Service Fusion MCP tools are coming soon.

Search your customers by name, address, phone, email, or tags and page through the results.

Pull up one customer's details, including their contacts and locations.

See the equipment installed at a customer, with make, model, serial, and warranty.

Pull up the details for one piece of a customer's equipment.

Create a customer with contacts, locations, phone numbers, and emails.

Confirm which Service Fusion account is connected and who authorized it.

Search jobs by status, number, customer, location, category, source, or date range.

Pull up a job's details, including line items, payments, invoices, assigned techs, tasks, and notes.

Create a new job for an existing customer with the description, status, schedule, and line items.

See the job categories set up for your company so new work is filed correctly.

See the job statuses your company uses before filtering or creating jobs.

Search estimates by status, number, customer, location, category, source, or date range.

Pull up an estimate's details, including line items, payments, and the opportunity owner.

Create a new estimate with line items, the opportunity rating, and the owner.

Browse your invoices with totals, paid status, and online payment links.

Pull up the details for a specific invoice.

See the payment types set up for your company.

See scheduled tasks and time off for a date range, linked to their customers and jobs.

Pull up one calendar task, including how it repeats.

Find open time slots by date, time window, tech, crew, or department for booking suggestions.

Search your technicians by name, email, or nickname.

Pull up one technician's full profile, including their department and phone numbers.

See the departments your technicians are organized into.

Browse your crews with their names and descriptions.

Pull up the details for a specific crew.

See your lead and referral sources so new jobs and estimates are attributed correctly.