Jake Shore 3079027c85 Rebrand MCPEngine → MCPEngage + deep customization for FieldEdge field service
- Fix all MCPEngine → MCPEngage, mcpengine → mcpengage
- Add 5 field service Power Moves (dispatch, equipment tracking, revenue analysis)
- Document 7 tools with accurate descriptions from source
- Add real API URLs (api.fieldedge.com/v1) and auth details
- Platform-specific prompts for HVAC, plumbing, electrical contractors
- Update .env.example with both API key and subscription key
- Fix package.json author
2026-02-02 07:01:57 -05:00

🚀 Don't want to self-host? Join the waitlist for our fully managed solution →

Zero setup. Zero maintenance. Just connect and automate.


🚀 FieldEdge MCP Server — 2026 Complete Version

💡 What This Unlocks

This MCP server gives AI direct access to your entire FieldEdge workspace. Instead of clicking through interfaces, you just tell it what you need — and AI handles field service operations, work order management, and customer data at scale.

Field Service Power Moves

Real automation that HVAC, plumbing, and electrical contractors actually use:

  1. Smart Dispatch"Show me all open work orders for tomorrow, find available techs, and assign HVAC jobs to certified technicians"
  2. Customer Intelligence"Pull all customers with equipment due for maintenance this month and create preventive service work orders"
  3. Revenue Analysis"List invoices from Q1, break down by service type, and show which equipment categories generate the most revenue"
  4. Rapid Quoting"Get all work orders marked as 'estimate needed,' pull equipment specs from customer locations, and draft service proposals"
  5. Equipment Tracking"Show all HVAC units installed in 2020-2021 that haven't had service in 12+ months and create follow-up tasks"

🔗 The Real Power: Combining Tools

AI can chain multiple FieldEdge operations together:

  • Query work orders → Filter by technician availability → Auto-schedule → Notify customer
  • Search equipment records → Check warranty status → Generate service recommendations
  • Analyze customer history → Identify upsell opportunities → Create follow-up jobs
  • Pull invoice data → Export to accounting → Generate financial reports

📦 What's Inside

7 Field Service API Tools covering work order management, dispatching, invoicing, and customer data:

  • list_work_orders — Query work orders by status, customer, technician, date range
  • get_work_order — Get full work order details (line items, equipment, schedule)
  • create_work_order — Create new service jobs with priority, scheduling, and tech assignment
  • list_customers — Search and retrieve customer records
  • list_technicians — Get technician/employee roster with availability and departments
  • list_invoices — Pull invoicing data by status, customer, and date range
  • list_equipment — Track HVAC units, appliances, and equipment at customer sites

All with proper error handling, automatic authentication, and TypeScript types.

🚀 Quick Start

Option 1: Claude Desktop (Local)

  1. Clone and build:

    git clone https://github.com/BusyBee3333/FieldEdge-MCP-2026-Complete.git
    cd fieldedge-mcp-2026-complete
    npm install
    npm run build
    
  2. Get your FieldEdge API credentials:

    • Log in to your FieldEdge account
    • Navigate to Settings → API Keys
    • Generate a new API key with appropriate permissions
    • You'll receive an API key and subscription key (Azure API Management)
    • See FieldEdge API Documentation for details
  3. Configure Claude Desktop:

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

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

    {
      "mcpServers": {
        "fieldedge": {
          "command": "node",
          "args": ["/ABSOLUTE/PATH/TO/fieldedge-mcp-2026-complete/dist/index.js"],
          "env": {
            "FIELDEDGE_API_KEY": "your-api-key-here",
            "FIELDEDGE_SUBSCRIPTION_KEY": "your-subscription-key-here"
          }
        }
      }
    }
    
  4. Restart Claude Desktop

Option 2: Deploy to Railway

Deploy on Railway

  1. Click the button above
  2. Set your FieldEdge API credentials in Railway dashboard
  3. Use the Railway URL as your MCP server endpoint

Option 3: Docker

docker build -t fieldedge-mcp .
docker run -p 3000:3000 \
  -e FIELDEDGE_API_KEY=your-key \
  -e FIELDEDGE_SUBSCRIPTION_KEY=your-subscription-key \
  fieldedge-mcp

🔐 Authentication

FieldEdge uses API Key authentication via Azure API Management.

API Base URL: https://api.fieldedge.com/v1

Required Headers:

  • Authorization: Bearer YOUR_API_KEY
  • Ocp-Apim-Subscription-Key: YOUR_SUBSCRIPTION_KEY

The MCP server handles authentication automatically once you provide credentials in your environment variables.

Getting credentials:

  1. Log in to FieldEdge
  2. Settings → API Access
  3. Generate API Key + Subscription Key
  4. Set appropriate permissions (read/write for work orders, customers, etc.)

See the official FieldEdge API documentation for detailed authentication steps.

🎯 Example Prompts for Field Service Pros

Once connected to Claude, use natural language for HVAC, plumbing, electrical, and field service workflows:

Dispatching & Scheduling:

  • "Show me all open work orders scheduled for next week"
  • "List available technicians for tomorrow and show their current job assignments"
  • "Create an emergency HVAC repair work order for customer ID 12345 at their main location"

Customer Management:

  • "Find customers in zip code 75001 who have HVAC equipment older than 10 years"
  • "Search for 'Johnson' in customer records and show their service history"

Equipment & Maintenance:

  • "List all equipment at customer location X and show last service dates"
  • "Find HVAC units due for seasonal maintenance and create work orders"

Invoicing & Revenue:

  • "Pull all paid invoices from last month and calculate total revenue"
  • "Show invoices over $5,000 that are still pending payment"

Bulk Operations:

  • "For all customers with 'annual maintenance' contracts, check equipment records and schedule Q2 service visits"
  • "Export work order data for completed jobs last quarter and summarize by service type"

🛠️ Development

Prerequisites

  • Node.js 18+
  • npm or yarn
  • FieldEdge account with API access

Setup

git clone https://github.com/BusyBee3333/FieldEdge-MCP-2026-Complete.git
cd fieldedge-mcp-2026-complete
npm install
cp .env.example .env
# Edit .env with your FieldEdge credentials
npm run build
npm start

Testing

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

🐛 Troubleshooting

"Authentication failed"

  • Verify both API key and subscription key are correct
  • Check that your keys haven't been revoked in FieldEdge settings
  • Ensure you have the necessary permissions for the operations you're attempting
  • Test credentials directly via FieldEdge API docs

"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)
  • Check Claude Desktop logs (Help → View Logs)

"Rate limit exceeded"

  • FieldEdge enforces API rate limits
  • Implement pagination for large queries
  • Use date filters to reduce result sets

📖 Resources

🤝 Contributing

Contributions are welcome! Please:

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

📄 License

MIT License - see LICENSE for details

🙏 Credits

Built by MCPEngage — AI infrastructure for field service and business software.

Want more MCP servers? Check out our full catalog covering 30+ business platforms including Housecall Pro, Jobber, ServiceTitan, and more.


Questions? Open an issue or join our Discord community.

Description
No description provided
Readme 36 KiB
Languages
JavaScript 98.8%
Dockerfile 1.2%