usefulapiWorkiz MCP server
Manage Workiz jobs and leads: create, update, assign team members and convert leads to jobs. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.
What can I ask?
Turn on the Workiz connector, then ask in plain words. The AI picks the tools.
- Show my open jobs with their scheduled times and assigned team members.
- Which open leads came in during the last 7 days?
- Who on my team has time off coming up in the next month?
- Mark the lead for Jane Smith as lost, she chose another company.
What you can do with Workiz in Claude and ChatGPT
For field service business owners and dispatchers who run jobs and leads in Workiz.
Show open jobs with schedule and assigned team
The AI lists open jobs, filtered by start date and status, and opens one for the client, address, amount due, notes and assigned team.
Review new leads from the last days
The AI lists open leads by start date and status, and opens one for the source, notes and contact. You see which leads need a follow-up.
Check team skills and time off before scheduling
The AI lists team members with role, service areas and skills, and future time off for one person or for the whole business.
Create or update jobs and assign or unassign technicians
The AI creates a job or changes the status, time, address or notes of one. It assigns or unassigns a team member by name.
Changes dataAdd leads, convert them to jobs, or mark them lost or active
The AI creates a lead with contact, source and notes. It converts a lead to a job, marks it as lost, or reactivates a lost lead.
Changes dataHow do I connect Workiz?
Before you connect
The login page asks for your Workiz API token.
Optional: Workiz API secret.
Find both in Workiz → Settings → Integrations → Developer (requires the Workiz Developer API add-on on a paid plan). Your credentials are used only to call the API on your behalf and to derive a private account id; they are never shown to anyone.
Claude claude.ai · Desktop
- Open Customize → Connectors, then click + Add → Add custom connector.
- Enter the name Workiz and this URL, then click Add:https://
workiz. usefulapi. io/ mcp - Claude opens the login page: enter your Workiz API token.
- In a chat, click + → Connectors and turn on Workiz.
Team and Enterprise: an Owner adds the connector for the organization first.
ChatGPT chatgpt.com
- Open Plugins, click +, then Add custom MCP server.
- Enter the name Workiz and this URL, choose OAuth as the authentication, confirm the warning and create it:https://
workiz. usefulapi. io/ mcp - ChatGPT opens the login page: enter your Workiz API token.
- In Plugins, install Workiz, then choose it in a chat.
No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Claude Code
Run this command, then run /mcp in Claude Code to log in:
Cursor
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"workiz": {
"url": "https://workiz.usefulapi.io/mcp"
}
}
} VS Code
Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"workiz": {
"type": "http",
"url": "https://workiz.usefulapi.io/mcp"
}
}
} Codex
Run these commands. The second one opens the login page:
Other clients
Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.
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: the login page asks for your Workiz API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
Pricing
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | 10,000 tool calls / month |
| Pro+per user | $39/mo · $390/yr | 100,000 tool calls / month |
Each paid plan covers this Workiz 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 support@usefulapi.io.
Tools 23
Show all 23 tools (the AI picks them for you)
Read only · 8
- List jobs
workiz_list_jobsList 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. - Get one job
workiz_get_jobFetch one job by UUID: schedule, status, client contact and address, totals and amount due, notes, tags and assigned team. - List leads
workiz_list_leadsList leads, most recent first (sorted by LeadDateTime, descending). Filter by start date, open-only, and status; page with offset/records (max 100). - Get one lead
workiz_get_leadFetch one lead by UUID: schedule, status, client contact and address, source, notes and assigned team. - List team members
workiz_list_teamList 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. - Get one team member
workiz_get_team_memberFetch one team member by user id: name, role, field-tech flag, email, service areas, skills and active status. - List upcoming time off
workiz_list_time_offList 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. - Get a team member's time off
workiz_get_user_time_offList one team member's FUTURE time off, by their name.
Changes data · 11
- Create a job
workiz_create_jobWRITE: create a new job (schedule, client contact and address, type, source, notes). Returns the new job's UUID, ClientId and app link. - Update a job
workiz_update_jobWRITE: 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. - Assign a team member to a job
workiz_assign_jobWRITE: assign a team member (by name) to a job. Reversible with workiz_unassign_job. - Unassign a team member from a job
workiz_unassign_jobWRITE: remove a team member (by name) from a job. Reversible with workiz_assign_job. - Create a lead
workiz_create_leadWRITE: create a new lead (client contact and address, requested time, job type, source, notes). Returns the new lead's UUID, ClientId and app link. - Update a lead
workiz_update_leadWRITE: update fields on an existing lead — status, schedule, contact, address, type, source, notes, tags. Only the fields you pass are sent. - Assign a team member to a lead
workiz_assign_leadWRITE: assign a team member (by name) to a lead. Reversible with workiz_unassign_lead. - Unassign a team member from a lead
workiz_unassign_leadWRITE: remove a team member (by name) from a lead. Reversible with workiz_assign_lead. - Convert a lead to a job
workiz_convert_lead_to_jobWRITE (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. - Mark a lead as lost
workiz_mark_lead_lostWRITE: mark a lead as lost. Reversible with workiz_activate_lead. - Reactivate a lost lead
workiz_activate_leadWRITE: change a lost lead back to active.
Your usefulapi plan · 4
- Usage status (free-tier meter)
workiz_usage_statusReport the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter. - Request a missing feature
workiz_request_featureTell usefulapi that the user needs something the Workiz tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter. - Upgrade to Pro or Pro+
workiz_upgradeGet a paid plan for Workiz (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter. - Cancel the Pro subscription
workiz_cancel_subscriptionCancel the caller's Workiz Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run workiz_upgrade later to undo the cancel before the period ends. Does not count against the meter.
FAQ
What can I do with Workiz in Claude or ChatGPT?
Show open jobs with schedule and assigned team. Review new leads from the last days. Check team skills and time off before scheduling. Create or update jobs and assign or unassign technicians. Add leads, convert them to jobs, or mark them lost or active. See what you can do for the details.
Is this an official Workiz product?
No. usefulapi is an independent service. It is not affiliated with or endorsed by Workiz. The server calls the Workiz API with your own Workiz access, so it sees only the data that your account can see.
Can I connect Workiz to Claude or ChatGPT?
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
What do I need to connect?
The login page asks for your Workiz API token. See Before you connect for where to find it.
Do I put my Workiz key or an Authorization header in the client config?
No. 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: the login page asks for your Workiz API token. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
How do you keep my Workiz credentials?
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Workiz API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Workiz.
Can the AI change my Workiz data?
Yes, if you approve it. 11 of the 19 Workiz tools can create or change data. The other 8 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
What does it cost?
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Workiz server only. Cancel any time: your paid plan then runs to the end of the paid period. Run workiz_usage_status to see how many calls you used.
How do I subscribe or cancel?
Ask the 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+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run workiz_cancel_subscription. Your paid plan continues to the end of the paid period.
What if a Workiz tool that I need is missing?
Tell the AI what you wanted to do. It can send the request with workiz_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Which AI clients can I use?
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.