--- title: "Fergus MCP server for AI agents - actionlake" description: "Give Claude 91 Fergus actions through one MCP server: quotes, jobs, job phases, tasks. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/fergus updated: 2026-10-23 --- Connectors · Logistics & field service # Fergus MCP server for AI agents. actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Fergus and the rest of your systems. It gives your agent 91 Fergus actions (46 reads, 38 writes and 7 that wait for a confirmation) and holds the Fergus credential itself, so the agent never does. It paces Fergus's limits and records every call. [Connect Fergus free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) 100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you. `claude mcp add --transport http actionlake https://connect.actionlake.com/mcp` the first call ``` do { action: "fergus.contacts.list", intent: "check which Fergus account is connected" } # Returns a list of contacts · read · 1 upstream call ``` - 91 actions in one signed file - 46 read look, never change - 38 write create and update - 7 wait for a yes destructive, confirmed first Set up ## Connect Fergus in three steps. 1. 01 ### Add actionlake to Claude. Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us. `https://connect.actionlake.com/mcp` 2. 02 ### Connect Fergus. Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key. - `access_token` Fergus personal access token (in Fergus ``` account { op: "connections.requirements", service: "fergus" } # free: exactly what to paste, and what is found for you ``` 3. 03 ### Make the first call. Check before a write. Ask in plain words; Claude picks the action. Before anything changes, `check` validates the call and prices it, for free. ``` do { action: "fergus.contacts.list" } # returns a list of contacts · read · 1 upstream call check { action: "fergus.contacts.create", input: { … } } # free: inputs, permissions, cost and confirmations, nothing sent ``` Fergus at a glance **Sign-in** Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. **You provide** `access_token` **Limits we pace to** 100 calls a minute, per connection **API covered** Fergus API v1 (OpenAPI 3.1.0)`api.fergus.com` **Built from** Fergus's documentation, read 23 October 2026[api.fergus.com](https://api.fergus.com/docs/json) [api.fergus.com](https://api.fergus.com/docs) **Service file** Version 1.0.0, signed (Ed25519) **Cached reads** 46 of 46 reads, for up to 5 minutes; a write clears what it affects **Shared entities** 9, so ask can line Fergus up with your other systems **Data** Processed and stored in Sydney, Australia. No US region yet Capabilities ## What an AI agent can do in Fergus. 91 actions in 23 areas. Every one carries its effect, so a key can allow the reads and hold the rest. - **46** read look, never change - **38** write create and update - **7** destructive wait for a confirmation 1. ### Quotes 10 4 read · 5 write · 1 destructive quotes: list · Returns a specific quote by ID from across all jobs · Voids a quote · Accepts a quote 2. ### Jobs 9 3 read · 6 write · 0 destructive Returns a list of jobs · Creates a new job · Returns a job by id · Updates a draft job 3. ### Job phases 8 3 read · 4 write · 1 destructive Creates a job phase · Returns a list of job phases · Get a job phase financial summary · Returns a job phase 4. ### Tasks 7 2 read · 4 write · 1 destructive List all tasks for the company with optional filters · Create a new task · Get a single task by ID · Update a task's description, due date, or assigned employees 5. ### Sites 6 2 read · 4 write · 0 destructive Returns a list of sites · Create a new site · Returns a site by ID · Update site 6. ### Calendar events 5 2 read · 2 write · 1 destructive Returns a list of CalendarEvents · Creates a new calendar event · Returns a CalendarEvent by ID · Updates a calendar event 7. ### Customers 5 2 read · 2 write · 1 destructive Returns a list of customers · Creates a new customer · Returns a customer by ID · Update a customer 8. ### Job quotes 5 2 read · 3 write · 0 destructive Create a new quote · Update a quote by ID · Get all quotes for a job · Get a quote **15 more areas · 36 actions** - Stock on hand **5** - Contacts **4** - Users **4** - Enquiries **3** - Notes **3** - Pricebooks **3** - Attachments **2** - Customer invoices **2** - Favourites **2** - Pricebook items **2** - Pricing tiers **2** - Company **1** - Stock used **1** - Time entries **1** - Version **1** Top actions ## The Fergus API, shaped for agents. The ids your agent types, what each does, and the one name it shares with other systems. 44 of Fergus's 45 action names are shared with at least one other connector, so an agent learns them once. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `fergus.contacts.list` Returns a list of contacts | Returns a list of contacts. | read | `crm.contact.list` 177 connectors | | `fergus.customers.list` Returns a list of customers | Returns a list of customers. | read | `crm.company.list` 162 connectors | | `fergus.sites.list` Returns a list of sites | Returns a list of sites. | read | `crm.location.list` 48 connectors | | `fergus.users.list` Returns a list of users | Returns a list of users. | read | `identity.user.list` 474 connectors | | `fergus.contacts.create` Creates a new contact for a customer or site | Creates a new contact for a customer or site. | write | `crm.contact.create` 161 connectors | | `fergus.customer_invoices.list` Returns a list of invoices | Returns a list of invoices. | read | `finance.invoice.list` 101 connectors | | `fergus.customers.create` Creates a new customer | Creates a new customer. | write | `crm.company.create` 142 connectors | | `fergus.jobs.list` Returns a list of jobs | Returns a list of jobs. | read | `work.project.list` 109 connectors | | `fergus.sites.create` Create a new site | Create a new site. | write | `crm.location.create` 41 connectors | | `fergus.customers.delete` Deletes a customer by ID | Deletes a customer by ID. | destructive | `crm.company.delete` 119 connectors | | `fergus.calendar_events.list` Returns a list of CalendarEvents | Returns a list of CalendarEvents. | read | `comm.event.list` 61 connectors | | `fergus.customer_invoices.get` Returns a single invoice by ID with customer details and sections | Returns a single invoice by ID with customer details and sections. | read | `finance.invoice.get` 102 connectors | Try it ## Prompts to paste into Claude. Each one names the Fergus actions it will call, so you know what it reads and what it changes before you send it. 1. Read read Which Fergus invoices are more than 30 days overdue? Group them by customer with the total owed. calls `fergus.customer_invoices.list` 2. Write write Creates a new contact for a customer or site in Fergus. Show me exactly what you will send before you save it. calls `fergus.contacts.create` 3. Across systems read Which Fergus companies have invoices in ConnectWise PSA, and how many each? calls `fergus.customers.list` `connectwise_manage.invoices.list` Across your systems ## Fergus, joined to the rest of your business. One `ask` fetches from Fergus and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row. - Which Fergus companies have invoices in ConnectWise PSA, and how many each? `fergus.customers.list` + `connectwise_manage.invoices.list`, on `crm.company` · [ConnectWise PSA](https://actionlake.com/connectors/connectwise-psa) - Which Fergus companies have invoices in NetSuite, and how many each? `fergus.customers.list` + `netsuite.views.invoices`, on `crm.company` · [NetSuite](https://actionlake.com/connectors/netsuite) Also mapped by other connectors `identity.user` **517** `crm.company` **227** `crm.contact` **192** `work.project` **116** `work.task` **105** `finance.invoice` **91** `crm.location` **49** `comm.event` **47** ask ``` ask { intent: "which Fergus companies have invoices in ConnectWise PSA, and how many each", steps: [ { action: "fergus.customers.list", as: "co", input: {}, limit: 100, max_pages: 5 }, { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 }, { join: { left: "co", right: "inv", on: "crm.company", group_by: "co.name", select: ["co.name", "count(inv.id) as invoices"] } } ] } ``` Example. Run it through check first: it validates the steps and prices them, and it is free. Governance for Fergus ## Destructive actions wait for a yes. 7 Fergus actions are destructive. These are all of them: - Deletes a customer by ID `fergus.customers.delete` - Deletes a calendar event `fergus.calendar_events.delete` - Soft-delete a task `fergus.tasks.delete` - Voids a quote `fergus.quotes.void` - Void a job phase by JobId and Job PhaseId `fergus.job_phases.void` - Delete a file `fergus.attachments.delete` - Delete stock on hand on job phase `fergus.stock_on_hand.delete` A destructive action runs only with `confirm: true`. Under the `human` policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after. do fergus.customers.delete confirm_policy: **human** Deletes a customer by ID? **intent:** the user asked me to deletes a customer by ID run suspended · waiting for a named person · key _fergus-agent_ cannot confirm itself In the console, or from an emailed signed link. a key for this connector ``` account { op: "keys.create", name: "fergus-agent", allowed_actions: ["fergus.*"], cap_calls: 2000, confirm_policy: "human_for_writes", approval_rules: [ { match: "fergus.customers.delete", approver: "lead@example.com" }, { match: "fergus.calendar_events.delete", approver: "lead@example.com" }, { match: "fergus.tasks.delete", approver: "lead@example.com" } ] } ``` Illustrative. Scoped to Fergus only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person. Cost ## What Fergus costs on actionlake. Every Fergus action is one upstream call, the only thing actionlake bills. Searching, `check`, `cost`, `account` and any call Fergus refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. - 1 upstream call per action all 91 Fergus actions - 20 actions page each page of a long list is one call - 46 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Fergus action. 91 actions by area: the id your agent calls, what it does, and its effect. **Quotes 10** - `fergus.quotes.accept` Accepts a quote write - `fergus.quotes.decline` Declines a quote write - `fergus.quotes.get` Returns a specific quote by ID from across all jobs read - `fergus.quotes.get_by_guid` Returns a specific quote by GUID with full details read - `fergus.quotes.list` quotes: list read - `fergus.quotes.mark_as_sent` Marks a quote as sent write - `fergus.quotes.mark_as_viewed` Records that a customer viewed the quote in the portal write - `fergus.quotes.publish` Publishes a quote write - `fergus.quotes.totals` Get totals for a quote read - `fergus.quotes.void` Voids a quote destructive **Jobs 9** - `fergus.jobs.archive` Archives a job, including a draft write - `fergus.jobs.create` Creates a new job write - `fergus.jobs.finalise` Finalises a draft job, turning it into an active job write - `fergus.jobs.financial_summary` Get a job financial summary read - `fergus.jobs.get` Returns a job by id read - `fergus.jobs.hold` Puts a job on hold write - `fergus.jobs.list` Returns a list of jobs read - `fergus.jobs.resume` Resumes a job that was on hold write - `fergus.jobs.update` Updates a draft job write **Job phases 8** - `fergus.job_phases.create` Creates a job phase write - `fergus.job_phases.financial_summary` Get a job phase financial summary read - `fergus.job_phases.get` Returns a job phase read - `fergus.job_phases.list` Returns a list of job phases read - `fergus.job_phases.ready_for_invoice` Marks a job phase as ready for invoice, advancing it to `To Invoice` write - `fergus.job_phases.reopen` job phases: reopen write - `fergus.job_phases.update` Creates a job phase write - `fergus.job_phases.void` Void a job phase by JobId and Job PhaseId destructive **Tasks 7** - `fergus.tasks.complete` Mark a task as complete write - `fergus.tasks.create` Create a new task write - `fergus.tasks.delete` Soft-delete a task destructive - `fergus.tasks.get` Get a single task by ID read - `fergus.tasks.list` List all tasks for the company with optional filters read - `fergus.tasks.reopen` Reopen a completed task write - `fergus.tasks.update` Update a task's description, due date, or assigned employees write **Sites 6** - `fergus.sites.archive` Archive Site write - `fergus.sites.create` Create a new site write - `fergus.sites.get` Returns a site by ID read - `fergus.sites.list` Returns a list of sites read - `fergus.sites.restore` Restore Site write - `fergus.sites.update` Update site write **Calendar events 5** - `fergus.calendar_events.create` Creates a new calendar event write - `fergus.calendar_events.delete` Deletes a calendar event destructive - `fergus.calendar_events.get` Returns a CalendarEvent by ID read - `fergus.calendar_events.list` Returns a list of CalendarEvents read - `fergus.calendar_events.update` Updates a calendar event write **Customers 5** - `fergus.customers.create` Creates a new customer write - `fergus.customers.delete` Deletes a customer by ID destructive - `fergus.customers.get` Returns a customer by ID read - `fergus.customers.list` Returns a list of customers read - `fergus.customers.update` Update a customer write **Job quotes 5** - `fergus.job_quotes.create` Create a new quote write - `fergus.job_quotes.get` Get a quote read - `fergus.job_quotes.list` Get all quotes for a job read - `fergus.job_quotes.update` Update a quote by ID write - `fergus.job_quotes.update_by_version` Update a quote by version number write **Stock on hand 5** - `fergus.stock_on_hand.create` Add stock on hand to job phase write - `fergus.stock_on_hand.delete` Delete stock on hand on job phase destructive - `fergus.stock_on_hand.list` Job Phase stock on hand read - `fergus.stock_on_hand.list_all` Stock on hand across all Job Phases read - `fergus.stock_on_hand.update` Update stock on hand on job phase write **Contacts 4** - `fergus.contacts.create` Creates a new contact for a customer or site write - `fergus.contacts.get` Returns a contact by ID read - `fergus.contacts.list` Returns a list of contacts read - `fergus.contacts.update` Updates a customer contact or site contact write **Users 4** - `fergus.users.get` Returns a user by ID read - `fergus.users.list` Returns a list of users read - `fergus.users.me` Returns the current authenticated user read - `fergus.users.update` Update user write **Enquiries 3** - `fergus.enquiries.create` Create Enquiry write - `fergus.enquiries.get` Returns enquiry by ID read - `fergus.enquiries.list` Get all enquiries read **Notes 3** - `fergus.notes.create` Creates a new note on an entity (job, customer, quote, etc.) write - `fergus.notes.list` Schema for Notes read - `fergus.notes.update` Updates the text and/or pinned status of an existing note write **Pricebooks 3** - `fergus.pricebooks.get` Schema for a Pricebook by ID read - `fergus.pricebooks.list` Schema for Pricebooks read - `fergus.pricebooks.search` pricebooks: search read **Attachments 2** - `fergus.attachments.delete` Delete a file destructive - `fergus.attachments.list` List files associated with an entity read **Customer invoices 2** - `fergus.customer_invoices.get` Returns a single invoice by ID with customer details and sections read - `fergus.customer_invoices.list` Returns a list of invoices read **Favourites 2** - `fergus.favourites.get` Get a specific favourite section read - `fergus.favourites.list` Get all favourite sections, in flat or tree view read **Pricebook items 2** - `fergus.pricebook_items.get` Schema for a Pricebook Item by ID read - `fergus.pricebook_items.list` Schema for Pricebook Items read **Pricing tiers 2** - `fergus.pricing_tiers.get` Schema for a Pricing Tier by ID read - `fergus.pricing_tiers.list` Schema for a Pricing Tier read **Company 1** - `fergus.company.get` Returns company information for the authenticated company read **Stock used 1** - `fergus.stock_used.list` stock used: list read **Time entries 1** - `fergus.time_entries.list` Get all time entries read **Version 1** - `fergus.version.get` Returns the current version of the API read Questions ## The Fergus MCP server, answered. **Is there a Fergus MCP server for Claude?** Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 91 Fergus actions across quotes, jobs, job phases and tasks, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Fergus. **What do I need to connect Fergus?** Fergus personal access token (in Fergus. The free call account { op: "connections.requirements", service: "fergus" } lists exactly what to paste. **Can an AI agent delete or change things in Fergus?** Only if its key allows it, and only with an explicit confirmation. 7 Fergus actions are destructive, including deletes a customer by ID, deletes a calendar event and soft-delete a task. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it. **Will an AI agent use up my Fergus API limit?** actionlake paces every call to the limits in the Fergus service file: 100 calls a minute per connection. Repeated reads are answered from cache (46 Fergus actions can be), which never reaches Fergus. **What does a Fergus action cost?** One upstream call, the only unit actionlake bills. A list that pages bills one call per page (20 Fergus actions page). Cache hits, searches, dry runs and calls Fergus refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000. **Which Fergus API does it cover?** The Fergus API v1 (OpenAPI 3.1.0) at api.fergus.com. It is built from Fergus's documentation as read on 23 October 2026. 91 actions in 23 areas, each one in the signed service file (version 1.0.0). **Can I combine Fergus with my other systems?** Yes. ask joins Fergus to ConnectWise PSA or NetSuite on the same customer and returns the answer rather than every row. Fergus maps crm.company, which 227 other connectors also map. **Does actionlake keep my Fergus data, and where?** actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Fergus credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models. **Which AI clients can use it?** Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names. ## More connectors like Fergus Shares the most action names with - [ServiceM8 14](https://actionlake.com/connectors/servicem8) - [MachShip 13](https://actionlake.com/connectors/machship) - [Samsara 11](https://actionlake.com/connectors/samsara) - [Motive 7](https://actionlake.com/connectors/motive) - [Onfleet 5](https://actionlake.com/connectors/onfleet) - [CartonCloud 1](https://actionlake.com/connectors/cartoncloud) Joins with, on shared entities - [HaloPSA 8](https://actionlake.com/connectors/halopsa) - [Odoo 8](https://actionlake.com/connectors/odoo) - [Zoho Books 7](https://actionlake.com/connectors/zoho-books) - [Teamwork 7](https://actionlake.com/connectors/teamwork) - [ERPNext (Frappe) 7](https://actionlake.com/connectors/erpnext-frappe) - [Productive.io 7](https://actionlake.com/connectors/productive-io) Browse - [All Logistics & field service connectors](https://actionlake.com/connectors/category/logistics-and-field-service) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) actionlake is independent. It is not made or endorsed by Fergus; the name is the vendor's own. Counts are from the Fergus service file, version 1.0.0. ## Give your agent Fergus today. [Connect Fergus free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/fergus More: https://actionlake.com/llms.txt