ChatGPT Apps + Toolfy job creation playbook

Toolfy already ships an MCP (Machine Control Protocol) server that ChatGPT Apps can talk to. Use it to capture intake details, create customers, and spin up jobs without touching the dashboard. Here’s how to go from idea to working tool in under a day.

1. Scope the conversation

• Decide what ChatGPT should collect: customer name, contact, location, job type, preferred date, assets, notes, and deposit requirement.
• Keep the prompt short and structured. Example: “Ask the caller’s details, describe the problem, request photos if available, and confirm deposit consent.”

2. Connect to Toolfy MCP

1. In ChatGPT Apps Studio, add a Toolfy MCP tool using the manifest from docs/CHATGPT_APPS.md.
2. Paste your Toolfy PAT (scoped to customers:write + jobs:write).
3. Map the create_customer and create_job actions with human-friendly descriptions so agents know what they do.

3. Conversation flow

Agent: “Happy to help. I’ll grab a few details to book you in.”
↓ collects structured answers
Agent: Calls `create_customer` with the payload
Agent: Calls `create_job` referencing the returned customer_id
Agent: Shares the confirmation number + deposit link

• Every API call logs x-agent: chatgpt, so your audit trail shows the request was automated.

4. Required headers & safety

• Pass Authorization: Bearer <PAT> and x-org-id for the workspace you want to write to.
• Validate user membership if you allow staff to switch orgs mid-chat.
• Use the idempotency key support on POST /api/jobs to avoid duplicate jobs if the assistant retries.

5. Bonus workflows

• After job creation, call create_invoice with status: draft so finance just reviews and sends.
• Trigger a Toolfy reminder via the MCP to text the customer the booking confirmation without leaving ChatGPT.
• Pipe the conversation transcript into the job notes so techs see exactly what the customer said.

6. Governance checklist

• Store PATs in the ChatGPT Apps “Secrets” vault; rotate monthly.
• Monitor Toolfy’s x-agent logs for unusual volume; rate limits already attribute back to the tool.
• Provide staff a fallback form (Toolfy job board) in case ChatGPT is down.

Need the manifest or sample prompts? Grab them from docs/CHATGPT_APPS.md or email support@toolfy.io for a starter pack.