How to Connect Fieldsmith to Claude
Connecting Fieldsmith to Claude means adding Fieldsmith as a connector in the Claude app, so you can run your field service business by asking instead of tapping. Once connected, Claude can read and manage your jobs, customers, invoices, and schedule — ask “what's on today?” or “who owes me money?” and get an answer from your real data. Setup takes about two minutes: copy one URL from Fieldsmith settings, paste it into Claude, and sign in once.
Why connect your CRM to an AI assistant
A field service owner's day runs on a handful of questions: what's on today, who owes me money, can I move that job. Answering them normally means opening the app, finding the right screen, and tapping through — fine at a desk, slow in a truck between jobs.
With Fieldsmith connected, Claude answers those questions directly from your workspace and can act on the answer: reschedule the job, send the invoice, mark it paid. You talk, it does the taps.
How to connect Fieldsmith to Claude
1. In Fieldsmith, open Settings → Advanced. In the “Connect to Claude” section, tap Copy next to the connector URL.
2. In Claude (web or mobile app), open Settings → Connectors → Add custom connector.
3. Paste the URL and confirm. Claude will send you to Fieldsmith to sign in once — use your normal Fieldsmith login.
4. That's it. Ask Claude “what's on my schedule today?” to see it work.
What you can ask once connected
Claude gets 14 Fieldsmith tools covering the daily loop. Schedule: “what's on today?” pulls the day's jobs; “rain tomorrow — push the Lopez mow to Friday 9am” reschedules; “mark the Hernandez job done” completes it and can kick off the invoice.
Money: “who owes me money?” lists outstanding invoices with the total; “invoice the Garcia job and send it” creates and emails the invoice with its payment link; “Garcia paid cash, mark it paid” closes it out.
Customers: look up a customer's history, add a new one from a text thread, or update a phone number — all by asking.
Is it safe to connect?
You sign in with your own Fieldsmith login, and Claude can only see and change data in your workspace — the same boundary as the app itself. Nothing is shared with other businesses.
You can disconnect at any time from Claude's connector settings, which immediately cuts off access.
Frequently asked questions
What can Claude do once connected to Fieldsmith?
Claude can read your schedule, jobs, customers, and invoices, and act on them: create and reschedule jobs, mark jobs complete, create, send, and mark invoices paid, and add or update customers — 14 tools in total.
Do I need a paid Claude plan?
You need a Claude account from Anthropic. Custom connector availability varies by Claude plan — check Anthropic's current plan details for whether your tier includes custom connectors.
Is my business data safe?
Yes. The connection uses a one-time sign-in with your Fieldsmith login, Claude only accesses your own workspace, and you can revoke access anytime from Claude's connector settings.
Does Fieldsmith work with other AI assistants?
Fieldsmith's connector uses the open MCP standard, so it works with any MCP-compatible AI assistant. Claude is the integration we support and recommend.