How to integrate Servicem8 MCP with Pydantic AI

This guide walks you through connecting Servicem8 to Pydantic AI 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 Pydantic AI 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 Pydantic AI 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 Pydantic AI 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:
  • How to set up your Composio API key and User ID
  • How to create a Composio Tool Router session for Servicem8
  • How to attach an MCP Server to a Pydantic AI agent
  • How to stream responses and maintain chat history
  • How to build a simple REPL-style chat interface to test your Servicem8 workflows

What is Pydantic AI?

Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications.

Key features include:

  • Type Safety: Built on Pydantic for automatic data validation
  • MCP Support: Native support for Model Context Protocol servers
  • Streaming: Built-in support for streaming responses
  • Async First: Designed for async/await patterns

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 step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account with an active API key
  • Basic familiarity with Python and async programming
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 pydantic-ai python-dotenv

Install the required libraries.

What's happening:

  • composio connects your agent to external SaaS tools like Servicem8
  • pydantic-ai lets you create structured AI agents with tool support
  • python-dotenv loads your environment variables securely from a .env file
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your agent to Composio's API
  • USER_ID associates your session with your account for secure tool access
  • OPENAI_API_KEY to access OpenAI LLMs
5

Import dependencies

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()
What's happening:
  • We load environment variables and import required modules
  • Composio manages connections to Servicem8
  • MCPServerStreamableHTTP connects to the Servicem8 MCP server endpoint
  • Agent from Pydantic AI lets you define and run the AI assistant
6

Create a Tool Router Session

python
async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Servicem8
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["servicem8"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")
What's happening:
  • We're creating a Tool Router session that gives your agent access to Servicem8 tools
  • The create method takes the user ID and specifies which toolkits should be available
  • The returned session.mcp.url is the MCP server URL that your agent will use
7

Initialize the Pydantic AI Agent

python
# Attach the MCP server to a Pydantic AI Agent
servicem8_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[servicem8_mcp],
    instructions=(
        "You are a Servicem8 assistant. Use Servicem8 tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Servicem8 endpoint
  • The agent uses GPT-5 to interpret user commands and perform Servicem8 operations
  • The instructions field defines the agent's role and behavior
8

Build the chat interface

python
# Simple REPL with message history
history = []
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to help you with Servicem8.\n")

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", flush=True)

    async with agent.run_stream(user_input, message_history=history) as stream_result:
        collected_text = ""
        async for chunk in stream_result.stream_output():
            text_piece = None
            if isinstance(chunk, str):
                text_piece = chunk
            elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                text_piece = chunk.delta
            elif hasattr(chunk, "text"):
                text_piece = chunk.text
            if text_piece:
                collected_text += text_piece
        result = stream_result

    print(f"Agent: {collected_text}\n")
    history = result.all_messages()
What's happening:
  • The agent reads input from the terminal and streams its response
  • Servicem8 API calls happen automatically under the hood
  • The model keeps conversation history to maintain context across turns
9

Run the application

python
if __name__ == "__main__":
    asyncio.run(main())
What's happening:
  • The asyncio loop launches the agent and keeps it running until you exit

Complete Code

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

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Servicem8
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["servicem8"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

    # Attach the MCP server to a Pydantic AI Agent
    servicem8_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[servicem8_mcp],
        instructions=(
            "You are a Servicem8 assistant. Use Servicem8 tools to help users "
            "with their requests. Ask clarifying questions when needed."
        ),
    )

    # Simple REPL with message history
    history = []
    print("Chat started! Type 'exit' or 'quit' to end.\n")
    print("Try asking the agent to help you with Servicem8.\n")

    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", flush=True)

        async with agent.run_stream(user_input, message_history=history) as stream_result:
            collected_text = ""
            async for chunk in stream_result.stream_output():
                text_piece = None
                if isinstance(chunk, str):
                    text_piece = chunk
                elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                    text_piece = chunk.delta
                elif hasattr(chunk, "text"):
                    text_piece = chunk.text
                if text_piece:
                    collected_text += text_piece
            result = stream_result

        print(f"Agent: {collected_text}\n")
        history = result.all_messages()

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

Conclusion

You've built a Pydantic AI agent that can interact with Servicem8 through Composio's Tool Router. With this setup, your agent can perform real Servicem8 actions through natural language. You can extend this further by:
  • Adding other toolkits like Gmail, HubSpot, or Salesforce
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Servicem8 for workflow automation)
This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations.
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. Pydantic AI 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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