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.
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.
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 NoteAnswer 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 QueuesRecord 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 PaymentPrice 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.
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.
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.
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
What can you do in Servicem8 without me setting anything up?
These, right away:
- Create a new job
- List all assets
- Delete custom field
Great, let's start with the first one.
FAQ
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.
Clockify
Clockify is a free time tracking software for individuals and teams to monitor work hours across projects.
Googlecontacts
Searches contacts across every field, creates and corrects people in bulk, manages groups, and reads the Workspace domain directory.
Magnetic
Opens opportunities, jobs, and their first tasks, finds client contacts and companies, and reports job status and due follow-ups.
Paperform
Reads the live Paperform workspace to find the right form for a request, and reports the spaces and translations behind it.
Storyblok
Fetches published pages by slug, filters content type entries, and reads navigation links, tags, and datasource values through Storyblok's GraphQL API.
Wix
Looks up current Wix site and store data and triggers updates directly from a Lyro conversation.
Ready to connect Servicem8?
Authorize the account and your agent has all 28 actions from the first conversation.