How to Use the WorkflowMax MCP in Mastra AI

Q: How do I initiate a new project with WorkflowMax and Mastra AI?

You start by calling createjob, providing the necessary name, client ID, and start date. This tool establishes the primary job record that all subsequent tasks will reference.

Q: Can Mastra AI handle timesheet data changes for WorkflowMax?

Yes. The createtimesheet function lets your agent log new time entries, while updatejob handles any necessary adjustments to the main job record itself. This keeps your historical logs accurate.

Q: If I need to list all active projects using WorkflowMax and Mastra AI, what tool should I use?

Use the listjobs tool. This command provides a reliable overview of every job defined in the system, making it ideal for your workflow's status check.

Q: When using WorkflowMax and Mastra AI, how do I get client details?

You can use getclient to fetch specific client information by ID. If you need contact info specifically, the getclientcontact tool pulls those details for you.

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Setup WorkflowMax with Mastra AI

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Process New Client Accounts via MCP Server

To onboard a new client, your agent executes `create_client`, requiring just the company name. This action registers the entity in the WorkflowMax system. Next, you can use `create_client_contact` to add necessary contact details, linking them specifically to the newly generated client UUID for full account setup.

Automate Job and Timesheet Creation with Mastra AI

When a project starts, your workflow should first call `create_job`, providing essential data like the name and start date. This establishes the main job record. Later, when work is done, the agent handles logging by calling `create_timesheet`. You only need to pass the job UUID, task UUID, and duration.

Audit Progress with Comprehensive Listings

Need a full picture of what's happening? The `list_jobs` tool gives you an overview of all active projects. Likewise, running `list_timesheets` provides a complete audit trail of every recorded work log. These list functions are crucial for building workflows that must check status before proceeding to the next step.

Setup guide

Set up WorkflowMax MCP in Mastra AI

Prerequisites

Node.js 18+ and a TypeScript project
@mastra/mcp + @mastra/core packages
Active Vinkius subscription with a valid endpoint token

1

Install dependencies
Run npm install @mastra/mcp @mastra/core plus your preferred model provider (e.g. @ai-sdk/openai).
2

Configure the MCPClient
Create an MCPClient with your Vinkius endpoint as a URL object. Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.
3

Discover and inject tools
Call mcpClient.listTools() and spread the result into your agent's tools object. All WorkflowMax tools become native Mastra tools.
4

Run with any model
Swap openai("gpt-4o") for any AI SDK-compatible provider. Call agent.generate() and the agent routes tool calls through MCP automatically.

agent.ts

import { MCPClient } from "@mastra/mcp";
import { Agent } from "@mastra/core/agent";
import { openai } from "@ai-sdk/openai";

const mcpClient = new MCPClient({
  id: "workflowmax-mcp-client",
  servers: {
    "workflowmax-mcp": {
      url: new URL(
        "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
      ),
    },
  },
});

const agent = new Agent({
  name: "WorkflowMax Agent",
  model: openai("gpt-4o"),
  instructions: "You have access to WorkflowMax tools.",
  tools: {
    ...(await mcpClient.listTools()),
  },
});

const result = await agent.generate(
  "List recent WorkflowMax transactions"
);
console.log(result.text);

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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 Mastra AI

You start by calling `create_job`, providing the necessary name, client ID, and start date. This tool establishes the primary job record that all subsequent tasks will reference.

Yes. The `create_timesheet` function lets your agent log new time entries, while `update_job` handles any necessary adjustments to the main job record itself. This keeps your historical logs accurate.

The server interacts with client names, contact details, specific UUIDs for jobs/clients, task units, and recorded time duration. It handles structured business data across these domains.

Use the `list_jobs` tool. This command provides a reliable overview of every job defined in the system, making it ideal for your workflow's status check.

You can use `get_client` to fetch specific client information by ID. If you need contact info specifically, the `get_client_contact` tool pulls those details for you.

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