Field service management
Claude + ServiceTitan
Your customers, locations, jobs already live in ServiceTitan. Connected to Claude, your team can ask questions of that data, draft from it and act on it, without copying anything between tabs. Here’s what that looks like for HVAC, plumbing, electrical and roofing businesses, and how we set it up.
What Claude does with your ServiceTitan data
Real workflows we build on top of the connection. Each one becomes a skill your team runs in one step.
Unsold estimate follow-ups
Find estimates in 'open' status older than 7 days, read the job notes and tech recommendations, and draft personalized follow-up emails/texts for CSRs to send.
Next-day dispatch brief
Summarize tomorrow's booked jobs by business unit and technician, flagging membership customers, repeat visits and jobs missing equipment info.
Callback and recall analysis
Pull jobs that generated a recall within 30 days and summarize patterns by technician, job type and equipment for the service manager.
AR collections drafts
List unpaid invoices over 30 days, group by customer, and draft courteous payment reminders that reference the work performed.
Membership renewal outreach
Identify memberships expiring in the next 45 days and draft renewal messages summarizing visits completed and value delivered.
How the connection works
REST APIs (OAuth 2.0 client credentials plus an app key) grouped into modules such as job management (jpm), CRM, accounting, inventory, settings and reporting. Customer-built apps are only allowed on The Works or Enterprise Plus packages; third-party apps must go through ServiceTitan's certified App Marketplace.
There isn’t an official ServiceTitan connector for Claude that we could verify, so we build a small, scoped MCP server on the ServiceTitan API and add it to your Claude workspace. Your team then uses ServiceTitan data inside Claude like any other tool.
Customer-built API apps require The Works or Enterprise Plus package and an integration environment request; ServiceTitan prohibits sharing App Keys with third parties you don't control ('tunneling').
ServiceTitan developer docsData Claude can use
Getting Claude and ServiceTitan working together
Claude Deployment Sprint
fixed price, starting at $10,000 · 2 weeks
- Claude connected to ServiceTitan with the right permissions
- The workflows above built as skills on your real data
- Your other core tools connected too (email, accounting, CRM)
- Team trained by role, plus 30 days of tuning
Custom AI Agent
starting at $25,000 · 4–8 weeks
Want one of these workflows to run on its own? We build an agent that watches ServiceTitan, does the work, and hands it to a person to approve, with every step logged.
Scope an agentClaude skills for teams that run on ServiceTitan
Questions
Does ServiceTitan have an official Claude connector?+
We didn’t find an official ServiceTitan connector for Claude from ServiceTitan, Inc. or Anthropic. We connect the two through the ServiceTitan API (limited api), usually as a small MCP server your Claude workspace can use.
What ServiceTitan data can Claude work with?+
Through the API, Claude can work with customers, locations, jobs, appointments, estimates, invoices and more. We scope access to read-only wherever possible, and keep a person approving anything that changes records or reaches a customer.
Do we need a developer on staff?+
No. In a Claude Deployment Sprint we set up the connection, build the skills and train your team. You’ll need an admin login for ServiceTitan and, if required, to approve API access with ServiceTitan, Inc..
Will our ServiceTitan data be used to train AI models?+
We set teams up on Claude business plans. Anthropic does not use inputs or outputs from its commercial products to train models by default.
ServiceTitan is a trademark of ServiceTitan, Inc. Krasa.ai is an independent implementation firm and is not affiliated with or endorsed by ServiceTitan, Inc. or Anthropic.