Connect your ServiceAgent workspace to find customer records, organize follow-up tasks, review call history, and check appointment availability. Tools operate within the connected workspace and authorized permissions.
What you can ask
Find a customer in my ServiceAgent workspace.
Example path →
MCP connector
Server URL
https://process.serviceagent.ai/v1/mcp
Login
OAuth
Tools
Reads data16
Changes data7
Deletes or can't be undone21
Skills
None in the store listings. The server needs sign-in, so we could not check it
