---
title: "Connect Chatter and ServiceM8 - APIANT.ai"
description: "When \"New Group\" fires in Chatter, your agent runs \"Add company contact\" in ServiceM8, or \"New Job\" in ServiceM8 to \"Create Post\" in Chatter."
canonical: "https://apiant.ai/connect/chatter-to-servicem8"
---

# Connect Chatter and ServiceM8

When **New Group** fires in [Chatter](https://apiant.ai/connections/chatter), your agent runs **Add company contact** in [ServiceM8](https://apiant.ai/connections/servicem8), or **New Job** in ServiceM8 to **Create Post** in Chatter. Describe the whole flow and it is built, tested on every scenario and kept running.

Chatter **2** triggers Chatter **19** actions ServiceM8 **2** triggers ServiceM8 **23** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Chatter and ServiceM8 to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Chatter and ServiceM8 can do together

### From Chatter to ServiceM8

- When **New Group** in Chatter then **Add company contact** in ServiceM8
- When **New Post** in Chatter then **Add job payment** in ServiceM8

### From ServiceM8 to Chatter

- When **New Job** in ServiceM8 then **Create Post** in Chatter
- When **Job Queued** in ServiceM8 then **Create Post in Group** in Chatter

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Chatter and ServiceM8

## Triggers and actions 4 triggers · 42 actions

- Trigger

**New Group**

Triggers when a new Chatter group is created in the org.

- Trigger

**New Post**

Triggers when a new post appears in the authenticated user's news feed.

- Action

**Add group**

Creates a new Chatter group with a name, visibility and optional description and settings.

- Action

**Add Member to Group**

Add a user as a member of a Chatter group.

- Action

**Create Post**

Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user).

- Action

**Create Post in Group**

Create a new Chatter feed post in the specified group.

- Action

**Delete comment**

Deletes a comment from a Chatter post.

- Action

**Delete group**

Deletes a Chatter group.

- Action

**Delete post**

Deletes a Chatter post (feed element).

- Action

**Find users by name**

Returns the Chatter users whose names match the search text.

- Action

**Get group**

Returns the details of a Chatter group, including its name, description, visibility, owner and member count.

- Action

**Get My User Info**

Get profile information for the authenticated Chatter user.

- Action

**Get user**

Returns a Chatter user's profile details, such as name, title, company, photo and follower counts.

- Action

**Like Feed Element**

Like a Chatter feed element (post).

- Action

**List group members**

Returns the members of a Chatter group, with each member's role and user details.

- Action

**List Groups**

List the Chatter groups in the org.

- Action

**Post Comment**

Add a comment to an existing Chatter feed element (post).

- Action

**Remove member from group**

Removes a member from a Chatter group by deleting their group membership.

- Action

**Search Feed**

Search Chatter feed elements matching a text query.

- Action

**Update group**

Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed.

- Action

**Update post**

Edits the text of an existing Chatter post.

- Trigger

**Job Queued**

Triggers when a Job is assigned to a Queue.

- Trigger

**New Job**

Triggers when a new job is created.

- Action

**Add attachment**

Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.

- Action

**Add company contact**

Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.

- Action

**Add job allocation**

Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.

- Action

**Add job material**

Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.

- Action

**Add job payment**

Records a payment against a ServiceM8 job, with its amount, method, date and optional note.

- Action

**Add note**

Adds a note to a job, client or other ServiceM8 record.

- Action

**Create Client**

Creates a new client (company) record in ServiceM8.

- Action

**Create Job**

Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.

- Action

**Delete client**

Deletes (archives) a client in ServiceM8.

- Action

**Delete job**

Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.

- Action

**Get attachment**

Returns the details of a single file attachment (photo, PDF or other file) by its UUID.

- Action

**Get client**

Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.

- Action

**Get job**

Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.

- Action

**Get Job Allocation**

Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.

- Action

**List clients**

Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.

- Action

**List job materials**

Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.

- Action

**List job payments**

Returns the payments recorded against jobs, optionally filtered (for example to a single job).

- Action

**List Job Queues**

Returns the job queues set up in the ServiceM8 account.

- Action

**List jobs**

Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.

- Action

**List notes**

Returns the notes in your ServiceM8 account, optionally filtered and sorted.

- Action

**List staff members**

Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.

- Action

**Update client**

Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.

- Action

**Update job**

Updates an existing job in ServiceM8, changing only the fields you fill in.

## Each app on its own

- [ **Chatter** Salesforce Chatter — post to feeds, comment, like, manage groups, and read news/group feeds via the...](https://apiant.ai/connections/chatter)
- [ **ServiceM8** ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad.](https://apiant.ai/connections/servicem8)

Reviews

## What our customers say

## More from Chatter

- [ **Chatter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chatter-to-hubspot)
- [ **Chatter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chatter-to-salesforce)
- [ **Chatter to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chatter-to-slack)
- [ **Chatter to Google Sheets** Google Sheets](https://apiant.ai/connect/chatter-to-google-sheets)
- [ **Chatter to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/chatter-to-gmail)
- [ **Chatter to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/chatter-to-google-calendar)

## More into ServiceM8

- [ **HubSpot to ServiceM8** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-servicem8)
- [ **Salesforce to ServiceM8** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-servicem8)
- [ **Google Sheets to ServiceM8** Google Sheets](https://apiant.ai/connect/google-sheets-to-servicem8)
- [ **Gmail to ServiceM8** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-servicem8)
- [ **Google Calendar to ServiceM8** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-servicem8)
- [ **Google Drive to ServiceM8** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-servicem8)

Questions

## Chatter and ServiceM8, answered

###

### What can start an automation from Chatter?

Any of Chatter's 2 triggers in the catalog, including New Group and New Post. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in ServiceM8 when something happens in Chatter?

Any of ServiceM8's 23 actions, including Create Client, Create Job, Update client and Update job. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from ServiceM8 to Chatter?

Yes. When something happens in ServiceM8, your agent can act in Chatter too. This page covers both directions: ServiceM8's triggers and Chatter's actions are listed here as well.

###

### Do I have to build a connector for Chatter or ServiceM8?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### Can my AI client use Chatter and ServiceM8 without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
