Workiz MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.39.2更新於 Nov 14, 2026

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

發布方自己的服務:Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

託管的 Workiz 連接器,讓助理讀取工單、潛在客戶、團隊與休假資訊,並建立、更新、指派工單與潛在客戶、將潛在客戶轉為工單。

可以做什麼
  • 列出並檢視工單,可依日期、狀態與僅未完成篩選並分頁
  • 列出並檢視潛在客戶,含來源、備註與指派團隊
  • 列出團隊成員及其角色、技能與服務區域
  • 檢視全公司或某位成員未來的休假安排
  • 建立與更新工單和潛在客戶,指派或取消指派團隊成員
  • 將潛在客戶轉為工單、標記為流失或重新啟用
適用情境
適合使用 Workiz 的外勤服務團隊,讓助理回答關於已排程工單、新進潛在客戶與人員可用性的問題,或完成改期、指派技師、把潛在客戶轉為工單等日常作業。
執行需求
以 URL 方式加入的遠端 MCP 端點,只需填寫網址,伺服器透過 OAuth 登入。首次連線時需提供 Workiz API 權杖,寫入類工具另需 API 密鑰,可在 Workiz 的「設定 → 整合 → 開發者」取得。免費方案每月 50 次工具呼叫,付費方案可提高額度。
安裝前請注意
多數工具會寫入 Workiz 資料:建立與更新工單和潛在客戶、指派或取消指派成員、標記潛在客戶流失以及轉換為工單。轉換無法透過 API 復原。Workiz API 權杖與密鑰會依使用者儲存在託管服務上。付費方案透過 Stripe 結帳付款,期中升級會立即收取差額,取消時不退費。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Workiz MCP by usefulapi,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。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fworkiz/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "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.

來源: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/.

輸入參數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}/.

輸入參數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/.

輸入參數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}/.

輸入參數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/.

無需輸入參數。

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}.

輸入參數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/.

輸入參數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}.

輸入參數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/.

輸入參數CityUnitEmailPhoneStateAddressCompanyCountryCreatedJobTypeClientIdJobNotes另有 13 個

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/.

輸入參數CityTagsUUID必填UnitEmailPhoneStateStatusAddressCompanyCountryJobType另有 15 個

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/.

輸入參數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/.

輸入參數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/.

輸入參數CityUnitEmailPhoneStateAddressCompanyCountryCreatedJobTypeClientIdLastName另有 13 個

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/.

輸入參數CityTagsUUID必填UnitEmailPhoneStateStatusAddressCompanyCountryJobType另有 14 個

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/.

輸入參數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/.

輸入參數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/.

輸入參數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}/.

輸入參數uuid必填

workiz_activate_lead

Reactivate a lost lead

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

輸入參數uuid必填

版本歷史

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

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  • 近 30 天內可連通必需25 分
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  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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