Workiz

io.usefulapiv1.0.0Updated Sep 29, 2026

Manage Workiz jobs and leads: create, update, assign team members and convert leads to jobs.

VerifiedStreamable HTTPWeb executableBusiness & CommerceProductivity & Workflow

Overview

AI-generated overview

Lets an assistant read and manage Workiz jobs, leads, and team members, including creating, updating, assigning, and converting leads to jobs.

What it does
A hosted MCP server for the Workiz field-service platform. It exposes read tools for jobs, leads, team members, and time off, plus write tools to create and update jobs and leads, assign or unassign team members, convert a lead to a job, and mark or reactivate leads. Two meta tools report usage and manage a subscription.
When to use it
Use it when an assistant needs to look up or change Workiz jobs, leads, or scheduling data without opening the Workiz interface. Useful for dispatching, lead follow-up, and quick status checks from an MCP client.
Requirements
A remote endpoint at no local install. Requires a Workiz account and, on first connect, a Workiz API token plus the API secret for write tools, found under Settings, Integrations, Developer. Credentials are stored per user.
Before you install
Write tools create, update, assign, unassign, convert, and mark leads or jobs, so changes affect live Workiz data and should be confirmed. The server asks for a Workiz API token and API secret; these are stored per user by the hosted provider. A free tier is limited to 100 tool calls per month, and a paid Pro plan is offered.

Installation

In SourceWeft

  1. Open Workiz in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "workiz": {
      "type": "http",
      "url": "https://workiz.usefulapi.io/mcp"
    }
  }
}

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

Add to Claude

json
{  "mcpServers": {    "workiz": {      "url": "https://workiz.usefulapi.io/mcp"    }  }}

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_upgrademetaUpgrade to Pro (unlimited)

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

Pricing

PlanPriceLimit
Free$0100 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited

License

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

Source: servers/workiz/README.md at commit e95202f

Tools

0
Tool metadata has not been indexed yet.

Version history

1
  1. v1.0.0LatestSep 29, 2026