--- title: "Connect Resource Guru and ServiceM8 - APIANT.ai" description: "When \"New or Updated Booking\" fires in Resource Guru, your agent runs \"Add company contact\" in ServiceM8." canonical: "https://apiant.ai/connect/resource-guru-to-servicem8" --- # Connect Resource Guru and ServiceM8 When **New or Updated Booking** fires in [Resource Guru](https://apiant.ai/connections/resource-guru), your agent runs **Add company contact** in [ServiceM8](https://apiant.ai/connections/servicem8), or **New Job** in ServiceM8 to **Add task** in Resource Guru. Describe the whole flow and it is built, tested on every scenario and kept running. Resource Guru **5** triggers Resource Guru **30** 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 Resource Guru 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 Resource Guru and ServiceM8 can do together ### From Resource Guru to ServiceM8 - When **New or Updated Booking** in Resource Guru then **Add company contact** in ServiceM8 - When **New or Updated Client** in Resource Guru then **Create Client** in ServiceM8 ### From ServiceM8 to Resource Guru - When **New Job** in ServiceM8 then **Add task** in Resource Guru - When **Job Queued** in ServiceM8 then **Create Client** in Resource Guru 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 Resource Guru and ServiceM8 ## Triggers and actions 7 triggers · 53 actions - Trigger **New or Updated Booking** Triggers when a new booking is created and/or a booking is updated. - Trigger **New or Updated Client** Triggers when a new client is created and/or a client is updated. - Trigger **New or Updated Project** Triggers when a new project is created and/or when a project is updated. - Trigger **New or Updated Resource** Triggers when a new resource is created and/or when a resource is updated. - Trigger **New or Updated Time Off Event** Triggers when a time off event is created and/or a time off event is updated. - Action **Add task** Creates a new task in a Resource Guru project phase. The task's dates may widen the phase's date range. - Action **Create Booking** Creates a new booking for one or more resources in Resource Guru. - Action **Create Client** Creates a new client in a Resource Guru account. - Action **Create Phase** Creates a phase in a Resource Guru project. - Action **Create Project** Creates a new project. - Action **Create Resource** Creates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied. - Action **Create Time Off Event** Creates a time off (downtime) event for one or more resources in Resource Guru. - Action **Delete booking** Deletes a booking, or a single date or set of occurrences of a repeating booking. - Action **Delete client** Deletes a client from a Resource Guru account. - Action **Delete project** Deletes a project from a Resource Guru account. - Action **Delete resource** Deletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted. - Action **Delete time off event** Deletes a time off event (downtime) from a Resource Guru account. - Action **Get booking** Get one booking by id. - Action **Get client** Returns a specific client by its ID. - Action **Get Phase** Returns a single phase by its id. - Action **Get project** Returns a specific project by its id, including its client, team, activity types and custom field values. - Action **Get resource** Returns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account. - Action **Get task** Returns one Resource Guru task with its phase, dates and estimate. - Action **Get time off event** Returns a single time off (downtime) event by its id. - Action **List bookings** List bookings. - Action **List clients** Lists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients. - Action **List projects** Returns every active project in a Resource Guru account, optionally including archived and deleted projects. - Action **List resources** Returns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account. - Action **List time off events** Lists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range. - Action **List users** Returns every user on the Resource Guru account, both active and deleted. - Action **Update Booking** Updates an existing booking by ID. - Action **Update Client** Updates an existing client in Resource Guru. Only the fields you fill in are changed. - Action **Update Project** Update an existing project in Resource Guru. Only the fields you fill in are changed. - Action **Update Resource** Updates an existing resource. - Action **Update Time Off Event** Updates a time off event. - 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 - [ **Resource Guru** The fast, simple way to schedule people, equipment and other resources online.](https://apiant.ai/connections/resource-guru) - [ **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 Resource Guru - [ **Resource Guru to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/resource-guru-to-salesforce) - [ **Resource Guru to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/resource-guru-to-slack) - [ **Resource Guru to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/resource-guru-to-stripe) - [ **Resource Guru to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/resource-guru-to-shopify) - [ **Resource Guru to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/resource-guru-to-trello) - [ **Resource Guru to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/resource-guru-to-zoom) ## 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 ## Resource Guru and ServiceM8, answered ### ### What can start an automation from Resource Guru? Any of Resource Guru's 5 triggers in the catalog, including New or Updated Booking, New or Updated Client, New or Updated Project and New or Updated Resource. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceM8 when something happens in Resource Guru? 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 Resource Guru? Yes. When something happens in ServiceM8, your agent can act in Resource Guru too. This page covers both directions: ServiceM8's triggers and Resource Guru's actions are listed here as well. ### ### Do I have to build a connector for Resource Guru 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 Resource Guru 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.