$ loading_
Read and update Workiz CRM and field service records using natural language.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Workiz MCP Server" yet — see the docs or source repo.
Please read all open jobs in Workiz and group them by assignee with key fields.
A list of open jobs grouped by assignee with key details.
Update the Workiz lead with customer phone number 13800000000 to status "followed up" and add the note "Called today."
The lead status and note are updated, with a confirmation of the result.
Read this week's team time off records in Workiz and summarize each person's leave dates.
A summary of team leave dates for scheduling and coordination.
Office staff or managers can query and update leads, jobs, and other Workiz records directly in natural language, reducing manual work in the admin UI. It fits daily customer follow-up and service record maintenance.
Team leads can read team and time off data to quickly understand staffing and leave schedules. This is useful for pre-scheduling checks and resource coordination.
Developers can use this MCP tool to let Claude read and write Workiz data, bringing natural language actions into business workflows. It suits cases where AI assists with record management.
It is a Workiz MCP server for reading and writing CRM and field service data in Workiz. Based on the provided description, it supports records such as jobs, leads, team, and time off, allowing Claude to manage them with natural language.
The provided materials do not include installation, runtime, or authentication details. Please see the source repository for the exact prerequisites.
The difference is that it can directly read and write Workiz data instead of only giving suggestions or text responses. It is designed for actual record management rather than conversation alone.
Read Workday tasks, pay, and benefits through your signed-in session.
Fetch Workday tasks and HR data as structured JSON via browser session.
Connect to Workday with natural language for HR data and operations.
Connect to When2Work to check schedules, shifts, time off, and reports.
Automate Workday HR tasks, leave requests, and employee data with natural language.
Manage Wrike tasks, projects, and workflows with natural language.