# Corex AI

> Corex is a CRM, payments and AI front office for home-service businesses (appliance repair, HVAC, plumbing, cleaning, pest control, lawn care). It has two separate MCP servers: one lets a business owner run their own account from their AI assistant (sign-in required), and one lets a homeowner's AI assistant find and book a Corex business with a card deposit (public, no sign-in). Pick the section that matches who you are acting for.

## Connect an agent for a business owner (owner connector)

For an assistant acting for the OWNER of a Corex business. If you are acting for a homeowner who wants to book a service, skip to "Book a local service business for a homeowner" below.

- MCP endpoint (streamable HTTP): https://corexai.co/api/mcp
- Auth: OAuth 2.1 with dynamic client registration and PKCE ("Sign in with Corex"; metadata at https://corexai.co/.well-known/oauth-protected-resource), or an agent key sent as `Authorization: Bearer cxag_...`. Owners make keys under Settings, then Connected Agents.
- Requires the Corex Agent Pack on the business's account (free with any paid Corex plan, or $15/month on its own). The owner can add it at https://corexai.co/checkout?modules=ap&billing=monthly.
- Every connection is tied to one business. Owners can set it read-only, and disconnect it at any time.

## Owner tools

### Ask (Reads only. Nothing changes.)
- `office_summary`: Today's jobs, who has not paid, jobs waiting on parts, and tech pay owed.
- `what_did_i_miss`: New customer messages and new customers from the last day, or up to a week.
- `find_customer`: Find a customer by name, phone, email or address.
- `list_jobs`: Jobs for any dates, by status or tech, or every job for one customer.
- `tech_pay_report`: What each tech is owed right now, after the cash he is holding.
- `agent_activity`: Everything your agents did, newest first.
- `get_settings`: Your hours, tax rate, invoice terms, reminders and contact details.
- `find_invoices`: A customer's invoices, with the amount, status and the email each goes to.
- `estimate_templates`: Your proposal templates and the lines each one starts with.
- `find_estimates`: A customer's estimates and proposals, with the total, status and the email each goes to.
- `what_else_can_corex_do`: What's on your plan, and which Corex tool answers something the others can't.

### Change (Logged, with Undo while nobody has changed the same thing since.)
- `save_customer`: Add a customer or fix their details.
- `book_job`: Book a job and text the tech, like the office does.
- `update_job`: Move a job, reassign it, mark it done, or flag waiting on parts.
- `mark_paid`: Record cash, check, card, Zelle or Venmo. A payment that closes a card link can't be undone.
- `update_setting`: Change one setting, like your tax rate, invoice due days or past-due reminders.
- `set_hours`: Change your hours. The receptionist and website booking follow them.
- `create_estimate`: Draft an estimate from one of your proposal templates, with your prices and any discount. Nothing is sent.
- `undo_action`: Take back a change an agent made, if nobody changed the same thing since.

### Send (Drafted first and shown to you. Sent texts can't be undone.)
- `draft_text`: Write a text to a customer and show it to you.
- `send_text`: Send the draft you approved.
- `send_invoice`: Email an invoice to the customer, the same email as the Send button. Shown to you first.
- `send_estimate`: Email an estimate or proposal to the customer to review and sign, the same email as the Send button. Shown to you first.
- `send_pay_link`: Make a card payment link for a job and draft the text that carries it.

## Rules for agents using the owner connector

These apply only to the owner connector at https://corexai.co/api/mcp, not to the homeowner connector.

- Call `office_summary` first. It names the business and today's state.
- Customer texts are two steps: `draft_text` (or `send_pay_link`) makes a draft; show it to the owner word for word and call `send_text` only after they say send.
- Changes return an action id (also listed by `agent_activity`). If the owner says undo, call `undo_action` with it. Undo refuses when someone changed the same thing since, and sent texts, payment links, sent invoices and payments that closed a card link cannot be undone; say so plainly.
- To email an invoice: `find_invoices` first, tell the owner the invoice number, amount and the email it goes to, and call `send_invoice` only after they say send.
- To send a proposal: `find_customer` for the id, `estimate_templates` if they name a template, then `create_estimate` (a draft). Template lines without a real price need the owner's price first. Show the owner the lines, total and email, and call `send_estimate` only after they say send.
- Settings changes (`update_setting`, `set_hours`) are logged and undoable. Card fees and payment settings are not changeable by an agent; send the owner to CRM Settings.
- Dates are YYYY-MM-DD in the business's time zone. Booking windows are morning, afternoon or any. To act on "the Ortiz job", call `list_jobs` with customer "Ortiz" to get its job id.
- A tool error message is written for the owner. Relay it rather than retrying blindly.
- If a tool says the connection can only read, tell the owner: they can turn off read-only, or connect with a Full key, under Settings, then Connected Agents.

## Owner setup guides

- Siri: Save your Corex business number in Contacts as "Corex Office". Say "Hey Siri, text Corex Office" and then the job, like "book Maria Lopez Thursday morning, dryer not heating, give it to Dani". Corex books it, texts the tech, and texts you the booking. Siri reads the reply out loud if you ask it to read your messages.
- Claude: In Claude, open Customize, then Connectors, choose Add, then Add custom connector. Name it Corex, paste https://corexai.co/api/mcp, and choose Continue. Claude finds the sign-in on its own; leave its choices as they are and choose Add. Choose Connect, sign in with your Corex login if asked, check the business shown, then Allow.
- ChatGPT: In ChatGPT, open Settings, then Apps and Connectors, then Advanced settings, and turn on Developer mode. Choose Create app, paste https://corexai.co/api/mcp, and pick OAuth for sign-in. Sign in with your Corex login, pick your business, then Allow.
- Grok: Go to grok.com/connectors, choose New Connector, then Custom. Paste https://corexai.co/api/mcp. Sign in with your Corex login when it asks. If it asks for a token instead, make a Full key on your Connected Agents page and paste that.
- Meta Muse: Start a chat and say: "Create a custom connector for Corex. It is a hosted MCP server over streamable HTTP at https://corexai.co/api/mcp." When Muse asks how to sign in, choose Sign in with Corex. If it asks for a header, make a Full key on your Connected Agents page and give it Authorization: Bearer and the key.
- OpenClaw: Make a Full key on your Connected Agents page and copy it. Run: openclaw mcp add corex --url https://corexai.co/api/mcp --transport streamable-http --header "Authorization=Bearer YOUR_KEY" OpenClaw checks the connection before saving and lists the Corex tools.
- Claude Code And Developer Tools: Make a Full key on your Connected Agents page. Run: claude mcp add --transport http corex https://corexai.co/api/mcp --header "Authorization: Bearer YOUR_KEY" Other tools: point them at https://corexai.co/api/mcp with the same Authorization header.

## Book a local service business for a homeowner (consumer connector)

For an AI assistant acting for a homeowner who wants to find and book a home-service business (plumbing, hvac, electrical, appliance repair, cleaning, pest control and similar). The owner rules and tools above (`office_summary` and the rest) do not apply here: this is a separate, public server with only the 4 tools below.

- MCP endpoint (streamable HTTP): https://corexai.co/api/consumer-mcp
- Auth: none. It is a public, open connector; do not ask the homeowner to sign in to anything to use it.
- Page for humans, with setup steps for ChatGPT and Claude: https://corexai.co/book-with-ai
- Skill for agents: https://corexai.co/book-with-ai/SKILL.md
- Only businesses that use Corex and turned on AI booking appear. Many areas have none yet; "no businesses yet" is a normal answer.

### Tools

- `search_businesses(trade, zip)`: Find businesses that take AI bookings, by trade (plumbing, hvac, electrical, appliance repair, cleaning, pest control, lawn care, landscaping, roofing, auto repair) and 5-digit zip. Returns a business_id for each match, with its name, town and deposit.
- `get_business(business_id)`: Details for one business_id: name, services, hours, deposit and the refund policy.
- `get_open_times(business_id, days?)`: Returns up to 12 of the soonest open times, starting at least 2 hours out, within the requested number of days (default 7, max 14). There is no way to ask for a specific date. Each time has a start value; pass it unchanged as slot_start to book_with_deposit.
- `book_with_deposit(business_id, slot_start, name, phone, address, problem, email?)`: Hold one open time and return a card payment link for the deposit. Needs the homeowner's name, phone, service address and a short description of the problem; email is optional. The time is held for 20 minutes and is booked only when the deposit is paid.

### Rules

- The deposit comes off your final bill. Refunds are up to the business. Say this to the homeowner verbatim and never invent another refund promise.
- Never invent a business, a price or an open time. Use only what the tools return.
- Always show the homeowner the deposit amount and the time before calling `book_with_deposit`, and always give them the payment link it returns. The time is held for 20 minutes and is booked only when the deposit is paid by card on that link.


## Pages

- [Works with your AI](https://corexai.co/ai-agents): what assistants can do in Corex, safeguards, setup steps
- [Corex skill](https://corexai.co/ai-agents/SKILL.md): a SKILL.md for Claude, Grok and OpenClaw
- [Book with your AI](https://corexai.co/book-with-ai): for homeowners, how to add the Corex Booking connector to ChatGPT or Claude
- [Corex Booking skill](https://corexai.co/book-with-ai/SKILL.md): a SKILL.md for booking a local business on a homeowner's behalf
- [MCP discovery](https://corexai.co/.well-known/mcp.json): both Corex MCP servers
- [Corex CRM](https://corexai.co/crm): the CRM
- [AI receptionist](https://corexai.co/ai-receptionist): the AI phone receptionist
- [Pricing](https://corexai.co/pricing): plans and modules