First-party app
ServiceTitan ServiceTitan

ServiceTitan

Manage ServiceTitan customers, locations, leads, jobs, appointments, technicians and business units.

stable Customer Relationship ManagementCommerce & Payments

About

ServiceTitan ships in the w6w first-party pack. It declares 17 actions, 3 health checks, and the host runs its code in a sandbox that never sees the credential.

App id
io.w6w.servicetitan
Version
0.1.0
Author
w6w
Licence
MIT
Categories
Customer Relationship Management · Commerce & Payments

Overview

ServiceTitan is the operating system for home and commercial service trades — HVAC, plumbing, electrical and the like — and this app puts the daily loop of running one behind a workflow: customers, service locations, leads, jobs and appointments.

Customer and location actions let a workflow search, create and update the records a booking hangs off. Leads can be listed and created, jobs can be listed, read, created with their first appointment, noted and cancelled, and appointments, technicians, employees and business units can be listed so a workflow can look up the ids the create actions need.

Authentication is OAuth2 client credentials plus the app key ServiceTitan requires on every call: register an app in the developer portal, have the tenant install it, and paste the Client ID, Client Secret, App Key and numeric Tenant ID. Production and the integration sandbox are separate hosts with separate credentials. Health checks track ServiceTitan’s own status page (judged on its Core Product Features components only) and a live reachability probe of the API gateway for the connection’s environment.

Deliberately out of scope for this first pass: accounting (invoices, payments, bills), pricebook, inventory, payroll, memberships, marketing, telecom, forms, reporting and webhooks — each is its own module in ServiceTitan’s API, left for a future pass.

Build with ServiceTitan

Three routes to the same 17 actions. The Workflow tab is generated from ServiceTitan's own manifest and carries its real ids, so it is copy-pasteable; the Code and CLI examples are the same call for any action on any app, so every app-specific value in them is a blank you fill in.

List Appointments

appointment-list

List appointments by job, customer, technician, status or start window.

List Business Units

business-unit-list

List the tenant's business units — the ids that jobs and leads are booked against.

Create a Customer

customer-create

Create a customer with one service location at the same address, and optional contacts.

Get a Customer

customer-get

Get a single customer by its numeric id.

List Customers

customer-list

List or search the tenant's customers by name, phone, address or modified date.

Update a Customer

customer-update

Update a customer. Fields left empty are not changed.

List Employees

employee-list

List the tenant's employees, by name or exact email.

Cancel a Job

job-cancel

Cancel a job with a cancel reason and memo. The cancellation can be reversed in ServiceTitan.

Create a Job

job-create

Create a job with its first appointment at an existing customer location.

Get a Job

job-get

Get a single job by its numeric id.

List Jobs

job-list

List jobs, filtered by status, customer, technician, appointment window or date.

Add a Job Note

job-note-create

Add a note to a job.

Create a Lead

lead-create

Create a lead. Link it to an existing customer, or give the prospect's own contact details.

List Leads

lead-list

List leads, optionally filtered by status, customer or contact details.

Create a Location

location-create

Add a service location to an existing customer.

List Locations

location-list

List service locations, optionally for one customer.

List Technicians

technician-list

List the tenant's technicians, optionally by name.

A workflow step names the app and the action, and the editor fills in the connection when you pick one. This is the Step shape from the workflow spec, carrying ServiceTitan's real ids.

{
  "manifestVersion": "2",
  "name": "servicetitan-example",
  "steps": [
    {
      "id": "customer-create",
      "uses": {
        "app": "io.w6w.servicetitan",
        "action": "customer-create",
        "connection": "conn_YOUR_CONNECTION_ID"
      },
      "with": {
        "name": "<name>",
        "street": "<street>",
        "city": "<city>"
      }
    }
  ]
}

Here are some of the things you can do

  • Create a Customer

    perform
    customer-create
  • List Appointments

    search
    appointment-list
  • List Business Units

    search
    business-unit-list
  • Get a Customer

    read
    customer-get
  • List Customers

    search
    customer-list

+12 more actions available

Every app-specific value here is a blank you have to fill in. An app action is reached through the connection that authenticates it, so the address is a connection id, not the app id — and connections belong to your account, so a public page cannot know yours. Create one for ServiceTitan, then fill in the three blanks: conn_YOUR_CONNECTION_ID, the action key, and the parameters that action declares. The call itself is real — the shape is transcribed from the studio's own snippet builder, which prints the same kind of blanks — but nothing in it is specific to ServiceTitan. The Workflow tab is where this app's real ids are.

Install
npm install @w6w/sdk
yarn add @w6w/sdk
pnpm add @w6w/sdk
deno add npm:@w6w/sdk
Code
import { W6wClient, isActionRun } from "@w6w/sdk";

// Reads W6W_BASE_URL and W6W_TOKEN from the environment when omitted.
const client = new W6wClient();

const envelope = await client.run({
  urn: "conn_YOUR_CONNECTION_ID",
  action: "customer-create",
  payload: {
    name: "<value>",
    // type: "<value>",
    street: "<value>",
    // unit: "<value>",
    city: "<value>",
    state: "<value>",
    zip: "<value>",
    country: "<value>",
    // locationName: "<value>",
    // phone: "<value>",
    // mobilePhone: "<value>",
    // email: "<value>",
    // tagTypeIds: "<value>",
    // doNotMail: "<value>",
    // doNotService: "<value>",
  },
});

if (isActionRun(envelope)) console.log(envelope.value);
Install the CLI
npm install -g @w6w/cli
CLI
w6w run conn_YOUR_CONNECTION_ID --action customer-create --payload '{"name":"<value>","street":"<value>","city":"<value>","state":"<value>","zip":"<value>","country":"<value>"}'

Give an AI agent ServiceTitan — without giving it ServiceTitan's credentials. One MCP endpoint exposes every app, function and workflow the caller is entitled to, as tools it can discover and run. Access is granted per team while we onboard.

One tool call
{
  "name": "w6w_invoke",
  "arguments": {
    "ref": "app:io.w6w.servicetitan#customer-create",
    "input": {
      "name": "<name>",
      "street": "<street>",
      "city": "<city>"
    }
  }
}

Every tool names its target with a single ref. The app: form above doesn't name a connection at all — the host resolves which of the caller's ServiceTitan connections to sign with, and refuses rather than guesses when the answer is ambiguous.

What the agent gets

Credentials it can't read

The token is attached host-side, at the moment of the call. It is never a tool argument, never in the model's context, and never in a transcript — so a prompt injection has nothing to exfiltrate.

A tool surface scoped to the caller

Tools are derived per end user from what that person has actually connected and is entitled to — not one shared bot identity carrying the union of everyone's access.

A durable workflow in one call

Multi-step work runs on the workflow engine and returns a run handle the agent can poll — retries, branching and state survive the conversation that started them.

Health-aware discovery

ServiceTitan's declared health checks are on the surface too, so an agent can tell "the vendor is down" from "your credential expired" before it burns a retry on either.

The MCP surface is part of the hosted platform. ServiceTitan itself is MIT, and the runtime that executes it is source-available (FSL).

Request MCP access

Health checks

ServiceTitan declares its own checks, so its health is a property of the app rather than something the host guesses at.

service

ServiceTitan platform status

Component status from status.servicetitan.com. Only the Core Product Features group (Job Booking, Dispatch, Accounting …) decides the verdict; telephony, SMS, Fleet Pro, Marketing Pro and the mobile app are reported as detail.

dependency

API gateway reachable

Unsigned request to this connection's ServiceTitan API host. A 401 ProblemDetails response ('Application key not present') passes — it proves the gateway is serving.

quota

Rate-limit headroom

Not exposed: ServiceTitan's spec documents no rate-limit response header or usage endpoint.