Use WorkflowMax MCP to take action in your AI tools

Create Lead

Creates a new lead.

Create Timesheet

Creates a timesheet entry for a staff member and task.

Find Job Cost

Finds job costs for a job using a job number or job uuid.

Find Job Task

Finds job tasks for a job using a job number or job uuid.

Find Staff

Finds a staff member by name, email, or uuid.

Find Client

Finds a client by client name or uuid.

Find Job

Finds a job using a job number or job uuid.

Find Job Status

Finds a job status by status name or uuid.