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
- 01Read jobs, leads, and team records
- 02View team members' time off
- 03Create and update jobs and leads
- 04Assign or unassign team members
- 05Convert leads to jobs
Use cases
- 01Review jobs and leads from an MCP client
- 02Create or update a job or lead
- 03Assign staff to jobs and leads
- 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.
https://workiz.usefulapi.io/mcpclaude mcp add --transport http io-usefulapi-workiz https://workiz.usefulapi.io/mcp{"mcpServers":{"io-usefulapi-workiz":{"type":"http","url":"https://workiz.usefulapi.io/mcp"}}}Open in Cursor{"servers":{"io-usefulapi-workiz":{"type":"http","url":"https://workiz.usefulapi.io/mcp"}}}Open in VS Code{"mcpServers":{"io-usefulapi-workiz":{"type":"http","url":"https://workiz.usefulapi.io/mcp"}}}{"mcpServers":{"io-usefulapi-workiz":{"serverUrl":"https://workiz.usefulapi.io/mcp"}}}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| Parameter | Type | Required | Description |
|---|---|---|---|
| offset | integer | No | Record offset for paging (default 0). |
| status | array | No | Only these statuses, e.g. ["Submitted", "In progress"]. |
| records | integer | No | Number of records to return, 1-100 (default 100). |
| only_open | boolean | No | Only open records, excluding Done and Canceled statuses (Workiz default: true). |
| start_date | string | No | Return records from this date (yyyy-MM-dd) until today. For jobs, Workiz defaults to the last 14 days when omitted. |
Details
From the project READMEWorkiz 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/mcpto 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
| Tool | Type | What it does |
|---|---|---|
workiz_list_jobs | read | List jobs |
workiz_get_job | read | Get one job |
workiz_list_leads | read | List leads |
workiz_get_lead | read | Get one lead |
workiz_list_team | read | List team members |
workiz_get_team_member | read | Get one team member |
workiz_list_time_off | read | List upcoming time off |
workiz_get_user_time_off | read | Get a team member's time off |
workiz_create_job | write | Create a job |
workiz_update_job | write | Update a job |
workiz_assign_job | write | Assign a team member to a job |
workiz_unassign_job | write | Unassign a team member from a job |
workiz_create_lead | write | Create a lead |
workiz_update_lead | write | Update a lead |
workiz_assign_lead | write | Assign a team member to a lead |
workiz_unassign_lead | write | Unassign a team member from a lead |
workiz_convert_lead_to_job | write | Convert a lead to a job |
workiz_mark_lead_lost | write | Mark a lead as lost |
workiz_activate_lead | write | Reactivate a lost lead |
workiz_usage_status | meta | Usage status (free-tier meter) |
workiz_request_feature | meta | Request a missing feature |
workiz_upgrade | meta | Upgrade to Pro (unlimited*) |
workiz_cancel_subscription | meta | Cancel 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
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 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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