Full read-write Claude connector for Housecall Pro
Have Claude draft estimates and schedule jobs in Housecall Pro
Stop clicking through screens to write up estimates, book appointments, and update customer records. Claude does the intake and admin right where the job record already lives, and anything that bills or sends waits for your approval.
Housecall Pro is field-service management software for home-service businesses, covering scheduling, dispatch, estimates, invoicing, and customer records. People want Claude to do more than look up jobs: to create estimates, schedule appointments, and update customer records on their behalf.
What is a Housecall Pro MCP server?
A Housecall Pro MCP server is a small hosted service that exposes Housecall Pro'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 Housecall Pro's current connector do today?
Today, Housecall Pro does not offer a first-party Claude or MCP connector, so out-of-the-box Claude cannot read or write your account directly. A custom connector built on Housecall Pro's API can add scoped read and write actions, such as creating estimates, scheduling jobs, and updating customers, with human-in-the-loop controls on anything that bills or sends.
What does full read-write Housecall Pro access unlock?
Full read-write Housecall Pro access lets Claude draft an estimate from a job description, schedule or reschedule an appointment, add a line item, update a customer's contact details, and look up an invoice and its payment status. The intake and admin work that used to mean clicking through screens happens where the job record already lives.
- Create an estimate with line items from a job description, then hold it for your review
- Schedule or reschedule a job and assign it to a technician
- Add or update a customer record with contact and address details
- Add line items or notes to an existing job before it is finalized
- Look up an invoice and its payment status, and add line items to the job it is generated from
- Find every open job matching a query and propose next steps
Can Claude create estimates in Housecall Pro?
Yes. With a full read-write Housecall Pro connector, Claude drafts an estimate from a job description, adds line items, and holds it for your review. It builds on Housecall Pro's API, so the estimate lands on the right customer and job, and you decide when to send it.
Can Claude schedule and reschedule jobs in Housecall Pro?
Yes. Claude can schedule or reschedule a job and assign it to a technician, then add line items or notes to an existing job before it is finalized. Scheduling and updates flow freely, while you keep control over what gets booked and confirmed.
Can Claude read invoices in Housecall Pro?
Claude can pull up an invoice and whether it has been paid, and add line items to the job it is generated from, but creating and sending invoices happens in Housecall Pro. The connector never has more access to Housecall Pro than your own account, and writes stay scoped.
How a Housecall Pro connector works
We build a small MCP server that connects to Housecall Pro through its API using a scoped key or OAuth, with the narrowest permissions the work needs. Read tools (look up jobs, customers, estimates) and write tools (create estimate, schedule, invoice) are separated, and anything that bills, sends, or deletes requires your confirmation. Claude only ever has the access your own Housecall Pro account already has, and we can add IP allowlisting where your setup supports it.
Frequently asked questions
Can Claude create estimates and schedule jobs in Housecall Pro, not just read them?
Can Claude read invoices and prep the jobs they come from in Housecall Pro?
Does the connector get more access to Housecall Pro than my account has?
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