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Workiz MCP for AI Agents

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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Api Key

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 Work logo

ChatGPT Work

Use Workiz MCP with ChatGPT Work

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.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

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

Start with Workiz.It takes 30 seconds.

Managed auth, hosted MCP servers, and every Workiz tool your agent needs.Free to start.

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