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Connect Simpro to your AI agent
Job management and field service software for trade businesses.
We set up the connection using your own Simpro 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 Simpro
Each one is a real action the agent can take on its own, the same things a person clicking around Simpro could do. Read-only by default; write actions are confirmed against your policy.
- Find customer Search Simpro customers by name. Returns customer IDs plus display fields - use the ID for create_job / create_quote.
- Find site Search Simpro sites (the physical locations work happens at) by name. Use the site ID for create_job / create_quote.
- List staff List Simpro staff/employees. Use the staff ID to assign tasks or schedule work.
- Find vendor Search Simpro vendors/suppliers by name. Use the vendor ID for create_purchase_order.
- Search catalog Search the Simpro materials catalog by name or part number. Use the catalog item ID for purchase-order items.
- Find jobs Search Simpro jobs by name/description/customer. Returns job summaries with IDs.
- Get job Fetch one Simpro job by ID - status, customer, site, description, totals.
- Find quotes Search Simpro quotes by name/description/customer. Returns quote summaries with IDs.
- Get quote Fetch one Simpro quote by ID - stage, customer, site, description, totals.
- Find leads Search Simpro leads by name/customer. Returns lead summaries with IDs.
- List invoices List recent Simpro customer invoices (Simpro has no free-text invoice search; to find a specific one, get the job with simpro_get_job and read its invoices). Returns invoice summaries with IDs.
- List job cost centers List a Simpro job's sections and their cost centers. Schedules and purchase-order assignments target a cost center; create_schedule defaults to the first one - use this when a job has several.
- List cost centers List this Simpro build's cost center library - the reusable cost centers set up in Simpro. Every build names its own, so use this to discover them (never assume a name). Use a returned ID with simpro_add_job_cost_center…
- List schedule rates List this Simpro build's labour schedule rates (e.g. Standard, Overtime) - named per build. Pass a returned ID as schedule_rate_id to simpro_create_schedule to bill the time at that rate; otherwise scheduling uses the b…
- Create job Create a Simpro job for a customer at a site. Resolve IDs first with find_customer / find_site. A new job has no cost center yet - add one with simpro_add_job_cost_center before scheduling staff onto it.
- Update job Update a Simpro job: name, description, internal notes, stage (Pending/Progress/Complete/Archived) or due date. Only the fields you pass change.
- Create task Create a Simpro task, optionally assigned to a staff member and/or linked to a job.
- Add cost center to job Add a cost center to a job so staff can be scheduled and materials assigned to it. Newly created jobs usually have none. Pick a cost_center_id from simpro_list_cost_centers (the build's own library); a section is create…
- Schedule work Schedule a staff member onto a job for a time block on a date. Targets the job's first section/cost center; to pick a specific one on a job that already has several, pass section_id/cost_center_id from simpro_list_job_c…
- Create quote Create a Simpro quote for a customer at a site. Resolve IDs first with find_customer / find_site.
- Update quote Update a Simpro quote: stage (InProgress/Complete/Approved), close/reopen it, or amend name/description/notes. The API has no quote-to-job conversion; approving is the API-side acceptance step.
- Create lead Create a Simpro lead for a customer at a site (both required by Simpro). Resolve IDs first with find_customer / find_site.
- Create invoice Create a Simpro customer invoice from one or more jobs (a TaxInvoice by default).
- Create purchase order Create a Simpro purchase (vendor) order with optional catalog line items, optionally assigned to a job cost center (see simpro_list_job_cost_centers).
- Create customer Create a Simpro customer - a company (needs company_name) or an individual (needs given_name + family_name).
- Create site Create a Simpro site (a physical location work happens at), optionally linked to a customer.
Setup
How we connect it
- 1
Connect your account
You create a key in Simpro, 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
Simpro 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 Simpro'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 Simpro 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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