What You'll Set Up
By the end of this guide, your AI agent will be able to manage your Jobber account — creating and updating clients, scheduling jobs, sending quotes and invoices, tracking expenses, and reviewing team timesheets. No manual key or credential is needed. You simply sign in with your Jobber account and Pipeworks handles the rest.
Your agent can answer questions like "What jobs are scheduled this week?" or "Create a quote for the Johnson lawn care project" using live data from your Jobber account.
Before You Begin
Make sure you have:
- A Jobber account — Sign up at getjobber.com if you haven't already. Any plan works.
- A Pipeworks workspace — Sign up at pipeworks.ai if you haven't already
Jobber is a field service management platform built for home service businesses like landscaping, cleaning, HVAC, plumbing, and more. Connecting it to Pipeworks lets your AI agent handle day-to-day operations without you logging into Jobber manually.
Steps
Open your Pipeworks console
Log into your Pipeworks workspace and go to the Integrations page. Find Jobber in the list and click on it.
Sign in with Jobber
Click Connect with Jobber. You will be redirected to Jobber's sign-in page. Log in with the Jobber account you want your AI agent to access and grant the requested permissions.
Pipeworks requests access to manage your Jobber data including clients, jobs, quotes, and invoices. You can review the exact permissions on the Jobber consent screen before approving.
Authorize access
After signing in, Jobber will ask you to confirm that Pipeworks can access your account. Click Allow to complete the connection. You will be redirected back to your Pipeworks console.
Pipeworks securely stores your authorization using industry-standard encryption. Your Jobber password is never shared with Pipeworks.
Start the integration
Click Start to launch the Jobber integration container. Once the status shows Running, your agent is ready to work with your Jobber data.
Test the connection
Use the Test button to verify everything works. This sends a simple request to Jobber to confirm your connection is active and your account is accessible.
What Your Agent Can Do
Once connected, your AI agent has access to 30 Jobber tools covering:
- Clients — List, search, create, update, and delete clients with full contact details and billing addresses
- Jobs — Create and manage jobs with scheduling, line items, pricing, and instructions
- Quotes — Build and send quotes with itemized pricing for client approval
- Invoices — Create invoices with line items, track payment status, and review outstanding balances
- Requests — Manage incoming work requests from leads and existing clients
- Visits — View scheduled visits and their completion status
- Properties — Track service locations and addresses for each client
- Expenses — Log business expenses with reimbursement tracking
- Timesheets — Review team time entries, durations, and job assignments
- Team — View team members, roles, and account information
You can restrict your agent to read-only access if you prefer. Use the tool profile settings in your Pipeworks console to disable create, update, and delete tools while keeping all reporting and lookup tools active.
Connecting from Your AI Agent
Add the Pipeworks tools endpoint to your agent's configuration. Here is an example for Claude Desktop:
{
"mcpServers": {
"pipeworks-jobber": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://app.pipeworks.ai/tools/jobber"]
}
}
}
Claude Desktop will prompt you to sign in through Pipeworks when you first connect. No access key needed.
Troubleshooting
Jobber sign-in fails? Make sure you are signing in with the Jobber account that owns or has admin access to the data you want your agent to manage. If you have multiple Jobber accounts, check that you selected the right one.
Connection expired? Jobber authorizations can expire over time. If your agent stops working, go to the Pipeworks console, click Disconnect, and reconnect by signing in with Jobber again.
Missing data? Verify that your Jobber account has the data you are looking for. Some features like work requests or custom fields may depend on your Jobber plan.
Agent can't find tools? Verify your Pipeworks session is authenticated and that the integration status shows "Running" in your Pipeworks console.