io.usefulapiPublished by usefulapi.ioOfficial publisherv1.39.2Updated Nov 14, 2026
Manage Workiz jobs and leads: create, update, assign team members and convert leads to jobs.
The publisher's own server: Ably MCP by usefulapi
Hosted Workiz connector that lets an assistant read jobs, leads, team and time off, and create, update, assign and convert jobs and leads.
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.
Read https://sourceweft.com/mcp/io.usefulapi%2Fworkiz/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.Add this to your client's mcpServers config.
{
"mcpServers": {
"workiz-by-usefulapi": {
"type": "http",
"url": "https://workiz.usefulapi.io/mcp"
}
}
}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
https://workiz.usefulapi.io/mcp.claude mcp add --transport http workiz https://workiz.usefulapi.io/mcp, then run /mcp to log in.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.
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.
Each paid plan covers this server only. Ask your AI to run workiz_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with workiz_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with workiz_upgrade before then undoes the cancel. Or write to [email protected].
MIT © usefulapi. Not affiliated with or endorsed by Workiz.
Source: servers/workiz/README.md at commit f22f848
List jobs
List jobs, most recently scheduled first (sorted by JobDateTime, descending). Filter by start date, open-only, and status; page with offset/records (max 100). Without start_date Workiz returns the last 14 days. Workiz: GET /job/all/.
offsetstatusrecordsonly_openstart_dateGet one job
Fetch one job by UUID: schedule, status, client contact and address, totals and amount due, notes, tags and assigned team. Workiz: GET /job/get/{UUID}/.
uuidrequiredList leads
List leads, most recent first (sorted by LeadDateTime, descending). Filter by start date, open-only, and status; page with offset/records (max 100). Workiz: GET /lead/all/.
offsetstatusrecordsonly_openstart_dateGet one lead
Fetch one lead by UUID: schedule, status, client contact and address, source, notes and assigned team. Workiz: GET /lead/get/{UUID}/.
uuidrequiredList team members
List the account's active team members: id, name, role, whether they are a field tech, email, service areas and skills. Use the name to assign people to jobs or leads. Workiz: GET /team/all/.
Takes no parameters.
Get one team member
Fetch one team member by user id: name, role, field-tech flag, email, service areas, skills and active status. Workiz: GET /team/get/{USER_ID}.
user_idrequiredList upcoming time off
List FUTURE time off (start, end, userName — 'Entire Business' for company-wide closures). Set all=true to include every user and company time off. Useful before scheduling. Workiz: GET /TimeOff/get/.
allGet a team member's time off
List one team member's FUTURE time off, by their name. Workiz: GET /TimeOff/get/{USER_NAME}.
user_namerequiredCreate a job
WRITE: create a new job (schedule, client contact and address, type, source, notes). Returns the new job's UUID, ClientId and app link. Workiz: POST /job/create/.
CityUnitEmailPhoneStateAddressCompanyCountryCreatedJobTypeClientIdJobNotes+13 moreUpdate a job
WRITE: update fields on an existing job — status/sub-status, reschedule (JobDateTime/JobEndDateTime), contact, address, type, source, notes, tags. Only the fields you pass are sent. Workiz: POST /job/update/.
CityTagsUUIDrequiredUnitEmailPhoneStateStatusAddressCompanyCountryJobType+15 moreAssign a team member to a job
WRITE: assign a team member (by name) to a job. Reversible with workiz_unassign_job. Workiz: POST /job/assign/.
UUIDrequiredUserrequiredUnassign a team member from a job
WRITE: remove a team member (by name) from a job. Reversible with workiz_assign_job. Workiz: POST /job/unassign/.
UUIDrequiredUserrequiredCreate a lead
WRITE: create a new lead (client contact and address, requested time, job type, source, notes). Returns the new lead's UUID, ClientId and app link. Workiz: POST /lead/create/.
CityUnitEmailPhoneStateAddressCompanyCountryCreatedJobTypeClientIdLastName+13 moreUpdate a lead
WRITE: update fields on an existing lead — status, schedule, contact, address, type, source, notes, tags. Only the fields you pass are sent. Workiz: POST /lead/update/.
CityTagsUUIDrequiredUnitEmailPhoneStateStatusAddressCompanyCountryJobType+14 moreAssign a team member to a lead
WRITE: assign a team member (by name) to a lead. Reversible with workiz_unassign_lead. Workiz: POST /lead/assign/.
UUIDrequiredUserrequiredUnassign a team member from a lead
WRITE: remove a team member (by name) from a lead. Reversible with workiz_assign_lead. Workiz: POST /lead/unassign/.
UUIDrequiredUserrequiredConvert a lead to a job
WRITE (no API undo): convert a lead into a job. Creates a new job from the lead and returns its UUID and link; the API cannot reverse the conversion. Workiz: POST /lead/convert/.
UUIDrequiredMark a lead as lost
WRITE: mark a lead as lost. Reversible with workiz_activate_lead. Workiz: POST /lead/markLost/{UUID}/.
uuidrequiredReactivate a lost lead
WRITE: change a lost lead back to active. Workiz: POST /lead/activate/{UUID}/.
uuidrequired100% of the applicable checks met
How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.
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{ "mcpServers": { "workiz": { "url": "https://workiz.usefulapi.io/mcp" } }}