FieldEdge MCP Server

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:

1. Dashboard - Key metrics and recent activity
2. Customer Management - Browse and manage customers
3. Job Management - View and manage jobs/work orders
4. Scheduling & Dispatch - Dispatch board and appointment scheduling
5. Invoice Management - Create and manage invoices
6. Estimate Management - Create and manage quotes
7. Technician Management - Manage technicians and schedules
8. Equipment Management - Track customer equipment
9. Inventory Management - Parts and equipment inventory
10. Payment Management - Process payments
11. Service Agreements - Maintenance contracts
12. Reports & Analytics - Business reports
13. Task Management - Follow-ups and to-dos
14. Calendar View - Appointment calendar
15. Map View - Geographic view of jobs
16. 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