How to integrate Servicem8 MCP with Autogen

This guide walks you through connecting Servicem8 to AutoGen using the Composio tool router. By the end, you'll have a working Servicem8 agent that can create a new job for a plumbing callout, list all clients with overdue invoices, add a payment note to job 12345 through natural language commands. This guide will help you understand how to give your AutoGen agent real control over a Servicem8 account through Composio's Servicem8 MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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Servicem8 is a field service management platform for scheduling jobs, quoting, and invoicing. It helps businesses track real-time job status and empower mobile staff in the field.

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Introduction

This guide walks you through connecting Servicem8 to AutoGen using the Composio tool router. By the end, you'll have a working Servicem8 agent that can create a new job for a plumbing callout, list all clients with overdue invoices, add a payment note to job 12345 through natural language commands.

This guide will help you understand how to give your AutoGen agent real control over a Servicem8 account through Composio's Servicem8 MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Servicem8 with

OpenAI Agents SDKClaude Agent SDKClaude CodeClaude CoworkCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

TL;DR

Here's what you'll learn:
  • Get and set up your OpenAI and Composio API keys
  • Install the required dependencies for Autogen and Composio
  • Initialize Composio and create a Tool Router session for Servicem8
  • Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams
  • Configure an Autogen AssistantAgent that can call Servicem8 tools
  • Run a live chat loop where you ask the agent to perform Servicem8 operations

What is AutoGen?

Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows.

Key features include:

  • Multi-Agent Systems: Build collaborative agent workflows
  • MCP Workbench: Native support for Model Context Protocol tools
  • Streaming HTTP: Connect to external services through streamable HTTP
  • AssistantAgent: Pre-built agent class for tool-using assistants

What is the Servicem8 MCP server, and what's possible with it?

The Servicem8 MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Servicem8 account. It provides structured and secure access to your job management system, so your agent can perform actions like creating jobs, managing notes and payments, listing clients, and retrieving templates on your behalf.

  • Job creation and management: Instruct your agent to create new jobs, add detailed job information, or update records, streamlining field service operations.
  • Automated note handling: Have your agent attach important notes to jobs or remove outdated notes to keep job records clean and up-to-date.
  • Payment processing and tracking: Let your agent record new job payments or archive payment records, ensuring accurate and timely invoicing.
  • Comprehensive client and asset retrieval: Ask your agent to pull complete lists of clients and assets for reporting, integrations, or inventory management.
  • Template and form discovery: Fetch available document templates and forms so your agent can prepare job paperwork or gather required information efficiently.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

You will need:

  • A Composio API key
  • An OpenAI API key (used by Autogen's OpenAIChatCompletionClient)
  • A Servicem8 account you can connect to Composio
  • Some basic familiarity with Autogen and Python async
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio python-dotenv
pip install autogen-agentchat autogen-ext-openai autogen-ext-tools

Install Composio, Autogen extensions, and dotenv.

What's happening:

  • composio connects your agent to Servicem8 via MCP
  • autogen-agentchat provides the AssistantAgent class
  • autogen-ext-openai provides the OpenAI model client
  • autogen-ext-tools provides MCP workbench support

4

Set up environment variables

bash
COMPOSIO_API_KEY=your-composio-api-key
OPENAI_API_KEY=your-openai-api-key
USER_ID=your-user-identifier@example.com

Create a .env file in your project folder.

What's happening:

  • COMPOSIO_API_KEY is required to talk to Composio
  • OPENAI_API_KEY is used by Autogen's OpenAI client
  • USER_ID is how Composio identifies which user's Servicem8 connections to use
5

Import dependencies and create Tool Router session

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Servicem8 session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["servicem8"]
    )
    url = session.mcp.url
What's happening:
  • load_dotenv() reads your .env file
  • Composio(api_key=...) initializes the SDK
  • create(...) creates a Tool Router session that exposes Servicem8 tools
  • session.mcp.url is the MCP endpoint that Autogen will connect to
6

Configure MCP parameters for Autogen

python
# Configure MCP server parameters for Streamable HTTP
server_params = StreamableHttpServerParams(
    url=url,
    timeout=30.0,
    sse_read_timeout=300.0,
    terminate_on_close=True,
    headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
)

Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for.

What's happening:

  • url points to the Tool Router MCP endpoint from Composio
  • timeout is the HTTP timeout for requests
  • sse_read_timeout controls how long to wait when streaming responses
  • terminate_on_close=True cleans up the MCP server process when the workbench is closed
7

Create the model client and agent

python
# Create model client
model_client = OpenAIChatCompletionClient(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY")
)

# Use McpWorkbench as context manager
async with McpWorkbench(server_params) as workbench:
    # Create Servicem8 assistant agent with MCP tools
    agent = AssistantAgent(
        name="servicem8_assistant",
        description="An AI assistant that helps with Servicem8 operations.",
        model_client=model_client,
        workbench=workbench,
        model_client_stream=True,
        max_tool_iterations=10
    )

What's happening:

  • OpenAIChatCompletionClient wraps the OpenAI model for Autogen
  • McpWorkbench connects the agent to the MCP tools
  • AssistantAgent is configured with the Servicem8 tools from the workbench
8

Run the interactive chat loop

python
print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Servicem8 related question or task to the agent.\n")

# Conversation loop
while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    print("\nAgent is thinking...\n")

    # Run the agent with streaming
    try:
        response_text = ""
        async for message in agent.run_stream(task=user_input):
            if hasattr(message, "content") and message.content:
                response_text = message.content

        # Print the final response
        if response_text:
            print(f"Agent: {response_text}\n")
        else:
            print("Agent: I encountered an issue processing your request.\n")

    except Exception as e:
        print(f"Agent: Sorry, I encountered an error: {str(e)}\n")
What's happening:
  • The script prompts you in a loop with You:
  • Autogen passes your input to the model, which decides which Servicem8 tools to call via MCP
  • agent.run_stream(...) yields streaming messages as the agent thinks and calls tools
  • Typing exit, quit, or bye ends the loop

Complete Code

Here's the complete code to get you started with Servicem8 and AutoGen:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Servicem8 session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["servicem8"]
    )
    url = session.mcp.url

    # Configure MCP server parameters for Streamable HTTP
    server_params = StreamableHttpServerParams(
        url=url,
        timeout=30.0,
        sse_read_timeout=300.0,
        terminate_on_close=True,
        headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
    )

    # Create model client
    model_client = OpenAIChatCompletionClient(
        model="gpt-5",
        api_key=os.getenv("OPENAI_API_KEY")
    )

    # Use McpWorkbench as context manager
    async with McpWorkbench(server_params) as workbench:
        # Create Servicem8 assistant agent with MCP tools
        agent = AssistantAgent(
            name="servicem8_assistant",
            description="An AI assistant that helps with Servicem8 operations.",
            model_client=model_client,
            workbench=workbench,
            model_client_stream=True,
            max_tool_iterations=10
        )

        print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
        print("Ask any Servicem8 related question or task to the agent.\n")

        # Conversation loop
        while True:
            user_input = input("You: ").strip()

            if user_input.lower() in ['exit', 'quit', 'bye']:
                print("\nGoodbye!")
                break

            if not user_input:
                continue

            print("\nAgent is thinking...\n")

            # Run the agent with streaming
            try:
                response_text = ""
                async for message in agent.run_stream(task=user_input):
                    if hasattr(message, 'content') and message.content:
                        response_text = message.content

                # Print the final response
                if response_text:
                    print(f"Agent: {response_text}\n")
                else:
                    print("Agent: I encountered an issue processing your request.\n")

            except Exception as e:
                print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You now have an Autogen assistant wired into Servicem8 through Composio's Tool Router and MCP. From here you can:
  • Add more toolkits to the toolkits list, for example notion or hubspot
  • Refine the agent description to point it at specific workflows
  • Wrap this script behind a UI, Slack bot, or internal tool
Once the pattern is clear for Servicem8, you can reuse the same structure for other MCP-enabled apps with minimal code changes.
TOOLS

Supported Tools

Every Servicem8 action and event your agent gets out of the box.

ServiceM8 Create Job Note

Create a new job note in ServiceM8.

ServiceM8 Create Job Payment

Tool to create a new job payment in ServiceM8.

Create a new Job

Tool to create a new Job in ServiceM8.

Delete Custom Field

Delete a custom field in ServiceM8 by its UUID.

Delete Job Note

Deletes (archives) a job note in ServiceM8 by its UUID.

Delete Job Payment

Archives (soft-deletes) a job payment record in ServiceM8 by its UUID.

List All Assets

Tool to list all ServiceM8 assets.

List All Clients

Tool to list all ServiceM8 clients.

List All Document Templates

Tool to list document templates.

List All Forms

Tool to list all ServiceM8 forms.

List All Job Notes

List all job notes from ServiceM8.

List All Job Queues

List all job queues in ServiceM8.

List All Jobs

Tool to list all jobs.

List All Locations

Lists all ServiceM8 locations.

List All Materials

Retrieve all materials (products, labour rates, inventory items) from ServiceM8.

List All Tasks

Retrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination.

Retrieve ServiceM8 Client

Tool to retrieve details of a specific client by its UUID.

Retrieve Form

Retrieve details of a specific form template by its UUID.

Retrieve Job

Tool to retrieve details of a specific job by its UUID.

Retrieve Job Activity

Tool to retrieve details of a specific job activity by its UUID.

Retrieve Job Note

Retrieve the full details of a specific job note by its UUID.

Retrieve Job Payment

Retrieve a specific job payment record from ServiceM8 by its UUID.

Retrieve Job Queue

Tool to retrieve details of a specific job queue by its UUID.

Retrieve Location

Retrieve a specific ServiceM8 location by its UUID.

Retrieve ServiceM8 Material

Retrieve detailed information about a specific material/product/service by its UUID.

Retrieve Staff Member

Tool to retrieve details of a specific staff member by their UUID.

Update a ServiceM8 Job Note

Tool to update details of an existing job note.

Update Job Payment

Update an existing job payment record in ServiceM8.

FRAMEWORKS

How to build Servicem8 MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Servicem8 MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Servicem8 MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Servicem8 MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Servicem8 MCP with Claude Cowork

Codex logo

Codex

Use Servicem8 MCP with Codex

OpenClaw logo

OpenClaw

Use Servicem8 MCP with OpenClaw

Hermes logo

Hermes

Use Servicem8 MCP with Hermes

CLI logo

CLI

Use Servicem8 MCP with CLI

Google ADK logo

Google ADK

Use Servicem8 MCP with Google ADK

LangChain logo

LangChain

Use Servicem8 MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Servicem8 MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Servicem8 MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Servicem8 MCP with LlamaIndex

CrewAI logo

CrewAI

Use Servicem8 MCP with CrewAI

FAQ

Frequently asked questions

With a standalone Servicem8 MCP server, the agents and LLMs can only access a fixed set of Servicem8 tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Servicem8 and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Autogen fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Servicem8 tools.

Yes, absolutely. You can configure which Servicem8 scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Servicem8 data and credentials are handled as safely as possible.

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