Connect your AI to Patchment

If you use an AI assistant — Claude, ChatGPT, Cursor, or anything that

speaks MCP — you can point it at your Patchment account. It will be able to

look up your jobs, read call transcripts, check your weekly digest, and

update your house rules. If Housecall Pro is connected, it can also read

your customers, estimates, and invoices there. It cannot create jobs,

dispatch technicians, or send messages.

Patchment's server lives at:

https://patchment.app/mcp

(That address doubles as a friendlier overview page — open it in a browser

for the short version of this guide.)

Every setup below needs an API key. Get one first.

Getting a key

In your Patchment console, open Settings → API access.
Under Create a key, name it after the thing that will use it — "My

scheduling assistant" — and press Create key.

Copy the key immediately. It starts with pm_live_ and is shown exactly

once. If you lose it, revoke it and make a new one.

Claude Code

One command (putting the key in a variable first keeps it out of your shell

history and off the process list):

export PATCHMENT_API_KEY="pm_live_YOUR_KEY"

claude mcp add --transport http patchment https://patchment.app/mcp \

--header "Authorization: Bearer $PATCHMENT_API_KEY"

Then ask Claude something like "what jobs came in this week?"

Cursor

Add this to ~/.cursor/mcp.json (create the file if it doesn't exist):

{

"mcpServers": {

"patchment": {

"url": "https://patchment.app/mcp",

"headers": { "Authorization": "Bearer pm_live_YOUR_KEY" }

}

Claude Desktop and claude.ai

Claude's custom connectors sign in with OAuth, which Patchment doesn't

offer yet — so use the bridge. In Claude Desktop, open **Settings →

Developer → Edit Config** and add:

{

"mcpServers": {

"patchment": {

"command": "npx",

"args": ["-y", "mcp-remote", "https://patchment.app/mcp",

"--header", "Authorization:${AUTH_HEADER}"],

"env": { "AUTH_HEADER": "Bearer pm_live_YOUR_KEY" }

}

This needs Node.js installed (nodejs.org, the LTS version is fine).

VS Code

Add to .vscode/mcp.json in your workspace:

{

"servers": {

"patchment": {

"type": "http",

"url": "https://patchment.app/mcp",

"headers": { "Authorization": "Bearer pm_live_YOUR_KEY" }

}

Windsurf and other MCP apps

Any app that runs local MCP servers can use the same bridge as Claude

Desktop above: command npx, arguments

`["-y", "mcp-remote", "https://patchment.app/mcp", "--header",

"Authorization:${AUTH_HEADER}"], and AUTH_HEADER` set to

Bearer pm_live_YOUR_KEY in the app's environment settings.

ChatGPT

ChatGPT's custom connectors sign in with OAuth, which Patchment doesn't

offer yet — a connector added today can't authenticate with an API key.

Until OAuth ships, use the plain REST endpoints below with ChatGPT's API

tools instead. Once it does, you'll need a paid plan with **Developer

mode** turned on (Settings → Apps → Advanced settings — OpenAI moves this

toggle occasionally; on a Business, Enterprise, or Edu workspace an admin

may first need to enable it in Workspace Settings — OpenAI's

Developer mode article

has the current per-plan paths), then add a connector with the URL

https://patchment.app/mcp.

Plain REST, for everything else

The same five operations are ordinary web requests:

export PATCHMENT_API_KEY="pm_live_YOUR_KEY"

curl -H "Authorization: Bearer $PATCHMENT_API_KEY" \

https://patchment.app/api/v1/digest

GET /api/v1/jobs — search jobs (q, state, from, to, cursor)
GET /api/v1/jobs/:id — one job with messages and call transcripts
GET /api/v1/digest — this week's summary
GET /api/v1/house-rules / PUT /api/v1/house-rules — read or replace

your house rules

GET /api/v1/hcp/customers · /api/v1/hcp/estimates ·

/api/v1/hcp/invoices — read from your connected Housecall Pro account

(q, customerId, page)

What your AI can do

Tool	What it does
`search_jobs`	Find jobs by words, status, or date range
`get_job`	Everything about one job, including call transcripts
`get_digest`	This week's summary — what Patchment handled for you
`get_house_rules`	Read the rules Patchment follows on your calls
`set_house_rules`	Rewrite those rules (Patchment refuses unsafe ones)
`search_hcp_customers`	Look up customers in Housecall Pro
`get_hcp_estimates`	List Housecall Pro estimates — status, totals, approvals
`get_hcp_invoices`	List Housecall Pro invoices — status, amounts, due dates

The three Housecall Pro tools work when Housecall Pro is connected in

Settings → Integrations; without it, your assistant is told plainly

that it isn't connected. Everything here is read-only except the house

rules — a key cannot book, cancel, dispatch, text anyone, or change

anything in Housecall Pro.

Keep your key safe

Each key acts as your whole account, so treat it like a password. Don't

paste it anywhere you wouldn't paste a password. If a key leaks — or you

just aren't sure — revoke it in Settings → API access and create a new

one; the old one stops working immediately. One more honest caution: an AI

assistant reading your job notes is reading text your customers wrote, so

give your assistant instructions you'd be comfortable with a stranger

influencing.

Questions? Email support@patchment.app.