Integration

Wayfront integration

Wayfront (formerly Service Provider Pro, SPP) is client portal software for productized service agencies. Agents can manage clients and their activities, sidebar links and managers, client teams (companies), orders with their messages, tasks and tags, support tickets and messages, services, coupons, invoices (create, mark paid, charge a saved card), subscriptions, pipelines, and read the team, tags and logs. Magic login links and stored intake form answers (forms can hold password fields) are not exposed. Authentication is a workspace API token sent as a Bearer token plus the workspace host; the Integration API is a paid add-on on Pro and included on Plus.

Connect Wayfront How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Wayfront.Built from the 84 Wayfront tools below, on the connection you add once.

What you can do with Wayfront

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Invoice, 7 operations

charge_invoiceCharge invoicePOSTCharges the invoice now to the client's saved card or payment method (payment_method_id). This takes real money; a credit-currency invoice is paid from the client's balance instead.
create_invoiceCreate invoicePOSTCreates an invoice for a client (by user_id or email) with its items. Returns it with its id and view link; it is not charged unless you call charge_invoice.
delete_invoiceDelete invoiceDELETEPermanently deletes an invoice. This cannot be undone.
get_invoiceGet invoiceGETReturns one invoice: client, items, billing address, status, totals, tax, dates, payment method and the view, download and thank-you links.
list_invoicesList invoicesGETLists the workspace's invoices, newest first: number, client, items, status, totals, tax, dates, payment method and the client's view and download links.
mark_invoice_paidMark invoice paidPOSTMarks an unpaid invoice as paid with the payment method Manual (no money moves). Fails if it is already paid or has no client.
update_invoiceUpdate invoicePUTChanges an invoice; fields left out stay unchanged, but items is required: read the invoice first and send its items back (with their id) along with your change.

Client activity, 6 operations

complete_client_activityComplete client activityPOSTMarks a scheduled activity of a client as completed.
create_client_activityCreate client activityPOSTLogs an activity on a client (a note or call), or schedules a follow-up when scheduled_at is set, optionally assigned to a team member.
delete_client_activityDelete client activityDELETEDeletes one activity of a client.
get_client_activityGet client activityGETReturns one activity of a client.
list_client_activitiesList client activitiesGETLists a client's CRM activities (notes, calls, scheduled follow-ups), newest first, with author, assignee and completion.
update_client_activityUpdate client activityPUTChanges an activity's content (required: send the current text to keep it) and, for a scheduled one, its date or assignee.

Order task, 6 operations

complete_order_taskComplete order taskPOSTMarks an order task as completed.
create_order_taskCreate order taskPOSTAdds a task to an order, assigned to team members or to the client (for_client), with a deadline in hours or a due date. Returns the task.
delete_order_taskDelete order taskDELETEPermanently deletes an order task. This cannot be undone.
list_order_tasksList order tasksGETLists the tasks of an order (name, assignees, due date, completion, visibility to the client).
reopen_order_taskReopen order taskDELETEMarks a completed order task as not completed again.
update_order_taskUpdate order taskPUTChanges an order task. name is required, so send the current name to keep it; other fields left out stay unchanged.

Client, 5 operations

create_clientCreate clientPOSTCreates a client account in the workspace and returns it with its id.
delete_clientDelete clientDELETEPermanently deletes a client. This cannot be undone.
get_clientGet clientGETReturns one client: contact details, address, balance, amount spent, status, role, managers and custom fields (personal data).
list_clientsList clientsGETLists the workspace's clients, newest first: name, email, company, phone, address, balance, status, managers and custom fields (personal data). Paginated with page and limit.
update_clientUpdate clientPUTChanges a client: only the fields you send are changed. Change managers with add_client_managers, remove_client_managers or set_client_managers.

Client link, 5 operations

create_client_linkCreate client linkPOSTAdds a link to a client's portal sidebar (visible to the client). icon is a FontAwesome class or a bundled SVG name from list_icons.
delete_client_linkDelete client linkDELETERemoves a link from a client's portal sidebar.
get_client_linkGet client linkGETReturns one sidebar link of a client.
list_client_linksList client linksGETLists the custom links shown in a client's portal sidebar, newest first.
update_client_linkUpdate client linkPUTReplaces a sidebar link of a client: name, url and icon are all required, so send the current values of the ones you keep.

Company, 5 operations

create_companyCreate companyPOSTCreates a client team (company), optionally with an owner client. Refused while the workspace uses the legacy portal design.
delete_companyDelete companyDELETEDeletes a client team with its memberships, pipeline cards and SEO reporting data; cannot be undone. Former members keep access to orders they collaborate on.
get_companyGet companyGETReturns one client team with its owner and members and their team permissions.
list_companiesList companiesGETLists client teams (companies), newest first, with owner and member count; optionally only those a given client belongs to.
update_companyUpdate companyPUTRenames a client team and/or transfers its ownership to another current member (send at least one of name or owner_user_id).

Coupon, 5 operations

create_couponCreate couponPOSTCreates a coupon code clients can use at checkout. Returns it with its id.
delete_couponDelete couponDELETEDeletes a coupon (the vendor says this can be undone).
get_couponGet couponGETReturns one coupon.
list_couponsList couponsGETLists the workspace's coupons, newest first: code, type, discounts per service, usage limit, minimum cart and expiry.
update_couponUpdate couponPUTChanges a coupon. code, type and discounts are required, so read it with get_coupon first and send those back; other fields left out stay unchanged.

Order, 5 operations

create_orderCreate orderPOSTCreates an order for a client (user_id) from a service or a free title. Returns the order.
delete_orderDelete orderDELETEDeletes an order (the vendor says this can be undone).
get_orderGet orderGETReturns one order: client, service and options, status, price, dates, invoice, subscription, tags and team. Intake form answers are left out.
list_ordersList ordersGETLists orders, newest first, in the short form: client, service, status, price, dates, tags and assigned team. Intake answers are left out. Paginated.
update_orderUpdate orderPUTChanges an order: only the fields you send are changed. tags[] replaces all tags (empty list removes them); use add_order_tags or remove_order_tags for single tags.

Pipeline item, 5 operations

add_pipeline_itemAdd pipeline itemPOSTPuts a client, company, order or deal on a pipeline stage as a card. Returns the card.
get_pipeline_itemGet pipeline itemGETReturns one card of a pipeline.
list_pipeline_itemsList pipeline itemsGETLists the cards (items) on a pipeline, with their stage and the record each one stands for.
move_pipeline_itemMove pipeline itemPOSTMoves a pipeline card to another stage and, optionally, to a position in it.
remove_pipeline_itemRemove pipeline itemDELETERemoves a card from a pipeline (the record itself is kept).

Service, 5 operations

create_serviceCreate servicePOSTCreates a service the agency sells (one-time, recurring, or trial or setup fee). Returns it with its id.
delete_serviceDelete serviceDELETEDeletes a service (the vendor says this can be undone).
get_serviceGet serviceGETReturns one service with its pricing, recurrence, options and settings.
list_servicesList servicesGETLists the services the agency sells, newest first: name, description, price and recurrence, deadline, visibility and options.
update_serviceUpdate servicePUTChanges a service. name, recurring and currency are required, so read it with get_service first and send them back; other fields left out stay unchanged.

Ticket, 5 operations

create_ticketCreate ticketPOSTOpens a support ticket for a client. With message, that first message is sent to the client (needs a paid plan with a custom domain). Returns the ticket.
delete_ticketDelete ticketDELETEDeletes a ticket (the vendor says this can be undone).
get_ticketGet ticketGETReturns one support ticket with its client, status, tags, team, linked order and messages. Intake form answers are left out.
list_ticketsList ticketsGETLists support tickets, newest first: subject, client, status, tags, assigned team and linked order. Intake answers are left out. Paginated.
update_ticketUpdate ticketPUTChanges a ticket's subject, status, assigned team, tags or linked order; only the fields you send change.

Client manager, 3 operations

add_client_managersAdd client managersPOSTAdds team members as managers of a client, keeping the existing ones.
remove_client_managersRemove client managersDELETERemoves the listed team members from a client's managers, leaving the others.
set_client_managersSet client managersPUTReplaces a client's managers with exactly the listed team members; an empty list removes them all.

Company member, 3 operations

add_company_memberAdd company memberPOSTAdds an active client to a client team, with its collaboration and invoice access flags. Returns the company.
remove_company_memberRemove company memberDELETERemoves a member from a client team; removing the owner needs new_owner_user_id unless they are the only member.
update_company_memberUpdate company memberPUTChanges a team member's permissions (collaboration on new orders and tickets, access to the owner's invoices); only the flags you send change.

Order message, 3 operations

delete_order_messageDelete order messageDELETEPermanently deletes a message of an order. This cannot be undone.
list_order_messagesList order messagesGETLists the messages of an order, newest first: text, author, staff-only flag, files and reactions. Personal data.
send_order_messageSend order messagePOSTPosts a message on an order. Unless staff_only is true, the client sees it in the portal. Returns the message.

Subscription, 3 operations

get_subscriptionGet subscriptionGETReturns one subscription with its client, status, pricing and billing dates.
list_subscriptionsList subscriptionsGETLists subscriptions, newest first: client, service, status, price, billing period and payment dates.
update_subscriptionUpdate subscriptionPUTSets a subscription's status in Wayfront (0 canceled, 1 active, 2 past due, 3 paused, 4 pending cancellation). It never cancels billing in Stripe.

Ticket message, 3 operations

delete_ticket_messageDelete ticket messageDELETEPermanently deletes a message of a ticket. This cannot be undone.
list_ticket_messagesList ticket messagesGETLists the messages of a support ticket, newest first: text, author, staff-only flag, files and reactions. Personal data.
send_ticket_messageSend ticket messagePOSTPosts a reply on a support ticket. Unless staff_only is true, the client sees it in the portal. Returns the message.

Order tag, 2 operations

add_order_tagsAdd order tagsPOSTAdds tags to an order, keeping its existing ones; unknown tag names are created.
remove_order_tagsRemove order tagsDELETERemoves the listed tags from an order, leaving its other tags.

Pipeline, 2 operations

get_pipelineGet pipelineGETReturns one pipeline with its stages.
list_pipelinesList pipelinesGETLists the pipelines (boards of stages for clients, companies, orders or deals) the API token can see.

Team member, 2 operations

get_team_memberGet team memberGETReturns one team member with their role and permissions.
list_team_membersList team membersGETLists the workspace's team members (staff), newest first, with name, email and role. Personal data.

Form answer, 1 operation

add_form_answerAdd form answerPOSTAdds an intake form answer (name, type, value) to one order, ticket or onboarding form; give exactly one of them. Returns the stored answer.

Icon, 1 operation

list_iconsList iconsGETReturns the icons accepted by sidebar links: bundled SVG names and the allowed FontAwesome prefixes.

Log, 1 operation

list_logsList logsGETLists the workspace's activity log, newest first: event, the record it concerns, the user and the event data.

Tag, 1 operation

list_tagsList tagsGETLists the workspace's tags (id and name), newest first.

Use Wayfront from Claude Code, Cursor or Codex

Connect Wayfront in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Wayfront operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Wayfront

Create your workspace
Sign up free. Nothing to install.
Connect Wayfront once
Add your Wayfront connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.