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Model Context Protocol · membership ops

MCP tools for HVAC membership visit-compliance

Let your office agents pull the overdue list, read season completion %, batch-schedule PM visits into shoulder weeks, generate ACCA-guided checklists, and draft renewal invoices — without pretending AgreeKeep is your FSM or your warranty carrier.

Agent-readable index: /llms.txt · Markdown twin

Production status (honest)

What the server does

Overdue inbox

List agreements with PM visits past their spring/fall window — days overdue, bump counts, filters.

Season board

Season completion % and roster pagination so agents know where you stand before dispatch.

Batch schedule

Confirm-gated PM scheduling — dry-run plan first, then apply with a confirm token.

PM checklists

Generate tier-aware checklist instances guided by ACCA 4 QM domains for shop SOPs.

Renewals

Renewal queue plus confirm-gated renewal invoice drafts (draft/send flags; no processor lock-in).

Auth model

Two paths. API keys (Authorization: Bearer ak_…) are created in app settings and stay the primary path. OAuth 2.1 uses PKCE S256: register a client, send the user to /api/oauth/authorize (they log into the shop), then exchange the code at /api/oauth/token. Access tokens use the akat_ prefix. Scopes such as agreements:read and schedule:write still apply. A missing scope returns forbidden_scope.

Demo key ak_demo_agreekeep_mvp_key is on the seeded Demo HVAC org (Pro preview, not a Free shop). It can run the read workflow (overdue list, roster, one agreement, season completion, renewals due) up to 40 calls per UTC day. Schedule, invoice, create, mark complete, and sync return upgrade_required with /billing?plan=pro.

Pricing · Start free · Demo HVAC settings

Tool catalog (12 tools)

Summaries match the live tools/list response — no fictional live integrations.

Cursor — mcp.json

Paste into your Cursor MCP config. Replace the key with an org API key. The demo key is read-only. If your Cursor build does not support HTTP MCP yet, use the stdio bridge.

{
  "mcpServers": {
    "agreekeep": {
      "url": "https://agreekeep.com/api/mcp",
      "headers": {
        "Authorization": "Bearer ak_YOUR_ORG_KEY"
      }
    }
  }
}

Claude Desktop

Claude Desktop expects stdio. The bridge package is not on npm yet — run it from this repo's packages/agreekeep-mcp-bridge until @agreekeep/mcp-bridge is published.

{
  "mcpServers": {
    "agreekeep": {
      "command": "npx",
      "args": ["-y", "@agreekeep/mcp-bridge@0.3.0"],
      "env": {
        "AGREEKEEP_API_KEY": "ak_YOUR_ORG_KEY"
      }
    }
  }
}

ChatGPT

In a ChatGPT developer-mode or custom connector that accepts a remote MCP URL, use https://agreekeep.com/api/mcp with header Authorization: Bearer ak_…. The same fair-use limits and Pro gate apply. There is no separate ChatGPT package to install.

Rate limits, retries, field work

Full disclaimers →

Start free → Pro checkoutDemo keys in settingsStart freeOpen llms.txt

Overdue visits are already on a roster — let agents pull the list.

See how season pulse and overdue work in two minutes. Start free creates your own empty Free shop (up to 25 agreements). Try demo opens seeded Demo HVAC — a Pro preview, not a Free plan.

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