Workiz MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.39.2更新于 Nov 14, 2026

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

发布方自己的服务:Ably MCP by usefulapi

已验证Streamable HTTP可网页运行效率与工作流商业与电商

概览

AI 生成的概览

托管的 Workiz 连接器,让助手读取工单、线索、团队与休假信息,并创建、更新、指派工单和线索、将线索转为工单。

可以做什么
  • 列出并查看工单,支持按日期、状态和仅未完成筛选及分页
  • 列出并查看线索,含来源、备注和指派团队
  • 列出团队成员及其角色、技能和服务区域
  • 查看全公司或某位成员未来的休假安排
  • 创建和更新工单与线索,指派或取消指派团队成员
  • 将线索转为工单、标记线索流失或重新激活
适用场景
适合使用 Workiz 的外勤服务团队,让助手回答关于已排期工单、新进线索和人员可用性的问题,或完成改期、指派技师、把线索转为工单等日常操作。
运行要求
以 URL 方式添加的远程 MCP 端点,仅需填写地址,服务器通过 OAuth 登录。首次连接时需提供 Workiz API 令牌,写入类工具还需 API 密钥,可在 Workiz 的“设置 → 集成 → 开发者”中获取。免费方案每月 50 次工具调用,付费方案可提高额度。
安装前请注意
多数工具会写入 Workiz 数据:创建和更新工单与线索、指派或取消指派成员、标记线索流失以及线索转工单。线索转工单无法通过 API 撤销。Workiz API 令牌和密钥按用户存储在托管服务上。付费方案通过 Stripe 结账付款,期中升级会立即收取差价,取消时不退款。

安装

在 SourceWeft 中

  1. 打开 控制台中的 Workiz MCP by usefulapi,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。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.usefulapi%2Fworkiz/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

{
  "mcpServers": {
    "workiz-by-usefulapi": {
      "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

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:
json
{  "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 or Pro+
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)10,000 tool calls / month
Pro+ (per user)$39/mo or $390/yr (2 months free)100,000 tool calls / month

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].

License

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

来源:servers/workiz/README.md,提交 f22f848

工具

19

workiz_list_jobs

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/.

输入参数offsetstatusrecordsonly_openstart_date

workiz_get_job

Get 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}/.

输入参数uuid必填

workiz_list_leads

List 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/.

输入参数offsetstatusrecordsonly_openstart_date

workiz_get_lead

Get one lead

Fetch one lead by UUID: schedule, status, client contact and address, source, notes and assigned team. Workiz: GET /lead/get/{UUID}/.

输入参数uuid必填

workiz_list_team

List 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/.

无需输入参数。

workiz_get_team_member

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}.

输入参数user_id必填

workiz_list_time_off

List 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/.

输入参数all

workiz_get_user_time_off

Get a team member's time off

List one team member's FUTURE time off, by their name. Workiz: GET /TimeOff/get/{USER_NAME}.

输入参数user_name必填

workiz_create_job

Create 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/.

输入参数CityUnitEmailPhoneStateAddressCompanyCountryCreatedJobTypeClientIdJobNotes另有 13 个

workiz_update_job

Update 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/.

输入参数CityTagsUUID必填UnitEmailPhoneStateStatusAddressCompanyCountryJobType另有 15 个

workiz_assign_job

Assign 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/.

输入参数UUID必填User必填

workiz_unassign_job

Unassign 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/.

输入参数UUID必填User必填

workiz_create_lead

Create 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/.

输入参数CityUnitEmailPhoneStateAddressCompanyCountryCreatedJobTypeClientIdLastName另有 13 个

workiz_update_lead

Update 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/.

输入参数CityTagsUUID必填UnitEmailPhoneStateStatusAddressCompanyCountryJobType另有 14 个

workiz_assign_lead

Assign 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/.

输入参数UUID必填User必填

workiz_unassign_lead

Unassign 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/.

输入参数UUID必填User必填

workiz_convert_lead_to_job

Convert 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/.

输入参数UUID必填

workiz_mark_lead_lost

Mark a lead as lost

WRITE: mark a lead as lost. Reversible with workiz_activate_lead. Workiz: POST /lead/markLost/{UUID}/.

输入参数uuid必填

workiz_activate_lead

Reactivate a lost lead

WRITE: change a lost lead back to active. Workiz: POST /lead/activate/{UUID}/.

输入参数uuid必填

版本历史

26
  1. v1.39.2最新Nov 14, 2026
  2. v1.39.1Nov 13, 2026
  3. v1.38.0Nov 12, 2026
  4. v1.37.3Nov 11, 2026
  5. v1.36.5Nov 8, 2026
  6. v1.36.4Nov 7, 2026
  7. v1.35.3Nov 5, 2026
  8. v1.35.2Nov 5, 2026
  9. v1.35.1Nov 4, 2026
  10. v1.35.0Nov 3, 2026
  11. v1.34.1Nov 3, 2026
  12. v1.33.0Nov 1, 2026
  13. v1.31.0Oct 31, 2026
  14. v1.30.0Oct 31, 2026
  15. v1.29.2Oct 30, 2026
  16. v1.29.0Oct 30, 2026
  17. v1.24.0Oct 26, 2026
  18. v1.21.3Oct 25, 2026
  19. v1.21.0Oct 25, 2026
  20. v1.20.0Oct 24, 2026
  21. v1.17.0Oct 23, 2026
  22. v1.16.4Oct 22, 2026
  23. v1.16.3Oct 21, 2026
  24. v1.11.1Oct 9, 2026
  25. v1.10.0Oct 9, 2026
  26. v1.0.0Sep 29, 2026

评分

已满足适用检查项的 100%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

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