This MCP server gives AI direct access to your entire ServiceTitan operation. Instead of clicking through screens, you just tell it what you need.

🎯 ServiceTitan-Native Power Moves

Just say...	What happens
"Show me all high-priority jobs scheduled for tomorrow"	Queries jobs API, filters by priority and date, returns organized list with customer details
"Create an emergency AC repair job for John at 123 Main St"	Creates job, assigns priority, links to customer location, notifies dispatch
"Find all unpaid invoices over $500 from last month"	Searches accounting module, filters by amount and date, returns aging report
"Which technicians are available between 2-4pm today?"	Checks dispatch schedule, finds gaps, returns available techs with skills
"Send me a summary of today's completed jobs and revenue"	Aggregates job data, calculates totals, generates daily performance report

🔗 The Real Power: Combining Tools

AI can chain multiple ServiceTitan operations together:

Smart Dispatching: "Find the closest available plumber to handle the leak at 456 Oak Ave" → Check job type, filter techs by skill, calculate proximity, create appointment
Revenue Recovery: "List customers with outstanding balances over 60 days and draft payment reminder texts" → Query invoices, filter aging, pull contact info, generate personalized messages
Performance Analysis: "Compare this week's job completion rate vs last month by technician" → Pull job data, group by tech, calculate metrics, format comparison

📦 What's Inside

124 API tools covering the entire ServiceTitan platform:

Job Planning & Management (JPM) — Jobs, estimates, projects, appointments
Customer Relationship Management (CRM) — Customers, locations, contacts, bookings
Dispatch — Technicians, appointments, zones, non-job appointments
Accounting — Invoices, payments, invoice items, payment terms
Reporting — Custom reports, dashboards, data export

All with proper error handling, automatic token refresh, and TypeScript types.

🚀 Quick Start

Option 1: Claude Desktop (Local)

Clone and build:

git clone https://github.com/YOUR_USERNAME/servicetitan-mcp.git
cd servicetitan-mcp
npm install
npm run build

Get your ServiceTitan credentials:
- Go to ServiceTitan Developer Portal
- Create an app or use existing credentials
- Copy Client ID, Client Secret, and Tenant ID
- Request access to required API modules (CRM, JPM, Dispatch, Accounting)

Configure Claude Desktop:

On macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

On Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "servicetitan": {
      "command": "node",
      "args": ["/ABSOLUTE/PATH/TO/servicetitan-mcp/dist/index.js"],
      "env": {
        "SERVICETITAN_CLIENT_ID": "your-client-id",
        "SERVICETITAN_CLIENT_SECRET": "your-client-secret",
        "SERVICETITAN_TENANT_ID": "your-tenant-id"
      }
    }
  }
}

Restart Claude Desktop

Option 2: Deploy to Railway

Click the button above
Set environment variables in Railway dashboard:
- SERVICETITAN_CLIENT_ID
- SERVICETITAN_CLIENT_SECRET
- SERVICETITAN_TENANT_ID
Use the Railway URL as your MCP server endpoint

Option 3: Docker

docker build -t servicetitan-mcp .
docker run -p 3000:3000 \
  -e SERVICETITAN_CLIENT_ID=your-id \
  -e SERVICETITAN_CLIENT_SECRET=your-secret \
  -e SERVICETITAN_TENANT_ID=your-tenant \
  servicetitan-mcp

🔐 Authentication

ServiceTitan uses OAuth 2.0 Client Credentials flow:

Register your app in the ServiceTitan Developer Portal
Request API access for required modules:
- CRM (Customer data)
- JPM (Job Planning & Management)
- Dispatch (Scheduling & technicians)
- Accounting (Invoices & payments)
Get credentials:
- Client ID
- Client Secret
- Tenant ID (your ServiceTitan company ID)

The MCP server handles token refresh automatically — you never need to manually refresh.

📚 Available Tools

Jobs (Job Planning & Management)

list_jobs — List work orders with filtering by status, customer, technician, date range
get_job — Get detailed job information including line items, notes, technicians
create_job — Create new jobs/work orders with customer, location, job type
update_job — Update job status, priority, summary, or other fields
list_job_types — List available job types for your company

Customers (CRM)

list_customers — List customers with filtering and search
get_customer — Get customer details including locations, contacts, tags
create_customer — Add new customers to your CRM
update_customer — Update customer information
list_customer_contacts — List all contacts for a customer

Locations

list_locations — List service locations
get_location — Get location details with address and service history
create_location — Add new service locations
list_location_contacts — Get contacts at a specific location

Invoices (Accounting)

list_invoices — List invoices with filtering by status, customer, job, date
get_invoice — Get detailed invoice with line items and payments
list_invoice_items — Get line items for an invoice
export_invoices — Batch export invoice data

Dispatch

list_technicians — List field technicians with status and skills
get_technician — Get technician details and schedule
list_appointments — List scheduled appointments with filtering
get_appointment — Get appointment details
create_appointment — Schedule new appointments
list_zones — List dispatch zones

Estimates

list_estimates — List estimates/quotes
get_estimate — Get estimate details
create_estimate — Create new estimates

Reporting

get_report_data — Pull data from ServiceTitan reports
list_report_categories — List available report categories

🎯 Example Prompts

Once connected to Claude, you can use natural language:

Job Management

"Show me all open emergency jobs assigned to Mike"
"Create a plumbing job for leak repair at 789 Elm Street"
"What jobs were completed yesterday by our HVAC techs?"
"List all jobs with pending estimates over $5,000"

Customer Service

"Find the customer John Smith and show me their service history"
"Add a new customer: Sarah Johnson, 555-1234, 321 Oak Ave"
"Which customers have had service in the last 30 days?"

Dispatch & Scheduling

"Who's available tomorrow morning for a water heater install?"
"Show me Mike's schedule for next week"
"Create an appointment for Jane Doe on Friday at 2pm"

Financial

"List all unpaid invoices from December"
"Show me today's invoices with payment status"
"Which customers owe more than $1,000?"

Analytics

"Compare this month's job volume to last month"
"What's the average job value for HVAC repairs?"
"Show me top 10 customers by revenue this year"

🛠️ Development

Prerequisites

Node.js 18+
npm or yarn
ServiceTitan Developer account

Setup

git clone https://github.com/YOUR_USERNAME/servicetitan-mcp.git
cd servicetitan-mcp
npm install
cp .env.example .env
# Edit .env with your ServiceTitan credentials
npm run build
npm start

Project Structure

servicetitan-mcp/
├── src/
│   ├── index.ts          # Main MCP server
│   ├── tools/            # Tool implementations
│   │   ├── jobs.ts
│   │   ├── customers.ts
│   │   ├── invoices.ts
│   │   └── dispatch.ts
│   ├── api/              # ServiceTitan API client
│   │   ├── client.ts
│   │   └── auth.ts
│   └── types/            # TypeScript types
├── dist/                 # Compiled JavaScript
├── tests/                # Unit tests
├── package.json
├── tsconfig.json
└── README.md

Testing

npm test                  # Run all tests
npm run test:watch        # Watch mode
npm run test:coverage     # Coverage report

Building

npm run build            # Compile TypeScript
npm run build:watch      # Watch mode

🐛 Troubleshooting

"Authentication failed"

Double-check your Client ID and Client Secret
Verify your Tenant ID is correct
Ensure your app has been approved for API access in the developer portal

"Module access denied"

Request access to the required modules (CRM, JPM, Dispatch, Accounting) in the developer portal
Wait for approval from ServiceTitan

"Tools not appearing in Claude"

Restart Claude Desktop after updating config
Check that the path in claude_desktop_config.json is absolute, not relative
Verify the build completed successfully (dist/index.js exists)

Rate limits

ServiceTitan has rate limits per API endpoint
The MCP server will automatically retry with exponential backoff
For bulk operations, use pagination parameters

📖 Resources

🤝 Contributing

Contributions are welcome! Please:

Fork the repo
Create a feature branch (git checkout -b feature/amazing-tool)
Commit your changes (git commit -m 'Add amazing tool')
Push to the branch (git push origin feature/amazing-tool)
Open a Pull Request

📄 License

MIT License - see LICENSE for details

🙏 Credits

Built by MCPEngine — AI infrastructure for business software.

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