# How to integrate Workiz MCP with Hermes

```json
{
  "title": "How to integrate Workiz MCP with Hermes",
  "toolkit": "Workiz",
  "toolkit_slug": "workiz",
  "framework": "Hermes",
  "framework_slug": "hermes-agent",
  "url": "https://composio.dev/toolkits/workiz/framework/hermes-agent",
  "markdown_url": "https://composio.dev/toolkits/workiz/framework/hermes-agent.md",
  "updated_at": "2026-08-31T05:36:59.033Z"
}
```

## Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.
This guide explains the easiest and most robust way to connect your Workiz account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

## Also integrate Workiz with

- [ChatGPT Work](https://composio.dev/toolkits/workiz/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/workiz/framework/claude-cowork)

## TL;DR

### What is Composio Connect?
Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:
- Search and load tools from relevant toolkits on-demand, reducing context usage.
- Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
- Manage app authentication end-to-end with zero manual overhead.

## Connect Workiz to Hermes

### Integrating Workiz with Hermes
### Using Composio Connect CLI
1. Install the Composio CLI
Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

```bash
curl -fsSL https://composio.dev/install | bash
```

## What is the Workiz MCP server, and what's possible with it?

The Workiz MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Workiz account. It provides structured and secure access so your agent can perform Workiz operations on your behalf.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `WORKIZ_ADD_CLIENT_NOTE` | Add Client Note | Add a text note to a Workiz client and optionally pin it. |
| `WORKIZ_ASSIGN_TECHNICIAN` | Assign Technician | Assign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians. |
| `WORKIZ_ASSIGN_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. |
| `WORKIZ_CONVERT_LEAD_TO_JOB` | Convert Lead to Job | Irreversibly convert an existing Workiz lead into a job and return the resulting job. This operational transition cannot be undone and creates a persistent job record. Never use this action merely to inspect a lead. |
| `WORKIZ_CREATE_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. |
| `WORKIZ_CREATE_LEAD` | 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. |
| `WORKIZ_GET_CLIENT` | Get Client | Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields. |
| `WORKIZ_GET_FINANCIAL_DOCUMENT` | Get Invoice or Estimate | Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status. |
| `WORKIZ_GET_JOB_OR_LEAD` | Get Job or Lead | Retrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields. |
| `WORKIZ_LIST_ASSIGNED_TECHNICIANS` | List Assigned Technicians | List one page of technicians assigned to a Workiz job or lead. |
| `WORKIZ_LIST_CLIENT_NOTES` | List Client Notes | List one page of notes recorded on a Workiz client, ordered by creation date descending. |
| `WORKIZ_LIST_CLIENTS` | List Clients | List and search Workiz clients with balance, tag, created-date, and sort filters. Returns one page and a cursor for controlled continuation. |
| `WORKIZ_LIST_FINANCIAL_DOCUMENTS` | List Invoices or Estimates | List Workiz invoices or estimates with optional created or updated date filtering. Returns one page and a continuation cursor. |
| `WORKIZ_LIST_JOBS_OR_LEADS` | 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. |
| `WORKIZ_LIST_REFERENCE_DATA` | 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. |
| `WORKIZ_LIST_USERS` | List Users | List Workiz users and technicians for assignment and attribution workflows. Returns one page and a cursor for controlled continuation. |
| `WORKIZ_REMOVE_TECHNICIAN` | Remove Technician | Remove a technician assignment from a Workiz job or lead. |
| `WORKIZ_SEARCH_RECORDS` | Search Workiz Records | Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value. |
| `WORKIZ_SET_PRIMARY_TECHNICIAN` | Set Primary Technician | Make an already assigned technician the primary technician on a Workiz job or lead. All other assigned technicians become non-primary. |
| `WORKIZ_UPDATE_JOB` | Update Job | Update only the selected fields of an existing Workiz job. Unspecified fields remain unchanged. |
| `WORKIZ_UPDATE_LEAD` | Update Lead | Update only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields. Unspecified fields remain unchanged. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Workiz MCP server provides comprehensive access to Workiz operations through Composio. Once connected, Hermes can perform all major Workiz actions on your behalf using natural language commands.

## Complete Code

None listed.

## Conclusion

### Way Forward
With Workiz connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.
From here, you can extend Hermes further:
- Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
- Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
- Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.
If you run into trouble or want to share what you've built, join the [community](https://discord.com/invite/composio) or check out the [Docs](https://docs.composio.dev?utm_source=toolkits&utm_medium=framework_template&utm_campaign=hermes&utm_content=docs) for deeper configuration options.

## How to build Workiz MCP Agent with another framework

- [ChatGPT Work](https://composio.dev/toolkits/workiz/framework/chatgpt)
- [Claude Cowork](https://composio.dev/toolkits/workiz/framework/claude-cowork)

## Related Toolkits

- [Google Calendar](https://composio.dev/toolkits/googlecalendar) - Google Calendar is a time management service for scheduling meetings, events, and reminders. It streamlines personal and team organization with integrated notifications and sharing options.
- [Apaleo](https://composio.dev/toolkits/apaleo) - Apaleo is a cloud-based property management platform for hospitality businesses. It centralizes reservations, billing, and daily operations for smoother hotel management.
- [Appointo](https://composio.dev/toolkits/appointo) - Appointo is an appointment booking platform for Shopify stores. It lets businesses add online scheduling to their websites with zero coding.
- [Bart](https://composio.dev/toolkits/bart) - Bart is the Bay Area Rapid Transit system, providing fast public transportation across the San Francisco Bay Area. It helps commuters and travelers get real-time schedule info, plan routes, and stay updated on service changes.
- [Bookingmood](https://composio.dev/toolkits/bookingmood) - Bookingmood is commission-free booking software for rental businesses. It lets you manage reservations and sync bookings directly on your website.
- [Booqable](https://composio.dev/toolkits/booqable) - Booqable is a rental software platform for managing inventory, bookings, and reservations. It helps businesses streamline rentals and keep track of every item with ease.
- [Cal](https://composio.dev/toolkits/cal) - Cal is a meeting scheduling platform that offers shareable booking links and real-time calendar syncing. It streamlines the process of finding mutual availability to make scheduling effortless.
- [Calendarhero](https://composio.dev/toolkits/calendarhero) - Calendarhero is a powerful scheduling platform that streamlines your calendar management across multiple services. It helps you efficiently schedule, reschedule, and organize meetings without the back-and-forth.
- [Calendly](https://composio.dev/toolkits/calendly) - Calendly is an appointment scheduling tool that automates meeting invitations, availability checks, and reminders. It helps individuals and teams avoid endless email back-and-forth when booking meetings.
- [Check Cherry](https://composio.dev/toolkits/check_cherry) - Check Cherry is a business management platform for photography and event service companies. It helps teams manage leads, bookings, appointments, offerings, payments, and workflows in one place.
- [Cronfree Time Scheduler](https://composio.dev/toolkits/cronfree_time_scheduler) - Cronfree Time Scheduler is an API-based scheduler for recurring webhook calls. Use it to create and remove timezone-aware schedules without running cron.
- [Etermin](https://composio.dev/toolkits/etermin) - eTermin is an online appointment scheduling platform for businesses to manage bookings. It streamlines client appointments, saving time and reducing scheduling conflicts.
- [Evenium](https://composio.dev/toolkits/evenium) - Evenium is an all-in-one platform for managing professional events, from planning to analysis. It helps teams simplify event logistics, boost engagement, and track every detail in one place.
- [Eventee](https://composio.dev/toolkits/eventee) - Eventee is a user-friendly event management platform for mobile and web. It boosts attendee engagement for in-person, virtual, and hybrid events.
- [Eventzilla](https://composio.dev/toolkits/eventzilla) - Eventzilla is an event management platform for creating, promoting, and running events. It streamlines ticketing, registration, and attendee coordination for organizers.
- [GoTable](https://composio.dev/toolkits/go_table) - GoTable is a restaurant management REST API for reservations, tables, guests, offers, availability, and webhooks. Use it to programmatically manage bookings, guest data, offers, and table availability.
- [Humanitix](https://composio.dev/toolkits/humanitix) - Humanitix is a not-for-profit ticketing platform that donates 100% of profits to charity. It empowers event organizers to make social impact with every ticket sold.
- [Ignav Flights](https://composio.dev/toolkits/ignav_flights) - Ignav Flights is a flight search API for airports, fares, itineraries, and booking links. It helps apps compare routes and prices fast, so travelers can find practical options sooner.
- [Lodgify](https://composio.dev/toolkits/lodgify) - Lodgify is an all-in-one vacation rental software for property managers and owners. It centralizes bookings, guest messaging, and channel synchronization in one dashboard.
- [Mindbody](https://composio.dev/toolkits/mindbody) - Mindbody is business management software for fitness, wellness, and beauty teams. It helps studios manage scheduling, clients, payments, memberships, and daily operations.

## Frequently Asked Questions

### What are the differences in Tool Router MCP and Workiz MCP?

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.

### Can I use Tool Router MCP with Hermes?

Yes, you can. Hermes 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.

### Can I manage the permissions and scopes for Workiz while using Tool Router?

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.

### How safe is my data with Composio Tool Router?

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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