WorkflowMax is a project management and job costing software that assists businesses in managing client information, tracking billable hours, and streamlining processes. Use it to enhance productivity through comprehensive project tracking and efficient financial management.
This MCP Bundle Server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.
Free account required. Works with Claude, Cursor, ChatGPT, and more. Other setup options ↓
Access all documents related to a specific client using their unique identifier. Use this tool to manage and review client-specific documentation swif...
Retrieve a list of client groups from your WorkflowMax account. Use this tool to organize and categorize your clients for more efficient management. R...
Fetch a comprehensive list of clients from your WorkflowMax account. Ideal for managing client data and tracking interactions. This tool returns clien...
Get a list of costs recorded in your WorkflowMax account. Use this tool for efficient expense tracking and financial analysis. The tool returns detail...
Retrieve the list of current invoices from your WorkflowMax system. This is useful for financial reconciliation and tracking outstanding payments. The...
List all invoices in your WorkflowMax account. Use this tool for comprehensive financial oversight and history tracking. It returns complete invoice d...
Get a full list of jobs from your WorkflowMax system. This tool is essential for oversight and management of all project jobs. The results include job...
Access all tasks associated with jobs in your WorkflowMax account. Perfect for tracking project progress and task management. It returns the list of t...
Retrieve all leads from your WorkflowMax account for prospect tracking and sales forecasting. This tool returns detailed lead information and supports...
List all purchase orders recorded in your WorkflowMax account. Use this for maintaining efficient procurement management and supplier tracking. It ret...
Retrieve a list of quotes within your WorkflowMax account to manage and review potential client engagements. This tool is ideal for assessing pending ...
Retrieve a comprehensive list of all staff members in your organization through WorkflowMax. Use this tool to efficiently manage staff information and...
Fetch a detailed list of your business's suppliers from WorkflowMax, useful for maintaining supplier relations and inventory management. Employ this t...
Access a list of tasks from your WorkflowMax account for effective project management and task allocation. This tool is essential when tracking ongoin...
Retrieve time entries recorded in WorkflowMax to analyze billable hours and manage project timelines. Ideal for reviewing time tracking and ensuring a...
Connect this WorkflowMax MCP Bundle Server to any MCP client in minutes
Compatible with Claude Desktop, Cursor, and all Model Context Protocol clients
Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.
Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.
Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.