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@ebenova/fieldops-mcp

v1.0.2

Published

MCP server for FieldOps — WhatsApp-native booking, payment collection, invoice recovery, and staff coordination for cleaning and field service businesses. Use from Claude Desktop, Cursor, or any MCP client.

Downloads

342

Readme

@ebenova/fieldops-mcp

MCP server for FieldOps — WhatsApp-native booking, payment collection, invoice recovery, and staff coordination for cleaning and field service businesses. Use directly from Claude Desktop, Cursor, or any MCP client.

Tools

| Tool | Description | |------|-------------| | check_availability | Check available booking slots for a given date | | book_service | Book a service appointment with WhatsApp confirmation + payment link | | send_payment_link | Generate and send a payment link via WhatsApp | | recover_invoice | Send escalating payment recovery messages (polite → firm → final) | | send_staff_briefing | Send a job briefing to assigned staff via WhatsApp |

Installation

Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "fieldops": {
      "command": "npx",
      "args": ["-y", "@ebenova/fieldops-mcp"],
      "env": {
        "DATABASE_URL": "postgresql://user:pass@host:5432/fieldops",
        "TWILIO_ACCOUNT_SID": "AC...",
        "TWILIO_AUTH_TOKEN": "...",
        "TWILIO_WHATSAPP_NUMBER": "+14155238886"
      }
    }
  }
}

Config file location:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json

Cursor

Add to .cursor/mcp.json in your project root:

{
  "mcpServers": {
    "fieldops": {
      "command": "npx",
      "args": ["-y", "@ebenova/fieldops-mcp"],
      "env": {
        "DATABASE_URL": "postgresql://user:pass@host:5432/fieldops",
        "TWILIO_ACCOUNT_SID": "AC...",
        "TWILIO_AUTH_TOKEN": "...",
        "TWILIO_WHATSAPP_NUMBER": "+14155238886"
      }
    }
  }
}

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | DATABASE_URL | Yes | PostgreSQL connection string | | TWILIO_ACCOUNT_SID | No* | Twilio Account SID | | TWILIO_AUTH_TOKEN | No* | Twilio Auth Token | | TWILIO_WHATSAPP_NUMBER | No* | Twilio WhatsApp sender number | | WHATSAPP_TOKEN | No* | Meta WhatsApp Business API token (alternative to Twilio) | | WHATSAPP_PHONE_NUMBER_ID | No* | Meta WhatsApp phone number ID | | OXAPAY_MERCHANT_KEY | No | OxaPay merchant key for NGN payments | | POLAR_ACCESS_TOKEN | No | Polar.sh access token for CAD payments | | POLAR_PRODUCT_ID | No | Polar.sh product ID | | APP_URL | No | Base URL for payment callbacks (defaults to https://fieldops.ebenova.dev) |

* WhatsApp is required for messaging features. Use either Twilio OR Meta WhatsApp Business API.

Example Prompts

Once connected, you can say things like:

  • "What slots are available on Friday March 28th?"
  • "Book a deep clean for Sarah at 123 Main St, tomorrow at 2pm. Her number is +14031234567"
  • "Send a payment link for $150 to +2348012345678 for job 42"
  • "Send a polite reminder for invoice 15"
  • "Invoice 15 is still unpaid — escalate to step 2"
  • "Send the briefing for job 42 to the assigned staff"

How It Works

  1. Booking — Creates customer + job records in PostgreSQL, auto-assigns least-busy staff
  2. WhatsApp — Sends booking confirmations, payment links, and staff briefings via Twilio or Meta
  3. Payments — Generates payment links via Polar (CAD) or OxaPay (NGN) based on customer region
  4. Recovery — 3-step escalation for unpaid invoices, each step with a fresh payment link

Database Schema

Requires these PostgreSQL tables: customers, services, users, jobs, invoices. See the FieldOps setup guide for migration scripts.

Part of Ebenova

License

MIT