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@rowvyn/servicetitan-mcp

v2.5.1

Published

MCP server for the ServiceTitan API — 467 tools across 15 domains with 10 intelligence tools for business analytics

Readme

ServiceTitan MCP Server

CI npm version License: MIT MCP Tools Domains

The only MCP server for the ServiceTitan API — 467 tools across 15 domains, plus 10 intelligence tools that turn raw API data into business decisions.

Built by RowvynSee the case study →


Why

  • ServiceTitan has no official MCP server or developer tooling beyond REST docs
  • Raw API access is friction-heavy — OAuth token management, module-prefix routing, pagination, and response parsing all fall on you
  • This server handles all of that and adds 10 intelligence tools that aggregate multiple endpoints into operational insights
  • Dashboard-matched revenue — verified on production data using the same Reporting API source that powers ST's own dashboard

Features

  • 467 tools across 15 domains — CRM, dispatch, accounting, payroll, inventory, marketing, and more
  • 10 intelligence tools — composite analytics that aggregate multiple API calls into revenue summaries, ops snapshots, technician scorecards, and more
  • Dashboard-matched revenueintel_revenue_summary pulls from the same source as ST's own dashboard
  • Read-only by defaultST_READONLY=true out of the box; write tools only activate when you're ready
  • Safety layer — confirmation workflow for writes/deletes, audit logging with sensitive field redaction
  • Domain filtering — expose only the tool groups you need via ST_DOMAINS
  • Name-based filtering — pass businessUnitName or technicianName instead of numeric IDs; resolved via 30-minute cache
  • LLM-optimized responses — response shaping trims API noise and structures data for AI consumption
  • Streamable HTTP remote deployment — deploy to Fly.io (or anywhere) and connect via mcp-remote
  • Built-in health checkst_health_check validates auth and tenant access (no config details exposed)

Quick Start

Prerequisites

  • Node.js 22 or newer
  • ServiceTitan API credentials: Client ID, Client Secret, App Key, Tenant ID

npx (recommended)

No install needed — runs directly:

{
  "mcpServers": {
    "servicetitan": {
      "command": "npx",
      "args": ["-y", "@rowvyn/servicetitan-mcp"],
      "env": {
        "ST_CLIENT_ID": "your-client-id",
        "ST_CLIENT_SECRET": "your-client-secret",
        "ST_APP_KEY": "your-app-key",
        "ST_TENANT_ID": "your-tenant-id",
        "ST_ENVIRONMENT": "production"
      }
    }
  }
}

⚠️ ST_ENVIRONMENT defaults to integration. If you're connecting to a live ServiceTitan account, you must set ST_ENVIRONMENT to production or you'll get silent auth failures and empty results.

Install globally

npm install -g @rowvyn/servicetitan-mcp
servicetitan-mcp       # stdio transport (for Claude Desktop)
servicetitan-mcp-sse     # SSE transport (legacy remote)
servicetitan-mcp-http    # Streamable HTTP transport (recommended remote)

From source

npm install
npm run build

Claude Desktop

For a local checkout, point Claude Desktop at the built stdio entrypoint:

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "servicetitan": {
      "command": "node",
      "args": ["/absolute/path/to/servicetitan-mcp/build/index.js"],
      "env": {
        "ST_CLIENT_ID": "your-client-id",
        "ST_CLIENT_SECRET": "your-client-secret",
        "ST_APP_KEY": "your-app-key",
        "ST_TENANT_ID": "your-tenant-id",
        "ST_TIMEZONE": "America/New_York"
      }
    }
  }
}

Works the same way in Cursor, Windsurf, and any other MCP-compatible host.

Generic stdio

ST_CLIENT_ID=your-client-id \
ST_CLIENT_SECRET=your-client-secret \
ST_APP_KEY=your-app-key \
ST_TENANT_ID=your-tenant-id \
ST_TIMEZONE=America/New_York \
node /absolute/path/to/servicetitan-mcp/build/index.js

Remote Deployment (Streamable HTTP)

Deploy to Fly.io or any server, then connect via mcp-remote:

# On the server
ST_CLIENT_ID=... ST_CLIENT_SECRET=... ST_APP_KEY=... ST_TENANT_ID=... \
  ST_MCP_API_KEY=your-secret node build/streamable-http.js
{
  "mcpServers": {
    "servicetitan": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://your-instance.fly.dev/mcp",
        "--header",
        "x-api-key: YOUR_MCP_API_KEY"
      ]
    }
  }
}

SSE remains available at build/sse.js for backward compatibility, but it is deprecated. Prefer Streamable HTTP at /mcp for new deployments.


Tool Catalog

467 tools registered across 15 domains:

| Domain | Tools | Example Tools | |--------|------:|---------------| | dispatch | 74 | dispatch_jobs_list, dispatch_appointments_get, dispatch_job_types_list | | crm | 71 | crm_customers_list, crm_contacts_get, crm_bookings_create | | export | 49 | export_invoices, export_customers, export_jobs | | inventory | 37 | inventory_purchase_orders_list, inventory_vendors_list, inventory_warehouses_list | | marketing | 35 | marketing_campaigns_list, marketing_calls_v3_list, marketing_reviews | | accounting | 33 | accounting_invoices_list, accounting_payments_list, accounting_gl_accounts_list | | pricebook | 31 | pricebook_services_list, pricebook_materials_list, pricebook_equipment_list | | payroll | 27 | payroll_payrolls_list, payroll_timesheets_job_list, payroll_gross_pay_items_list | | settings | 23 | settings_business_units_list, settings_tag_types_list, settings_user_roles_list | | people | 22 | people_technicians_list, people_employees_list, people_trucks_list | | memberships | 21 | memberships_list, memberships_types_list, memberships_recurring_services_list | | scheduling | 17 | scheduling_teams_list, scheduling_zones_list, scheduling_capacity_calculate | | estimates | 11 | estimates_list, estimates_get, estimates_items_list | | intelligence | 10 | intel_revenue_summary, intel_daily_snapshot, intel_technician_scorecard | | reporting | 5 | reporting_reports_list, reporting_report_categories_list | | Total | 466 | (+ 1 system tool: st_health_check = 467 total) |

With ST_READONLY=true (default), all tools are registered but write and delete operations are blocked at execution time with a clear error message (Readonly mode: operation not permitted). Use ST_CONFIRM_WRITES=true to require _confirmed: true on write operations, or confirm: true on delete operations.


Intelligence Tools

The real differentiator. These 10 tools aggregate multiple API calls and report endpoints into operational insights — the kind of answers that would otherwise require custom BI tooling.

| Tool | What It Returns | |------|----------------| | intel_revenue_summary | Dashboard-matched revenue by business unit. Includes completed revenue, non-job revenue, adjustments, collections, and BU productivity rollups. | | intel_daily_snapshot | 6-metric same-day ops briefing: revenue-to-date, jobs in progress, call outcomes, bookings, open estimates, and upcoming next-day jobs. | | intel_technician_scorecard | Per-tech jobs, revenue, avg ticket, productivity, lead gen, membership close rate, and sales from both tech and marketing leads — with team averages. | | intel_membership_health | Active memberships, signups, cancellations, renewals, retention rate, invoiced revenue, and conversion by business unit. | | intel_estimate_pipeline | Open/sold/dismissed funnel, conversion rate, days-to-close, age buckets, stale opportunities, and tech sales funnel metrics. | | intel_campaign_performance | Campaign calls, bookings, conversion rate, total revenue context, and BU lead-gen metrics from Report 176. | | intel_csr_performance | CSR booking performance: jobs booked, revenue, avg ticket, top campaigns, job type mix, conversion metrics, and team averages. | | intel_labor_cost | Labor cost summary from the Master Pay File: employee hours, gross pay, hourly rates, activity mix, and BU breakdowns. | | intel_invoice_tracking | Invoice email tracking: sent vs not-sent counts, send rate, dollar impact, and unsent breakdowns by business unit and technician. | | intel_lookup | Cached reference data — technicians, business units, payment types, membership types with IDs and names. 30-minute TTL. |

These tools are why this server exists. Raw CRUD tools are table stakes. Intelligence tools turn API data into business decisions.

Revenue Accuracy

intel_revenue_summary uses ServiceTitan's Reporting API to calculate totals. This is the same source ST's own dashboard uses — which means it includes:

  • Completed Revenue — revenue from completed jobs
  • Non-Job Revenue — membership fees, add-ons, and other income not tied to a specific job
  • Adjustment Revenue — credits, adjustments, and corrections

Raw invoice or job endpoint sums will not match the dashboard. Both miss non-job revenue. For dashboard-matching figures, use intel_revenue_summary. For invoice-level detail, use accounting_invoices_list.

Name-Based Filtering

Most intelligence tools accept businessUnitName and technicianName as alternatives to numeric IDs:

# Instead of:
intel_revenue_summary(startDate="2026-01-01", endDate="2026-04-01", businessUnitId=12345)

# Use:
intel_revenue_summary(startDate="2026-01-01", endDate="2026-04-01", businessUnitName="HVAC")

Business unit name matching uses exact → prefix → contains fallback. Technician name matching uses case-insensitive substring search. If no match is found, the tool returns all data with a warning.


Configuration

Copy .env.example to .env and fill in your credentials.

Required

| Variable | Description | |----------|-------------| | ST_CLIENT_ID | ServiceTitan OAuth client ID | | ST_CLIENT_SECRET | ServiceTitan OAuth client secret | | ST_APP_KEY | ServiceTitan app key (ST-App-Key header) | | ST_TENANT_ID | ServiceTitan tenant identifier | | ST_MCP_API_KEY | API key for remote MCP clients (required for remote HTTP deployment) |

Optional

| Variable | Default | Description | |----------|---------|-------------| | ST_ENVIRONMENT | integration | ServiceTitan environment: integration or production | | ST_READONLY | true | Block write and delete operations at execution time | | ST_CONFIRM_WRITES | false | Require _confirmed: true to execute write tools | | ST_MAX_RESPONSE_CHARS | 100000 | Cap tool response size | | ST_DOMAINS | (all) | Comma-separated domain allowlist (e.g. crm,dispatch,reporting) | | ST_LOG_LEVEL | info | Log level: debug, info, warn, error | | ST_TIMEZONE | UTC | IANA timezone for the tenant (e.g. America/New_York) — used for date-bound intelligence queries and local-time display conversion in all tool responses | | ST_RESPONSE_SHAPING | true | Set to false to disable intelligence response transformation | | ST_CORS_ORIGIN | (none) | Allowed CORS origin for Streamable HTTP / SSE. Required for browser access. | | ST_ALLOWED_CALLERS | (none) | Comma-separated caller identity allowlist (e.g. [email protected],svc-user) | | ST_INTEL_CACHE_TTL_MS | 300000 | Intelligence result cache TTL in milliseconds (default: 5 minutes) | | ST_MCP_PORT / PORT | 3100 | HTTP server port for Streamable HTTP and SSE transports | | ST_MCP_API_KEY | (none) | API key for authenticating remote MCP clients (required for HTTP transports) |

Set ST_TIMEZONE to your tenant's local timezone. Without it, date-only queries (e.g. startDate: "2026-02-01") are interpreted as UTC midnight — which can miss or include invoices and jobs near day boundaries for non-UTC tenants, and tool responses will keep timestamps in UTC instead of your local display timezone.

Boolean env vars accept: true, false, 1, 0 (case-insensitive).


Architecture

The server is built as a layered system: Config → OAuth Client → Domain Registry → MCP Server.

  • Domain module pattern — each domain lives in src/domains/<domain>/ and exports a loader that registers its tools
  • Dynamic discoverysrc/domains/loader.ts scans src/domains/*/index.ts and imports each domain at runtime
  • Central registryToolRegistry handles domain filtering, read-only enforcement, confirmation wrapping, and audit logging
  • OAuth clientServiceTitanClient manages client-credentials auth, token refresh, retry-on-401/429, and {tenant} path injection
  • Response shaping — transformer layer strips API noise and structures responses for LLM consumption
  • Intelligence layer — composite tools fan out to multiple endpoints and report IDs, then aggregate results

See ARCHITECTURE.md for the full deep-dive: route table, response shaping pipeline, intelligence layer design, and safety system.


CLI Companion

If you prefer working from the terminal directly, servicetitan-cli is a companion st binary built from the same auth and intelligence layer:

# Install
npm install -g @rowvyn/servicetitan-cli

# Same intelligence — no MCP required
st revenue --period ytd --compact
st snapshot --compact

# Pipe into your agent
st customers list --all --json | your-agent process

The CLI and this MCP server share the same design philosophy: push the business question into the tool name, minimize schema overhead, and shape responses for AI consumption.


Comparison

| Feature | This Server | Community MCP Servers | |---------|------------|----------------------| | Revenue accuracy | ✅ Dashboard-matched | ❌ $17–21K off per period | | Intelligence tools | ✅ 10 tools | ❌ None | | Domain coverage | ✅ 467 tools, 15 domains | ⚠️ 10–50 tools | | Safety layer | ✅ Read-only default, audit log | ❌ None | | Response shaping | ✅ LLM-optimized | ❌ Raw API responses | | Name-based filtering | ✅ Resolve names to IDs automatically | ❌ Numeric IDs required | | Remote deployment | ✅ Streamable HTTP + mcp-remote | ⚠️ Varies |


Development

npm run dev        # tsc --watch
npm run test       # vitest run
npm run lint       # eslint src/
npm run typecheck  # tsc --noEmit
npm run build      # compile to build/
npm run start      # run compiled server

Safety

  • Read-only mode (ST_READONLY=true by default) — all tools are registered but write and delete operations are blocked at execution time
  • Confirmation workflow — delete tools require confirm: true (returns preview payload when missing); write tools optionally require _confirmed: true via ST_CONFIRM_WRITES=true (returns error when missing)
  • Audit logging — all write/delete executions emit [AUDIT] log records with timestamp, tool, operation, resource, and sanitized params (secrets/tokens redacted)

Troubleshooting

npm permission errors (EACCES)

If you see EACCES: permission denied errors when Claude Desktop tries to start the server, your npm cache directory is likely owned by root (common when Node was installed with sudo).

Fix:

sudo chown -R $(whoami) ~/.npm

Then restart Claude Desktop.

Server won't start / "Could not connect to MCP server"

  1. Test outside Claude Desktop first:

    npx -y @rowvyn/servicetitan-mcp

    If this fails, the issue is with Node, npm, or your environment — not Claude Desktop.

  2. Check Node version: node -v — requires Node 22 or newer.

  3. Check for conflicting MCP installs: If you previously installed a different ServiceTitan MCP server, remove it:

    npm ls -g --depth=0 | grep -i servicetitan
    npm uninstall -g <old-package-name>
    npx clear-npx-cache
  4. Verify your claude_desktop_config.json has no leftover entries from a previous MCP server. Only one servicetitan entry should exist under mcpServers.

Auth failures / $0 revenue / empty results

  • Set ST_ENVIRONMENT to production. This is the #1 cause. The default is integration, which authenticates against ServiceTitan's sandbox — not your live account. You'll get valid auth tokens that return zero data.
  • Verify credentials match: ST_CLIENT_ID and ST_CLIENT_SECRET must be from the same ServiceTitan app. You can't mix credentials from different apps.
  • Check ST_TENANT_ID: Must match the tenant associated with your app in the ServiceTitan developer portal.

Claude Desktop logs

Claude Desktop writes MCP server logs to:

  • macOS: ~/Library/Logs/Claude/mcp*.log
  • Windows: %APPDATA%\Claude\logs\mcp*.log

Contributing

See CONTRIBUTING.md.


Security

See SECURITY.md for the vulnerability disclosure policy.


License

MIT