AI Assistants

Connect Servelo to the AI assistant you already use and run your business from a chat: close tickets, create tickets and clients, build and send quotes and invoices, record payments, log expenses, and ask questions about your work. Servelo connects through MCP, the open standard for linking AI assistants to apps, so it isn't tied to one assistant.

Which assistants work

Any AI app that supports remote MCP connectors with sign-in (OAuth) can connect. Apps that also support MCP Apps show Servelo's forms right in the chat; others ask you for the details in the chat instead.

Assistant	Forms in the chat	Status
Claude (web, desktop, mobile)	Yes	Tested
Claude Code	No, asks in the chat	Tested
ChatGPT	Expected (supports MCP Apps)	Setup steps below; we're still testing it
Gemini (app and CLI)	Not yet known	Setup steps below; we're still testing it
Other MCP apps	Depends on the app	Should work with the connector URL

Connect your assistant

Every assistant uses the same connector URL:

https://serveloapp.com/mcp

When you add it, the assistant opens a Servelo sign-in page. Sign in to your workspace and click Approve. Each person connects with their own login, and the assistant gets only that person's permissions. Admins can copy the URL from Settings > Integrations > AI assistants.

Claude

1. In Claude (claude.ai or the desktop app), open Settings > Connectors and choose Add custom connector.
2. Name it Servelo and enter https://serveloapp.com/mcp.
3. Click Connect, sign in to Servelo, and click Approve.

The connector then also works in the Claude mobile apps. Servelo's commands appear in Claude's + menu under Servelo. You need a Claude plan that supports custom connectors. On a Claude Team or Enterprise plan, an owner of your Claude organization may need to add the connector first.

Claude Code

Run this in a terminal, then start Claude Code and use /mcp to sign in:

claude mcp add --transport http servelo https://serveloapp.com/mcp

Claude Code doesn't show forms, so it asks for the details in the chat and confirms before saving.

ChatGPT

1. In ChatGPT, open Settings > Apps & Connectors, then Advanced settings, and turn on Developer mode. This needs a paid plan (Plus, Pro, Business, Enterprise, or Edu).
2. Choose Create (or Add custom connector), name it Servelo, enter https://serveloapp.com/mcp, and choose OAuth for authentication.
3. Sign in to Servelo and click Approve.
4. In a new chat, click +, choose Developer mode, and pick Servelo.

Gemini

Gemini app: open Settings & help > Connected Apps, choose Add a custom app, enter https://serveloapp.com/mcp, and follow the prompts to sign in to Servelo and approve.

Gemini CLI: add Servelo to ~/.gemini/settings.json, then start Gemini CLI. It opens your browser to sign in the first time.

{
  "mcpServers": {
    "servelo": {
      "httpUrl": "https://serveloapp.com/mcp",
      "oauth": { "enabled": true }
    }
  }
}

Other assistants

Add a remote MCP server (sometimes called a custom connector or custom app) with the URL https://serveloapp.com/mcp and OAuth sign-in. Servelo supports dynamic client registration, so the app registers itself; there's no API key to copy.

How it works

Once connected, you can work three ways, and mix them in one conversation:

• Start an action. Say it ("new ticket", "close ticket", "who owes me") or pick it from your assistant's command menu. A form appears in the chat.
• Ask a question. "What's open for Riverside Dental?" or "How did September go?"
• Describe a change. "Set ticket 1042 to 2 hours." For anything that closes a ticket or goes to a customer, the assistant uses the matching form so you can check it first.

Forms follow the same pattern everywhere:

1. If the action works on something that already exists (a ticket, client, quote, or invoice), you pick it from a list. Tickets scheduled today come first, and a filter box narrows the list, so you never need to know a ticket number.
2. The form opens filled in from your data, plus anything you already said ("new ticket for Dana Lee, printer offline").
3. Nothing is saved until you click the form's button. It saves exactly the way the Servelo app does: same emails, revenue, fees, calendar events, and audit log.
4. Afterward the form offers next steps, like Schedule it after a new ticket or Send a receipt after marking an invoice paid.

In assistants that can't show forms, the assistant asks for the same details in the chat and confirms before saving.

Commands

Each command starts the same way whether you say its name or pick it from your assistant's menu (in Claude, the + menu under Servelo).

Command	Starts with	What it does
Close a ticket	Your open tickets	Closes a ticket with the closing comment, hours, charge, payment, and fee
New ticket	The form	Creates a ticket for an existing client or a new one
Update a ticket	Your open tickets	Changes any detail of a ticket
Add a note	Your open tickets	Adds an internal note, or messages the customer
Schedule a visit	Your open tickets	Sets the visit date, time, and tech
Create a follow-up	All tickets	Creates a linked follow-up ticket for the same client
Pin or unpin a ticket	Your open tickets	Pins a ticket to the dashboard, or unpins it
New client	The form	Adds a client
Update a client	Your clients	Changes a client's contact details
Look up a client	Your clients	Shows their details, recent tickets, and balance
New quote	The form	Builds a quote from your price book
Send a quote	Draft and sent quotes	Emails a quote to the customer
New invoice	Your tickets (or start without one)	Builds an invoice from a ticket or from scratch
Send an invoice	Unpaid invoices	Emails an invoice, or resends it as a reminder
Mark an invoice paid	Unpaid invoices	Records the payment and processing fee
Send a receipt	Paid invoices	Emails a receipt
Log an expense	The form	Records an expense
Log revenue	The form	Records income that didn't come through a ticket or invoice
My schedule	A view	Your visits for the next 7 days
Who owes me	A view	Unpaid invoices and unpaid jobs, oldest first

Ticket actions

Close a ticket

The same as the Close button in Servelo. Prefilled with the charge (from the ticket, or its invoice or accepted quote), round-trip miles from your start location in My Account when the ticket has none, the payment method with its fee estimated from the method's rate, lead fee, hours, work type, and assigned tech.

• Required: closing comment, hours worked, work type, assigned tech
• Closing comment: internal by default; choose Public to email it to the customer
• Mark as paid: records the revenue entry, once per job
• Payment fee: type the real fee from your processor's receipt and it's kept as the real fee; otherwise it's estimated
• Unpin from the dashboard: offered when the ticket is pinned

New ticket

• Client: pick an existing client (with a filter box), or choose + New client and fill in their name or company, phone, email, and address right in the form. The client is created along with the ticket.
• Title (required), description, priority, work type, assigned tech (defaults to you), and visit time
• Setting a visit time marks the ticket Scheduled and adds it to your synced calendar

Update a ticket

Title, description, status, priority, work type, assigned tech, visit time, charge, hours, miles, lead fee, payment method, and internal notes. Only what you change is saved. Status can't be set to Closed here; closing always goes through Close a ticket.

Add a note

An internal note only staff can see, or a customer message that emails them (the form tells you if the client has no email on file).

Schedule a visit

Date and time (required) and assigned tech. An open or in-progress ticket becomes Scheduled.

Create a follow-up

A new, numbered ticket for the same client, linked to the original. Title (prefilled "Follow-up: ..."), description, priority, tech, and visit time.

Pin or unpin a ticket

Pinned tickets show on the dashboard regardless of date.

Client actions

New client

First and last name, company, phone, email, address, how they found you, and notes. A name or company is required. Afterward you can start a ticket or quote for them in one click.

Update a client

Name, company, phone, email, address, how they found you, and notes. Anything you don't change stays as it was.

Look up a client

Their address, lifetime revenue, what they owe, and notes, plus their recent tickets (with Update and Close buttons) and unpaid invoices (with Mark paid and Resend). Buttons start a new ticket or quote for them.

Quote and invoice actions

New quote

• Client (or + New client) and, optionally, the ticket it's for
• Line items: description, quantity, and price, or add them from your price book. The total updates as you go.
• Tax (in dollars), valid-until date (30 days out by default), and notes for the customer
• Saved as a draft; Send it is offered right after

Send a quote

The email address (prefilled from the client), an optional message, and a copy to you.

New invoice

Pick a ticket, or start without one. From a ticket, the line items are copied from its accepted quote, or from its charge if there's no quote. The due date follows your payment terms. Saved as a draft with Send it and Mark it paid offered next.

Send an invoice

Emails an unpaid invoice, or resends it as a reminder. Paid invoices use Send a receipt instead.

Mark an invoice paid

Choose the payment method and the fee is estimated from its rate (see Processing Fees), or type the real fee. Marking an invoice paid also marks its ticket paid and closes it, and records the revenue once (it won't duplicate revenue already recorded when the ticket was closed).

Send a receipt

Emails a receipt for a paid invoice.

Money actions

Log an expense

What it was and the amount (required), date (today by default), category, the account it was paid from, an optional ticket, and notes.

Log revenue

Description and amount (required), date, category, and an optional client. Paid tickets and invoices already record their own revenue, so use this only for income that didn't come through one.

Views

My schedule

Every visit in the next 7 days, grouped by day with time, client, address, and tech. Each visit has Close, Note, and Reschedule buttons.

Who owes me

The total outstanding, then unpaid invoices oldest first (marked Overdue 14 days past due) with Mark paid and Send reminder, and closed jobs that were never paid or invoiced, with Create invoice.

Questions your assistant can answer

Area	Examples
Tickets	"What's open for Maple Street Clinic?", "Show me ticket 1042", "What's in progress?"
Clients	"What's on file for Dana Lee?", "Find the client with phone 727-555-0100"
Quotes and invoices	"Which invoices are unpaid?", "What did we quote Harbor Auto?"
Assets	"What equipment does Coastal Realty have?"
Money	"How's this month looking?", "What did I spend on parts in September?", "What revenue came in last week?"
Team	"Who are my technicians?"
Anything	"Search for anything about the Synology NAS"

What the connector can't do

• Delete anything (tickets, clients, quotes, invoices, expenses, or revenue)
• Change users, roles, billing, or your plan
• Change settings or security (passwords, two-factor, SSO, connected apps)
• Close a ticket any way other than the Close flow, so the required closing details are always collected
• Upload photos or files, or collect signatures. Use the Servelo app for those

Permissions and privacy

• Your permissions only. Every request runs as the person who connected. A technician's assistant can do what that technician can do in Servelo, nothing more.
• One workspace. A connection is tied to the workspace you signed in to and can't reach any other.
• You confirm before it saves. Forms save only when you click their button. Without a form, the assistant confirms first, especially before anything emails a customer.
• Logged. Every action appears in the Audit Log under your name.
• Stops automatically. If a user is deactivated or the workspace is suspended, their connections stop working immediately.
• Only what you ask for. The assistant reads Servelo data only when a conversation needs it. Servelo doesn't use your data to train AI models. How your assistant handles conversation data is covered by your agreement with its provider.

Workspace controls (admins)

Admins decide who can connect from Settings > Integrations > AI assistants. Under Who can connect, pick one:

Setting	What happens
Everyone (default)	Any user in the workspace can connect an assistant with their own permissions.
Admins only	Only admins can connect. Existing connections from other users stop working right away.
Off	No one can connect, and every existing connection stops working right away.

Changing the setting doesn't delete anyone's connection. If you switch back to Everyone, paused connections start working again without anyone reconnecting. To remove a connection for good, use Disconnect. The same card lists every active connection in the workspace (whose it is, which app, and when it was last used). Changes to the setting and admin disconnects are recorded in the Audit Log.

Manage your connections

Admins manage their own connections, along with everyone else's, in Settings > Integrations. Everyone else sees and removes their own under My Account > Connected Apps. Each app appears once with when it was connected and last used; for example, Claude on the web and Claude Code count as separate apps. Disconnect revokes access immediately. You can also remove the connector in your assistant's own settings, but disconnecting in Servelo is what guarantees access is cut off.

Troubleshooting

What you see	What to do
The assistant doesn't know a command, or says a Servelo tool isn't available	Disconnect and reconnect the connector in your assistant. It remembers the command list from when you connected.
"Your workspace admin has turned off connected apps"	An admin has set Who can connect to Off. Ask them to turn it back on.
"Your workspace admin has limited connected apps to admins"	Only admins can connect right now. Ask an admin to switch the setting to Everyone.
The assistant says the Servelo connector needs to be reconnected	The connection was disconnected, went unused for 90 days, or your account was deactivated. Reconnect from your assistant's settings.
No form appears, just questions	Your assistant doesn't show MCP Apps forms (or that part isn't supported there yet). Answer in the chat; it saves the same way.
It can't find a record you can see	Make sure you signed in to the right workspace when connecting. Check My Account > Connected Apps in that workspace.
An action fails with a permission error	The assistant has your role's permissions. If you can't do it in Servelo, it can't either.

Technical details

Item	Value
Connector URL	https://serveloapp.com/mcp
Transport	MCP Streamable HTTP
Sign-in	OAuth 2.1 with PKCE (S256) and dynamic client registration; discovery at /.well-known/oauth-authorization-server
Forms	MCP Apps (2026-01-26): ui://servelo/action-form and ui://servelo/close-ticket
Form tools	open_form (19 actions), submit_form, prepare_close_ticket, close_ticket
Read tools	list_tickets, get_ticket, list_customers, get_customer, list_quotes, get_quote, list_invoices, get_invoice, list_assets, get_asset, list_technicians, list_revenue, list_expenses, get_dashboard_summary, search
Direct write tools	create_ticket, update_ticket (can't close), add_ticket_comment, pin_ticket, create_customer, update_customer, create_quote, create_invoice
Commands menu	MCP prompts, one per action plus Close a ticket

See the API Reference for developer details.