JackTrade CRM
Operate a trades or field-service business from the agent: search customers, quotes, work orders, action items, and calendar events via JackTrade CRM MCP.
Overview
JackTrade CRM MCP is a MCP server for the Operate phase that lets agents search customers and manage quotes, work orders, action items, and calendar events.
What is this MCP server?
- Search and manage customer records from MCP tools
- Create and track quotes and work orders
- Work action items tied to jobs and follow-ups
- Calendar event access for scheduling context
- Streamable-http JackTrade endpoint (version 1.1.0-dev in manifest)
- Server version 1.1.0-dev
- Transport: streamable-http to JackTrade MCP API message endpoint
- Tool themes: customers, quotes, work orders, action items, calendar events (per description)
What problem does it solve?
Service solos lose time tabbing between CRM, calendar, and chat when a job change needs quick customer and work-order context.
Who is it for?
JackTrade users running field-service or trade workflows who want MCP-assisted ops from Claude Code or Cursor.
Skip if: Builders without a JackTrade tenant, or products that need a generic CRM unrelated to JackTrade’s API.
What do I get? / Deliverables
Your agent can read and update JackTrade CRM entities in one thread so quotes, orders, and follow-ups stay synchronized.
- Customer search results and CRM record context inside agent sessions
- Agent-mediated quote and work order updates (per exposed tools)
- Calendar and action-item visibility for operational workflows
Recommended MCP Servers
Journey fit
How it compares
JackTrade-specific CRM MCP, not a portable Supabase or HubSpot integration skill.
Common Questions / FAQ
Who is co.jacktrade/jacktrade-crm for?
JackTrade customers and integrators who want their agent to query customers and manage quotes, work orders, tasks, and calendar data.
When should I use co.jacktrade/jacktrade-crm?
During Operate when you are iterating on live jobs—scheduling, quoting, and closing action items—or during Grow when coordinating repeat customer work.
How do I add co.jacktrade/jacktrade-crm to my agent?
Register the remote MCP URL from your JackTrade deployment (manifest example: streamable-http message endpoint) in your MCP client and authenticate per your JackTrade environment policy.