App

ServiceTrade integrations

Connect ServiceTrade to any other app, or use it from your AI client over MCP. ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

Connects with a tokenservicetrade.com

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with ServiceTrade?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Pair it

Connect ServiceTrade with another app

What your agent can do with ServiceTrade

Triggers and actions 30 actions

  • Action
    Add Asset to Location

    Creates a new asset (equipment or system) at a ServiceTrade location.

  • Action
    Add Attachment to Job

    Uploads a file from a URL and attaches it to a ServiceTrade job.

  • Action
    Add Comment to Job

    Adds a comment to a ServiceTrade job, with optional visibility, author and pinning.

  • Action
    Add Comment to Location

    Adds a comment to a ServiceTrade location.

  • Action
    Add Tag

    Creates a tag, or attaches a new or existing tag to a ServiceTrade record such as a job, location or company.

  • Action
    Create Appointment

    Creates a new appointment on a ServiceTrade job, optionally assigning services and technicians.

  • Action
    Create Contact

    Creates a contact in ServiceTrade and optionally assigns it to companies and locations.

  • Action
    Create Invoice

    Creates an invoice or vendor bill in ServiceTrade for a customer, optionally linked to a job, with line items.

  • Action
    Create Job

    Creates a new job (work order) at a ServiceTrade location.

  • Action
    Create Job Item

    Adds a part, labor, service or other item to an existing ServiceTrade job.

  • Action
    Create Location

    Creates a new location (a site where work is performed) for a ServiceTrade company.

  • Action
    Create Quote

    Creates a new quote in ServiceTrade for work at a location, covering one or more services.

  • Action
    Find Asset by Search

    Finds assets whose text fields or properties match a search term, optionally narrowed by location, job, appointment, type, status or dates.

  • Action
    Find Company

    Searches ServiceTrade companies by name, with optional filters for type, status, location and tags, and returns the matching companies.

  • Action
    Find Company by External ID

    Finds a ServiceTrade company by the ID it carries in an external system, and returns the full company record.

  • Action
    Find Contact

    Finds contacts by name, phone number or email address, optionally narrowed by company, location, contact type or dates.

  • Action
    Find Contract by Name

    Finds ServiceTrade contracts whose name contains the text you supply, optionally narrowed by customer, vendor, location, tag or dates.

  • Action
    Find Deficiency by Deficiency Number

    Finds deficiencies whose reference number exactly matches the one you supply, optionally narrowed by status, severity, location, company and other filters.

  • Action
    Find Job by Job ID

    Returns a single ServiceTrade job by its ID, including its customer, location, service requests, appointments and scheduling comments.

  • Action
    Find Job by Job Number

    Finds jobs by their job number and returns the first match plus all matching jobs.

  • Action
    Find Location

    Finds locations whose name or store number contains the text you give, optionally narrowed by company, status, region, office or tags.

  • Action
    Find Location by External ID

    Finds a ServiceTrade location by its ID in an external system and returns the full location record.

  • Action
    Find Quote by Quote Number

    Finds a quote by its exact quote number (reference number) and returns the matching quote.

  • Action
    Remove Tag

    Removes a tag from a ServiceTrade record (job, location, company, etc.), or deletes the tag from every record when no record is given.

  • Action
    Update Appointment

    Updates an existing ServiceTrade appointment's status, time window, assigned technicians, services, or release state.

  • Action
    Update Contact

    Updates an existing ServiceTrade contact's name, phone numbers, email, status, contact types, and company or location assignments.

  • Action
    Update Invoice

    Updates an existing ServiceTrade invoice's status, numbering, notes, dates, terms and assignment.

  • Action
    Update Job Item

    Updates an existing job item (material, part, labor or service on a job) in ServiceTrade. Only the fields you fill in are changed.

  • Action
    Update Location

    Updates an existing ServiceTrade location's name, address, contact details, status, tax and office settings.

  • Action
    Upload File to Bulk Import

    Creates a bulk import of the chosen type in ServiceTrade and uploads the CSV file to it, which starts processing the import.

Reviews

What our customers say

Questions

ServiceTrade, answered

Is there a ServiceTrade MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with ServiceTrade. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run ServiceTrade actions on demand, or have APIANT build, test and run automations that use ServiceTrade. Nothing to install.

What can your agent do in ServiceTrade?

Any of ServiceTrade's 30 actions, including Create Appointment, Create Contact, Create Invoice and Create Job. Your agent maps the data both ways and tests every scenario before it ships.

Can I use ServiceTrade directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with ServiceTrade two ways. Ask it to do something in ServiceTrade once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the ServiceTrade API?

No. APIANT connects to the ServiceTrade API for you, with a token. Describe what you want in plain language and your agent builds it on the ServiceTrade triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the ServiceTrade API documentation and adds it.

Which apps can ServiceTrade connect to?

Any app in the catalog; the list on this page pairs ServiceTrade with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.