SwiftCloud is a CRM and AI platform for local service businesses. This MCP layer exposes tools for AI agents to manage jobs, tasks, scheduling, contacts, documents, and idea capture on behalf of SwiftCloud tenants. All authenticated tools are scoped to the calling tenant’s data.
Use SwiftCloud from Claude — Install the Claude Skill to manage your jobs, tasks, calendar, and contacts directly from any Claude conversation.
Two access levels. Most tools require a tenant JWT. A subset of tools are publicly accessible with no token.
Level
How to obtain
Access
tenant JWT
Issued via SwiftCloud account settings
All authenticated tools for your tenant
none required
No token needed
Public tools: scheduler, booking
Calling a Tool
POST https://mcp.swiftcrm.com/execute
Authorization: Bearer <your-tenant-jwt> # omit for public tools
Content-Type: application/json
{ "name": "job_create", "input": { "title": "Stump removal – 3 stumps", "job_type": "stump_removal", "scheduled_start": "2026-03-10T09:00:00Z" } }
Response: { "ok": true, "tool": "job_create", "result": { ... } } • Full schema: GET /tools
Jobs
A Job is the atomic unit of UHELP field-service work. Creates a bundled task + calendar event + contact link in one call. Designed for any service visit: junk hauling, stump removal, car repair, cleaning, dental procedure, half-day block bookings.
Tool
Description
radar_list
List items. Filter by disposition, tag+min_score, or free-text query (searches title, body, context). Returns hydrated tags:[{tag,score}] array.
radar_update
Update any field by id: title, body, tag_scores, disposition, priority, notes, context, meta
radar_snooze
Snooze until ISO date. Auto-resurfaces via radar_due when past due
radar_due
Get all DO_ASAP items + snoozed items past their wake date
Scheduler No JWT required
Public-facing booking tools. No authentication token needed — designed for external agents, customer-facing apps, and UHELP orchestrators. Specify a service for accurate slot duration (dental cleaning vs half-day block).
Tool
Description
scheduler_get_services
List bookable services for a tenant — name, duration, price. Required: tenant_id
scheduler_availability
Available slots nearest a target date/time. Fields: tenant_id (req), service_id, near_date (ISO), near_time (HH:MM), limit stub
scheduler_book
Book a slot. Creates contact if new. Fields: tenant_id (req), slot_start (req), name (req), service_id, slot_end, email, phone, notes
Tasks
Tool
Description
create_task
Create a task. Fields: title (req), priority, due_date, tags, notes, assignee_id
Generate documents for e-signature from templates + field inputs. Signing URL returned immediately. Track status, list by contact or job, void as needed.
Tool
Description
esign_create_doc
Generate a doc for signing from template_id + fields map. Returns doc_id + signing_url. Fields: template_id (req), fields{} (req), signer_name (req), signer_email, signer_phone, contact_id, job_id, expires_hours (default 72)
esign_get_status
Get signature status by doc_id: pending / signed / expired / voided
esign_list
List docs. Filter by status, contact_id, job_id
esign_void
Void a pending document with optional reason
Storage & Feed
Tool
Description
read_r2
Read a file from tenant storage by key
write_r2
Write a file to tenant storage
write_feed
Append an entry to the tenant activity feed
get_open_loops
Fetch open loops for the calling tenant
Agents: Full JSON schema at GET /tools. All responses JSON. CORS open. Public tools omit the Authorization header entirely.
Ecosystem
SwiftCloud MCP works alongside the UHELP protocol. UHELP orchestrates field-service dispatch across multiple providers — external agents check availability, price, and book jobs machine-to-machine.
Human labor as an API — dispatch turnovers, junk hauling, cleaning across a vendor network. Vendor signup + tech integration endpoint. Orders: NEW → QUOTED → DISPATCHED → COMPLETED
