Full read-write Claude connector for Workiz
Make Claude create jobs and schedule visits in Workiz
Stop tabbing between screens to turn a client request into a booked job. Claude reads your clients and jobs, creates the job, schedules and assigns it on the dispatch board, and creates or updates a lead, with assigning and reassigning gated behind your approval.
Workiz is field service management software for service businesses like locksmiths, HVAC, cleaning, and appliance repair, covering jobs, scheduling, dispatch, invoicing, and client records. Teams want Claude to act inside Workiz, not just read from it: drafting jobs, scheduling them, and following up with clients.
What is a Workiz MCP server?
A Workiz MCP server is a small hosted service that exposes Workiz's data and actions to Claude over the Model Context Protocol, so Claude can industry-specific platforms inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can Workiz's current connector do today?
Today, Workiz does not ship an official Claude or MCP connector, and access to your data runs through its API. A custom Workiz connector can read clients, jobs, and invoices and add scoped write actions like creating a job or scheduling a visit, with confirmation on outbound steps so Claude works inside your workflow rather than beside it.
What does full read-write Workiz access unlock?
Full read-write Workiz access lets Claude create a job from a client request, schedule and assign it to a technician, update job details, and create or update a lead for your approval. Clients and invoices stay read-only. The intake and scheduling work that used to mean tabbing between screens happens where the job already lives.
- Create a job from a client request with service type and address
- Schedule a job and assign it to a technician on the dispatch board
- Create or update a lead from an inbound request
- Update job details and assign the right technician
- Mark a lead as active or lost as it moves through intake
- Find every open job matching a filter and propose next steps
Can Claude create and schedule a job in Workiz?
Yes. Claude can create a job in Workiz from a client request, capturing the service type and address, then schedule it and assign it to a technician on the dispatch board. Creating and scheduling are scoped write actions through the Workiz API, so the intake work happens where the job already lives.
Can Claude manage leads in Workiz?
Yes. Claude can create or update a lead from an inbound request and mark it active or lost as it moves through intake. It can also read clients and find every open job matching a filter and propose next steps, all within the permissions your account already has.
Will Claude assign a job in Workiz without my approval?
No. Claude can create a job in Workiz and assemble its details for your review, but scheduling and assigning it to a technician on the dispatch board is a separate, gated action that runs only after you confirm. Outbound steps always pause for a human, so nothing changes in your account by surprise.
How a Workiz connector works
We build a small MCP server that authenticates to Workiz's API with scoped credentials, never broader than the access your own account already has. Read tools (clients, jobs, invoices) and write tools (create job, schedule and assign a visit, create or update a lead) are kept separate, and outbound actions like assigning or reassigning require your confirmation. Where needed, the server can run behind a firewall with IP allowlisting.
Frequently asked questions
Can Claude create and schedule jobs in Workiz, or only read them?
Will Claude assign or reassign a job to a technician without my approval?
Can the connector get more access to Workiz than my own login has?
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