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CRM integration

Housecall Pro integration for AI agents

Insiro connects AI agents to Housecall Pro so they can act in it under your rules. Housecall Pro is a field service management platform for customers, jobs, scheduling, estimates, invoices, and operations. It helps service businesses manage work from booking through payment in one connected system. Every Housecall Pro action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Housecall Pro?

With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Housecall Pro.

  • Create and update contacts, companies and deals.
  • Log calls, emails and notes against the record.
  • Find stalled or at-risk opportunities.
  • Enrich new leads before routing them to an owner.

A journey through Insiro

Housecall Pro logo Housecall ProInsiroGmail

Example: Housecall Pro → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Housecall Pro

Can Insiro AI agents use Housecall Pro?

Yes. Insiro connects AI agents to Housecall Pro through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Housecall Pro access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Housecall Pro?

Housecall Pro connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Housecall Pro read-only for agents?

Yes. In Insiro Governance, set Housecall Pro to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put Housecall Pro to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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  • 13governance checks on every agent tool call
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