# WorkflowMax MCP for AI Agents AI Agent Connect > WorkflowMax lets you pull your entire job management and time tracking system into your AI agent. Instead of clicking through tabs to find a client or log a timesheet, you just tell your agent what to do. It handles the heavy lifting of updating project records, fetching contact details, and monitoring team workloads across your professional services business. It turns complex project data into simple conversation. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_BiYOjH9jEhoj1gThvxcbVkLtDLlDo52Z29IAZBcf/ai-agent-connect - **Tags:** job-management, time-tracking, billable-hours, timesheets, client-management ## Description This WorkflowMax MCP connects your account to your AI agent to automate your project management and time tracking. You can pull up customer profiles, create new project records, and log timesheets in seconds. Instead of clicking through menus to find a client or update a job, you just tell your agent what needs to happen. This means you can handle the tedious parts of your day, like logging billable hours or checking on a job status, without ever opening a browser. Because it's part of the Vinkius catalog, you get a reliable way to keep your professional services business running without the constant tab-switching. It turns your project management platform into a conversational workspace where you can check team workloads or grab project details on demand. Imagine you're in the middle of a meeting and need to know the status of a specific job. You can just ask your agent and get a quick summary instead of logging into a dashboard and digging through filters. Or, when a new client signs on, you can have your agent create the account and a few initial project records immediately. This takes the manual data entry out of your workflow, letting you focus on the actual work your clients pay you for. It’s a practical way to bridge the gap between your communication tools and your back-office management system, making your data more accessible and your daily routine a lot smoother. ## Tools ### create_job This tool creates a new job record with a name, client ID, and start date. It lets you spin up new projects instantly from a chat. ### create_timesheet This tool logs a new timesheet entry for a specific task and job. Use it to record billable hours accurately and quickly. ### get_client_contact This tool pulls up specific contact details for a client. It is the fastest way to find a phone number or email address. ### get_client This tool retrieves full details for a specific client account. Use it to check company information or account status quickly. ### get_job This tool gets all the metadata and details for a specific job. It helps you see the full scope and status of a project. ### list_clients This tool gets a full list of every client in your WorkflowMax account. Use it to audit your customer base or find specific names. ### list_jobs This tool pulls a list of all jobs to get an overview of your active projects. It is great for high-level status checks. ### list_tasks This tool shows all the service units available to be assigned to jobs. Use it to see what work units are ready for assignment. ### list_timesheets This tool views all recorded timesheets for auditing work progress. It is perfect for checking billable hours across a team. ### update_job This tool modifies an existing job's details or status. Use it to keep your project records current without manual editing. ### create_client_contact This tool adds a new contact to an existing client account. It keeps your customer database up to date as your business grows. ### create_client This tool sets up a new company or individual client. Use it to onboard new business quickly and accurately. ## Prompt Examples **Prompt:** ``` What's the status of the 'Office Renovation' project? ``` **Response:** ``` I've pulled the latest details for the **Office Renovation** project. Here is the current status: | Project Detail | Status | | :--- | :--- | | **Overall Progress** | 65% Complete | | **Current Phase** | Electrical Wiring | | **Next Milestone** | Drywall Installation | **Recent Activity:** * 4 hours logged yesterday for 'Wiring' task. * Job status updated to 'In Progress' on Friday. ``` **Prompt:** ``` Log 4 hours for 'Electrical Work' on the 'Main Street' job. ``` **Response:** ``` Done! I've successfully logged **4 hours** against the **Electrical Work** task for the **Main Street** job. The entry is now updated in your WorkflowMax timesheets. ``` **Prompt:** ``` Who is our main contact for the 'Tech Corp' account? ``` **Response:** ``` The primary contact for **Tech Corp** is: * **Name:** Jane Doe * **Email:** jane.doe@techcorp.com * **Phone:** (555) 012-3456 * **Role:** Operations Manager ``` ## Capabilities ### Create new jobs Spin up new project records with specific start dates and client IDs via chat. ### Log billable hours Record timesheet entries against specific tasks and jobs using natural language. ### Fetch customer profiles Retrieve contact details for any client in your database instantly. ### Update project records Modify existing job metadata and status updates through your AI client. ### Monitor service tasks View all available service units and tasks across your entire system. ### Retrieve job overviews Get a full list of active jobs to see what projects are currently in progress. ### Onboard new clients Create new company accounts and contact records without manual data entry. ## Use Cases ### Rapid Client Onboarding A new client signs a contract. Instead of opening a browser, you tell your agent to use `create_client` and `create_client_contact` to get them in the system immediately. ### End of Day Time Logging A technician finishes a shift. You tell your agent to use `create_timesheet` to log 4 hours against the specific job and task they just finished. ### Project Status Check An agency owner asks for a status update. The agent uses `list_jobs` and `get_job` to summarize the progress of all active projects in one message. ### Billing Audit A manager needs to verify hours for a specific client. The agent uses `list_timesheets` to pull a summary of all work recorded for that account. ## Benefits - You can create new jobs instantly using `create_job` and `create_client` to build your project list through conversation. - You keep your billable hours accurate with `create_timesheet` and `list_timesheets` for easy auditing. - You find client info instantly with `get_client_contact` and `list_clients` without searching through folders. - You monitor project health by using `list_jobs` and `get_job` to see exactly where every project stands. - You stay on top of service units by using `list_tasks` to see what's available for assignment. - You update project records on the fly with `update_job` to ensure your data stays current. ## How It Works The bottom line is you get a voice-controlled interface for your entire professional services backend. 1. Subscribe to this Connector and enter your WorkflowMax Client ID and Secret. 2. Complete the standard OAuth 2.0 flow to link your account. 3. Ask your AI agent to list jobs, log time, or update clients. ## Frequently Asked Questions **How do I use WorkflowMax with my AI agent?** You can connect your WorkflowMax account to your AI client using this Connector. Once connected, you can simply ask your agent to perform actions like creating jobs, listing clients, or logging time via natural conversation. **Can I log timesheets in WorkflowMax using Claude?** Yes, you can. By connecting this Connector to your Claude client, you can tell the AI to log hours for specific tasks and jobs without having to manually open the WorkflowMax dashboard. **How do I create new jobs in WorkflowMax with an AI agent?** Just tell your AI agent the name of the new job, the client, and the start date. The agent will use the Connector to create the project record in WorkflowMax for you automatically. **Can WorkflowMax help me track billable hours automatically?** While it doesn't track them automatically without input, this Connector makes it much easier. You can quickly log hours through your AI agent as you finish tasks, ensuring your billable data stays current. **How do I get client contact info from WorkflowMax using an AI?** You can ask your AI agent to find a specific client or list your customers. The agent will pull the contact details directly from your WorkflowMax database and present them to you in the chat. **Is there a way to see all active jobs in WorkflowMax at once?** Yes, you can ask your agent to list all active jobs. It will pull a complete overview of your current projects from WorkflowMax so you can see what's happening across your business in one place. **How do I find my WorkflowMax Account ID?** Log in to WorkflowMax by BlueRock, navigate to **Settings** > **Account** > **Subscription**, and you will find your Organisation ID (Account ID) listed there. **Can I log time to specific tasks via AI?** Yes! Use the `create_timesheet` tool to log billable or non-billable minutes against a specific Job ID and Task ID in your account.