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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.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsDomain 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.
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 full list of clients from your WorkflowMax account. Ideal for managing client data and tracking interactions. This tool returns client details...
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 full financial oversight and history tracking. It returns complete invoice data with ...
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 full list of all staff members in your organization through WorkflowMax. Use this tool to efficiently manage staff information and responsi...
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...
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).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/workflowmax. Authentication is handled automatically.
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.
Connect WorkflowMax to any MCP client in minutes
https://mcp.mcpbundles.com/bundle/workflowmaxThe link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.
WorkflowMax and paste the MCP URL into Remote MCP server URL.Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).
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