Workiz MCP by usefulapi
Manage Workiz jobs and leads: create, update, assign team members and convert leads to jobs.
Connect it
Settings → Connectors → Add custom connector
URL: https://workiz.usefulapi.io/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://workiz.usefulapi.io/mcp{
"mcpServers": {
"workiz": {
"url": "https://workiz.usefulapi.io/mcp"
}
}
}claude mcp add --transport http workiz https://workiz.usefulapi.io/mcp{
"servers": {
"workiz": {
"type": "http",
"url": "https://workiz.usefulapi.io/mcp"
}
}
}19 tools, verified live
workiz_list_jobsread-onlyList 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/.
workiz_get_jobread-onlyFetch one job by UUID: schedule, status, client contact and address, totals and amount due, notes, tags and assigned team. Workiz: GET /job/get/{UUID}/.
workiz_list_leadsread-onlyList 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/.
workiz_get_leadread-onlyFetch one lead by UUID: schedule, status, client contact and address, source, notes and assigned team. Workiz: GET /lead/get/{UUID}/.
workiz_list_teamread-onlyList 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/.
workiz_get_team_memberread-onlyFetch one team member by user id: name, role, field-tech flag, email, service areas, skills and active status. Workiz: GET /team/get/{USER_ID}.
workiz_list_time_offread-onlyList 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/.
workiz_get_user_time_offread-onlyList one team member's FUTURE time off, by their name. Workiz: GET /TimeOff/get/{USER_NAME}.
workiz_create_jobcan modifyWRITE: 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/.
workiz_update_jobcan modifyWRITE: 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/.
workiz_assign_jobcan modifyWRITE: assign a team member (by name) to a job. Reversible with workiz_unassign_job. Workiz: POST /job/assign/.
workiz_unassign_jobcan modifyWRITE: remove a team member (by name) from a job. Reversible with workiz_assign_job. Workiz: POST /job/unassign/.
workiz_create_leadcan modifyWRITE: 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/.
workiz_update_leadcan modifyWRITE: 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/.
workiz_assign_leadcan modifyWRITE: assign a team member (by name) to a lead. Reversible with workiz_unassign_lead. Workiz: POST /lead/assign/.
workiz_unassign_leadcan modifyWRITE: remove a team member (by name) from a lead. Reversible with workiz_assign_lead. Workiz: POST /lead/unassign/.
workiz_convert_lead_to_jobcan modifyWRITE (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/.
workiz_mark_lead_lostcan modifyWRITE: mark a lead as lost. Reversible with workiz_activate_lead. Workiz: POST /lead/markLost/{UUID}/.
workiz_activate_leadcan modifyWRITE: change a lost lead back to active. Workiz: POST /lead/activate/{UUID}/.
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