FieldEdge MCP Server
Provides comprehensive access to the FieldEdge field service management platform through over 87 tools and 16 React applications. It enables users to manage customers, jobs, scheduling, and invoicing through natural language or integrated UI components.
README
FieldEdge MCP Server
Complete MCP server for FieldEdge field service management platform with 87+ tools and 16 React apps.
Features
87+ Tools Across 13 Domains
- Customer Management (10 tools): Create, update, search customers, manage balances, view history
- Job Management (9 tools): Full CRUD operations, start/complete/cancel jobs, assign technicians
- Invoice Management (9 tools): Create, send, void invoices, record payments, generate PDFs
- Estimate Management (8 tools): Create quotes, send to customers, approve, convert to invoices
- Equipment Management (7 tools): Track equipment, service history, schedule maintenance
- Technician Management (9 tools): Manage technicians, schedules, availability, time tracking
- Scheduling & Dispatch (8 tools): Create appointments, dispatch board, route optimization
- Inventory Management (7 tools): Track parts, adjust quantities, low stock alerts
- Payment Management (5 tools): Process payments, refunds, payment history
- Reporting & Analytics (8 tools): Revenue, productivity, aging receivables, satisfaction metrics
- Location Management (5 tools): Manage customer service locations
- Service Agreements (6 tools): Maintenance contracts, renewals, cancellations
- Task Management (6 tools): Follow-ups, to-dos, task completion
16 React MCP Apps
Modern dark-themed React applications built with Vite:
- Dashboard - Key metrics and recent activity
- Customer Management - Browse and manage customers
- Job Management - View and manage jobs/work orders
- Scheduling & Dispatch - Dispatch board and appointment scheduling
- Invoice Management - Create and manage invoices
- Estimate Management - Create and manage quotes
- Technician Management - Manage technicians and schedules
- Equipment Management - Track customer equipment
- Inventory Management - Parts and equipment inventory
- Payment Management - Process payments
- Service Agreements - Maintenance contracts
- Reports & Analytics - Business reports
- Task Management - Follow-ups and to-dos
- Calendar View - Appointment calendar
- Map View - Geographic view of jobs
- Price Book - Service and part pricing
Installation
npm install
Configuration
Create a .env file with your FieldEdge credentials:
FIELDEDGE_API_KEY=your_api_key_here
FIELDEDGE_API_URL=https://api.fieldedge.com/v1
FIELDEDGE_COMPANY_ID=your_company_id
FIELDEDGE_TIMEOUT=30000
Usage
As MCP Server
Add to your MCP settings:
{
"mcpServers": {
"fieldedge": {
"command": "npx",
"args": ["-y", "@mcpengine/fieldedge-mcp-server"],
"env": {
"FIELDEDGE_API_KEY": "your_api_key"
}
}
}
}
Development
# Build TypeScript
npm run build
# Watch mode
npm run dev
# Build React apps
npm run build:ui
API Coverage
The server provides comprehensive coverage of the FieldEdge API:
- Customer and contact management
- Job/work order lifecycle management
- Scheduling and dispatch operations
- Invoicing and payment processing
- Estimate/quote generation
- Equipment and asset tracking
- Inventory management
- Technician management and time tracking
- Service agreement management
- Business reporting and analytics
Architecture
src/
├── clients/
│ └── fieldedge.ts # API client with auth, pagination, error handling
├── types/
│ └── index.ts # TypeScript type definitions
├── tools/
│ ├── customers.ts # Customer management tools
│ ├── jobs.ts # Job management tools
│ ├── invoices.ts # Invoice management tools
│ ├── estimates.ts # Estimate management tools
│ ├── equipment.ts # Equipment management tools
│ ├── technicians.ts # Technician management tools
│ ├── scheduling.ts # Scheduling and dispatch tools
│ ├── inventory.ts # Inventory management tools
│ ├── payments.ts # Payment management tools
│ ├── reporting.ts # Reporting and analytics tools
│ ├── locations.ts # Location management tools
│ ├── service-agreements.ts # Service agreement tools
│ └── tasks.ts # Task management tools
├── ui/ # React MCP apps (16 apps)
│ ├── dashboard/
│ ├── customers/
│ ├── jobs/
│ └── ...
├── server.ts # MCP server implementation
└── main.ts # Entry point
Error Handling
The client includes comprehensive error handling:
- Authentication errors (401)
- Permission errors (403)
- Not found errors (404)
- Rate limiting (429)
- Server errors (5xx)
- Network errors
Rate Limiting
Automatic rate limit tracking and retry logic included. The client monitors rate limit headers and automatically waits when limits are approached.
TypeScript Support
Full TypeScript support with comprehensive type definitions for:
- All API request/response types
- Tool input schemas
- Error types
- Configuration options
Contributing
Issues and pull requests welcome at github.com/BusyBee3333/mcpengine
License
MIT
Support
For API access and documentation, visit docs.api.fieldedge.com
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