FieldRobin

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

Authenticated FieldRobin workspace tools, including scope-authorized customer and job creation.

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Copy this into your MCP client config:

{
  "mcpServers": {
    "FieldRobin": {
      "url": "https://fieldrobin.com/api/v1/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (47)

• create-customer

  Creates one customer directly in the selected FieldRobin business when the connection has customer-write permission. Search first to avoid creating a duplicate; reuse the idempotency key only when retrying the same request.

  Parameters:

  • name (required) — string — Customer full name.
  • idempotency_key (required) — string — Opaque retry key. Reuse it only for the same request to receive the verified result without creating a duplicate.
  • email — ['string', 'null'] — Customer email address, if known.
  • notes — ['string', 'null'] — Internal customer notes.
  • phone — ['string', 'null'] — Customer phone number, if known.
  • address — ['string', 'null'] — Customer address, if known.
  • trade_type — ['string', 'null'] — Customer trade or service type.
  • location_id — ['integer', 'null'] — Business location for the customer.
  • business_name — ['string', 'null'] — Customer business name, if known.
  • lifecycle_tag — ['string', 'null'] — Lifecycle tag.
  • acquisition_source — ['string', 'null'] — How the customer was acquired.

  Hints: read-only no · destructive no · idempotent yes · open-world no

• create-job

  Creates one job directly in the selected FieldRobin business when the connection has job-write permission. Resolve the customer first and pass the verified customer ID when one is named.

  Parameters:

  • title (required) — string — Short job title.
  • idempotency_key (required) — string — Opaque retry key. Reuse it only for the same request to receive the verified result without creating a duplicate.
  • status — ['string', 'null'] — Initial job status.
  • customer_id — ['integer', 'null'] — Verified customer ID, if the job belongs to an existing customer.
  • description — ['string', 'null'] — Readable issue and service description.
  • location_id — ['integer', 'null'] — Business location for the job.
  • voice_notes — ['string', 'null'] — Optional internal voice-note text.
  • scheduled_at — ['string', 'null'] — Optional local wall-clock appointment date/time or ISO timestamp with offset.
  • total_amount — ['number', 'null'] — Optional quoted amount.
  • service_address — ['string', 'null'] — Service address, if known.
  • appointment_count — ['integer', 'null'] — Optional appointment count.
  • technician_user_id — ['integer', 'null'] — Verified technician user ID, if assigned.

  Hints: read-only no · destructive no · idempotent yes · open-world no

• get-workspace-summary read-only

  Returns a limited, read-only summary of the authenticated FieldRobin workspace.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-locations read-only

  Lists physical locations in the authenticated workspace.

  Parameters:

  • limit — ['integer', 'null']
  • query — ['string', 'null'] — Location name to search for.
  • status — ['string', 'null'] — active, archived, or all.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-location read-only

  Returns one location and its public Google listing status. A confirmed place is not a Google Business Profile connection.

  Parameters:

  • location_id — integer — Location ID.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-customers read-only

  Searches the authenticated workspace customers without exposing addresses, notes, or other private fields.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of customers to return.
  • query — ['string', 'null'] — Name, email, phone, or business name to search for.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-jobs read-only

  Searches the authenticated workspace jobs using safe summary fields only; it does not return service addresses, notes, or amounts.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of jobs to return.
  • query — ['string', 'null'] — Customer name, email, phone, or job title.
  • status — ['string', 'null'] — Optional job status filter.
  • customer_id — ['integer', 'null'] — Restrict results to one customer ID.
  • location_id — ['integer', 'null'] — Restrict results to one business location ID.
  • scheduled_to — ['string', 'null'] — Inclusive scheduled date, YYYY-MM-DD.
  • scheduled_from — ['string', 'null'] — Inclusive scheduled date, YYYY-MM-DD.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-customer read-only

  Returns one authorized customer using bounded contact and lifecycle fields; addresses and notes are excluded.

  Parameters:

  • customer_id — integer — Customer ID returned by search-customers.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-job read-only

  Returns one authorized job using bounded customer, schedule, status, and technician fields; service addresses, notes, and amounts are excluded.

  Parameters:

  • job_id — integer — Job ID returned by search-jobs or jobs-today.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-leads read-only

  Searches authorized workspace leads with bounded contact, source, status, and service-interest fields; notes and estimated values are excluded.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of leads to return.
  • query — ['string', 'null'] — Name, email, phone, source, or service interest.
  • source — ['string', 'null'] — Optional exact lead source.
  • status — ['string', 'null'] — Optional lead status.
  • urgency — ['string', 'null'] — Optional urgency: low, medium, or high.
  • customer_id — ['integer', 'null'] — Restrict results to a customer ID.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• jobs-today read-only

  Lists authorized jobs scheduled for a business day, with bounded customer, schedule, status, and technician fields.

  Parameters:

  • date — ['string', 'null'] — Local business date, YYYY-MM-DD; defaults to today.
  • limit — ['integer', 'null'] — Maximum number of jobs to return.
  • status — ['string', 'null'] — Optional job status filter.
  • technician_id — ['integer', 'null'] — Optional technician ID.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-lead read-only

  Returns one authorized lead using bounded contact, source, status, and service-interest fields; notes, budget, and internal summaries are excluded.

  Parameters:

  • lead_id — integer — Lead ID returned by search-leads.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-quotes read-only

  Searches authorized estimates using bounded customer, status, title, and total fields; notes, terms, and addresses are excluded.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of estimates to return.
  • query — ['string', 'null'] — Estimate title, customer name, email, or phone.
  • status — ['string', 'null'] — Optional estimate status.
  • customer_id — ['integer', 'null'] — Restrict results to one customer ID.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-quote read-only

  Returns one authorized estimate with bounded customer, status, pricing, revision, and line-item fields; addresses, notes, and terms are excluded.

  Parameters:

  • quote_id — integer — Estimate ID returned by search-quotes.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• preview-quote read-only

  Calculates a deterministic estimate preview without saving, sending, or creating a quote.

  Parameters:

  • items — array — Estimate line item.
  • tax_mode — ['string', 'null']
  • coupon_code — ['string', 'null']
  • customer_id — ['integer', 'null'] — Optional resolved customer ID.
  • tax_rate_id — ['integer', 'null']
  • document_discount_type — ['string', 'null']
  • document_discount_value — ['number', 'null']

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-invoices read-only

  Searches authorized invoices using bounded customer, job, status, payment, due-date, and total fields; payment links and addresses are excluded.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of invoices to return.
  • query — ['string', 'null'] — Invoice number, customer name, email, phone, job title, or description.
  • job_id — ['integer', 'null'] — Restrict results to one job ID.
  • status — ['string', 'null'] — Invoice lifecycle status.
  • customer_id — ['integer', 'null'] — Restrict results to one customer ID.
  • payment_status — ['string', 'null'] — Authoritative payment state, such as unpaid, pending, paid, or refunded.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-invoice read-only

  Returns one authorized invoice with bounded customer, job, payment-state, due-date, and line-item fields; payment links, addresses, and internal notes are excluded.

  Parameters:

  • invoice_id — integer — Invoice ID returned by search-invoices.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• preview-invoice read-only

  Calculates a deterministic invoice preview without saving, charging, sending, or creating an invoice.

  Parameters:

  • items — array — Invoice line items.
  • tax_mode — ['string', 'null']
  • coupon_code — ['string', 'null']
  • customer_id — integer — Resolved customer ID; required for an invoice preview.
  • tax_rate_id — ['integer', 'null']
  • document_discount_type — ['string', 'null']
  • document_discount_value — ['number', 'null']

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• schedule-availability read-only

  Calculates verified busy jobs and open planning windows for a local business day without scheduling or changing a job.

  Parameters:

  • date — ['string', 'null'] — Local business date, YYYY-MM-DD; defaults to today.
  • workday_end — ['integer', 'null'] — Planning window end hour.
  • technician_id — ['integer', 'null'] — Optional same-business technician ID.
  • workday_start — ['integer', 'null'] — Planning window start hour.
  • duration_minutes — ['integer', 'null'] — Requested appointment length.
  • job_duration_minutes — ['integer', 'null'] — Planning duration for existing jobs.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• pipeline-next-actions read-only

  Lists persisted pipeline attention items for the authenticated business without changing, dismissing, or executing them.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of actions to return.
  • priority — ['string', 'null'] — Optional priority filter.
  • due_before — ['string', 'null'] — Only actions due on or before this local date.
  • action_type — ['string', 'null'] — Optional exact action type.
  • action_state — ['string', 'null'] — Pipeline state; defaults to open.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• pipeline-recommendations read-only

  Lists persisted pipeline recommendations for the authenticated business without generating, editing, approving, rejecting, or executing them.

  Parameters:

  • limit — ['integer', 'null'] — Maximum recommendations to return.
  • status — ['string', 'null'] — Recommendation state; defaults to pending.
  • action_type — ['string', 'null'] — Optional exact pipeline recommendation action type.
  • recommendation_id — ['integer', 'null'] — Optional exact recommendation ID.
  • include_draft_history — ['boolean', 'null'] — When true, recommendation_id is required and bounded draft edit history is returned.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• customer-service-requests read-only

  Lists recent active service requests associated with one authorized customer using bounded status, source, urgency, and scheduling fields.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of service requests to return.
  • customer_id — integer — Customer ID returned by search-customers.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-service-requests read-only

  Finds bounded active service-request inbox records for the authenticated business without exposing request descriptions, addresses, contact channels, or outreach controls.

  Parameters:

  • q — ['string', 'null'] — Client name, service type, or request text.
  • view — ['string', 'null'] — Inbox view; defaults to active inbox records.
  • limit — ['integer', 'null'] — Maximum number of requests to return.
  • status — ['string', 'null'] — Optional exact active request status.
  • urgency — ['string', 'null'] — Optional urgency filter.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-service-request read-only

  Returns one authorized service-request inbox record using bounded status, source, urgency, and scheduling fields without exposing request descriptions, addresses, contact channels, metadata, files, or outreach controls.

  Parameters:

  • service_request_id — integer — Service-request ID returned by search-service-requests.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-invoice-payment-status read-only

  Returns the authoritative payment state for one authorized invoice without exposing payment links or provider identifiers.

  Parameters:

  • invoice_id — integer — Invoice ID returned by search-invoices.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• preview-review-requests read-only

  Previews explicit completed jobs for review requests, including eligibility and skip reasons, without sending anything.

  Parameters:

  • channel — ['string', 'null'] — Optional review-request channel preference.
  • job_ids — array — Explicit job IDs to evaluate.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-reviews read-only

  Searches authorized reviews by reviewer, customer, job, rating, platform, or reply status using bounded fields.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of reviews to return.
  • query — ['string', 'null'] — Reviewer, customer, job title, review body, or platform.
  • platform — ['string', 'null'] — Review platform.
  • has_reply — ['boolean', 'null'] — Filter by whether an owner reply exists.
  • rating_max — ['integer', 'null'] — Maximum rating.
  • rating_min — ['integer', 'null'] — Minimum rating.
  • reply_status — ['string', 'null'] — Reply delivery state.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• draft-review-reply read-only

  Drafts a policy-aware reply for one authorized review without posting or changing the review.

  Parameters:

  • tone — ['string', 'null'] — Draft tone.
  • review_id — integer — Review ID returned by search-reviews.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-referral-campaigns read-only

  Searches authorized referral campaigns by name, status, message channel, and bounded performance fields.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of campaigns to return.
  • query — ['string', 'null'] — Campaign name, message, or channel.
  • status — ['string', 'null'] — Campaign status.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• get-referral-campaign-attribution read-only

  Shows verified referral campaign totals and conversion activity without returning referral tokens or bearer-like links.

  Parameters:

  • days — ['integer', 'null'] — Lookback window in days.
  • campaign_id — integer — Referral campaign ID returned by search-referral-campaigns.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• preview-referral-campaign read-only

  Previews eligible completed jobs for one authorized referral campaign without sending or changing records.

  Parameters:

  • limit — ['integer', 'null'] — Maximum audience items to evaluate.
  • campaign_id — integer — Referral campaign ID returned by search-referral-campaigns.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-reactivation-campaigns read-only

  Searches authorized reactivation campaigns by name, status, channel, and job-type filter.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of campaigns to return.
  • query — ['string', 'null'] — Campaign name, message, channel, or job type.
  • status — ['string', 'null'] — Campaign status.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• preview-reactivation-campaign read-only

  Previews dormant customers eligible for one authorized reactivation campaign without sending or changing records.

  Parameters:

  • limit — ['integer', 'null'] — Maximum audience items to evaluate.
  • campaign_id — integer — Reactivation campaign ID returned by search-reactivation-campaigns.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-broadcast-campaigns read-only

  Searches authorized broadcast campaigns by name, status, message channel, and bounded delivery fields.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of campaigns to return.
  • query — ['string', 'null'] — Campaign name, message, or channel.
  • status — ['string', 'null'] — Campaign status.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• preview-broadcast-campaign read-only

  Previews one approved broadcast audience, including suppression and policy skips, without sending or changing records.

  Parameters:

  • limit — ['integer', 'null'] — Maximum audience items to evaluate.
  • campaign_id — integer — Broadcast campaign ID returned by search-broadcast-campaigns.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-social-drafts read-only

  Searches authorized social drafts and returns bounded content, status, platform, source-review, and approval metadata.

  Parameters:

  • limit — ['integer', 'null'] — Maximum number of drafts to return.
  • query — ['string', 'null'] — Draft content, platform, status, or ID.
  • status — ['string', 'null'] — Draft approval state.
  • platform — ['string', 'null'] — Social platform.
  • review_id — ['integer', 'null'] — Optional source review ID.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• preview-social-draft read-only

  Validates social post copy for an authorized source review without saving or publishing it.

  Parameters:

  • content — string — Proposed social post content.
  • platform — ['string', 'null'] — Social platform.
  • review_id — ['integer', 'null'] — Optional authorized source review ID.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• list-job-photos read-only

  Lists authorized private photos attached to one job with protected download URLs, filenames, captions, and media types.

  Parameters:

  • job_id — integer — Job ID returned by search-jobs.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-inventory read-only

  Searches active inventory in the authenticated workspace and can identify low-stock items without exposing internal cost or margin fields.

  Parameters:

  • limit — ['integer', 'null'] — Maximum items to return.
  • query — ['string', 'null'] — Inventory name, SKU, or description.
  • active — ['boolean', 'null'] — Filter by active state; defaults to true.
  • low_stock — ['boolean', 'null'] — Only items at or below minimum quantity.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• search-pricebook read-only

  Searches active customer-facing services and materials in the authenticated workspace without exposing internal cost or markup fields.

  Parameters:

  • type — ['string', 'null'] — Service or material.
  • limit — ['integer', 'null'] — Maximum items to return.
  • query — ['string', 'null'] — Pricebook item name or description.
  • active — ['boolean', 'null'] — Filter by active state; defaults to true.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• complaint-recall-risk read-only

  Lists complaint and recall risk records for the authenticated workspace without exposing private operational notes.

  Parameters:

  • limit — ['integer', 'null'] — Maximum records to return.
  • query — ['string', 'null'] — Job title, customer name, or technician name.
  • status — ['string', 'null'] — Risk state; defaults to open.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• routing-driving-risk read-only

  Reads a local business day route and high driving-risk stops for the authenticated workspace without exposing addresses or private route notes.

  Parameters:

  • date — ['string', 'null'] — Local business date, YYYY-MM-DD; defaults to today.
  • limit — ['integer', 'null'] — Maximum route stops to return.
  • technician_id — ['integer', 'null'] — Optional technician filter.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• operations-parts read-only

  Reads bounded parts stock, technician exposure, and transaction metadata for the authenticated workspace without exposing amounts, item pricing, or private notes.

  Parameters:

  • limit — ['integer', 'null'] — Maximum inventory, transactions, and technician balances to return.
  • technician_id — ['integer', 'null'] — Optional same-business technician ID.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• operations-scorecards read-only

  Reads bounded technician performance and coaching signals for the authenticated workspace without exposing coaching notes or private contact fields.

  Parameters:

  • limit — ['integer', 'null'] — Maximum jobs sampled per technician.
  • technician_id — ['integer', 'null'] — Optional same-business technician ID.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• reports-overview read-only

  Reads aggregate revenue, receivables, job, lead, and estimate performance for the authenticated workspace without exposing customer names, addresses, invoice rows, or mutation access.

  Parameters:

  • period — ['integer', 'null'] — Number of days for the bounded trend metrics; defaults to 30.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• reports-by-location read-only

  Compares revenue, activation, retention, and review-request outcomes by physical location. Does not expose customer names, invoice rows, or mutation access. Location writes stay on the in-product assistant, not MCP.

  Parameters:

  • period — ['integer', 'null'] — Number of days for location comparison metrics; defaults to 30.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

• reports-customer-revenue-rank read-only

  Ranks named customers by paid invoice revenue for the authenticated workspace. Uses all paid, non-sample invoices and returns aggregate customer totals without invoice rows.

  Parameters:

  • to — ['string', 'null'] — Inclusive end date when period is custom.
  • from — ['string', 'null'] — Inclusive start date when period is custom.
  • limit — ['integer', 'null'] — Maximum number of ranked customers to return.
  • period — ['string', 'null'] — Ranking window. Use all_time for to-date questions.

  Hints: read-only yes · destructive no · idempotent not declared · open-world no

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