How to Use the WorkflowMax MCP in Claude

Q: How do I run WorkflowMax jobs tracking with Claude Desktop?

You call createjob directly through your agent. It asks for the name, client ID, and start date. Once that job is set up, you can then log time using createtimesheet.

Q: Can I list all my jobs when using WorkflowMax with Claude Desktop?

Yep. The listjobs tool lets your agent pull a full overview of active projects managed by the MCP Server. It’s a clean way to see what's running.

Q: What happens if I forget a client UUID when using WorkflowMax with Claude Desktop?

No sweat. You just run listclients first. That gives you a list of every client, so you can grab the ID before trying to create anything.

Q: Does this MCP Server help me audit my work progress on Claude Desktop?

It does. You can run listtimesheets and then use getclientcontact if you need specific contact details for the records you're auditing.

Manage client records and job tracking directly from your Claude Desktop agent.

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Connect WorkflowMax MCP to Claude Desktop

Create your Vinkius account to connect WorkflowMax to Claude Desktop 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 Desktop

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Track time via MCP Server

Need to log hours? You can use the `create_timesheet` tool. Just supply the required job UUID, task UUID, and the duration for a new entry. This means your Claude Desktop agent writes timesheets directly into the system. It’s fast. You get accurate records without leaving your local machine.

Manage Client Data

The `list_clients` tool lets you see every client WorkflowMax tracks. Don't want to remember a UUID? First, run `get_client` with the name or ID. It also supports creating new accounts using `create_client`. This is useful if you’re setting up an entirely new project that needs logging right away.

View Project Overviews

`list_jobs` gives you a quick overview of active projects. You can see everything assigned to the job. If you need granular detail, `get_job` pulls up all the specifics for one project ID. This whole MCP Server setup makes managing complex workflows simple.

Setup guide

Set up WorkflowMax MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The WorkflowMax MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the WorkflowMax MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under workflowmax-mcp.

json

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

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by WorkflowMax. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about WorkflowMax MCP in Claude Desktop

You call `create_job` directly through your agent. It asks for the name, client ID, and start date. Once that job is set up, you can then log time using `create_timesheet`.

Yep. The `list_jobs` tool lets your agent pull a full overview of active projects managed by the MCP Server. It’s a clean way to see what's running.

No sweat. You just run `list_clients` first. That gives you a list of every client, so you can grab the ID before trying to create anything.

It does. You can run `list_timesheets` and then use `get_client_contact` if you need specific contact details for the records you're auditing.

The server manages client, job, and timesheet data. Your agent interacts with `get_client` to pull specific **Client** details before starting any work logging.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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