Connect-MCP

Workiz MCP by usefulapi

io.usefulapi/workiz · v1.11.1

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

MCPremoteno credentialsCRM & salesKnowledge & docs

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Last check

Reachable, 19 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 88/100

What it does: 19 tools · 8 read, 11 write (incl. delete/pay) · CRM & sales, Knowledge & docs

Test call workiz_list_jobs: needs a key: HTTP 401 (1,004 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +10
  • Read/write annotations: +5
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://workiz.usefulapi.io/mcp

Tools

19 tools listed at last check
  • workiz_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/.
  • workiz_get_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}/.
  • workiz_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/.
  • workiz_get_lead Fetch one lead by UUID: schedule, status, client contact and address, source, notes and assigned team. Workiz: GET /lead/get/{UUID}/.
  • workiz_list_team 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/.
  • workiz_get_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}.
  • workiz_list_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/.
  • workiz_get_user_time_off List one team member's FUTURE time off, by their name. Workiz: GET /TimeOff/get/{USER_NAME}.
  • workiz_create_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/.
  • workiz_update_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/.
  • workiz_assign_job WRITE: assign a team member (by name) to a job. Reversible with workiz_unassign_job. Workiz: POST /job/assign/.
  • workiz_unassign_job WRITE: remove a team member (by name) from a job. Reversible with workiz_assign_job. Workiz: POST /job/unassign/.
  • workiz_create_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/.
  • workiz_update_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/.
  • workiz_assign_lead WRITE: assign a team member (by name) to a lead. Reversible with workiz_unassign_lead. Workiz: POST /lead/assign/.
  • workiz_unassign_lead WRITE: remove a team member (by name) from a lead. Reversible with workiz_assign_lead. Workiz: POST /lead/unassign/.
  • workiz_convert_lead_to_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/.
  • workiz_mark_lead_lost WRITE: mark a lead as lost. Reversible with workiz_activate_lead. Workiz: POST /lead/markLost/{UUID}/.
  • workiz_activate_lead WRITE: change a lost lead back to active. Workiz: POST /lead/activate/{UUID}/.

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