Servicem8

Servicem8 MCP integration

Opens jobs from customer requests, answers where a job stands, records and corrects payments, and prices quotes from the live materials catalog.

Connect Servicem8See all integrations

28actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create a new job

    Lyro creates a new job in ServiceM8 directly from a support conversation. Field service agents dispatch work instantly without context switching.

  • Update a servicem8 job note

    Lyro appends details to an existing job note in real time. Support teams maintain a complete timeline of customer interactions without losing context.

  • Retrieve job note

    Lyro pulls the full details of a job note by ID. Agents access complete work history when customers call back about service.

See all 28 actions

How businesses use Servicem8 + Lyro

Each card is one request a support team gets, and the Servicem8 actions Lyro runs to close it.

  • Open a job from the customer's own words

    Lyro creates the ServiceM8 job with the address and purchase order details the customer gave, matches them against the existing client records, and starts the diary with a first note.

    Create a New JobList All ClientsCreate Job Note

  • Answer where a job stands right now

    Lyro retrieves the job record, reads the notes filed against it, and checks the queue it is sitting in, so someone asking for an update gets the live position instead of a callback.

    Retrieve JobList All Job NotesList All Job Queues

  • Record a payment and fix one entered wrong

    Lyro records the payment with its amount, method, and timestamp, reads it back to confirm whether it was a deposit and who took it, and updates the record when the details were wrong.

    Create Job PaymentRetrieve Job PaymentUpdate Job Payment

  • Price a quote from the live materials catalog

    Lyro pulls the products, labour rates, and inventory items on the account, checks current stock and pricing on a specific line, and finds the document template the quote should go out on.

    List All MaterialsRetrieve ServiceM8 MaterialList All Document Templates

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Servicem8 actions it has and picks the ones a request needs.

  1. 01

    Connect Servicem8

    Authorize the Servicem8 account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Servicem8 actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free
Servicem8 · Lyro

Everything else about Servicem8

Setup, permissions, and the limits of what Lyro can do inside Servicem8.

  • The ones matching the work you want it doing. List All Materials requires read_inventory, List All Tasks requires read_tasks, and Delete Job Payment requires manage_job_payments. Anything outside the scopes granted on the connection is simply not available to Lyro.

Every action available in Servicem8

All 28 actions your agent can call on Servicem8, straight from the live MCP connection.

  • Servicem8 create job note

    Create a new job note in ServiceM8.

  • Servicem8 create job payment

    Create a new job payment in ServiceM8.

  • Create a new job

    Create a new Job in ServiceM8.

  • Delete custom field

    Delete a custom field in ServiceM8 by its UUID.

  • Delete job note

    Deletes (archives) a job note in ServiceM8 by its UUID.

  • Delete job payment

    Archives (soft-deletes) a job payment record in ServiceM8 by its UUID.

  • List all assets

    List all ServiceM8 assets.

  • List all clients

    List all ServiceM8 clients.

  • List all document templates

    List document templates.

  • List all forms

    List all ServiceM8 forms.

  • List all job notes

    List all job notes from ServiceM8.

  • List all job queues

    List all job queues in ServiceM8.

  • List all jobs

    List all jobs.

  • List all locations

    Lists all ServiceM8 locations.

  • List all materials

    Retrieve all materials (products, labour rates, inventory items) from ServiceM8.

  • List all tasks

    Retrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination.

  • Retrieve servicem8 client

    Retrieve details of a specific client by its UUID.

  • Retrieve form

    Retrieve details of a specific form template by its UUID.

  • Retrieve job

    Retrieve details of a specific job by its UUID.

  • Retrieve job activity

    Retrieve details of a specific job activity by its UUID.

  • Retrieve job note

    Retrieve the full details of a specific job note by its UUID.

  • Retrieve job payment

    Retrieve a specific job payment record from ServiceM8 by its UUID.

  • Retrieve job queue

    Retrieve details of a specific job queue by its UUID.

  • Retrieve location

    Retrieve a specific ServiceM8 location by its UUID.

  • Retrieve servicem8 material

    Retrieve detailed information about a specific material/product/service by its UUID.

  • Retrieve staff member

    Retrieve details of a specific staff member by their UUID.

  • Update a servicem8 job note

    Update details of an existing job note.

  • Update job payment

    Update an existing job payment record in ServiceM8.

The tools Servicem8 sits next to

Same connection, same setup. Pick the next one your team already uses.

Browse every integration

Ready to connect Servicem8?

Authorize the account and your agent has all 28 actions from the first conversation.

Connect Servicem8Talk to sales
Support agent working at a laptop next to the Lyro mascot