FieldRobin
Authenticated, read-only field-service workspace tools for FieldRobin businesses.
What it can do
What data it sees
Do you need an account
No: the server works without sign-in
Authenticated, read-only field-service workspace tools for FieldRobin businesses.
How to connect
How to connect FieldRobin to Claude
The server address to paste into Claude settings:
https://fieldrobin.com/api/v1/mcp
- Open Claude (claude.ai or the desktop app).
- Go to Settings → Connectors.
- Click Add custom connector.
- Paste the server address copied below into Remote MCP server URL and click Add.
- In a chat, click + → Connectors and switch the new connector on.
Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.
Authorization
After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.
How to connect FieldRobin to ChatGPT
The server address to paste into ChatGPT settings:
https://fieldrobin.com/api/v1/mcp
- Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
- Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
- Open Settings → Connectors and click Create.
- Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
- Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
- In a new chat open + → Apps/Connectors and enable the connector.
OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.
Authorization
On first use ChatGPT opens the service's sign-in window. Sign in and approve access.
How to connect FieldRobin to Cursor
The server address to paste into Cursor settings:
https://fieldrobin.com/api/v1/mcp
Fastest: click Open in Cursor below and confirm the prompt.
Manually:
- In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
- Paste the JSON copied below into
~/.cursor/mcp.json(per project:.cursor/mcp.jsonin the repo root). - Save the file. The server appears in the MCP list; authorize it there if asked.
Authorization
If the service needs sign-in, an authorize button appears next to the server in the MCP list.
Server tool list (47)
Raw names from tools/list. Only developers need these.
| 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. |
| 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. |
| get-workspace-summary | Returns a limited, read-only summary of the authenticated FieldRobin workspace. |
| search-locations | Lists physical locations in the authenticated workspace. |
| get-location | Returns one location and its public Google listing status. A confirmed place is not a Google Business Profile connection. |
| search-customers | Searches the authenticated workspace customers without exposing addresses, notes, or other private fields. |
| search-jobs | Searches the authenticated workspace jobs using safe summary fields only; it does not return service addresses, notes, or amounts. |
| get-customer | Returns one authorized customer using bounded contact and lifecycle fields; addresses and notes are excluded. |
| get-job | Returns one authorized job using bounded customer, schedule, status, and technician fields; service addresses, notes, and amounts are excluded. |
| search-leads | Searches authorized workspace leads with bounded contact, source, status, and service-interest fields; notes and estimated values are excluded. |
| jobs-today | Lists authorized jobs scheduled for a business day, with bounded customer, schedule, status, and technician fields. |
| get-lead | Returns one authorized lead using bounded contact, source, status, and service-interest fields; notes, budget, and internal summaries are excluded. |
| search-quotes | Searches authorized estimates using bounded customer, status, title, and total fields; notes, terms, and addresses are excluded. |
| get-quote | Returns one authorized estimate with bounded customer, status, pricing, revision, and line-item fields; addresses, notes, and terms are excluded. |
| preview-quote | Calculates a deterministic estimate preview without saving, sending, or creating a quote. |
| search-invoices | Searches authorized invoices using bounded customer, job, status, payment, due-date, and total fields; payment links and addresses are excluded. |
| get-invoice | Returns one authorized invoice with bounded customer, job, payment-state, due-date, and line-item fields; payment links, addresses, and internal notes are excluded. |
| preview-invoice | Calculates a deterministic invoice preview without saving, charging, sending, or creating an invoice. |
| schedule-availability | Calculates verified busy jobs and open planning windows for a local business day without scheduling or changing a job. |
| pipeline-next-actions | Lists persisted pipeline attention items for the authenticated business without changing, dismissing, or executing them. |
| pipeline-recommendations | Lists persisted pipeline recommendations for the authenticated business without generating, editing, approving, rejecting, or executing them. |
| customer-service-requests | Lists recent active service requests associated with one authorized customer using bounded status, source, urgency, and scheduling fields. |
| search-service-requests | Finds bounded active service-request inbox records for the authenticated business without exposing request descriptions, addresses, contact channels, or outreach controls. |
| get-service-request | 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. |
| get-invoice-payment-status | Returns the authoritative payment state for one authorized invoice without exposing payment links or provider identifiers. |
| preview-review-requests | Previews explicit completed jobs for review requests, including eligibility and skip reasons, without sending anything. |
| search-reviews | Searches authorized reviews by reviewer, customer, job, rating, platform, or reply status using bounded fields. |
| draft-review-reply | Drafts a policy-aware reply for one authorized review without posting or changing the review. |
| search-referral-campaigns | Searches authorized referral campaigns by name, status, message channel, and bounded performance fields. |
| get-referral-campaign-attribution | Shows verified referral campaign totals and conversion activity without returning referral tokens or bearer-like links. |
| preview-referral-campaign | Previews eligible completed jobs for one authorized referral campaign without sending or changing records. |
| search-reactivation-campaigns | Searches authorized reactivation campaigns by name, status, channel, and job-type filter. |
| preview-reactivation-campaign | Previews dormant customers eligible for one authorized reactivation campaign without sending or changing records. |
| search-broadcast-campaigns | Searches authorized broadcast campaigns by name, status, message channel, and bounded delivery fields. |
| preview-broadcast-campaign | Previews one approved broadcast audience, including suppression and policy skips, without sending or changing records. |
| search-social-drafts | Searches authorized social drafts and returns bounded content, status, platform, source-review, and approval metadata. |
| preview-social-draft | Validates social post copy for an authorized source review without saving or publishing it. |
| list-job-photos | Lists authorized private photos attached to one job with protected download URLs, filenames, captions, and media types. |
| search-inventory | Searches active inventory in the authenticated workspace and can identify low-stock items without exposing internal cost or margin fields. |
| search-pricebook | Searches active customer-facing services and materials in the authenticated workspace without exposing internal cost or markup fields. |
| complaint-recall-risk | Lists complaint and recall risk records for the authenticated workspace without exposing private operational notes. |
| routing-driving-risk | Reads a local business day route and high driving-risk stops for the authenticated workspace without exposing addresses or private route notes. |
| operations-parts | Reads bounded parts stock, technician exposure, and transaction metadata for the authenticated workspace without exposing amounts, item pricing, or private notes. |
| operations-scorecards | Reads bounded technician performance and coaching signals for the authenticated workspace without exposing coaching notes or private contact fields. |
| reports-overview | Reads aggregate revenue, receivables, job, lead, and estimate performance for the authenticated workspace without exposing customer names, addresses, invoice rows, or mutation access. |
| reports-by-location | 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. |
| reports-customer-revenue-rank | 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. |