Workiom
Workiom allows businesses to create custom workflows, integrate apps, and automate processes, reducing manual overhead and streamlining operations
Verdict
Common use cases
- Log customer inquiries from Slack threads
- Check inventory levels before placing orders
- Update project task status during standups
- Pull sales pipeline data for weekly reviews
- Create support tickets from chat conversations
Integration
- Vendor
- Workiom
- Category
- productivity
- Auth
- API_KEY
- Tools
- 3
- Composio slug
workiom
Tools
- Create record
Creates a new record in a specified workiom list. this tool creates a record with basic field types like text, numbers, dates, and static list items. the record data should be provided as a json object where each key is a field id and the v
- Get all lists
Get all lists from a workiom workspace. this action fetches all available lists in a workiom workspace. it's a fundamental tool that serves as a prerequisite for most other operations (like creating records, which require a list id). the ac
- Get records
Retrieves records from a specified list in workiom. this tool fetches records from a specified list with optional filtering, sorting, and pagination capabilities. the response includes the records along with summary information and total co
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the MCP Integrations page. 2. Click 'Add Integration' and select Workiom from the catalog. 3. Open a new browser tab, log into your Workiom account, and go to Settings > API Keys. 4. Generate a new API key with read and write permissions for the workspaces you want Switchy to access. 5. Copy the key and paste it into the Switchy connection dialog, then click 'Connect'. 6. Switchy will verify the key and show a green checkmark when the connection succeeds. 7. To test, open any Space and type '@Workiom get all lists' — the MCP should return your workspace's lists. 8. From there, you can fetch records from a specific list by name or create new entries by passing field data as JSON.
What teammates see: by default, memories from Workiom are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
List All Workspaces
@Workiom get all lists from my workspace so I can see what's available to work with.Open in a Space →
Fetch Filtered Records
@Workiom get records from the 'Sales Leads' list, filter by status equals 'Open', and sort by created date descending.Open in a Space →
Create New Entry
@Workiom create a new record in the 'Support Tickets' list with title 'Login issue reported by customer', priority 'High', and status 'New'.Open in a Space →
Check Inventory Count
@Workiom get records from the 'Product Inventory' list where quantity is less than 20, so I can flag low-stock items.Open in a Space →
Log Meeting Action Item
@Workiom create a record in the 'Action Items' list with task 'Finalize Q2 budget deck', owner 'Jordan', and due date next Friday.Open in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@workiom show me all lists in our workspace so I can see what databases we have set up
Here are the lists currently in your Workiom workspace: **Project Tracker** (12 records), **Client Database** (47 records), **Inventory Management** (203 records), **Team Tasks** (89 records), and **Vendor Contacts** (31 records). Each list includes its unique ID, creation date, and record count. You can now reference any of these lists by name to retrieve or create records.
This example demonstrates workspace discovery — essential before creating or querying records. Requires a valid API key with read access to the workspace. The list names and counts shown here are illustrative; your actual workspace structure will differ based on your Workiom configuration.
@workiom get all records from our Team Tasks list where status is 'In Progress' and sort by due date
Found 14 tasks currently in progress: **Website Redesign** (due May 15, assigned to Sarah), **Q2 Budget Review** (due May 18, assigned to Michael), **Client Onboarding - Acme Corp** (due May 20, assigned to Jennifer), and 11 others. Each record includes task name, assignee, due date, priority level, and description. The results are sorted with nearest deadlines first.
This showcases Workiom's filtering and sorting capabilities for structured data retrieval. The tool supports pagination for large result sets, so you may need to request additional pages if your list contains hundreds of records. Field names must match exactly what's configured in your Workiom list schema.
@workiom create a new record in our Project Tracker list with name 'Mobile App Launch', status 'Planning', start date June 1, and budget 50000
Successfully created record **Mobile App Launch** in your Project Tracker list. The record has been assigned ID `rec_9x4k2m` and includes: Status set to 'Planning', Start Date set to June 1, 2024, Budget set to $50,000. The record is now visible to all workspace members with access to the Project Tracker list and can be updated or referenced in future operations.
This demonstrates record creation with multiple field types (text, date, number, list selection). The tool only supports basic field types — complex fields like formulas, lookups, or file attachments require direct Workiom interface interaction. Ensure field names and list item values match your workspace schema exactly, or the creation will fail.
Use-case deep-dives
When Workiom beats spreadsheets for onboarding workflows
A 6-person agency onboards 3-4 clients per month, each with a 20-step checklist spanning contracts, kickoff calls, and asset handoffs. Workiom wins here because the MCP lets your AI pull the current onboarding list, check which steps are stuck, and create follow-up records without opening the app. The create-record tool handles text, dates, and list items—enough for most checklist fields—but custom field types (like file uploads or formulas) won't sync through the MCP. If your onboarding lives in Notion or Airtable already, the switching cost probably isn't worth it. But if you're on Workiom and tired of manually logging client status in Slack threads, this MCP turns your AI into a checklist clerk that actually closes loops.
Workiom MCP for small-team ticket routing
A 4-person SaaS support team logs 15-20 tickets daily in Workiom, tagged by urgency and product area. The MCP's get-records tool supports filtering and sorting, so your AI can pull today's high-priority tickets, summarize them in Slack, and route them to the right person—all without leaving the thread. The API key auth means setup takes 90 seconds. The limitation: only 3 tools, so you can't update ticket status or add comments through the MCP; you're limited to reading and creating. If your workflow is mostly triage and assignment (not in-app collaboration), this works. If you need the AI to close tickets or log resolution notes, you'll hit the tool ceiling fast. Best fit for teams under 10 people who treat Workiom as a lightweight CRM, not a full helpdesk.
When to use Workiom MCP for project reporting
A 5-person product team tracks 8-12 active projects in Workiom, each with milestone dates and owner assignments. Every Monday, the PM asks the AI to pull all projects due this week, check which are behind schedule, and draft a status email. The get-records tool handles this cleanly: filter by date range, sort by owner, return the list. The MCP shines when your project data is already in Workiom and you want read-only reporting without building a dashboard. It falls short if you need the AI to update project fields (like marking milestones complete) or cross-reference data from other tools—Workiom's 3-tool MCP doesn't integrate with GitHub, Linear, or calendars. Use this if your team is all-in on Workiom for project tracking and you're optimizing for faster weekly summaries, not cross-tool orchestration.
Frequently asked
What does the Workiom MCP do in Switchy?
It lets your team create, read, and list records in Workiom databases directly from Switchy's AI workspace. You can pull data from any Workiom list, filter and sort results, or add new records with text, numbers, dates, and list fields. Think of it as a conversational layer over your Workiom workspace — no need to open the Workiom UI for routine data tasks.
Do I need admin access to connect Workiom?
You need a Workiom API key, which typically requires workspace admin or owner permissions to generate. Workiom doesn't use OAuth — you create the key in your workspace settings, then paste it into Switchy. If you're not an admin, ask whoever manages your Workiom account to generate a key and share it securely.
Can the Workiom MCP update or delete existing records?
No. The current toolset only creates new records and reads existing ones. If you need to update a field or delete a record, you'll have to do that in Workiom's web app or use their API directly. The MCP is best for adding data and pulling reports, not editing workflows.
How is this different from just using Workiom's web interface?
The MCP saves you from switching tabs and clicking through Workiom's UI. You can ask Switchy to create a record or pull a filtered list in plain English, and it handles the API calls. It's faster for repetitive tasks and keeps your team's context in one place, but you lose Workiom's visual grid and advanced field types.
Who on the team should connect the Workiom integration?
Whoever has admin access to your Workiom workspace should generate the API key and add it to Switchy. After that, anyone in your Switchy workspace can use the MCP to read and create records. Just make sure your team understands which Workiom lists they're working with — the MCP doesn't enforce Workiom's permission model beyond the key's scope.