PestProCRM MCP

You can connect PestPro CRM to Claude using the Model Context Protocol (MCP) to manage customers, schedule appointments, send SMS messages, track payments, and generate reports through natural conversation. This server enables you to run MCP clients that can access PestPro CRM data and actions directly from chat.

How to use

Use an MCP client (such as Claude) to interact with PestPro CRM through natural language. You can look up customers, schedule services, send payment links, view schedules, and generate reports. Each supported action is exposed as a tool you can call in plain language, for example: look up a customer, check their payments, schedule a treatment, or create a payment link for a customer.

Common usage patterns include: searching for customers by name or contact details, viewing schedules for a date range, creating or updating customer records, scheduling or rescheduling appointments, sending SMS reminders, generating revenue reports, and collecting payments. You can also open read-only resources to browse customers, today’s schedule, the week’s schedule, outstanding payments, or the business metrics dashboard.

How to install

Prerequisites: You need Node.js and npm installed on your machine. You also need git to clone the MCP server repository.

1. Clone the MCP server repository.

2. Install dependencies and build the MCP server.

3. Configure your MCP client with the server details so Claude can connect to PestPro CRM.

Additional sections

Configuration and security details are provided to ensure Claude can authenticate and access only your PestPro CRM account. The server supports both HTTP-based access to the MCP endpoint and a local STDIO-based server for direct integration into your Claude client.

Security: OAuth 2.0 with PKCE is used for Claude login, and API keys (when using Desktop or Code configurations) are stored locally in your Claude configuration. API keys can be revoked at any time from the client’s Settings.

Troubleshooting tips include verifying the MCP server path, ensuring your API URL is correct, regenerating API keys when needed, and confirming you have an active PestPro CRM account.

Available tools

search_customers

Find customers by name, address, phone, or email

get_customer

Get full details for a specific customer

create_customer

Add a new customer with contact info, address, and service details

update_customer

Update customer information (name, phone, address, service plan, etc.)

get_schedule

View appointments for a date range

book_appointment

Schedule a new service appointment

reschedule_appointment

Move an appointment to a new date/time

cancel_appointment

Cancel an appointment with a reason

log_drive_time

Record drive time between jobs

complete_visit

Mark a service visit as completed with notes

send_sms

Send a text message to a customer

get_sms_history

View text message conversation history with a customer

create_payment_link

Generate a Stripe payment link to send to a customer

get_payment_status

Check payment status for a customer

mark_payment_collected

Record a cash, check, or external payment as collected

get_revenue_report

Revenue summary for a date range

get_daily_summary

Summary of services, revenue, and activity for a specific day

get_customer_metrics

Customer count, churn rate, and growth metrics

resources_links

Quick access to PestPro CRM resources and dashboards