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How to connect Workiz MCP with ChatGPT Work

Connect ChatGPT Work to Workiz MCP. Schedule a new job for john smith, list open jobs for this week, and more using natural language, with authentication handled for you.

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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

How to connect Workiz MCP with ChatGPT Work

ChatGPT Work is an agent inside ChatGPT built for your most ambitious work. It takes action across your apps and files, stays with a project for hours, and turns a goal into finished materials like sheets, slides, and docs - not just answers.

In this guide, I will explain the easiest and most secure way to connect your Workiz account to ChatGPT Work via Composio Connect, so it can create and schedule jobs, update job status, assign technicians, generate invoices, and track payments through natural language commands without ever putting your account credentials at risk.

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Why use Composio over default connectors?

  • Apps with read and write access. Default connectors mostly can read your data. Composio's Workiz integration lets ChatGPT Work take actions like creating drafts, sending updates, labeling records, and more.
  • 1,000+ SaaS toolkits out of the box. Composio gives you instant access to a vast catalog of pre-built connectors, from Gmail and Slack to Notion, Linear, and Salesforce.
  • One MCP server for every app. Connect any of your applications on demand through a single endpoint, rather than juggling a separate server for each app.
  • Smart, context-aware tool loading. Unlike traditional MCP servers that dump every available tool into the LLM context window, Composio searches for and loads only the tools relevant to the task at hand.
  • Cross-app automation. Chain actions across multiple apps in a single run - fetch a thread, summarize it in Notion, and post highlights to Slack without leaving the conversation.

Prerequisites

  • A ChatGPT account with access to ChatGPT Work (rolling out across Pro, Enterprise, Edu, Plus, and Business plans). We will use the ChatGPT desktop app, which is available on every plan.
  • Access to the Workiz workspace you want to connect.
  • Composio MCP.

Note: Composio connects through OAuth. You will be asked to sign in and approve specific permissions. Review the permission screen carefully if you are using a work account.

Step-by-step: Connect Workiz to ChatGPT Work

1. Open the MCP settings

In ChatGPT Work, go to Settings and open the Plugins section. Inside the Plugins page, click the MCP tab.

ChatGPT Work settings showing the Plugins page with the MCP tab selected

2. Add the server

Click Add server. In the Name field enter Composio, for Type select Streamable HTTP, and in the URL field paste the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
ChatGPT Work Add server dialog with the name Composio, type Streamable HTTP, and the Composio MCP URL

Then click Save. The Composio server now appears in your MCP plugins list.

ChatGPT Work Plugins page showing the Composio MCP server added to the list

3. Authenticate

Click Authenticate, log in via Composio, and click Allow access to authorize ChatGPT Work to use your Composio account.

Composio login and Allow access screen for ChatGPT Work MCP setup

4. Start using Composio

That is it - Composio tools are now available in ChatGPT Work. Ask it to work with your Workiz account and it will run the actions you authorize.

What you can do after connecting Workiz

  • Schedule a new job for John Smith
  • List open jobs for this week
  • Record payment for job #12345

Security + privacy notes (important)

  • Use least-privilege access: Only grant permissions you actually need.
  • Review OAuth permissions before approving: Make sure requested scopes match what you expect Composio and ChatGPT Work to do.
  • Keep write actions human-reviewed: For actions like sending messages, creating labels, or editing drafts, keep manual confirmation enabled.
  • Be careful with sensitive data: Avoid using this setup with highly sensitive information unless allowed by your personal, company, or client policies.
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.

FRAMEWORKS

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Hermes

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FAQ

Frequently asked questions

With a standalone Workiz MCP server, the agents and LLMs can only access a fixed set of Workiz tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Workiz and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. ChatGPT Work fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Workiz tools.

Yes, absolutely. You can configure which Workiz scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Workiz data and credentials are handled as safely as possible.

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