How to Use the WorkflowMax MCP in Cline

Q: If I need an overview of my current projects in WorkflowMax with Cline, what function should I use?

The listjobs tool provides a quick summary of every active project. It's ideal for running before executing any other logic on the system.

Q: What is the easiest way to audit time logs using WorkflowMax with Cline?

Simply call listtimesheets. This function aggregates all time records, letting your code process and validate work progress across multiple jobs instantly.

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

Yes, the updatejob tool lets you programmatically modify any existing job record. This is crucial when a project scope or date changes unexpectedly.

Q: What type of data does this MCP Server touch regarding client accounts in WorkflowMax with Cline?

This server manages core business entities: clients (createclient), specific contacts (getclientcontact), and detailed job records (UUIDs).

Automate billing records, project setup, and time sheets using Cline's autonomous execution agent.

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Connect WorkflowMax MCP to Cline

Create your Vinkius account to connect WorkflowMax to Cline 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 Cline

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Manage Client Relationships

Cline executes client management tasks end-to-end. You can write a script that calls `create_client` to add a new company, or one that uses `create_client_contact` based on an existing UUID. It's perfect for building internal tools that manage vendor lists. Use `list_clients` and `get_client` when your code needs to fetch specific client data before running other logic.

Automate Job Lifecycle Management

Need a script to provision new work? Cline can call `create_job`, setting the name, client ID, and start date. If you're updating project parameters, `update_job` handles it reliably. You can also run `list_jobs` in your code to check which projects are currently active. If a job requires specific services, use `list_tasks` to confirm the task unit exists before proceeding.

Time Tracking and Reporting

The agent handles time entries. You can write functions that call `create_timesheet`, specifying the necessary UUIDs for the job, task, and duration. For auditing purposes or reporting, you'll use `list_timesheets`. Don't forget to get context using `get_client_contact` if your script needs to validate who logged the time.

Setup guide

Set up WorkflowMax MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type workflowmax-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest WorkflowMax refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

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

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Common questions about WorkflowMax MCP in Cline

You should use Cline's ability to execute multi-step tasks. First, call `list_clients` to get the target ID, then `create_job`, and finally loop through available services calling `create_timesheet`. The agent handles all the inputs.

The `list_jobs` tool provides a quick summary of every active project. It's ideal for running before executing any other logic on the system.

Simply call `list_timesheets`. This function aggregates all time records, letting your code process and validate work progress across multiple jobs instantly.

Yes, the `update_job` tool lets you programmatically modify any existing job record. This is crucial when a project scope or date changes unexpectedly.

This server manages core business entities: clients (`create_client`), specific contacts (`get_client_contact`), and detailed job records (UUIDs).

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