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Workflowmax

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 Workflowmax MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Developer Tools

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Tools From This Provider (15)

Workflowmax List Clientgrouplist

Retrieve a list of client groups from your WorkflowMax account. Use this tool to organize and categorize your clients for more efficient management. Returns detailed information about each client...

Workflowmax List Clientlist

Fetch a comprehensive list of clients from your WorkflowMax account. Ideal for managing client data and tracking interactions. This tool returns client details and supports pagination with 'page' and...

Workflowmax Fetch Clients Documents

Access all documents related to a specific client using their unique identifier. Use this tool to manage and review client-specific documentation swiftly. It returns all associated documents when...

Workflowmax List Costlist

Get a list of costs recorded in your WorkflowMax account. Use this tool for efficient expense tracking and financial analysis. The tool returns detailed cost entries and allows pagination with 'page'...

Workflowmax List Invoice Current

Retrieve the list of current invoices from your WorkflowMax system. This is useful for financial reconciliation and tracking outstanding payments. The tool returns invoice details, and results can be...

Workflowmax List Invoicelist

List all invoices in your WorkflowMax account. Use this tool for comprehensive financial oversight and history tracking. It returns complete invoice data with pagination support, modifiable via...

Workflowmax List Job Tasks

Access all tasks associated with jobs in your WorkflowMax account. Perfect for tracking project progress and task management. It returns the list of tasks, supporting 'page' and 'per_page' parameters...

Workflowmax List Joblist

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 details with pagination options 'page' and...

Workflowmax List Leadlist

Retrieve all leads from your WorkflowMax account for prospect tracking and sales forecasting. This tool returns detailed lead information and supports pagination through 'page' and 'per_page'...

Workflowmax List Purchaseorderlist

List all purchase orders recorded in your WorkflowMax account. Use this for maintaining efficient procurement management and supplier tracking. It returns detailed purchase order information and...

Workflowmax List Quotelist

Retrieve a list of quotes within your WorkflowMax account to manage and review potential client engagements. This tool is ideal for assessing pending as well as past quotes to facilitate informed...

Workflowmax List Stafflist

Retrieve a comprehensive list of all staff members in your organization through WorkflowMax. Use this tool to efficiently manage staff information and responsibilities, ensuring optimal team...

Workflowmax List Supplierlist

Fetch a detailed list of your business's suppliers from WorkflowMax, useful for maintaining supplier relations and inventory management. Employ this tool whenever you need an updated supplier...

Workflowmax List Tasklist

Access a list of tasks from your WorkflowMax account for effective project management and task allocation. This tool is essential when tracking ongoing project tasks or redistributing workload among...

Workflowmax List Timelist

Retrieve time entries recorded in WorkflowMax to analyze billable hours and manage project timelines. Ideal for reviewing time tracking and ensuring accurate client billing. It returns detailed...

Related Bundles (1)

Workflowmax Tools

Developer Tools

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...

Provider Information

CategoryDeveloper Tools

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedNovember 3, 2025

Used By Tools

15

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