Connect Ascora to your AI agent
Ascora is a cloud-based field service management software designed to streamline operations for service-based businesses, offering features such as job scheduling, invoicing, customer management, and mobile access.
We set up the connection using your own Ascora account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in Ascora
Each one is a real action the agent can take on its own, the same things a person clicking around Ascora could do. Read-only by default; write actions are confirmed against your policy.
- Create Note Creates a note on an entity (customer, job, quote, etc.) in Ascora. Use this when you need to add comments, updates, or documentation to any entity in the system. Requires a valid entity ID from the Ascora system.
- Create or Update Contact Tool to create a new contact or update an existing contact for a customer. Use when you need to add or modify contact information for a specific customer in Ascora. Requires a valid customer ID and accepts optional cont…
- Create or Update Customer Tool to create a new customer or update an existing customer in Ascora. Use when you need to add a new customer with company name and optional contact details, address information (street and postal), and communication…
- Create or Update Supplier Tool to create a new supplier or update an existing supplier in Ascora. Use when you need to add a new supplier with contact and address details, or modify an existing supplier's information by providing the supplierId.
- Create Quotation Creates a new quotation/enquiry in Ascora for a customer. Use this tool when you need to submit a quote request with customer details (name, email, contact info), optional address information, work description, and cust…
- Delete Customer Tool to delete a specific customer by ID. Use when you need to remove a customer after confirming its existence.
- Get Contact Tool to retrieve details of a specific contact by their unique identifier. Use when you need to fetch information about a contact including their name, contact details, address, and customer association.
- Get Customer Tool to retrieve details of a specific customer by their unique identifier. Use when you need to fetch information about a single customer including contact details, addresses, and status.
- Get Customers Retrieves all customers from the Ascora system. Returns a list of customer records including contact information (name, email, phone) and address details (street, city, state, postcode, country). This is a read-only ope…
- Get Inventory Categories Retrieves all inventory categories used to organize supplies and kits in Ascora. Returns a paginated list of categories with their IDs, names, and numeric identifiers. Use this when you need to list available inventory…
- Get Inventory Kits Retrieves all inventory kits from Ascora. Returns a paginated list of kit items that bundle multiple supplies together. Use this when you need to list available inventory kits or access kit details for quoting, job plan…
- Get Inventory Supplies Retrieves all inventory supplies with pricing and stock information from Ascora. Returns a paginated list of supply items. Use this when you need to list available inventory supplies or access supply details including p…
- Get Job Retrieves details of a specific job by its unique identifier. Returns comprehensive job information including job number, name, status, customer details, dates, and other job-specific data. Use this when you need to fet…
- Get Jobs Retrieves a paginated list of jobs from Ascora with optional filtering by job type, status, secondary status, and date range. Returns job details including job number, name, status, customer information, and assignment…
- Get Quote Labour Roles Retrieves labour roles available for use in quotes from Ascora. Use this when you need to list available labour roles with their hourly rates for quotation purposes.
- Get Quotes Retrieves a paginated list of quotes from Ascora with optional filtering by status, date range, or customer. Returns quote details including quote number, customer information, status, creation date, and total amount. U…
- Get Quote Standard Sections Retrieves standard sections that can be used in quotes. Returns a list of pre-configured standard sections that can be included in quotations. This is a read-only operation that requires authentication via API key. Use…
- Get Quote Standard Stages Retrieves standard stages that can be used in quotes for progress tracking. Use this when you need to list available quote stages, display progress tracking options, or reference standard stages for quote management. Re…
- Get Supplier Tool to retrieve details of a specific supplier by ID. Use when you need to fetch supplier information including contact details, address, and business information.
- Get Supplier Invoices Retrieves supplier invoices from Ascora with optional pagination. Returns invoice details including invoice number, supplier name, dates, amounts, and status. Use this when you need to list, search, or monitor supplier…
- Get Suppliers Retrieves a list of suppliers from the Ascora system. Returns supplier details including name, contact information (email, phone), address details, ABN, and activity status. Use this when you need to list or search for…
- Search Jobs Search for jobs by various criteria including job number, customer, or address. Use this when you need to find specific jobs based on identifiers or search terms rather than filtering by status or type.
- Upload Attachment Tool to upload an attachment to an entity (quote, job, customer, etc.) in Ascora. Use when you need to attach files like documents, images, or plans to existing entities in the system.
Setup
How we connect it
- 1
Connect your account
You create a key in Ascora, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Ascora questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Ascora's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put Ascora to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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