Patchment

Model Context Protocol · works with Claude, ChatGPT, Cursor & more

Your AI assistant, wired into your shop.

Point any MCP-capable assistant at your Patchment account and it can read your jobs, call transcripts, weekly digest, and Housecall Pro records — and keep your house rules current. Read-only by design: it can't book, dispatch, or text anyone.

Install in two minutes Read the full guide

The server lives at https://patchment.app/mcp

Ask it like you'd ask your office manager.

No dashboards, no report exports. Your assistant calls the tools; you get the answer.

What came in this week? Anything I should look at?

search_jobs

get_digest

Twelve requests this week — nine booked, two waiting on your approval, one escalated. The escalation is a commercial re-pipe on Maple St; the caller asked for you by name. Patchment handled 3.4 hours of calls for you.

Illustrative conversation — your answers come from your own account, live.

Eight tools. Your whole front office, readable.

Every tool answers with your real data, scoped to your organization and nothing else.

search_jobs

Find jobs by words, status, or date range — “any water heaters this month?”

Read-only
get_job

Everything about one job: customer, schedule, texts, and the full call transcript.

Read-only
get_digest

This week's summary — what came in, what got booked, hours of calls handled for you.

Read-only
get_house_rules

Read the operating rules Patchment follows on your calls and texts.

Read-only
set_house_rules

Rewrite those rules. The one thing your AI can change — and Patchment refuses unsafe ones.

The one write
search_hcp_customers

Look up Housecall Pro customers by name, email, or phone.

Read-only
get_hcp_estimates

Housecall Pro estimates — status, totals, who approved and when.

Read-only
get_hcp_invoices

Housecall Pro invoices — status, amounts, due and paid dates.

Read-only

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.

Things owners actually ask.

What came in this week? Anything I should look at?

Summarize last night's calls.

Which estimates are still waiting on approval?

Any invoices past due?

Find the job where the customer mentioned a leaking water heater.

Add a house rule: always mention the $89 service fee.

Included with your Patchment account

Install in two minutes.

One key, one paste, one question. No code, no developer.

  1. Get an API key

    In your Patchment console, open Settings → API access and press Create key. Name it after the thing that will use it. The key starts with pm_live_ and is shown exactly once — copy it right away. If you lose it, revoke it and make a new one.

  2. Pick your AI tool

    We'll show you the exact command or config block.

    Windsurf and other MCP apps use the same bridge as Claude Desktop — the full guide covers every client.

  3. Add Patchment to it

    One command. The variable keeps your key out of 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?”

    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's custom connectors sign in with OAuth, which Patchment doesn't offer yet — so use the bridge. 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" }
    }
  }
}

    Needs Node.js installed (nodejs.org — the LTS version is fine).

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

    {
  "servers": {
    "patchment": {
      "type": "http",
      "url": "https://patchment.app/mcp",
      "headers": { "Authorization": "Bearer pm_live_YOUR_KEY" }
    }
  }
}

    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 then, use the Plain REST tab with ChatGPT's API tools. Once OAuth ships, you'll add a connector (paid plan with Developer mode on: Settings → Apps → Advanced settings; on a Business, Enterprise, or Edu workspace an admin may first need to enable it in Workspace Settings) with this URL:

    https://patchment.app/mcp

    No MCP? The same 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

    Endpoints: /api/v1/jobs, /api/v1/jobs/:id, /api/v1/digest, /api/v1/house-rules, and /api/v1/hcp/{customers,estimates,invoices}. The full guide lists every parameter.

  4. Ask something

    Try "what jobs came in this week?" — if you get your real numbers back, you're done. Your assistant is connected.

Read-only by design.

A key can look things up; it cannot act. No booking, no canceling, no dispatching, no texting anyone, no changes in Housecall Pro — the one exception is your house rules, and Patchment refuses unsafe ones. Treat each key like a password: if one leaks, revoke it in Settings → API access and it stops working immediately. And since an assistant reading your job notes is reading text your customers wrote, give it instructions you'd be comfortable with a stranger influencing.

Get connected New here? Book a demo

Questions, answered.

What is an MCP server?

MCP (Model Context Protocol) is the standard way AI assistants connect to outside tools and data. Patchment's MCP server gives your assistant a safe, read-only window into your account — it asks Patchment for facts instead of guessing.

Which apps work with it?

Anything that speaks MCP: Claude Code, Claude Desktop, Cursor, VS Code, Windsurf, and ChatGPT with Developer Mode. Everything else can use the plain REST API with the same key.

Can my AI change things in my account?

Almost nothing. Every tool is read-only except house rules — your assistant can rewrite the rules Patchment follows on calls, and Patchment refuses unsafe ones. It cannot book, cancel, dispatch, text anyone, or change anything in Housecall Pro.

Do I need a developer to set this up?

No. Create a key in your console, paste one command or one small config block into your AI app, and ask it a question. Two minutes, no code.

Is my data safe?

Each key acts as your whole account, so treat it like a password. If a key leaks — or you just aren't sure — revoke it in Settings → API access and it stops working immediately. Your assistant only ever sees your own organization's data.