Connecting to Zuper MCP Server

Zuper MCP is a hosted remote server. You connect to it over HTTPS from any MCP-compatible client; there is nothing to install on the server side.

Authentication

Every request must carry two headers. Both are required.

Finding your account region

Call the Account Service with your company login name. The dc_name field in the response is your region.

curl -X POST https://accounts.zuperpro.com/api/config \
  -H "Content-Type: application/json" \
  -d '{"company_name": "your-company-login-name"}'

Valid regions: us-west-1c, us-east-1, ap-south-1, ap-southeast-2, eu-central-1.

Verify your credentials after connecting. The server accepts the connection before it checks your key or region, so a successful connection does not prove they are correct. Call the get_company_info tool once. If it returns your company name, you are set. If it returns Zuper API 401: Invalid API Key, the key is wrong. If it returns an HTML page instead of JSON, the region is wrong.

OAuth-based authentication is not available yet. Because of this, clients that only support OAuth or no-auth remote servers, such as Claude.ai and Claude Desktop connectors, cannot connect yet. Clients that accept custom headers work today. OAuth support is coming soon.

Which client guide do I need?

• Native remote support (Claude Code, Cursor, VS Code, Windsurf, OpenAI Agent Builder): point the client at the Streamable HTTP endpoint and add the two headers. No extra tooling.
• No remote support: use the mcp-remote bridge, which runs locally and forwards your headers to the SSE endpoint.

Setup Instructions

Claude Code

Run once in your terminal:

claude mcp add --transport http zuper https://mcp.zuperpro.com/mcp \
  --header "x-api-key: <YOUR_API_KEY>" \
  --header "x-account-region: <YOUR_REGION>"

Add --scope user to make it available in every project. Check with claude mcp list.

Cursor

1. Open Cursor Settings - CTRL/CMD + Shift + J
2. Select Customize
3. Click New MCP Server (this opens ~/.cursor/mcp.json)
4. Add the following

{
  "mcpServers": {
    "zuper": {
      "url": "https://mcp.zuperpro.com/mcp",
      "headers": {
        "x-api-key": "${env:ZUPER_API_KEY}",
        "x-account-region": "${env:ZUPER_API_REGION}"
      }
    }
  }
}

Replace ZUPER_API_KEY and ZUPER_API_REGION placeholders with literal values

VS Code

Create or open .vscode/mcp.json in your workspace (CTRL/CMD + P, type mcp.json) and add the following. VS Code prompts for the key and region the first time the server starts and stores them securely, so nothing secret is written to the workspace.

{
  "inputs": [
    {
      "type": "promptString",
      "id": "zuper-api-key",
      "description": "Zuper API key",
      "password": true
    },
    {
      "type": "promptString",
      "id": "zuper-region",
      "description": "Zuper account region (for example us-west-1c)"
    }
  ],
  "servers": {
    "zuper": {
      "type": "http",
      "url": "https://mcp.zuperpro.com/mcp",
      "headers": {
        "x-api-key": "${input:zuper-api-key}",
        "x-account-region": "${input:zuper-region}"
      }
    }
  }
}

Click Start above the server entry, or run MCP: List Servers from the command palette.

Devin Desktop (formerly Windsurf)

Windsurf was renamed Devin Desktop in June 2026. It ships two agents, and each reads its own MCP config.

Devin Local agent (the default for new tabs)

1. Open Devin Settings -> Configuration
2. Click Open Devin MCP marketplace
3. Click Add custom MCP. This opens mcp_config.json in the editor.
4. Add the entry below under mcpServers, save, and return to the marketplace page. The zuper server appears in the list with its tool count.

{
  "mcpServers": {
    "zuper": {
      "url": "https://mcp.zuperpro.com/mcp",
      "transport": "http",
      "headers": {
        "x-api-key": "<YOUR_API_KEY>",
        "x-account-region": "<YOUR_REGION>"
      }
    }
  }
}

Devin Local asks for approval before each MCP tool call by default. Choose Allow all tools on this server once to stop the prompts.

Claude Desktop

Claude Desktop connectors require OAuth, which is not available yet. Until then, connect through the mcp-remote bridge. Requires Node.js 18 or later.

1. Open Settings -> Developer -> Edit Config to open claude_desktop_config.json
2. Add the following

{
  "mcpServers": {
    "zuper": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.zuperpro.com/mcp",
        "--header",
        "x-api-key:${ZUPER_API_KEY}",
        "--header",
        "x-account-region:${ZUPER_API_REGION}"
      ],
      "env": {
        "ZUPER_API_KEY": "<YOUR_API_KEY>",
        "ZUPER_API_REGION": "<YOUR_REGION>"
      }
    }
  }
}

3. Restart Claude Desktop

Keep the header values with no space after the colon (x-api-key:${ZUPER_API_KEY}). Some clients split arguments on spaces, which breaks the header. On Windows, use "command": "cmd" and prepend "/c", "npx" to args.

The same snippet works in any other client that only supports local (stdio) servers.

ChatGPT Agent

1. Step 1: Create a Workflow

   Visit OpenAI Agent Builder and create a new workflow.

2. Configure the “My Agent” Node

   Select the "My agent" node and configure it to connect with the Zuper MCP Server.
   (Refer to pictures below)

3. Step 3: Enter Connection Details

   You’ll be prompted to provide the following information (Refer below picture):

URL: https://mcp.zuperpro.com/mcp
Label: Zuper_MCP
Description: Zuper MCP Server
Authentication: Custom Headers

Under Custom Headers, add the following key-value pairs:

Available Regions:
us-west-1c, us-east-1, ap-south-1, ap-southeast-2, eu-central-1

To determine which region applies to your account, please refer to the documentation below:
https://developers.zuper.co/docs/getting-started#what-is-my-base-api-url

The API response includes a field named dc_name, which represents your data center region (for example, us-west-1c).
Use this value when setting up MCP.

4. Step 4: Complete Connection

   Once configured, your agent will successfully connect to Zuper MCP.

Troubleshooting

• If authentication fails, ensure you are using the correct header names — x-api-key and x-account-region
• If authentication fails, ensure your API key is valid & API region is set right
• Ensure your MCP client supports SSE-based servers (not Streamable HTTP)
• Check that your client can handle header based authentication flows
• As of now Zuper MCP is not supported in Claude.ai

Zuper MCP — Available Tools

Zuper MCP server offers 379 tools across 34 modules:

Job Tools

• list_jobs - List and filter jobs in Zuper with advanced filtering capabilities
• get_job - Get details of a specific job by UID
• create_job - Create a single one-off job
• update_job - Update an existing job
• update_job_status - Transition a job forward to a new status
• rollback_job_status - Revert a job to a previous status
• assign_job - Assign or reassign technicians/teams to a job
• reschedule_job - Change when a job is scheduled
• create_revisit_job - Create a follow-up (revisit) job linked to a parent job
• create_child_job - Create a new sub-job under an existing parent job
• set_parent_job - Link an existing job to a parent job
• create_recurring_job_rule - Create a recurring job series not linked to an asset
• convert_sr_to_job - Convert a service request into a job
• list_job_statuses - Get job status definitions for a job category
• list_job_categories - List all job categories with UIDs
• get_job_category - Get details of a specific job category by category UID
• get_assisted_scheduling - Get AI scheduling slots & technician availability
• get_job_notes - Get notes for a specific job by job UID with optional sorting
• add_job_note - Add a note to a job
• update_job_note - Edit the text of an existing job note
• get_service_tasks - List service tasks (checklist items) on a job
• log_timelog - Record a clock-in/clock-out event on a job
• get_job_timelogs - Get full timelog history for a job
• get_job_timelog_summary - Get summarised timelog by user and type
• update_job_custom_fields - Set/update custom field values on a job
• update_job_address - Change service or billing address of a job
• get_job_line_items - Get parts/services added to a job
• update_job_line_items - Add or replace parts/services on a job
• send_job_card - Share a job card PDF with a customer via email
• list_job_templates - List job card PDF report templates
• create_job_invoice - Generate an invoice linked to a job
• get_module_filters - Get valid filter fields for the jobs module
• log_job_expense - Record a field expense against a job
• get_unscheduled_jobs - List unscheduled jobs (dispatcher queue)
• check_schedule_conflict - Check whether a technician has a scheduling conflict
• list_recurring_jobs - List recurring job templates
• list_tags - List tags for any/all modules
• list_business_units - List trade types (business units)
• list_jobs_with_advanced_filters - Filter jobs with the web app's rule-based filter (POST /jobs/filter)
• list_recurring_jobs_with_advanced_filters - Filter recurring job templates with the web app's rule-based filter
• create_job_category - Create a new job category

Customer / Organization / Property Tools

• list_customers - List or filter customers
• get_customer - Get full customer profile by UID
• create_customer - Create a new customer record
• find_or_create_customer - Find a customer by email/name or create one
• update_customer - Update an existing customer
• activate_customer - Activate or deactivate a customer
• get_customer_summary - Get summary counts for a customer
• update_customer_accounts - Update receivables and credits for a customer
• list_customer_categories - List all customer categories
• create_customer_category - Create a new customer category
• search_customers - Full-text search across customer name/email/phone/company
• update_customer_custom_fields - Set/update custom field values on a customer
• add_customer_attachment - Attach a file to a customer record
• list_properties - List or filter service properties/locations
• get_property - Get full details of a single property
• create_property - Create a new property (service location)
• update_property - Update a property record
• activate_property - Activate or deactivate a property
• get_property_summary - Get summary counts for a property
• list_organizations - List or filter organizations
• get_organization - Get full details of a single organization
• create_organization - Create a new organization
• update_organization - Update an existing organization
• activate_organization - Activate or deactivate an organization
• get_organization_summary - Get summary counts for an organization
• find_or_create_organization - Find an org by name or create one
• link_customer_to_org - Add/remove a customer contact from an organization
• assign_organization - Assign/unassign users to an organization
• list_organization_contacts - List customer contacts for an organization
• list_customers_with_advanced_filters - Filter customers with the web app's rule-based filter
• list_properties_with_advanced_filters - Filter properties with the web app's rule-based filter
• list_organizations_with_advanced_filters - Filter organizations with the web app's rule-based filter
• update_property_custom_fields - Set/update custom field values on a property
• update_organization_custom_fields - Set/update custom field values on an organization
• bulk_organization_action - Activate/deactivate or update one field on many organizations at once
• associate_properties_to_organization - Link existing properties to an organization
• dissociate_properties_from_organization - Unlink properties from an organization
• add_organization_attachment - Attach already-uploaded files to an organization

Invoice Tools

• list_invoices - List and filter invoices in Zuper using advanced filter rules
• get_invoice - Get details of a specific invoice by ID
• create_invoice - Create a standalone invoice
• update_invoice - Update an existing invoice
• update_invoice_status - Transition an invoice to a new status
• send_invoice - Send an invoice to a customer via email
• add_invoice_note - Add a text note to an invoice
• convert_estimate_to_invoice - Convert an estimate into an invoice
• get_invoice_statement - Get invoice statement for a customer/organization
• get_account_receivables - Get accounts receivable aging summary
• list_payment_transactions - List or filter payment transactions
• get_payment_transaction - Get full details of a single payment transaction
• list_payment_modes - List all payment modes
• list_payment_terms - List all payment terms
• list_tax_rates - List all tax rates
• list_tax_groups - List all tax groups
• create_tax - Create a new tax rate
• update_tax - Update an existing tax rate
• create_tax_group - Create a new tax group
• update_tax_group - Replace a tax group's rates
• list_discount_fees - List discount and fee templates
• list_document_templates - List document/PDF templates for sending
• list_email_templates - List pre-built email body templates
• list_packages - List or filter invoice/estimate packages
• list_invoices_with_advanced_filters - Filter invoices with the web app's rule-based filter
• list_payment_transactions_with_advanced_filters - Filter payment transactions with the web app's rule-based filter
• update_invoice_custom_fields - Set/update custom field values on an invoice
• create_document_template - Create an invoice/estimate document (PDF) template
• update_document_template - Update an invoice/estimate document (PDF) template

Estimate Tools

• list_estimates - List and filter estimates in Zuper using advanced filter rules
• get_estimate - Get details of a specific estimate by ID
• create_estimate - Create a new quote/estimate
• update_estimate - Update an existing estimate
• update_estimate_status - Transition an estimate to a new status
• send_estimate - Send an estimate to a customer via email
• list_proposal_templates - List proposal templates
• record_estimate_deposit - Record a deposit collection against an estimate
• recompute_estimate_cpq - Recompute CPQ formulas on an estimate
• list_estimates_with_advanced_filters - Filter estimates/quotes with the web app's rule-based filter
• update_estimate_custom_fields - Set/update custom field values on an estimate

Service Contract Tools

• list_service_contracts - List or filter service contracts
• get_service_contract - Get full details of a single service contract
• create_service_contract - Create a new service contract
• update_service_contract - Update an existing service contract
• renew_service_contract - Renew (extend) a service contract
• send_contract_to_customer - Email a service contract to the customer
• approve_service_contract - Approve or reset approval status of a contract
• list_contract_templates - List service contract document templates
• list_service_contracts_with_advanced_filters - Filter service contracts with the web app's rule-based filter
• update_service_contract_custom_fields - Set/update custom field values on a service contract

Service Request Tools

• list_service_requests - List or filter service requests
• get_service_request - Get full details of a single service request
• create_service_request - Create a new service request
• update_service_request - Update a service request
• update_service_request_status - Transition a service request to a new status
• list_request_statuses - List configured service request statuses
• list_request_sources - List configured request sources
• list_service_requests_with_advanced_filters - Filter service requests with the web app's rule-based filter
• update_request_custom_fields - Set/update custom field values on a service request

Service Task Tools

• create_service_tasks - Create one or more service tasks
• list_service_tasks - List or filter service tasks
• get_service_task - Get full details of a single service task
• get_service_task_count - Get task counts grouped by status
• update_service_task - Update a service task
• update_service_task_status - Update the status of a service task
• assign_service_task - Assign/unassign users from a service task
• create_service_task_master - Create a reusable service task master template
• list_service_task_masters - List all service task masters
• get_service_task_master - Get full details of a single service task master
• update_service_task_master - Update a service task master template
• get_job_category_service_tasks - Get service task config for a job category
• set_job_category_service_tasks - Create/replace service task config for a category
• create_task - Create one or more tasks (use for any "create a task" request)

Asset / PPM / Inspection Tools

• list_assets - List or filter assets
• get_asset - Get full details of a single asset
• create_asset - Create a new asset
• update_asset - Update an existing asset
• update_asset_status - Update an asset's status
• get_asset_history - Get history records for an asset
• get_asset_summary - Get 360° summary of transactions linked to an asset
• create_asset_action - Record a lifecycle event on an asset
• assign_asset_users - Assign/unassign users from an asset
• link_asset_to_customer - Assign/reassign an asset to a customer
• list_asset_categories - List all asset categories
• create_asset_category - Create a new asset category
• update_asset_category - Update an asset category
• list_asset_templates - List all asset templates
• get_asset_template - Get full details for a single asset template
• list_inspection_form_definitions - List/filter asset inspection form definitions
• get_inspection_form_definition - Get a single inspection form definition
• update_inspection_form - Update an inspection form
• add_inspection_form_field - Add a question/field to an inspection form
• update_inspection_form_field - Update an individual inspection form field
• reorder_inspection_form_fields - Reorder fields in an inspection form
• submit_inspection_form - Submit a filled inspection form against an asset
• get_inspection_form_submissions - Get history of inspection form submissions
• list_ppm - List/filter Planned Preventive Maintenance schedules
• get_ppm - Get full details for a single PPM plan
• create_ppm - Create a PPM plan for an asset
• update_ppm - Update a PPM plan
• list_assets_with_advanced_filters - Filter assets with the web app's rule-based filter
• update_asset_custom_fields - Set/update custom field values on an asset
• create_inspection_form - Create a new inspection form template (optionally with fields)
• list_ppm_with_advanced_filters - Filter PPM schedules with the web app's rule-based filter

Project Tools

• list_projects - List or filter projects
• get_project - Get full details of a single project
• create_project - Create a new project
• update_project - Update an existing project
• add_job_to_project - Link an existing job to a project
• remove_job_from_project - Unlink a job from a project
• list_project_categories - List all project categories
• create_project_category - Create a new project category
• list_projects_with_advanced_filters - Filter projects with the web app's rule-based filter
• update_project_custom_fields - Set/update custom field values on a project

Product / Inventory / Pricelist Tools

• list_products - List or filter products
• get_product - Get full detail of a single product
• search_products - Find products by name fragment or SKU (ranked)
• create_product - Create a new product/service/bundle
• update_product - Update an existing product
• list_product_categories - Get all product categories
• create_product_category - Create a new product category
• update_product_category - Update a product category
• list_product_groups - Get all product groups
• get_product_group - Get full details of a single product group
• create_product_group - Create a new product group
• update_product_group - Update a product group
• get_product_transactions - Get inventory movement history for a product
• list_product_locations - List/filter inventory locations (warehouses)
• create_product_location - Create a new inventory location
• update_product_location - Update an existing inventory location
• adjust_inventory - Create an inventory stock transaction
• list_pricelists - List or filter pricelists
• get_pricelist - Get full details of a pricelist with line items
• create_pricelist - Create a new pricelist
• update_pricelist - Update an existing pricelist
• list_products_with_advanced_filters - Filter products with the web app's rule-based filter
• list_product_groups_with_advanced_filters - Filter product groups with the web app's rule-based filter
• update_product_custom_fields - Set/update custom field values on a product
• list_pricelists_with_advanced_filters - Filter pricelists with the web app's rule-based filter

Purchase Order Tools

• list_purchase_orders - List or filter purchase orders
• get_purchase_order - Get full details of a purchase order
• create_purchase_order - Create an external PO sent to a vendor
• update_purchase_order - Update a purchase order (DRAFT only)
• update_purchase_order_status - Transition a PO to a new status
• list_purchase_orders_with_advanced_filters - Filter purchase orders with the web app's rule-based filter (replaces filter_purchase_orders)
• update_purchase_order_custom_fields - Set/update custom field values on a purchase order

Material Request Tools

• create_material_request - Create an internal material/parts request for a job
• list_material_requests - List material requests
• get_material_request - Get full details of a single material request
• update_material_request - Update a material request
• update_material_request_status - Transition a material request to a new status
• get_material_request_line_items - Get line items for a material request
• list_material_requests_with_advanced_filters - Filter material requests with the web app's rule-based filter

Transfer Order Tools

• list_transfer_orders - List or filter transfer orders
• get_transfer_order - Get full details of a single transfer order
• create_transfer_order - Create a stock transfer between locations
• update_transfer_order - Update a transfer order
• update_transfer_order_status - Transition a transfer order's status
• get_transfer_order_card - Get the printable card/summary view
• list_transfer_orders_with_advanced_filters - Filter transfer orders with the web app's rule-based filter

Vendor Tools

• list_vendors - List all vendors (suppliers)
• get_vendor - Get full details of a single vendor
• create_vendor - Create a new vendor/supplier record
• update_vendor - Update vendor details
• activate_vendor - Activate or deactivate a vendor
• list_vendor_catalogs - List vendor catalog entries (product↔vendor pricing)
• create_vendor_catalog_entries - Add products to a vendor's catalog
• update_vendor_catalog_entry - Update a vendor catalog entry
• list_vendors_with_advanced_filters - Filter vendors with the web app's rule-based filter
• update_vendor_custom_fields - Set/update custom field values on a vendor

Route Tools

• list_routes - List or filter dispatch routes
• get_route - Get full details of a single route
• create_route - Create a new dispatch route
• update_route - Update route metadata
• lock_route - Lock or unlock a route
• optimize_route - Optimize job stop order for minimum travel
• add_job_to_route - Add a job to a route at a sequence position
• remove_jobs_from_route - Remove jobs from a route
• reorder_route_jobs - Reorder the job sequence in a route
• list_routes_with_advanced_filters - Filter dispatch routes with the web app's rule-based filter

User / Team / Skillset Tools

• list_users - List or filter company users (also maps user → team)
• get_user - Get full user profile including work hours
• update_user - Update a user's details
• find_available_technician - Find technicians with skills available in a window
• find_technicians_by_skill - List technicians who hold a specific skill
• assign_skillset_to_user - Assign a skillset/certification to a user
• list_teams - List or filter teams with member rosters
• get_team - Get team detail including full member list
• add_users_to_team - Add users to a team
• list_skillsets - Get all skillset definitions
• create_skillset - Create a new skillset
• update_skillset - Update an existing skillset
• list_access_roles - Get all RBAC access roles
• list_users_with_advanced_filters - Filter company users with the web app's rule-based filter

Commission Tools

• list_commission_structures - List commission structure templates (rules)
• get_commission_structure - Get a single commission structure template
• list_commissions - List commission instances (earned amounts)
• get_commission - Get full details of a single commission record
• create_commission - Create a commission record on a job
• update_commission - Update a commission record
• list_commission_payouts - List commission payout summaries
• list_commissions_with_advanced_filters - Filter commission instances with the web app's rule-based filter

Credit Note Tools

• list_credit_notes - List or filter customer credit notes
• get_credit_note - Get full details of a single credit note
• create_credit_note - Create a new credit note for a customer
• delete_credit_note - Soft-delete an unapplied credit note
• list_credit_history - List credit balance change events (audit trail)

Timesheet / Attendance / Time-off Tools

• list_timesheets - List company-wide attendance records (punch in/out)
• clock_in - Record punch-in (start of workday)
• clock_out - Record punch-out (end of workday)
• take_break - Record a break start for a user
• resume_work - Resume work after a break
• list_timeoff_requests - List time-off requests
• create_timeoff_request - Create a time-off request for a user
• approve_timeoff - Approve a pending leave/time-off request
• reject_timeoff - Reject a pending leave/time-off request
• list_timeoff_types - List all configured time-off types
• list_user_locations - List GPS location check-ins for a user
• list_shifts - List shift schedules for users
• create_shift - Create a shift schedule entry
• list_timesheet_approvals - List or filter timesheet approval records
• list_overtime_rules - List configured overtime rules
• approve_timesheet - Approve or reject a timesheet approval request
• list_timesheets_with_advanced_filters - Filter attendance records with the web app's rule-based filter
• list_timesheet_approvals_with_advanced_filters - Filter timesheet approval records with the web app's rule-based filter

Non-Job Event Tools

• create_non_job_event - Create a non-job calendar event
• list_non_job_event_categories - List non-job event categories
• list_non_job_events - List non-job calendar events within a date range
• get_non_job_event - Get full details of a single non-job event
• update_non_job_event - Update a non-job event
• delete_non_job_event - Delete a non-job event

Business Unit Tools

• list_business_units - List all business units (trade types)
• get_business_unit - Get a specific business unit by UID
• create_business_unit - Create a new business unit/trade type
• update_business_unit - Update a business unit

Checklist Tools

• list_checklists - List checklist items for a job category + status
• list_status_checklists - Master view: all statuses + checklist counts for a category
• get_checklist - Get a specific checklist item by UID
• create_checklist_item - Add a single new field/question to a checklist
• update_checklist_item - Update an existing checklist field
• delete_checklist_item - Delete a single checklist field
• set_checklist - Full-replace all checklist fields for a category + status
• reorder_checklist - Reorder checklist fields for a category + status

Custom Field Tools

• list_custom_field_definitions - List custom field definitions (master schema) for a module
• list_custom_field_groups - List custom field groups for a module

Email Template Tools

• get_email_template - Get a single email/SMS template by UID

Approval Tools

• list_approvals - List approval requests across all modules (read-only)
• get_approval - Get full details of a single approval record

Settings Tools

• get_company_info - Get the company's info
• get_company_config - Get the company's config
• list_company_modules - List enabled Zuper modules for the company
• list_timezones - List supported IANA timezones
• list_currencies - List supported currencies
• get_company_policy - Get the company policy (plan-level features and limits enabled for the tenant)

Work Order / Subcontractor Tools

• list_work_orders - List work orders (subcontractor orders) with simple query filters
• list_work_orders_with_advanced_filters - Filter work orders with the web app's rule-based filter
• get_work_order - Get full details of a work order (line items, status history, subcontractor)
• create_work_order - Create a work order for a subcontractor
• update_work_order - Update a work order
• update_work_order_status - Transition a work order to a new status
• list_subcontractors - List subcontractors (vendors of type SUB_CONTRACTOR)
• list_subcontractors_with_advanced_filters - Filter subcontractors with the web app's rule-based filter
• create_subcontractor - Create a subcontractor (vendor of type SUB_CONTRACTOR)

Appointment Tools

• list_appointments - List all appointments on a job
• get_appointment - Get full details of a single appointment
• create_appointment - Create a new appointment on a job
• clone_appointment - Clone an existing appointment on the same job
• update_appointment - Update an appointment's title, description, assignees or linked tasks
• reschedule_appointment - Change an appointment's scheduled start/end time

Job Document (e-sign) Tools

• list_document_layouts - List active job document layout templates (Settings > Documents)
• list_documents - List the documents on a job with status and signers
• create_document - Create a document on a job (DRAFT status)
• update_document - Update a document's title and/or description
• send_document - Send a document for signing by email
• list_document_pages - List the pages of a job document in display order
• list_pdf_library - List the company's PDF Library
• add_document_page - Add a page to a job document
• update_document_page - Rename a page, replace text content or attach a PDF
• set_document_page_visibility - Show or hide one page of a job document
• reorder_document_pages - Set the page order of a job document

Sales Coach Tools

• list_sales_coach_analyses - List AI Sales Coach call analyses with filters and pagination
• get_sales_coach_analysis - Get full detail of a single Sales Coach call analysis
• get_sales_coach_stats - Get aggregated Sales Coach dashboard stats (scores, sentiment, leaderboard)
• list_sales_coach_playbooks - List Sales Coach playbooks (scoring frameworks)
• get_sales_coach_playbook - Get a Sales Coach playbook with full tracker definitions
• get_sales_coach_transcript - Get only the transcript(s) of one or more call analyses

Zuper Connect (Telephony) Tools

• list_calls - List Zuper Connect calls with filters, sorting and pagination
• get_call_details - Get full detail of a single call
• get_call_analytics - Get call analytics/dashboard stats for a date range
• get_call_activity - Get the activity timeline of a single call
• get_call_transcription - Get the transcript of one or more calls (up to 100)
• list_conversations - List message conversations (SMS/MMS/call threads)
• get_conversation_details - Get full detail of a single conversation
• get_conversation_messages - Get the message history of a conversation

Activity Timeline Tools

• get_job_activity - Get the activity timeline (audit log) of a job
• get_invoice_activity - Get the activity timeline (audit log) of an invoice
• get_estimate_activity - Get the activity timeline (audit log) of an estimate
• get_product_activity - Get the activity timeline (audit log) of a product

Discovery Tools

• discover_tool_schema - Get the full input schema and description of one tool by name
• list_available_tools - List every available tool with a one-line description

File Upload Tools

• upload_file - Upload a file to Zuper storage and get back its URL