Jobnimbus AI Agent
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Jobnimbus MCP or direct API to create jobs, update contacts, manage schedules, and send invoices through natural language.
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JobNimbus is a CRM and project management platform built for contractors. It streamlines scheduling, estimates, invoicing, and job tracking to simplify your workflow.
▪ Tools & Triggers
Supported Tools and Triggers
Every Jobnimbus action and event your agent gets out of the box.
Create Location
Tool to create a new location in JobNimbus. Use after gathering address and contact details.
Get Account Settings
Tool to retrieve account-wide settings (workflows, types, sources). Use after authenticating to load or refresh workflow and source mappings.
Get Activity by ID
Retrieves a specific JobNimbus activity by its unique jnid. Activities in JobNimbus represent logged events such as task modifications, contact updates, job creation, and other system actions. Each activity contains details about what changed, who made the change, and when it occurred. Use this action when you need detailed information about a specific activity, such as viewing the full history of changes or understanding who performed an action.
Get Contact by ID
Tool to retrieve a contact by ID. Use after obtaining the contact’s jnid to fetch full details.
List Contacts
Tool to list all contacts. Use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
Update Contact
Tool to update an existing contact. Use when you have a contact's JNID and need to modify its fields. Call after fetching or creating a contact.
Create File Attachment Type
Creates a new file attachment type in JobNimbus. File types are custom categories used to organize and classify document attachments (e.g., contracts, warranties, photos, permits). You must create a file type before you can upload files with that category.
Create Material Order
Creates a new material order in JobNimbus. A material order tracks materials needed for a job and can be submitted to suppliers. Material orders must be linked to a contact or job record and include at least one line item referencing an existing product from your Products & Services catalog. Prerequisites: - At least one contact or job record must exist (use JOBNIMBUS_CONTACT_LIST to find contacts) - Products must exist in your catalog (use JOBNIMBUS_LIST_PRODUCTS to find product IDs) Note: Custom line items are not supported - all items must reference existing products by their jnid.
Create Task
Tool to create a new task. Use when scheduling or tracking tasks linked to contacts or jobs.
Create Workflow Status
Tool to create a new status in an existing workflow. Use after confirming the workflow ID to add specialized status entries like 'Lead' or 'Inspection'.
Get File Attachment Content by ID
Retrieves the raw content of a specific file attachment from JobNimbus by its unique ID. This action downloads the actual file content (binary data for PDFs, images, etc.) but does NOT return file metadata like filename, content type, or size. If you need metadata, use the files list endpoint instead. Common use case: Download a file attachment after obtaining its jnid from a list files query or from a related record (contact, job, etc.).
List Activities
Tool to retrieve all activities. Use after authentication to fetch a paginated list of activities.
List Invoices
Tool to list all invoices (v2). Use when you need to fetch multiple invoice records.
List Material Orders
Tool to list all material orders (v2). Use after authentication to fetch multiple material order records.
List Payments
Tool to retrieve payments list with optional filters. Use after auth.
List Products
Tool to list all products. Use after authentication to fetch full product catalog.
List Work Orders
Tool to retrieve all work orders (v2). Use after authentication when you need a paginated list of work orders.
Get Product by ID
Retrieves detailed information about a specific JobNimbus product using its jnid. Use this action when you need to get full details about a product, including pricing, cost, unit of measurement, and tax settings. Obtain the jnid first using the List Products action.
List Tasks
Tool to list all tasks. Use when you need an overview of tasks for planning or review.
Update Task
Update an existing JobNimbus task by its jnid. Allows updating task details like title, description, dates, priority, and task type. Use List Tasks action to find task jnids. Note: To update task type, both record_type and record_type_name must be provided together.
Get Units of Measure
Tool to retrieve list of supported units of measure. Use after authenticating when you need to present or validate measurement units.
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