Connector layer·All third-party calls run server-side. Credentials are read from environment variables only and are never exposed to client code.
Housecall ProSystem of record
System of record for jobs, customers, technicians, schedules, and dispatch.
Last sync
just now
Records
184
Owns data
JobsEstimatesCustomersTechniciansSchedulesDispatchJob revenue
Powers
Owner's Dash · Operations Schedule · Technician Schedule · CSR Workstation
HOUSECALL_PRO
QuickBooks OnlineFinancial SoR
Financial system of record for accounting revenue, AR, payments, and expenses.
Last sync
just now
Records
412
Owns data
Accounting revenueOpen AROverdue invoicesExpensesGross margin
Powers
Owner's Dash financial KPIs
Missing credentials — dashboard is rendering clearly-labeled mock data for this connector.
QUICKBOOKS
Marketing Platform
Future: ad spend, campaign performance, cost per booked job.
Last sync
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Records
—
Owns data
CampaignsAd spendCPLCPB
Powers
Marketing Center
MARKETING
Call Tracking
Future: inbound calls, missed calls, recordings, attribution.
Last sync
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Records
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Owns data
Inbound callsMissed callsRecordings
Powers
Call Board · Marketing Center
CALL_TRACKING
SMS Provider
Future: outbound SMS confirmations, customer messaging.
Last sync
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Records
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Owns data
SMS conversations
Powers
CSR Workstation · Call Board
SMS
Email Provider
Future: transactional and follow-up email.
Last sync
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Records
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Owns data
Email conversations
Powers
CSR Workstation
EMAIL
MCP Connector
Model Context Protocol adapter scaffold for future tools.
Last sync
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Records
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Owns data
Tool calls
Powers
AI assistant (future)
MCP
MCP adapter
Model Context Protocol scaffold for future tool/connector pluggability. Server-side only. Results validated before rendering. Destructive actions require human confirmation.
list_connectors
List available connectors and health.
fetch_jobs
Fetch jobs from Housecall Pro.
fetch_invoices
Fetch invoices from QuickBooks.
fetch_customers
Fetch customers.
fetch_marketing_leads
Fetch marketing leads.
fetch_call_events
Fetch call events.
fetch_vendor_returns
Fetch vendor returns.
fetch_technician_schedule
Fetch technician schedule.