FSG Workspace

QuickBooks Online

Needs attention

FSG Company file · last sync 7h ago · invoices, payments, vendor bills, customers

Customer not found: Fox Village

Invoice 18903 for project 23231 can't post — no QuickBooks customer matches “Fox Village Apartments”.

View invoice 18903

Invoices

Vendor bills

Customers

412

Sync log

Pulled 3 payments · matched 2 invoices · 1 exceptionSep 5 · 8:00 AM
Pushed invoice 18904 (23227) · $14,850Sep 5 · 4:00 AM
Pushed 4 vendor bills · synced 2 vendorsSep 4 · 12:07 PM
Pulled customer list · 412 customers · no changesSep 4 · 4:07 AM

Microsoft 365

Connected

teamfsg.com tenant · mail sync every 2 min · calendar · SSO

Mailboxes syncing

Twilio

Connected

Voice, SMS, recording · 10DLC campaign approved

(262) 336-0420Main SMS / dialerVoice · SMS · MMS
(262) 336-0421Prospecting lineVoice · SMS
(262) 336-0422Vendor lineVoice · SMS

10DLC: ApprovedBrand: Facility Services Group IncCampaign: Mixed / Low volume

Resend

Connected

Sending domain mail.teamfsg.com verified · 4,210 sent this month · 0.3% bounce

Type	Host	Value
TXT	mail.teamfsg.com	v=spf1 include:amazonses.com ~all	Verified
CNAME	resend._domainkey.mail	resend._domainkey.resend.dev	Verified
TXT	_dmarc.mail	v=DMARC1; p=quarantine; rua=mailto:dmarc@teamfsg.com	Verified
MX	bounce.mail	feedback-smtp.us-east-1.amazonses.com	Verified

Stripe

Not connected

Card & ACH payments on client invoices — off until Wendee or Dean enables

Connecting Stripe doesn’t turn payments on; that’s a separate, logged approval on the Payments page.

Mapbox & parcels

Connected

Geocoding, vendor radius search, parcel owner lookup (Regrid)

Locations geocoded

25/25

Parcel lookups · mo

138

Vendors with base

14/14

NWS weather alerts

Connected

Severe weather watches/warnings matched to client sites · storm-response lists

Counties watched: Waukesha, Milwaukee, Washington, Ozaukee, Racine, Kenosha, Jefferson, Dodge. Active now: Severe thunderstorm watch · 3 sites

Slack / Microsoft Teams

Connected

Teams connected · posts to a channel when something needs a person

• Vendor replied “3 — call me” on a WO
• Client viewed a proposal 3+ times without signing
• COI lapsed on a vendor with an open WO
• QuickBooks sync exception

Webhooks & API keys

Connected

2 keys · 1 webhook · REST API v1

API keys

Zapier — new project
fsg_live_3k9… · projects:read, tasks:write
Created Jul 27 · last used 12h ago
Corrigo bridge (test)
fsg_test_p2q… · work_orders:read
Created Aug 24 · never used

Webhooks

https://hooks.zapier.com/hooks/catch/18822/fsg-sold
project.soldproposal.accepted
200 OK

MCP server

Connected

Lets Claude (or any MCP client) read and act on the workspace with your permissions

Server URLhttps://mcp.teamfsg.app/v1

Create an API key above with the scopes you want Claude to have.
Copy the config and paste it into Claude Desktop (or claude mcp add in Claude Code).
Ask: “What’s stuck on 23227?” or “Draft the follow-up for Lakeview Plaza.” Actions run as you and are audited.

{
  "mcpServers": {
    "fsg-workspace": {
      "url": "https://mcp.teamfsg.app/v1",
      "headers": { "Authorization": "Bearer <api key>" }
    }
  }
}

Corrigo / ServiceChannel

Phase 2

Client work-order portals — pull WOs in, push status & invoices back

2 clients use a portal today (corrigo, servicechannel). Portal references are searchable now; the two-way sync is Phase 2.

QuickBooks Online

Needs attention

FSG Company file · last sync 7h ago · invoices, payments, vendor bills, customers

Customer not found: Fox Village

Invoice 18903 for project 23231 can't post — no QuickBooks customer matches “Fox Village Apartments”.

View invoice 18903

Invoices

Vendor bills

Customers

412

Sync log

Pulled 3 payments · matched 2 invoices · 1 exceptionSep 5 · 8:00 AM
Pushed invoice 18904 (23227) · $14,850Sep 5 · 4:00 AM
Pushed 4 vendor bills · synced 2 vendorsSep 4 · 12:07 PM
Pulled customer list · 412 customers · no changesSep 4 · 4:07 AM

Microsoft 365

Connected

teamfsg.com tenant · mail sync every 2 min · calendar · SSO

Mailboxes syncing

Twilio

Connected

Voice, SMS, recording · 10DLC campaign approved

(262) 336-0420Main SMS / dialerVoice · SMS · MMS
(262) 336-0421Prospecting lineVoice · SMS
(262) 336-0422Vendor lineVoice · SMS

10DLC: ApprovedBrand: Facility Services Group IncCampaign: Mixed / Low volume

Resend

Connected

Sending domain mail.teamfsg.com verified · 4,210 sent this month · 0.3% bounce

Type	Host	Value
TXT	mail.teamfsg.com	v=spf1 include:amazonses.com ~all	Verified
CNAME	resend._domainkey.mail	resend._domainkey.resend.dev	Verified
TXT	_dmarc.mail	v=DMARC1; p=quarantine; rua=mailto:dmarc@teamfsg.com	Verified
MX	bounce.mail	feedback-smtp.us-east-1.amazonses.com	Verified

Stripe

Not connected

Card & ACH payments on client invoices — off until Wendee or Dean enables

Connecting Stripe doesn’t turn payments on; that’s a separate, logged approval on the Payments page.

Mapbox & parcels

Connected

Geocoding, vendor radius search, parcel owner lookup (Regrid)

Locations geocoded

25/25

Parcel lookups · mo

138

Vendors with base

14/14

NWS weather alerts

Connected

Severe weather watches/warnings matched to client sites · storm-response lists

Counties watched: Waukesha, Milwaukee, Washington, Ozaukee, Racine, Kenosha, Jefferson, Dodge. Active now: Severe thunderstorm watch · 3 sites

Slack / Microsoft Teams

Connected

Teams connected · posts to a channel when something needs a person

• Vendor replied “3 — call me” on a WO
• Client viewed a proposal 3+ times without signing
• COI lapsed on a vendor with an open WO
• QuickBooks sync exception

Webhooks & API keys

Connected

2 keys · 1 webhook · REST API v1

API keys

Zapier — new project
fsg_live_3k9… · projects:read, tasks:write
Created Jul 27 · last used 12h ago
Corrigo bridge (test)
fsg_test_p2q… · work_orders:read
Created Aug 24 · never used

Webhooks

https://hooks.zapier.com/hooks/catch/18822/fsg-sold
project.soldproposal.accepted
200 OK

MCP server

Connected

Lets Claude (or any MCP client) read and act on the workspace with your permissions

Server URLhttps://mcp.teamfsg.app/v1

Create an API key above with the scopes you want Claude to have.
Copy the config and paste it into Claude Desktop (or claude mcp add in Claude Code).
Ask: “What’s stuck on 23227?” or “Draft the follow-up for Lakeview Plaza.” Actions run as you and are audited.

{
  "mcpServers": {
    "fsg-workspace": {
      "url": "https://mcp.teamfsg.app/v1",
      "headers": { "Authorization": "Bearer <api key>" }
    }
  }
}

Corrigo / ServiceChannel

Phase 2

Client work-order portals — pull WOs in, push status & invoices back

2 clients use a portal today (corrigo, servicechannel). Portal references are searchable now; the two-way sync is Phase 2.

Integrations

QuickBooks Online

Microsoft 365

Twilio

Resend

Stripe

Mapbox & parcels

NWS weather alerts

Slack / Microsoft Teams

Webhooks & API keys

MCP server

Corrigo / ServiceChannel

Integrations

QuickBooks Online

Microsoft 365

Twilio

Resend

Stripe

Mapbox & parcels

NWS weather alerts

Slack / Microsoft Teams

Webhooks & API keys

MCP server

Corrigo / ServiceChannel