Workiz

io.usefulapiv1.0.0更新于 Sep 29, 2026

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

已验证Streamable HTTP可网页运行Business & CommerceProductivity & Workflow

概览

AI 生成的概览

让助手读取和管理 Workiz 的工单、线索和团队成员,包括创建、更新、分配以及将线索转换为工单。

功能
这是一个面向 Workiz 现场服务平台的托管 MCP 服务器。它提供读取工单、线索、团队成员和休假的工具,以及创建和更新工单与线索、分配或取消分配团队成员、将线索转换为工单、标记或重新激活线索的写入工具。另有两个元工具用于查询用量和管理订阅。
适用场景
当助手需要在不打开 Workiz 界面的情况下查询或修改 Workiz 的工单、线索或排班数据时使用。适合派工、线索跟进以及从 MCP 客户端快速查看状态。
运行要求
远程端点 Workiz 账户,首次连接时需提供 Workiz API 令牌,写入工具还需 API 密钥,可在“设置 → 集成 → 开发者”中获取。凭据按用户存储。
安装前请注意
写入工具会创建、更新、分配、取消分配、转换以及标记线索或工单,会改动 Workiz 中的实际数据,应先确认。服务器要求提供 Workiz API 令牌和 API 密钥,由托管方按用户存储。免费额度为每月 100 次工具调用,另有付费 Pro 方案。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Workiz,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "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.

来源:servers/workiz/README.md,提交 e95202f

工具

0
工具元数据尚未被收录。

版本历史

1
  1. v1.0.0最新Sep 29, 2026