Agentic CMMS

Housecall Pro MCP server

Connect Housecall Pro to Claude, ChatGPT and your other AI agents.

Let Claude, ChatGPT and other AI agents read and update Housecall Pro jobs, estimates, invoices and service plans, with per-person approval.

Housecall Pro is a field service app for residential home service companies such as HVAC, plumbing, electrical, garage door, carpet cleaning and pest control businesses. Owners use it to book jobs, dispatch technicians, send estimates with good, better, best options, collect payments and run service plans. The app is quick for one job at a time. It is slower when you need a view across all of them, such as every unpaid invoice, every estimate the customer never answered or every member due a visit.

Agentic CMMS gives your AI agent the tools to answer those questions. Ask in Claude, ChatGPT or another MCP client, and the agent searches jobs, estimates, customers and invoices in Housecall Pro. With write access approved, it can also book jobs and update records for you.

What your AI agent can do with Housecall Pro

  • Rescue open estimates. "Which estimates from the last two weeks are still waiting on the customer, and which option did we recommend?"
  • Book a job. "Book a drain cleaning for Carlos Rivera at his Oak Avenue address on Thursday morning and assign it to Mike." The agent creates the job and the appointment.
  • Fill quiet days. "Which service plan members are due a maintenance visit and have no job booked?" Your office gets a ready call list.
  • Check a technician's day. "What jobs does Jasmine have today, and which ones are already marked complete?"
  • Track payments. "Which completed jobs from last week have no payment recorded?" The agent lists them with the customer and the amount, so the office can send reminders the same day.
  • Know the customer before you call. "What work have we done at 52 Pine Street in the last two years, and are there any notes from the technician?"
  • Read the numbers. "What was our average job value last month for HVAC work compared with plumbing?"

Housecall Pro with your other systems

Home service businesses run on more than one app. Connect the others and one question can reach them all:

  • Compare Housecall Pro with ServiceTitan or Jobber data while you move between systems after an acquisition.
  • Reconcile paid invoices with deposits and expenses in QuickBooks Online.
  • Check driver hours and vehicle locations in Motive when you plan a full day of jobs across town.
  • Pass homeowners who asked about new equipment to your sales pipeline in HubSpot.

For owners who want the office to run itself

Most Housecall Pro customers do not have time to learn reports. An agent that answers in plain language fits the way owners and office managers already work, often from a phone between jobs. Each person approves their own agent and chooses read-only or full access, you decide which roles may book or change jobs, and the activity log shows every action an agent took.

How it works

Live in minutes, not months

No integration project. Connect your system once, and everyone on your team brings their own agent.

  1. 1

    Connect your systems

    Add your CMMS, ERP, accounting and other systems with their API keys. We check each one against the live system before anything is saved.

  2. 2

    Approve your agent

    Each person adds the MCP address to Claude, ChatGPT or another agent and approves it with their own login. Read-only or read and write: their call.

  3. 3

    Ask in plain language

    “What’s overdue on Line 3, and what will it cost?” The agent works across your systems for you, and every action is on the record.

FAQ

Housecall Pro and AI agents: questions, answered

Can ChatGPT dispatch a job in Housecall Pro?

With read and write access, the agent can create the job for the right customer and assign it to the technician you name. Owners and admins can keep that tool for the office team only.

Can an AI agent find customers on a service plan who need a visit?

Yes. It reads service plan members and their visits, then lists the customers who are due and have nothing booked.

How does the agent handle estimates with several options?

It reads every option on an estimate and tells you which one the customer approved, or which estimates are still waiting for a decision.

Get started

See it working on your own systems

Tell us about your team and the systems you run. We’ll get you set up.

Product names and trademarks belong to their owners. Their use here does not mean that the owners endorse Agentic CMMS.