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Workiz MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Workiz MCP or direct API to schedule jobs, manage leads, assign technicians, and record payments through natural language.

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Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments. Use it to streamline dispatch, invoicing, and mobile team coordination for service businesses.

21 Tools

Try Workiz now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Workiz
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TOOLS

Supported Tools

Every Workiz action and event your agent gets out of the box.

Add Client Note

Add a text note to a Workiz client and optionally pin it.

Assign Technician

Assign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.

Assign Technicians

Assign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for each technician.

Convert Lead to Job

Irreversibly convert an existing Workiz lead into a job and return the resulting job.

Create Job

Create a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.

Create Lead

Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.

Get Client

Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.

Get Invoice or Estimate

Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.

Get Job or Lead

Retrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.

List Assigned Technicians

List one page of technicians assigned to a Workiz job or lead.

List Client Notes

List one page of notes recorded on a Workiz client, ordered by creation date descending.

List Clients

List and search Workiz clients with balance, tag, created-date, and sort filters.

List Invoices or Estimates

List Workiz invoices or estimates with optional created or updated date filtering.

List Jobs or Leads

List one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a continuation cursor.

List Workiz Reference Data

List IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.

List Users

List Workiz users and technicians for assignment and attribution workflows.

Remove Technician

Remove a technician assignment from a Workiz job or lead.

Search Workiz Records

Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.

Set Primary Technician

Make an already assigned technician the primary technician on a Workiz job or lead.

Update Job

Update only the selected fields of an existing Workiz job.

Update Lead

Update only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields.

SETUP GUIDE

Connect Workiz MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK for Python or TypeScript
2

Initialize Client and Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });
const session = await composio.create('your-user-id');
console.log(`Tool Router session created: ${session.mcp.url}`);
Import and initialize the Composio client, then create a Tool Router session for Workiz
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: session.mcp.url,
    headers: {
      'x-api-key': 'your-composio-api-key',
    },
  },
});

const tools = await client.tools();
const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
  maxSteps: 5,
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent (Anthropic Claude or Mastra)
SETUP GUIDE

Connect Workiz API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Workiz Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'YOUR_SPECIFIC_PROMPT_HERE'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Workiz actions with your Agent

Why Use Composio?

AI Native Workiz Integration

  • Supports both Workiz MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Workiz data

Managed Auth

  • Built-in API key handling with secure storage and scoped access
  • Central place to manage, scope, and revoke Workiz API keys
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Workiz
  • Scoped, least privilege access to Workiz resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Workiz with any AI Agent Framework

Choose a Framework you want to connect Workiz with

ChatGPT logo

ChatGPT

Use Workiz MCP with ChatGPT

Claude Cowork logo

Claude Cowork

Use Workiz MCP with Claude Cowork

Hermes logo

Hermes

Use Workiz MCP with Hermes

FAQ

Frequently asked questions

Yes, Workiz requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Workiz connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Workiz account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Workiz actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Workiz at any time.

When you connect a Workiz account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Workiz as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Workiz. If Workiz lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Workiz at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Workiz connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Workiz rejects the old key. Create a new key in Workiz and reconnect the account from the Composio dashboard or by asking your agent to reconnect Workiz. Nothing else changes.

Composio's free plan includes 100,000 tool calls per month with no credit card, which covers most personal Workiz use. Paid plans add higher limits and team features. Your Workiz plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Workiz accounts).

With Composio, you connect Workiz once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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