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Workiz MCP by usefulapi

Workiz MCP by usefulapi

Remote
usefulapi.ioBusiness & Marketing0Updated today

About Workiz MCP by usefulapi

Workiz MCP by usefulapi is a hosted server for teams managing Workiz jobs, leads, and staff. MCP clients can read records and create or update jobs and leads, assign team members, and convert leads into jobs.

Key features

  1. 01Read jobs, leads, and team records
  2. 02View team members' time off
  3. 03Create and update jobs and leads
  4. 04Assign or unassign team members
  5. 05Convert leads to jobs

Use cases

  1. 01Review jobs and leads from an MCP client
  2. 02Create or update a job or lead
  3. 03Assign staff to jobs and leads
  4. 04Turn a lead into a job

MCP support

It exposes Workiz job, lead, team, and time-off data, plus operations to create, update, assign, and convert records to MCP clients. The hosted remote MCP server uses OAuth sign-in and per-user Workiz credentials.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://workiz.usefulapi.io/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.

Tools

19
ParameterTypeRequiredDescription
offsetintegerNoRecord offset for paging (default 0).
statusarrayNoOnly these statuses, e.g. ["Submitted", "In progress"].
recordsintegerNoNumber of records to return, 1-100 (default 100).
only_openbooleanNoOnly open records, excluding Done and Canceled statuses (Workiz default: true).
start_datestringNoReturn records from this date (yyyy-MM-dd) until today. For jobs, Workiz defaults to the last 14 days when omitted.

Details

From the project README

Workiz MCP by usefulapi

Use Workiz from Claude, Cursor, or any MCP client — read jobs, leads, team and time off, and create or update jobs and leads, assign team members and convert leads. Hosted, no local install: connect with your own Workiz credentials.

Live endpoint: https://workiz.usefulapi.io/mcp · Homepage: https://usefulapi.io/workiz

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://workiz.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http workiz https://workiz.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
{
  "mcpServers": {
    "workiz": {
      "url": "https://workiz.usefulapi.io/mcp"
    }
  }
}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your Workiz credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/workiz/

On first connect you'll provide your Workiz API token, plus the API secret for write tools (Settings → Integrations → Developer). They're validated, stored per-user, and scoped to you — no keys in config files.

Tools

ToolTypeWhat it does
workiz_list_jobsreadList jobs
workiz_get_jobreadGet one job
workiz_list_leadsreadList leads
workiz_get_leadreadGet one lead
workiz_list_teamreadList team members
workiz_get_team_memberreadGet one team member
workiz_list_time_offreadList upcoming time off
workiz_get_user_time_offreadGet a team member's time off
workiz_create_jobwriteCreate a job
workiz_update_jobwriteUpdate a job
workiz_assign_jobwriteAssign a team member to a job
workiz_unassign_jobwriteUnassign a team member from a job
workiz_create_leadwriteCreate a lead
workiz_update_leadwriteUpdate a lead
workiz_assign_leadwriteAssign a team member to a lead
workiz_unassign_leadwriteUnassign a team member from a lead
workiz_convert_lead_to_jobwriteConvert a lead to a job
workiz_mark_lead_lostwriteMark a lead as lost
workiz_activate_leadwriteReactivate a lost lead
workiz_usage_statusmetaUsage status (free-tier meter)
workiz_request_featuremetaRequest a missing feature
workiz_upgrademetaUpgrade to Pro (unlimited*)
workiz_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with workiz_upgrade (it returns a Stripe Checkout link). Cancel any time with workiz_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running workiz_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT © usefulapi. Not affiliated with or endorsed by Workiz.

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