API Reference

The Servelo REST API lets you integrate ticket and client data with external tools. All API requests are scoped to a tenant and require authentication.

Authentication

The API uses short-lived JWT access tokens (15-minute TTL) and long-lived refresh tokens (30-day TTL). Obtain tokens by signing in with a password or via magic link verification.

POST /api/auth/login
Content-Type: application/json

{ "email": "admin@yourdomain.com", "password": "your-password" }

Include the access token in all subsequent requests:

Authorization: Bearer <accessToken>

When the access token expires, refresh it:

POST /api/auth/refresh
{ "refreshToken": "<refreshToken>" }
→ { "accessToken": "..." }

Tenant resolution

The API resolves the tenant from the request hostname. Use your tenant subdomain as the base URL:

https://your-company.serveloapp.com/api/...

Auth

Method	Endpoint	Auth	Description
POST	/api/auth/login	None	Sign in with email and password. Returns access + refresh tokens.
POST	/api/auth/magic-link/request	None	Request a magic link for an email address.
GET	/api/auth/magic-link/verify	None	Verify a magic link token. Returns access + refresh tokens.
POST	/api/auth/refresh	None	Exchange a refresh token for a new access token.
POST	/api/auth/logout	None	Revoke a refresh token.
GET	/api/auth/me	Required	Get the current user's profile. Includes has_password boolean.

Users

All user endpoints require a valid access token. Role requirements are noted per route.

Method	Endpoint	Role	Description
GET	/api/users	Admin	List all users in the org with role, status, and auth provider.
POST	/api/users/invite	Admin	Invite a new user. Sends a 7-day magic link invite email.
GET	/api/users/technicians	Any	List active users available for ticket assignment.
GET	/api/users/preferences	Any	Get the current user's preferences.
PUT	/api/users/preferences	Any	Merge-update the current user's preferences.
POST	/api/users/me/avatar	Any	Upload a profile photo for the current user.
POST	/api/users/me/set-password	Any	Set a password on the current user's account (no existing password required). Body: { password }.
POST	/api/users/me/change-password	Any	Change the current user's password. Body: { currentPassword, newPassword }.
PUT	/api/users/:id	Admin	Update a user's name, role, phone, notes, or avatar URL.
POST	/api/users/:id/set-password	Admin	Force-set a password for any user in the org. Body: { password }. Minimum 8 characters.
POST	/api/users/:id/send-login-link	Admin	Send a 24-hour magic link to a user.
PUT	/api/users/:id/deactivate	Admin	Deactivate a user. They cannot log in until reactivated.
PUT	/api/users/:id/reactivate	Admin	Reactivate a previously deactivated user.
DELETE	/api/users/:id	Admin	Permanently delete a user.

Tickets

Method	Endpoint	Description
GET	/api/tickets	List all tickets
GET	/api/tickets/:id	Get a single ticket
POST	/api/tickets	Create a ticket
PUT	/api/tickets/:id	Update a ticket
DELETE	/api/tickets/:id	Move a ticket to Trash (admin only)
GET	/api/tickets/:id/comments	List comments on a ticket
POST	/api/tickets/:id/comments	Add a comment
POST	/api/tickets/:id/photos	Upload a photo to a ticket
DELETE	/api/tickets/:id/photos/:photoId	Delete a ticket photo

Clients

Method	Endpoint	Description
GET	/api/customers	List all clients
GET	/api/customers/:id	Get a single client
POST	/api/customers	Create a client
PUT	/api/customers/:id	Update a client
DELETE	/api/customers/:id	Delete a client (admin only)

Quotes

Method	Endpoint	Description
GET	/api/quotes	List all quotes
GET	/api/quotes/:id	Get a single quote
POST	/api/quotes	Create a quote
PUT	/api/quotes/:id	Update a quote
POST	/api/quotes/:id/send	Email the quote to the client
DELETE	/api/quotes/:id	Delete a quote (admin only)

Revenue & Expenses

Method	Endpoint	Description
GET	/api/revenue	List revenue entries
POST	/api/revenue	Create a revenue entry
PUT	/api/revenue/:id	Update a revenue entry
DELETE	/api/revenue/:id	Delete a revenue entry (admin only)
GET	/api/expenses	List expense entries
POST	/api/expenses	Create an expense entry
PUT	/api/expenses/:id	Update an expense entry
DELETE	/api/expenses/:id	Delete an expense entry (admin only)

Settings

Method	Endpoint	Description
GET	/api/settings	Get all settings for the org
PUT	/api/settings	Update one or more settings (admin only)

System Admin

These endpoints require the caller to be an admin in the SYSTEM_ADMIN_ORG organization.

Method	Endpoint	Description
GET	/api/admin/orgs	List all organizations with user counts and plan info
PUT	/api/admin/orgs/:slug	Update an org (plan, name, active status)
DELETE	/api/admin/orgs/:slug	Permanently delete an org and all its data
GET	/api/admin/orgs/:slug/users	List all users in an org
PUT	/api/admin/orgs/:slug/users/:id	Update a user's role or active status in any org
POST	/api/admin/orgs/:slug/users/:id/set-password	Force-set a password for a user in any org. Body: { password }.
DELETE	/api/admin/orgs/:slug/users/:id	Permanently delete a user from any org

Claude connector (MCP)

Servelo exposes a remote MCP server so it can be added as a custom connector in Claude, letting you ask Claude to read and act on your live Servelo data directly from chat.

1. In claude.ai, go to Settings > Connectors > Add custom connector
2. Enter https://serveloapp.com/mcp as the connector URL
3. Claude redirects you to Servelo's login (or your existing session) to authorize access, using the same OAuth-style consent screen any third-party app would show
4. Approve the connection. Claude can now call the tools listed below on your behalf

Every tool call is authenticated as you and enforces the same roles and validation as the equivalent page in the app; nothing is reimplemented or given broader access. Excluded from the tool surface entirely: org/user/billing/plan management, SSO/MFA settings, deletion, and password changes.

Area	Tools
Tickets	list, get, create, update, add comment
Customers	list, get, create, update
Quotes	list, get, create
Invoices	list, get, create
Technicians	list
Assets	list, get
Revenue & Expenses	list
Other	search, dashboard summary

Manage or revoke access any time from My Account > Connected Apps. Revoking immediately invalidates that connection's access.

Error format

All error responses use the same shape:

{ "error": "Human-readable error message" }

Common status codes:

Code	Meaning
400	Bad request. Missing or invalid input.
401	Unauthenticated. Token missing, invalid, or expired.
403	Forbidden. Authenticated but not allowed (wrong role, suspended org).
404	Resource not found.
409	Conflict. Typically a duplicate (e.g. email already exists).
429	Rate limited. Slow down and retry.
500	Server error.