PestProCRM MCP Server

Connect Claude to your PestPro CRM account using the Model Context Protocol (MCP). Manage customers, schedule appointments, send SMS messages, track payments, and generate reports — all through natural conversation.

What is PestPro CRM?

PestPro CRM is a customer relationship management platform built specifically for pest control professionals. It handles scheduling, invoicing, customer management, SMS communication, and payment collection so you can focus on running your business.

How to Connect

Claude.ai (Recommended)

1. Go to claude.ai
2. Open Settings → Integrations (or click the MCP icon)
3. Click Add custom integration
4. Enter the server URL: https://www.pestprocrm.com/api/mcp
5. Click Connect — you'll be redirected to log in with your PestProCRM account
6. Authorize Claude to access your data
7. Start chatting!

Claude Desktop

1. Log into PestProCRM and go to Settings → API Keys
2. Click Generate New Key and copy the key (starts with pp_live_)
3. Clone this repo and build:

   git clone https://github.com/yourusername/pestprocrm-mcp.git
   cd pestprocrm-mcp
   npm install && npm run build
   

4. Add to your Claude Desktop config:
   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Windows: %APPDATA%\Claude\claude_desktop_config.json

   {
     "mcpServers": {
       "pestpro": {
         "command": "node",
         "args": ["/absolute/path/to/pestprocrm-mcp/dist/index.js"],
         "env": {
           "PESTPRO_API_URL": "https://www.pestprocrm.com",
           "PESTPRO_API_KEY": "pp_live_your-key-here"
         }
       }
     }
   }
   

5. Restart Claude Desktop

Claude Code

Add to your project's .mcp.json:

{
  "mcpServers": {
    "pestpro": {
      "command": "node",
      "args": ["/absolute/path/to/pestprocrm-mcp/dist/index.js"],
      "env": {
        "PESTPRO_API_URL": "https://www.pestprocrm.com",
        "PESTPRO_API_KEY": "pp_live_your-key-here"
      }
    }
  }
}

Available Tools

Customer Management

Tool	Description
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.)

Scheduling

Tool	Description
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

SMS Messaging

Tool	Description
send_sms	Send a text message to a customer
get_sms_history	View text message conversation history with a customer

Payments

Tool	Description
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

Reporting

Tool	Description
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 (Read-Only)

Resource	Description
pestpro://customers	Browse all customers
pestpro://schedule/today	Today's schedule
pestpro://schedule/week	This week's schedule
pestpro://payments/outstanding	Customers with outstanding payments
pestpro://metrics	Business metrics dashboard

Usage Examples

1. Look up a customer and check their balance

"Find my customer John Smith and tell me if he has any outstanding payments"

Claude will search your customers, pull up John's details, and check his payment status — all in one response.

2. Schedule an appointment

"Schedule a German roach treatment for Jane Doe next Tuesday at 2pm"

Claude will find the customer, check your availability, and book the appointment.

3. Send a payment reminder via text

"Which customers owe me money? Send the overdue ones a friendly payment reminder with their payment link"

Claude will check outstanding payments, generate payment links, and text each overdue customer.

4. Get a daily schedule briefing

"What does my schedule look like tomorrow?"

Claude will show you all appointments for the day with customer names, service types, addresses, and any open time slots.

5. Record a completed service

"I just finished the service at Mary Johnson's house. Mark it complete — general pest, interior and exterior, no issues. She paid $75 cash"

Claude will mark the visit complete with your notes and record the cash payment.

6. Monthly business review

"Give me a revenue report for last month compared to the month before. How many new customers did I add?"

Claude will pull revenue data and customer metrics to give you a business summary.

Security

• OAuth (Claude.ai): Uses industry-standard OAuth 2.0 with PKCE. No API keys to manage — just log in through your browser.
• API Keys (Desktop/Code): Keys are stored locally in your Claude configuration. Never shared with third parties.
• All API calls are authenticated and scoped to your account only.
• API keys can be revoked at any time from Settings → API Keys.

Troubleshooting

Issue	Solution
Tools not appearing in Claude	Make sure the server built successfully and the path in your config is correct. Restart Claude Desktop.
"Authentication failed"	Your API key may have expired. Generate a new one in Settings → API Keys.
OAuth login not working	Make sure you have an active PestProCRM account at pestprocrm.com.
"Connection refused"	Verify PESTPRO_API_URL is correct. For local dev, make sure your app is running.

Links

• PestPro CRM: https://www.pestprocrm.com
• Documentation: https://www.pestprocrm.com/docs
• MCP Docs: https://www.pestprocrm.com/docs/mcp
• MCP Protocol: https://modelcontextprotocol.io

License

MIT