.
Find estimates
Looks up infoSearch estimates by the filters you choose and sort through the results.
View an estimate
Looks up infoPull up the details for a specific estimate.
Find checklists
Looks up infoSee the checklists connected to one or more jobs or estimates.
Jobs and scheduling
Look up active work, manage appointment timing, dispatch employees, and keep job notes organized.
Find jobs
Looks up infoSearch jobs using status, dates, customer details, and other useful filters.
View a job
Looks up infoPull up the details for a specific job.
View job appointments
Looks up infoSee every appointment scheduled for a specific job.
View job invoices
Looks up infoSee the invoices connected to a specific job.
Find booking windows
Looks up infoSee available booking times for a date range, service, price form, or employee.
Find events
Looks up infoSearch scheduled events and narrow the results by location.
View an event
Looks up infoPull up the details for a specific calendar event.
View daily routes
Looks up infoSee the routes planned for your team on a specific date.
Add a job appointment
Makes changesSchedule a new appointment for a job and assign the right employees.
Update a job appointment
Makes changesChange an appointment's timing, arrival window, instructions, or assigned team.
Delete a job appointment
Makes changesRemove an appointment that is no longer needed.
Update a job schedule
Makes changesChange when a job is scheduled and which employees are assigned.
Clear a job schedule
Makes changesRemove the current date and time from a job that needs to be rescheduled.
Dispatch a job
Makes changesSend a job to one or more employees in the field.
Add a job note
Makes changesSave a note on a job for the office or field team.
Delete a job note
Makes changesRemove a specific note from a job.
Business and team setup
Reference your company settings, employees, service areas, and scheduling rules.
View company details
Looks up infoSee the profile information for the connected Housecall Pro company.
View scheduling rules
Looks up infoSee the company's working hours and schedule availability settings.
Find employees
Looks up infoSearch your employee list and narrow it by location when needed.
Find service zones
Looks up infoSee the geographic service areas set up for your business.
Ready to put Housecall Pro within reach?
Add your Housecall Pro API key in Inrconnect, choose which tools can be used, then connect your AI assistant.