General
Can I use AI agents, bots or browser extensions to access ServiceM8?
Find out when automated tools such as AI agents, bots and browser extensions can be used with your ServiceM8 account.
No, not to simulate user actions. You must not use automated tools, such as AI agents, bots or browser extensions, to access or interact with ServiceM8 in a way that simulates user actions or undermines security controls, unless ServiceM8 has expressly authorised it.
This includes tools that act in ServiceM8 on your behalf to view, extract, create, modify or delete data, send communications, or perform other actions. This applies:
- whether the tool acts on its own, or a person supervises or approves its actions
- regardless of how often or how quickly the tool runs
- even if the activity causes no harm or disruption
Giving a person or tool access to your account does not mean ServiceM8 has authorised that method of access. ServiceM8 may restrict, suspend or block prohibited automated access without notice.
Supported ways to automate ServiceM8
Automation functionality provided by ServiceM8 and used as intended is supported. To automate your workflows or connect an AI assistant, you can use:
- Office Agent to ask questions, prepare actions and run recurring tasks in ServiceM8
- the Automation add-on for routine communications
- the approved ServiceM8 plugin in ChatGPT, or a custom MCP connector in Claude
- the ServiceM8 API
- integrations such as n8n and Zapier