How to Connect Jobber to Claude

8:12

NOTES

Fitzgerald - Cedar Ln

Today · 8:12 AM

patio 640 sf

edging 96 lf

base prep

haul off

Henderson - mulch bedsTue

Torres - gutter cleanMon

Send your notes to Claude

640 sf · 96 lf

UNDER THE HOOD

automatic

2026_Pricing.xlsxLinkedReading

Payment_Agreement.docxLinkedReading

CALCULATING

waiting for measurements

640 sf × 22.0014,080.00

640 sf × 3.752,400.00

96 lf × 4.25 + materials1,014.00

tax 8.25%1,443.26

TOTAL$18,937.26

$18,937.26

waiting for quote

Jobber

Draft

Sent

Fitzgerald Residence

4412 Cedar Ln · Quote #1184

ITEMAMOUNT

Paver patio · 640 sf$14,080.00

Base prep & compaction$2,400.00

Polymeric sand · 8 bags$256.00

Edge restraint · 96 lf$408.00

Debris haul-off$350.00

Tax (8.25%)$1,443.26

Total$18,937.26

50% deposit due at signing · $9,468.63

Balance on completion · Net 7

Line items

Pricing

Payment terms

Sent to m.fitzgerald@gmail.com

2h 15m by hand→00:00with Claude

no API keys to manage · no setup on your end · works day one

Handwritten notes in, a sent Jobber quote out. See the full quotes-by-chat guide

Using ChatGPT instead? The same connector works there too. See the ChatGPT setup guide

Updated July 2026

Why connect

Why connect Jobber
to Claude?

Jobber is where your business lives: the schedule, the quotes, the invoices, the client list. Claude is the assistant that can actually read and act on all of it once connected. Instead of clicking through screens, you ask:

“What's on the schedule tomorrow, and do any visits overlap?”

“Find every closed job from last month that hasn't been invoiced.”

“Create a quote for the Hendersons: mulch install, 12 yards, our standard rate.”

“Log this receipt as an expense against the Oakwood job.”

Connected means both directions. Claude reads your real Jobber data and answers in plain English, and when you ask it to change something — build a quote, move a visit, log an expense — it makes the change and shows you what it did, right there in the conversation. Nothing happens behind your back, and you never hand over your Jobber password to anyone.

We built this because we run a field service business on Jobber ourselves and wanted our admin work to take minutes instead of evenings. If you want a sense of the range first, browse everything that's possible with Jobber and AI or the full capability list.

How it works

Your own private
connector

JobberToClaude is not a shared app that pools everyone's data. Each customer gets their own dedicated connector, running on their own Jobber developer credentials. Your data flows between your Jobber account and your Claude conversations. Nothing routes through a common application shared with other companies.

What we handle

Deployment, hosting, uptime, security updates, and secure credential storage.

What stays yours

Your Jobber account, your credentials, and the ability to revoke access at any time from your own account.

One sentence of jargon, then we're done with it: the connector is an MCP server, the same open standard Anthropic's own connectors are built on and the way AI assistants like Claude work with outside tools. You never need to think about that part — that's the piece we manage. Curious why there's no shared app for this? Does Jobber have an MCP server?

What you need

Three things to
get started

A Jobber account

Any plan with API access.

A Claude account

Custom connectors in the Claude apps require a paid plan (Pro or Team). Other MCP-compatible clients also work.

A JobberToClaude subscription

7-day free trial, no charge to start.

Step by step

Connecting in
three steps

Step 1: Sign up and start your trial

Create your FieldAIConnect account and start the JobberToClaude 7-day free trial. The guided setup begins immediately, and most owners finish the whole process in about 5 minutes.

Create your account and start the 7-day free trial.
Our setup wizard opens immediately and walks you through everything.
We're here to help if you get stuck.

Step 2: Add your connector to Claude

Add your personal connection in Claude's settings, approve the permissions, and start a new chat to run your Jobber account by conversation.

We deploy your dedicated connector and hand you a personal connection link.
Add it in Claude's settings and approve the permissions.
Open a new chat and try: “What's on my Jobber schedule this week?”

Start your free trialAbout 5 minutes, start to finish.

Troubleshooting

If something
doesn't connect

Most setups sail through in one pass. When one doesn't, it's almost always one of these.

Claude won't accept the connector URL

Add it as a connector in Claude's settings, not by pasting it into the chat box, and paste the full URL exactly as we provide it — watch for missing characters if you typed it by hand.

Jobber credential errors during setup

Regenerate the API credentials in your Jobber developer account and re-enter both values. Copy-paste errors are the usual cause — check for extra spaces at the start or end.

The connector is added but tools don't show up

Start a new conversation — existing chats don't pick up newly added connectors. Then check that the connector is enabled for that chat and that you approved its permissions.

Claude says my plan doesn't support connectors

Custom connectors in the Claude apps require a paid Claude plan (Pro or Team). If you're on the free tier, upgrade — or use another MCP-compatible client, which also works.

It worked, then stopped

Access tokens can expire or get revoked. Re-approve the connection when Claude asks, or remove the connector and add it back — it takes under a minute and nothing is lost.

Still stuck?

Contact us and we'll walk you through it live. Setup problems are almost always one of the five above, and we've seen them all.

Popular workflows

What you can do
once connected

The most popular workflows, each with its own guide.

Scheduling

Spot conflicts, reassign crews, and reschedule visits by chat.

AI Scheduling for Jobber

Quotes

Draft, send, and follow up on estimates.

Jobber Quotes With Claude

Quote follow-up

Surface quotes that never became jobs and draft the follow-ups.

Find Unconverted Quotes

Invoicing

Create and update invoices by chat, ready to send from Jobber.

Jobber Invoices With AI

Uninvoiced work

Surface closed jobs that never got invoiced and build the invoices.

Find Uninvoiced Work With AI

Expenses

Log receipts and job costs conversationally.

Expense Tracking by Chat

Job costing

See what each job actually made after labor and materials.

Jobber Job Costing With AI

Reporting

Revenue and job profitability without spreadsheet work.

Jobber Revenue Reports

Browse all use cases

Compare

JobberToClaude vs.
the alternatives

There are three real ways to connect Jobber to an AI assistant. Here's how they stack up.

Recommended

JobberToClaude

Your own dedicated Jobber MCP, set up and run for you.

Setup: We do it all — start a free trial, then paste one link into Claude.
How you use it: Plain English. Ask Claude anything about your Jobber account.
Pricing: 7 days free, then $47/mo flat. No per-seat or per-task charges.

Best for: Home service teams that want a dedicated connector without hiring a developer.

Zapier or Make

Pre-built workflow automation between apps.

Setup: Build each Zap or scenario by hand — hours per workflow.
How you use it: Only what you wired up in advance. No flexibility on the fly.
Pricing: Per-task tiers. Costs climb as you use it more.

Best for: Specific repetitive triggers you've already mapped out.

Custom integration

An in-house build on the Jobber API.

Setup: Days or weeks of developer time before you see anything.
How you use it: Whatever you build. Adding new actions means more dev work.
Pricing: Build cost upfront, plus ongoing maintenance forever.

Best for: Large operations with internal engineering and one-off needs.

Wondering why there's no shared, off-the-shelf Jobber MCP app everyone can use? We wrote up why a Jobber MCP server has to be private.

Security

Is it safe?

Short version: yes, and the architecture is the reason. Your connector is yours alone — it runs on Jobber credentials you own and can revoke at any moment, from either side. Credentials are stored encrypted, and no other customer's data ever touches your connector because there is no shared app in the middle.

Claude only reads or changes anything when you ask it to, and every action shows up in the conversation where you can see it. Remove the connector in Claude's settings or revoke the credentials in Jobber, and the connection is dead instantly. For the longer security answers, see the FAQ — or read how the private connector architecture works.

FAQ

Frequently asked
questions

Does Jobber have an official Claude or AI integration?

No. Jobber does not offer an official MCP server or built-in AI assistant integration. JobberToClaude works with Jobber by letting you run your own private connector on your own Jobber developer credentials.

How long does setup take?

About 5 minutes, including creating your Jobber developer credentials. The guided setup covers every step.

Do I need to know how to code?

No. If you can follow a checklist, you can complete setup. We handle everything technical.

Which Claude plans work?

Custom connectors in the Claude apps require a paid Claude plan (Pro or Team). And because the connector is built on the open MCP standard, other MCP-compatible clients also work.

Does it work on the Claude mobile and desktop apps?

Yes. The connector is attached to your Claude account, not one device, so it works in the Claude web app, desktop app, and mobile apps without any extra setup.

Can Claude change things in Jobber, or just read?

Both. Claude can read your schedule, clients, quotes, and invoices, and it can create and update them when you ask. You see what it's doing in the conversation, and you stay in control.

Can Claude send quotes and invoices for me?

Quotes, yes — ask Claude to send a quote and it goes out through Jobber. Invoices, not directly: Claude drafts and updates them and can mark them as sent in Jobber, but the actual email to your client goes out from Jobber the way it always has.

Can my whole team use it?

Yes. Connect once and your whole team can use it. One flat price, no per-seat or per-task fees.

How is this different from Zapier or Make?

Zapier and Make run pre-built triggers you have to wire up in advance, and pricing climbs per task. JobberToClaude is conversational: ask anything about your Jobber account on the fly, no workflows to build, one flat price.

Is my data shared with other JobberToClaude customers?

No. Each customer gets a dedicated connector running on their own Jobber credentials. Your data flows between your Jobber account and your Claude conversations — nothing pools through a shared app.

What does it cost?

$47/month after a 7-day free trial. One price, your own dedicated connector, all features included.

Can I disconnect it?

Yes, instantly, from either side: remove the connector in Claude's settings or revoke the credentials in your Jobber account.

Connect Jobber to Claudewithout touching a line of code

Why connect Jobberto Claude?

Your own privateconnector