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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 end-to-end project tracking and efficient financial management.
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Domain knowledge for WorkflowMax — workflow patterns, data models, and gotchas for your AI agent.
WorkflowMax organizes work by Clients and Jobs. Jobs have Tasks, Time entries, and Costs. Invoices and Quotes bill clients. Staff and Suppliers support jobs.
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 provided with the client's 'uuid' as a parameter.
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 group, and you can paginate results using 'page' and 'per_page' parameters.
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Browse all toolsWorkflowmax List Clientlist
Fetch a full 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 'per_page' parameters for ease of navigation.
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' and 'per_page' parameters.
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 paginated using 'page' and 'per_page' parameters.
Workflowmax List Invoicelist
List all invoices in your WorkflowMax account. Use this tool for full financial oversight and history tracking. It returns complete invoice data with pagination support, modifiable via '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 'per_page' for organized viewing.
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 for navigating results.
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' parameters for efficient management.
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 allows result pagination with 'page' and 'per_page'.
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 decision-making in project initiation. It returns details of each quote, such as client information and quote status, with options to paginate results using 'page' and 'per_page' parameters.
Workflowmax List Stafflist
Retrieve a full list of all staff members in your organization through WorkflowMax. Use this tool to efficiently manage staff information and responsibilities, ensuring optimal team collaboration. It returns essential details of each staff member, allowing pagination with the 'page' and 'per_page' parameters.
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 overview, retrieving each supplier's key details. Adjust the results using 'page' and 'per_page' parameters for efficient navigation.
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 team members. It returns details about each task, with pagination possible via 'page' and 'per_page'.
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 entries of recorded time, supporting pagination through 'page' and 'per_page' parameters for ease of review.
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 end-to-end project tracking and efficient financial management. It provides 15 tools that AI agents can use through the Model Context Protocol (MCP).
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WorkflowMax provides 15 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
WorkflowMax uses API Key. WorkflowMax requires credentials. Connect via MCPBundles and authentication is handled automatically.
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