Workiz

io.usefulapiv1.0.0更新於 Sep 29, 2026

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

已驗證Streamable HTTP可網頁執行Business & CommerceProductivity & Workflow

概覽

AI 產生的概覽

讓助理讀取與管理 Workiz 的工作、潛在客戶與團隊成員，包括建立、更新、指派，以及將潛在客戶轉為工作。

功能
這是一款針對 Workiz 現場服務平台的託管 MCP 伺服器。它提供讀取工作、潛在客戶、團隊成員與休假的工具，以及建立與更新工作及潛在客戶、指派或取消指派團隊成員、將潛在客戶轉為工作、標記或重新啟用潛在客戶的寫入工具。另有兩個中繼工具可查詢用量與管理訂閱。
適用情境
當助理需要在不開啟 Workiz 介面的情況下查詢或修改 Workiz 的工作、潛在客戶或排班資料時使用。適合派工、潛在客戶追蹤，以及從 MCP 用戶端快速查看狀態。
執行需求
遠端端點 Workiz 帳號，首次連線時需提供 Workiz API 權杖，寫入工具另需 API 密鑰，可於「設定 → 整合 → 開發人員」取得。憑證依使用者儲存。
安裝前請注意
寫入工具會建立、更新、指派、取消指派、轉換及標記潛在客戶或工作，會更動 Workiz 中的實際資料，應先確認。伺服器要求提供 Workiz API 權杖與 API 密鑰，由託管方依使用者儲存。免費額度為每月 100 次工具呼叫，另有付費 Pro 方案。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Workiz，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

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

工具

0
工具後設資料尚未被收錄。

版本歷史

1
  1. v1.0.0最新Sep 29, 2026