Overview
FieldTask's developer platform lets other software read and create records in a FieldTask organization: jobs, customers and their locations, products and prices, job line items, draft quotes and invoices, and member invitations. It can also report worked hours and tell you when records change.
There are two ways in:
| REST API | MCP | |
|---|---|---|
| Best for | Your own applications, scripts and integrations | AI clients such as Claude or ChatGPT |
| You send | HTTP requests with IDs | Plain-language requests; the client calls tools |
| Credentials | An API token or OAuth client | An owner or admin signs in from the client |
| Safe retries | Idempotency-Key header | operation_key argument |
| Start here | REST quickstart | MCP quickstart |
Both use the same permissions, checks, limits and records. A job created through MCP is the same as one created through REST.
What's available
| Records | Read | Create |
|---|---|---|
| Jobs | List, filter by scheduled day, get | Unscheduled or timed, with location, assignees and line items |
| Job items | List and get a job's line items | Add catalog items to a job |
| Customers | List and get | Create |
| Customer locations | List and get | Create, with address geocoding |
| Products and services | List, search and get, with prices | Create with initial prices |
| Quotes | List and get, with items and totals | Create drafts |
| Invoices | List and get, with items, totals and balances | Create drafts |
| Members | List and get the roster | — |
| Member invitations | List and get | Invite ordinary members |
| Timesheets | A member's hours and time entries | — |
To keep another system up to date, use webhooks or the event feed for customers, locations, jobs and members.
The platform reads and creates records only. It doesn't update or delete existing records, cancel or reschedule jobs, change assignments or roles, send quotes or invoices, collect payments, or accept quotes. Use the FieldTask app for those.
What you need
- A FieldTask organization with API access enabled. An owner or admin requests it in Settings → API connections.
- An owner or admin to create the connection and choose its permissions.
- Some features, such as timed scheduling, job items, quotes and invoices, must also be enabled by FieldTask, and invoicing must be turned on for your organization.
See Release status for what's decided about availability, support and versioning.