MANAGEMENT & CONNECTIONS

API & MCP access

Connect compatible tools to scoped company records.

Preview the workflow Open workspace

Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.

Field technician reviewing job information on a mobile device — API & MCP access · connected to the work behind the record

A PRACTICAL EXAMPLE

A compatible tool requesting company context.

Click each step to see the information your team brings in, the review they make and the record they keep.

crewTendInteractive product preview · sample data

Connected work record

Prepare the record

A compatible tool requesting company context

Supported interface
account permissions and record scope

Prepared for the field

What your team captures

Supported interface, account permissions and record scope.

What your team does

Review available access and authorize only the supported records.

What stays connected

A scoped integration or documented access path.

Explore the product in action Plan your setup

Know what to expect.

Where does this fit in the workday?

Start with a compatible tool requesting company context. Review available access and authorize only the supported records. The result is a scoped integration or documented access path.

What needs to be configured?

Set up the company, user roles and relevant customer or job records. Review the workflow with sample data before your first live use. External delivery, AI and payment actions use your company’s configured services.

Product readiness Ask about setup

Can the whole team use the same record?

Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.

Security & access

THE NEXT STEP STAYS CONNECTED