Full read-write Claude connector for FieldEdge
Make Claude create work orders and dispatch technicians in FieldEdge
Stop clicking through screens to book and schedule every job. Claude creates the work order, ties it to the right customer and location, places it on the dispatch board, and drafts the follow-up invoice, with sends and deletes held for your approval.
FieldEdge is field service management software for HVAC, plumbing, and electrical contractors. It runs scheduling, dispatch, work orders, customer records, and invoicing, and teams want Claude to act inside it rather than just read from it.
What is a FieldEdge MCP server?
A FieldEdge MCP server is a small hosted service that exposes FieldEdge's data and actions to Claude over the Model Context Protocol, so Claude can industry-specific platforms inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can FieldEdge's current connector do today?
Today, FieldEdge has no official Claude or MCP connector, so Claude cannot read or write to it out of the box. Reaching your work orders, customers, schedule, and invoices means building a custom connector against FieldEdge's API or your account data, with scoped, approval-gated write actions layered on top.
What does full read-write FieldEdge access unlock?
Full read-write access lets Claude create and update jobs, schedule and dispatch technicians, edit customer and equipment records, build estimates, and draft invoices, with the outbound and destructive steps held for your approval. The dispatch and follow-up work that meant clicking through screens happens where the job already lives.
- Create a new work order and attach it to the right customer and service location
- Schedule a job and assign it to an available technician on the dispatch board
- Update a customer record, equipment history, or service notes after a visit
- Build an estimate from a job's line items and labor
- Draft an invoice from a completed work order for your review
- Add a follow-up task or reschedule a job when a window changes
Can Claude create and schedule work orders in FieldEdge?
Yes. With a custom read-write connector, Claude can create a work order in FieldEdge, attach it to the right customer and service location, then place it on the dispatch board against an available technician. Creation and scheduling flow freely, while destructive steps like deleting a job stay gated behind your confirmation.
Can Claude update customer and equipment records in FieldEdge?
Yes. After a visit, Claude can update a customer record in FieldEdge, log equipment history, and add service notes, then build an estimate from the job's line items and labor. It works through scoped credentials, so it never reaches further into your account than you do.
Will Claude send invoices in FieldEdge on its own?
No. Claude can draft an invoice from a completed work order and stage it for review, but sending is a separate, gated action that runs only after you approve it. Drafting and scheduling move freely while outbound and destructive steps always pause for a human.
How a FieldEdge connector works
We build a small MCP server that connects to FieldEdge through scoped API access or a read path into your account data, using the narrowest permissions the work needs. Read tools (look up customers, jobs, schedule) and write tools (create job, schedule, draft invoice) are kept separate, and outbound or destructive actions like sending an invoice or deleting a record require your confirmation. Where access runs over a fixed network, we can add IP allowlisting, and Claude never gets more access than the account it runs as.
Frequently asked questions
Can Claude create and schedule work orders in FieldEdge?
Will Claude send invoices or delete records on its own?
Does the connector get more access to FieldEdge than I have?
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