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Custom Connectors

Full read-write Claude connector for ServiceTitan

Have Claude create jobs and update customer records in ServiceTitan

Stop clicking through the dispatch board to schedule work and fix records by hand. Claude creates and reschedules jobs, drafts estimates, and updates customer and location details inside the system of record, committing only the changes you approve.

ServiceTitan is the operations platform many residential and commercial trades run on, covering scheduling, dispatch, estimates, invoicing, and customer records. Teams want Claude to act inside it, not just read about jobs after the fact.

What is a ServiceTitan MCP server?

A ServiceTitan MCP server is a small hosted service that exposes ServiceTitan'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 ServiceTitan's current connector do today?

Today, ServiceTitan does not offer a first-party Claude connector, and its API is gated behind a developer program with scoped credentials. So most Claude access is read-leaning at best. A custom connector built on those credentials can add scoped write actions, like creating jobs or updating customer records, with human-in-the-loop approval on anything outbound.

What does full read-write ServiceTitan access unlock?

Full read-write ServiceTitan access lets Claude create and reschedule jobs, draft estimates, update customer and location records, and add notes to a job, all inside the system of record. The dispatch and follow-up work that used to mean clicking through screens happens where the data already lives, after you approve it.

  • Create a new job and assign it to a customer and location
  • Reschedule or reassign an existing job on the dispatch board
  • Draft an estimate from a template and attach it to a job
  • Update a customer or location record with corrected contact details
  • Add a note or tag to a job so the field team has full context

Can Claude create or reschedule a job in ServiceTitan?

Yes. With a custom read-write connector, Claude can create a new job, assign it to a customer and location, and reschedule or reassign an existing one on the dispatch board. The scheduling write tools run on your scoped API credentials, so Claude only acts within the permissions your own account holds.

Can Claude draft an estimate in ServiceTitan?

Claude can draft an estimate from a template and attach it to a job, then stage it for your review. Estimate drafting flows freely, but committing or sending anything outbound is a gated action that waits for your confirmation, so nothing reaches a customer until you approve it.

Can Claude update customer records in ServiceTitan?

Claude can update a customer or location record with corrected contact details and add notes or tags to a job so the field team has full context. Record updates are gated write tools: Claude prepares the change and you approve before it commits, never with broader access than your account already has.

How a ServiceTitan connector works

We build a small MCP server that authenticates to ServiceTitan with the scoped API credentials issued by their developer program, never broader than the access your account already has. Read tools (look up jobs, customers, estimates) and write tools (create job, update record, draft estimate) are kept separate, and outbound or hard-to-reverse actions require your confirmation. Where your tenant restricts access by IP, the server can run behind an allowlisted address.

Frequently asked questions

Can Claude create or reschedule a job in ServiceTitan, not just read one?
Yes, with a custom connector. ServiceTitan has no first-party Claude connector today, so creating and rescheduling jobs needs a purpose-built MCP server on your scoped API credentials. It exposes separate write tools for job creation and scheduling, and Claude only acts within the permissions your own account holds.
Will Claude change customer records or send anything without my approval?
No. Record updates and any outbound action are gated write tools. Claude can prepare the change, draft the estimate, or stage the note, but it only commits after you approve it. You decide which actions run automatically and which always pause for a confirmation step first.
Does the connector get more access to ServiceTitan than I have?
No. The connector uses the scoped credentials issued through ServiceTitan's developer program and inherits the permissions tied to them. It never grants Claude broader access to your tenant than your own account already has, and write tools can be narrowed further to only the actions you want enabled.

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