Housecall Pro logoMCP server · Work management

Housecall Pro MCP server

Housecall Pro in any MCP client, through Memtro: Housecall Pro does not publish this server. Memtro's Housecall Pro connector reads Housecall Pro through its API with the credentials you connect, and one endpoint hands those tools, every other system you connect and Memtro's memory tools to Claude Code, Cursor, Claude Desktop or anything else that speaks Streamable HTTP, as you.

What the model can do

Housecall Pro field service: jobs by schedule, status, customer or employee with totals, outstanding balances, assigned pros and notes, one job with its appointments and line items, customers (by id, business name and city; personal names and contact details are not read), estimates with their options and approval state, invoices by status and date, leads, employees and tags; when you ask, can create or update customers, create jobs, schedule, unschedule and dispatch them, add notes, tags and line items, add or delete appointments, create and convert leads, create estimates and approve or decline estimate options.

Reads

  • housecallpro_list_jobsHousecall Pro jobs, newest created first by default: invoice number, description, work status, schedule and arrival window…
  • housecallpro_get_jobOne Housecall Pro job in full: the job's fields, its notes, its appointments and its line items (name, quantity, unit price, amount).
  • housecallpro_list_customersHousecall Pro customers: id, business name (company), lead source, tags, whether they receive notifications, and each address by id and city…
  • housecallpro_list_estimatesHousecall Pro estimates: number, work status, customer (id and business name), schedule, assigned pros…
  • housecallpro_list_invoicesHousecall Pro invoices: number, status, amount, subtotal and amount due in currency units, due, sent and paid dates, and the job id; with totals.
  • housecallpro_list_leadsHousecall Pro leads: number, status (open, won, lost), pipeline status, customer (id and business name), lead source, tags, total, assigned employee…
  • housecallpro_list_employeesHousecall Pro employees (pros): id, name, role and tags.
  • housecallpro_list_tagsHousecall Pro tags: id and name.

Acts, when you ask

These change something in Housecall Pro. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

  • housecallpro_create_customerCreates a customer in Housecall Pro with the names, contact details and addresses given.
  • housecallpro_update_customerUpdates a Housecall Pro customer's names, contact details, business name, lead source, tags, notes or notification setting…
  • housecallpro_create_jobCreates a job in Housecall Pro for an existing customer at one of their addresses (housecallpro_list_customers gives both ids), optionally scheduled…
  • housecallpro_add_job_noteAdds a note to a Housecall Pro job, visible to the company's team on the job.
  • housecallpro_add_job_tagAdds an existing tag to a Housecall Pro job (housecallpro_list_tags gives the tag id).
  • housecallpro_remove_job_tagRemoves a tag from a Housecall Pro job (the tag itself is kept).
  • housecallpro_add_job_line_itemAdds one line item to a Housecall Pro job (price and cost in cents), which changes the job's total and what the customer is invoiced.
  • housecallpro_schedule_jobSets or changes a Housecall Pro job's schedule (start, optional end and arrival window) and optionally the pros dispatched to it.
  • housecallpro_unschedule_jobErases a Housecall Pro job's schedule, putting it back to unscheduled.
  • housecallpro_dispatch_jobSets which pros a Housecall Pro job is dispatched to (the list given replaces the current one); those pros see it in their app.
  • housecallpro_add_appointmentAdds an appointment (a visit) to a Housecall Pro job with its start and end time and the pros dispatched to it.
  • housecallpro_delete_appointmentPermanently deletes an appointment from a Housecall Pro job; the visit leaves the pros' schedules.
  • housecallpro_create_leadCreates a lead in Housecall Pro for an existing customer (customer_id) or a new one described in customer, optionally assigned to an employee…
  • housecallpro_convert_leadConverts a Housecall Pro lead into an estimate or a job (type), which marks the lead won.
  • housecallpro_create_estimateCreates an estimate in Housecall Pro for an existing customer and address, with one or more options of line items (prices in cents)…
  • housecallpro_set_estimate_options_approvalMarks Housecall Pro estimate options as approved or declined by the pro (decision).

Connect it

First connect Housecall Pro on Dashboard → Connections, then add Memtro to your client once. The Housecall Pro tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

Claude Code

The Memtro plugin registers the server and a skill for when to use it; the tools are then available in every session.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

Cursor

Add the server to .cursor/mcp.json in the project, or to the global file under ~/.cursor/.

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Claude Desktop

Create a personal API key on Dashboard → Profile → API keys. In Claude Desktop add an MCP server of type HTTP with URL https://platform.memtro.com/api/mcp and the header Authorization: Bearer sk-memtro-…

OpenCode

A remote server in opencode.json.

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Pi

One command: pi mcp add memtro --url https://platform.memtro.com/api/mcp --bearer-token-env-var MEMTRO_API_KEY. Tools arrive as mcp__memtro__*. The pi-memtro extension registers it for you, alongside Memtro as the model.

Any other client

Add an MCP server of type HTTP (Streamable HTTP, stateless) at https://platform.memtro.com/api/mcp with the header Authorization: Bearer sk-memtro-.... Codex, Zed, Windsurf, Cline and the SDKs all take a remote server this way.

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Housecall Pro connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

  • › Which jobs are scheduled tomorrow, and who is dispatched?
  • › Which jobs still have an outstanding balance?
  • › Which estimates are waiting on approval?
  • › Which open leads came from the website this month?
  • › Dispatch tomorrow's boiler service job to Sam and Leo.

Questions

Is this an official Housecall Pro MCP server?
No. It is Memtro's MCP server with Memtro's Housecall Pro connector behind it: the connector reads Housecall Pro through its API with the credentials you connect on Dashboard → Connections, and Housecall Pro publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.
What does it cost?
Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.
Can it change anything in Housecall Pro?
Only when you ask, and only what it has been granted: create a customer; update a customer; create a job for a customer and address; add a note to a job; add a tag to a job; remove a tag from a job; add a line item to a job; schedule or reschedule a job; remove a job's schedule; dispatch a job to employees; add an appointment to a job; delete an appointment from a job; create a lead; convert a lead to an estimate or a job; create an estimate; approve or decline estimate options. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.
Which clients work?
Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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