Workiz
Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.
Verdict
Common use cases
- Schedule jobs from inbound support chat
- Assign techs to urgent service calls
- Convert approved quotes to work orders
- Pull client history before callback
- Add job notes during team standup
Integration
- Vendor
- Workiz
- Category
- crm
- Auth
- API_KEY
- Tools
- 21
- Composio slug
workiz
Tools
- Add Client Note
Add a text note to a Workiz client and optionally pin it.
- Assign Technician
Assign a technician to a Workiz job or lead, optionally replacing the existing technician when the account disallows multiple technicians.
- Assign Technicians
Assign up to 25 technicians to one Workiz job or lead on a multi-technician account and return a separate success or failure result for each technician.
- Convert Lead to Job
Irreversibly convert an existing Workiz lead into a job and return the resulting job. This operational transition cannot be undone and creates a persistent job record. Never use this action merely to inspect a lead.
- Create Job
Create a scheduled or unscheduled Workiz job for an existing client, or match or create an inline client and create the job for them.
- Create Lead
Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an inline client and create the lead for them.
- Get Client
Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom fields, and other detail fields.
- Get Invoice or Estimate
Retrieve one Workiz invoice or estimate with line items, payments, client and job links, totals, and status.
- Get Job or Lead
Retrieve one Workiz job or lead, selected by record_type, including its client, schedule, status, and resource-specific detail fields.
- List Assigned Technicians
List one page of technicians assigned to a Workiz job or lead.
- List Client Notes
List one page of notes recorded on a Workiz client, ordered by creation date descending.
- List Clients
List and search Workiz clients with balance, tag, created-date, and sort filters. Returns one page and a cursor for controlled continuation.
- List Invoices or Estimates
List Workiz invoices or estimates with optional created or updated date filtering. Returns one page and a continuation cursor.
- List Jobs or Leads
List one page of Workiz jobs or leads, selected by record_type, with optional open-state, date, and sort filters, and return a continuation cursor.
- List Users
List Workiz users and technicians for assignment and attribution workflows. Returns one page and a cursor for controlled continuation.
- List Workiz Reference Data
List IDs and names needed to create or update Workiz records, such as job types, ad groups, tags, statuses, and custom fields.
- Remove Techniciandestructive
Remove a technician assignment from a Workiz job or lead.
- Search Workiz Records
Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or custom-field value.
- Set Primary Technician
Make an already assigned technician the primary technician on a Workiz job or lead. All other assigned technicians become non-primary.
- Update Job
Update only the selected fields of an existing Workiz job. Unspecified fields remain unchanged.
- Update Lead
Update only selected fields of an existing Workiz lead, including status, schedule, client details, tags, and custom fields. Unspecified fields remain unchanged.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations page. 2. Find Workiz in the MCP directory and click Connect. 3. Log into your Workiz account as an admin and go to Settings > API to generate a new API key. 4. Copy the key and paste it into the Switchy connection dialog, then click Authorize. 5. Switchy will verify the key and confirm the connection. 6. Open any Project and type '@Workiz get client' followed by a client name to test retrieval. 7. If the client appears, the integration is live and your team can @mention Workiz in any Project to create jobs, assign techs, or pull invoices. 8. Share the connection with teammates by inviting them to the workspace — they'll inherit access automatically.
What teammates see: by default, memories from Workiz are scoped to the Project (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Projects have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Schedule Emergency Job
@Workiz create a job for client Johnson Plumbing at 123 Oak Street for today at 2pm. Description: water heater leak, urgent. Assign tech Mike Torres.
Convert Lead After Approval
@Workiz convert lead #4521 to a job. Customer approved the HVAC replacement estimate this morning.
Pull Client Service History
@Workiz get client Martinez Electrical and show me their last three jobs, any pinned notes, and the primary contact number.
Assign Backup Technician
@Workiz assign technician Sarah Kim to job #8834 as backup. Original tech is delayed at previous site.
Add Job Note from Field
@Workiz add note to job #9102: Tech arrived, needs replacement thermostat. Ordering part, will return tomorrow to complete install.
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@workiz show me all open jobs for client ABC Plumbing that are scheduled this week, including assigned techs and job status
Found 4 open jobs for ABC Plumbing scheduled this week: 1. Job #12847 - Water heater replacement (Mon 9am) - Assigned to Mike Torres - Status: Scheduled 2. Job #12903 - Kitchen sink repair (Wed 2pm) - Assigned to Sarah Chen - Status: In Progress 3. Job #12956 - Bathroom remodel estimate (Thu 10am) - Unassigned - Status: Scheduled 4. Job #13002 - Emergency leak repair (Fri 8am) - Assigned to Mike Torres - Status: Scheduled This illustrative example shows how Workiz returns job details including scheduling, technician assignments, and current status for a specific client timeframe.
Requires API key with read access to jobs and clients. The MCP searches jobs by client and date range, then enriches each result with technician and status data. Response time depends on your account's job volume; accounts with thousands of active jobs may see slower queries.
@workiz convert lead #8432 to a job and assign it to the next available technician on Tuesday morning between 9-11am
Lead #8432 converted to Job #13045 for client Riverside Apartments. Job details: - Service: HVAC maintenance - Scheduled: Tuesday, March 18 at 9:30am - Assigned technician: Carlos Rodriguez (next available slot) - Status: Scheduled - Client notified via SMS This illustrative example shows the irreversible lead-to-job conversion plus technician assignment in one workflow. The actual assignment logic depends on your Workiz account's technician availability rules and calendar settings.
Converting a lead to a job is permanent and cannot be undone. Requires API key with write access to leads and jobs. If your account restricts multiple technicians per job, assigning a new tech will replace any existing assignment. Always verify lead details before converting to avoid creating duplicate jobs.
@workiz review all unpaid invoices over $500 from the last 30 days and draft a follow-up email template I can send to those clients
Found 7 unpaid invoices over $500 in the last 30 days, totaling $8,340: - Invoice #3421: $1,250 (22 days overdue) - Martinez Property Group - Invoice #3445: $890 (18 days overdue) - Oakwood Condos - Invoice #3467: $2,100 (12 days overdue) - City Center Mall - [4 more listed] Draft follow-up template: "Hi [Client Name], we noticed Invoice #[Number] for $[Amount] from [Date] remains outstanding. We value your business and want to make payment easy. Please let us know if you have questions or need alternative payment arrangements. Reply to schedule a call or pay online at [link]." This illustrative example combines Workiz invoice data with AI-generated communication tailored to your collection workflow.
Requires API key with read access to invoices and clients. The MCP fetches invoice data but does not send emails directly—you'll copy the draft into your email tool or Workiz's messaging system. Invoice aging calculations depend on your account's due-date settings and payment terms.
Use-case deep-dives
When Workiz beats spreadsheets for same-day dispatch
A 12-person HVAC company runs 8 techs in the field and gets 20-30 inbound service calls a day. The office manager used to juggle a Google Sheet and group texts to route jobs. Workiz MCP in Switchy lets the team ask "who's closest to zip 90210 with AC experience" and assign the tech in one step—no app-switching. The Create Job and Assign Technician tools handle the common path; Assign Technicians covers the rare multi-tech install. The 21-tool count means you also get invoice lookup and client notes without leaving the chat. This works until you hit 15+ techs or need custom routing logic the MCP doesn't expose—then you're back in the Workiz UI for edge cases. If your dispatch volume is under 40 jobs a day and your team already lives in Switchy, this MCP collapses five clicks into one question.
Why Workiz MCP wins for inbound lead triage
A 4-person plumbing sales team fields 50+ website leads a week. Half are junk (wrong service area, DIY tire-kickers), half need fast follow-up. Before Workiz MCP, the sales rep toggled between Workiz, the CRM, and Slack to decide who gets a callback. Now they paste the lead email into Switchy and ask "is this client in our service area, do we have notes, should this be a lead or a job?" The Get Client and Create Lead tools surface history and let the rep convert qualified leads without opening Workiz. Convert Lead to Job handles the instant-book scenario when a repeat client calls. The API_KEY auth means no OAuth dance—one setup, whole team has access. This breaks down if your lead volume exceeds 100/week or you need lead-scoring rules the MCP can't read. For small shops doing manual triage, it cuts qualification time from 3 minutes to 30 seconds.
When Workiz MCP replaces your billing Slack channel
A 6-person remodeling contractor has a dedicated bookkeeper who chases 15-20 open invoices every Monday. The old workflow: export a CSV from Workiz, cross-reference job notes in another tab, ping the project manager in Slack about payment terms. Workiz MCP in Switchy lets the bookkeeper ask "show me unpaid invoices over $5k with notes" and get the full picture—line items, client contact, job status—in one response. The Get Invoice or Estimate and Get Client tools pull everything needed to draft a follow-up email without leaving the thread. Add Client Note logs the outreach attempt so the PM sees it next time. This saves 45 minutes a week until invoice volume crosses 50 active at once, where the MCP's one-at-a-time retrieval gets slow. If your AR process is manual and under 30 invoices, this MCP turns billing admin into a chat query.
Frequently asked
What does the Workiz MCP do in Switchy?
It lets your AI agents create and update jobs, leads, and client records in Workiz without switching apps. Agents can assign technicians, add notes, convert leads to jobs, and pull invoice or estimate details. Useful when your team needs to log service calls, schedule work, or update customer info during a conversation.
Do I need admin access to connect Workiz?
You need a Workiz API key, which typically requires account owner or admin permissions to generate. The key grants full access to the 21 tools, so only connect it if you trust the team members who will use the Switchy workspace. Regular technician accounts usually can't create API keys.
Can the Workiz MCP send invoices or collect payments?
No. It can retrieve invoice and estimate details, but it won't email them to customers or process payments. Use Workiz directly for billing workflows. The MCP is designed for reading job data and updating records, not replacing your invoicing or payment flow.
How is this different from just opening Workiz?
The MCP saves you from context-switching when an AI agent needs to log a job or check a client's history mid-conversation. Instead of copying details between apps, the agent writes directly to Workiz. You still use Workiz for complex scheduling, dispatch boards, and anything the 21 tools don't cover.
Who on my team should connect the Workiz integration?
Whoever manages your Workiz account and can generate an API key. Once connected, any workspace member can invoke the tools through AI agents. If you want tighter control, create a separate Switchy workspace for dispatchers or office staff and keep field techs in a different one.