How to Use the WorkflowMax MCP in Claude Code

Q: If I need an overview of my current projects in WorkflowMax with Claude Code, what command should I use?

Execute the listjobs command. This provides a comprehensive list of all active and completed jobs, which is essential for tracking project status.

Q: What is the best way to audit time logs using WorkflowMax with Claude Code?

Use the listtimesheets tool. It gathers all logged work entries into a single stream, allowing your script to process and validate hours consumed.

Q: Does this MCP Server allow me to update job details for WorkflowMax with Claude Code?

Yes. The updatejob tool provides the capability to modify existing job records programmatically, which is useful when project parameters shift mid-cycle.

Run client management, billing updates, and time tracking via Claude Code's headless CI/CD pipelines.

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Create your Vinkius account to connect WorkflowMax to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup WorkflowMax with Claude Code

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Client Data Provisioning

From a shell script or GitHub Action, you can execute `create_client` to onboard new companies. The agent also handles contact creation with `create_client_contact`, requiring both the UUID and necessary details. Running `list_clients` ensures your scripts know which IDs are valid. You'll use `get_client` when a specific client record needs to be verified before proceeding.

Job and Project Lifecycle Management

Manage project metadata entirely via the terminal. Call `create_job` using essential details like name, client ID, and start date. You can also use `list_jobs` to verify active projects before running a deployment script. If parameters change, `update_job` modifies the record directly. Remember that `list_tasks` gives you the list of service units available.

Time Sheets and Work Reporting

Your CI/CD pipeline can automatically log time using `create_timesheet`, requiring job, task, and hours inputs. For audits or reporting scripts, running `list_timesheets` pulls all necessary logs. You can pull project context by calling `get_job` if your script needs to verify the job scope before committing a record.

Setup guide

Set up WorkflowMax MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see workflowmax-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest WorkflowMax transactions." It will automatically discover and invoke the available WorkflowMax tools.

Terminal

claude mcp add --transport http workflowmax-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the WorkflowMax MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "workflowmax-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about WorkflowMax MCP in Claude Code

You run it as a shell command. For example, you can pipe the output of `list_clients` to a script that then uses those IDs in subsequent calls like `create_job`. The entire process runs headless.

Execute the `list_jobs` command. This provides a comprehensive list of all active and completed jobs, which is essential for tracking project status.

Use the `list_timesheets` tool. It gathers all logged work entries into a single stream, allowing your script to process and validate hours consumed.

Yes. The `update_job` tool provides the capability to modify existing job records programmatically, which is useful when project parameters shift mid-cycle.

The server manages fundamental business identifiers: clients (`list_clients`), specific job details, and contact records for billing purposes.

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