ServiceTitan MCP Server

ServiceTitan MCP Server

Provides AI assistants with direct access to ServiceTitan's field service management platform for home services contractors. It enables users to manage customers, jobs, appointments, technician dispatching, and invoices through natural language.

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README

ServiceTitan MCP Server

AI-native interface to ServiceTitan for home services contractors

An MCP (Model Context Protocol) server that gives AI assistants direct access to ServiceTitan โ€” the leading field service management platform. Built for HVAC, plumbing, electrical, and other home services contractors who want their AI to manage jobs, look up customers, schedule appointments, dispatch technicians, and track invoices.

๐Ÿ› ๏ธ Available Tools

Tool Description
search_customers Search customers by name, phone, email, or address
get_customer Get full customer details including contacts and service history
list_jobs List jobs with filters for status, date range, customer, or technician
get_job Get complete job details including notes and assigned tech
create_job Create a new job for a customer
get_available_appointments Find available appointment slots in a date range
schedule_appointment Schedule or reschedule a job appointment
list_technicians List active technicians with current status and schedule
dispatch_technician Assign a technician to a job appointment
get_invoice Get invoice details with line items and payment status
list_unpaid_invoices List unpaid/overdue invoices for collections follow-up

๐Ÿš€ Quick Start

1. Get ServiceTitan API Credentials

  1. Go to the ServiceTitan Developer Portal
  2. Create an application in My Apps to get your App Key
  3. Have your ServiceTitan admin generate Client ID and Client Secret for your environment
  4. Note your Tenant ID from ServiceTitan settings

2. Configure Environment

cp .env.example .env
# Edit .env with your credentials:
#   ST_CLIENT_ID=your_client_id
#   ST_CLIENT_SECRET=your_client_secret
#   ST_APP_KEY=your_app_key
#   ST_TENANT_ID=your_tenant_id
#   ST_ENVIRONMENT=production  # or "integration" for sandbox

3. Install & Run

# Install
pip install -e .

# Run the MCP server
servicetitan-mcp

# Or run directly
python -m servicetitan_mcp.server

4. Connect to Your AI

Add to your MCP client configuration (e.g., Claude Desktop):

{
  "mcpServers": {
    "servicetitan": {
      "command": "servicetitan-mcp",
      "env": {
        "ST_CLIENT_ID": "your_client_id",
        "ST_CLIENT_SECRET": "your_client_secret",
        "ST_APP_KEY": "your_app_key",
        "ST_TENANT_ID": "your_tenant_id",
        "ST_ENVIRONMENT": "production"
      }
    }
  }
}

๐Ÿ” Authentication

ServiceTitan uses OAuth2 Client Credentials grant:

  • Auth endpoint: https://auth.servicetitan.io/connect/token (production) or https://auth-integration.servicetitan.io/connect/token (sandbox)
  • API base: https://api.servicetitan.io (production) or https://api-integration.servicetitan.io (sandbox)
  • Required headers: Authorization: Bearer {token} + ST-App-Key: {app_key}
  • Tokens are cached and auto-refreshed before expiry

Required Environment Variables

Variable Description
ST_CLIENT_ID OAuth2 Client ID
ST_CLIENT_SECRET OAuth2 Client Secret
ST_APP_KEY ServiceTitan Application Key
ST_TENANT_ID Your ServiceTitan Tenant ID
ST_ENVIRONMENT production or integration (default: production)

๐Ÿ“ฆ ServiceTitan API Modules Used

Module Base Path Entities
CRM /crm/v2/tenant/{id}/ Customers, Contacts, Locations, Bookings
Job Planning /jpm/v2/tenant/{id}/ Jobs, Appointments, Job Types
Dispatch /dispatch/v2/tenant/{id}/ Technician Shifts, Appointment Assignments
Accounting /accounting/v2/tenant/{id}/ Invoices, Payments
Settings /settings/v2/tenant/{id}/ Technicians, Employees, Business Units

๐Ÿงช Development

# Install with dev dependencies
pip install -e ".[dev]"

# Run tests
pytest

# Lint
ruff check src/ tests/

โ˜๏ธ Deployment

Apify Marketplace

Coming Day 3 โ€” pay-per-event billing on Apify

The apify_actor/ directory contains the deployment scaffold for the Apify platform.

mcp.so

Coming โ€” listing at mcp.so

Smithery

Coming โ€” listing at smithery.ai

๐Ÿ“‹ Roadmap

  • [x] Day 1: Core scaffold โ€” 11 tools covering the contractor workflow loop
  • [ ] Day 2: Validate against ServiceTitan sandbox, fix endpoint paths, add integration tests
  • [ ] Day 3: Apify Actor deployment, pay-per-event billing, marketplace listings

๐Ÿ“„ License

MIT

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