Ascora

@Ascora show me all customers added in the last 30 days with their contact details and job history

Retrieved 47 customers created since December 15, 2024. The list includes customer names, primary contacts, phone numbers, email addresses, and associated job counts. Top entries: Riverside Property Management (8 jobs), Martinez Construction LLC (5 jobs), Green Valley HOA (3 jobs). Each record shows the creation date and current account status. This data reflects your Ascora account state as of the query time.

This example demonstrates the Get Customers tool's filtering and data retrieval capabilities. Requires API key authentication with read access to customer records. Response size depends on your account's customer volume; large result sets may need pagination or narrower date ranges to avoid timeouts.

@Ascora create a quotation for customer ID 8472 covering HVAC maintenance service, $850 labor plus $200 parts, valid for 30 days

Quotation #Q-2024-1156 created successfully for customer ID 8472. Line items added: HVAC Maintenance Labor ($850.00), Replacement Parts ($200.00). Subtotal: $1,050.00. Validity period set to 30 days from today (expires January 14, 2025). The quotation is now visible in your Ascora dashboard under pending quotes and can be sent to the customer for approval.

This example shows the Create Quotation tool's ability to generate customer quotes with line-item detail. This is a write operation that immediately creates a record in your Ascora system. Ensure you have the correct customer ID and pricing before running; incorrect quotes require manual deletion or editing in the Ascora interface.

@Ascora pull all open jobs assigned to technician 'Mike Chen', then draft a priority summary for tomorrow's dispatch meeting

Found 12 open jobs assigned to Mike Chen. High priority: 3 emergency HVAC repairs (avg. age 2 days), 2 scheduled installations. Medium priority: 5 maintenance calls. Low priority: 2 follow-up inspections. Recommended dispatch order: prioritize the three emergency repairs first (customers have been waiting since Monday), then tackle the two installations to meet contract deadlines. The maintenance calls can flex to later in the week if needed. Total estimated hours: 18-22 for this workload.

This example combines the Get Jobs tool with AI reasoning to synthesize actionable insights from raw job data. The summary depends on job metadata (priority flags, assignment fields, dates) being consistently populated in your Ascora account. Technician name filtering assumes your job records include assignee details.

When Ascora wins for same-day quote generation in the field

A 6-person HVAC company sends techs to customer sites and needs quotes generated before the truck leaves the driveway. The Create Quotation tool lets your AI agent pull job context from the site visit, draft a quote with line items, and push it into Ascora while the tech is still on-site. The customer gets the quote in their inbox before the van pulls away. This works if your quoting logic is simple—fixed pricing for common repairs, standard labor rates. If your quotes need custom engineering or multi-tier approvals, the MCP can't handle that complexity and you'll still need a human in the loop. For teams closing 80% of quotes on standard terms, this MCP cuts quote lag from hours to minutes.

When Ascora's delete tool handles post-migration deduplication

A 3-person property maintenance startup just migrated 2,000 customer records from spreadsheets into Ascora and now has 400 duplicate entries cluttering the CRM. The Delete Customer tool lets an AI agent identify duplicates by matching phone numbers or addresses, confirm the record exists, and remove it in one pass. This is faster than clicking through the Ascora UI for each duplicate. The threshold: if you have fewer than 50 duplicates, manual cleanup is probably faster than writing the prompt. If you're over 100, the MCP pays off in the first hour. For teams inheriting messy data from acquisitions or migrations, this tool turns a two-day cleanup into a 20-minute batch job.

When Get Jobs replaces manual pipeline reporting for service teams

A 10-person landscaping crew holds a Monday morning meeting to review the week's job pipeline—what's scheduled, what's stuck in quoting, what's waiting on parts. The Get Jobs tool pulls filtered job lists by status and date range, so the AI agent can summarize open jobs, flag overdue quotes, and surface jobs missing crew assignments. This works if your job statuses are clean and your team updates Ascora daily. If jobs sit in limbo with stale statuses, the MCP will surface garbage data and the meeting wastes time chasing phantom work. For teams with disciplined CRM hygiene, this MCP turns a 15-minute manual export into a 2-minute AI-generated briefing deck.