Servicem8 integration for AI agents
Insiro connects AI agents to Servicem8 so they can act in it under your rules. Servicem8 is a field service management platform for scheduling jobs, quoting, and invoicing. It helps businesses track real-time job status and empower mobile staff in the field. Every Servicem8 action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0).
What can AI agents do with Servicem8?
With Insiro, agents can create and update tasks from requests, summarise progress and blockers for a weekly update, move work between stages when conditions are met and assign owners and due dates, all inside the permissions you set for Servicem8.
- Create and update tasks from requests.
- Summarise progress and blockers for a weekly update.
- Move work between stages when conditions are met.
- Assign owners and due dates.
A journey through Insiro
Servicem8InsiroSlackExample: Servicem8 → Insiro → Slack to post a weekly progress digest to the team channel. Insiro checks permissions, applies approvals and records the evidence at every hop.
Frequently asked questions about Servicem8
Can Insiro AI agents use Servicem8?
Yes. Insiro connects AI agents to Servicem8 through its governed MCP gateway. Agents can create and update tasks from requests and summarise progress and blockers for a weekly update using each person's own Servicem8 access, with read-only as the default and approvals for actions that change data.
How does Insiro connect to Servicem8?
Servicem8 connects with OAuth 2.0. 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 Servicem8 read-only for agents?
Yes. In Insiro Governance, set Servicem8 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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A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.
- 13governance checks on every agent tool call
- 1,700+SaaS apps agents can act in
- 30+data dialects for plain-English questions