jobber-mcp

First Report Delivery

This is the buyer-facing shape of the first paid async install. It is designed to be useful even when the customer only wants a quick validation before deciding on a larger pilot.

What The Buyer Gets In 24 Hours

• A customer-hosted Jobber MCP install with read-only access only.
• OAuth setup notes showing which Jobber account was connected.
• A short validation record: account check, client sample check, and one read-only GraphQL check.
• A first owner action list focused on missed follow-up and cash timing.
• A handoff note explaining what was checked, what was not changed, and what the owner can ask next.

First Owner Action List

The first report is intentionally short. A useful report should answer:

• Which sent estimates are old enough to deserve follow-up?
• Which invoices are overdue or close to overdue?
• Which active jobs do not have a next visit scheduled?
• Which requests, quotes, or draft estimates appear stalled?
• Which five actions would be worth doing this week?

Example Output

OpsConduit Jobber First Report

Connected account:
- Verified Jobber account name and id
- Confirmed read-only GraphQL access
- No writes or mutations were run

Top action list:
1. Follow up on 4 sent estimates older than 7 days.
2. Review 3 overdue invoices before Friday.
3. Check 2 active jobs with no upcoming visit.
4. Clean up 5 stale requests or draft estimates.
5. Re-run this report next Monday before dispatch planning.

Notes:
- This is an operational triage report, not accounting, legal, or financial advice.
- The connector stays customer-hosted and does not require sharing Jobber passwords by email.

Boundaries

OpsConduit does not ask for Jobber passwords, exported customer data, or write access. The async install is complete when the customer can run the read-only checks and has the first short report in hand.

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