How to Use the WorkflowMax MCP in VS Code Copilot

Q: How do I get an overview of all projects using WorkflowMax with VS Code Copilot?

Simply run listjobs via your agent. It fetches a clean list of every active project, making it visible to the whole team working on this MCP Server.

Q: Can I manage client data when using WorkflowMax with VS Code Copilot?

Yes. Your agent can call getclient or listclients. This keeps all core client information consistent across every developer’s workspace.

Q: What if I need to update a project's scope using WorkflowMax with VS Code Copilot?

You call updatejob and pass the necessary data. The MCP Server handles the changes, ensuring that every developer working on this repository sees the updated status.

Q: Does the MCP Server help me track who works on a project in VS Code Copilot?

Yes. You can use createclientcontact to add personnel details against a specific client UUID, tracking who is assigned to what.

Q: What data type is managed by WorkflowMax when using VS Code Copilot?

The server manages Timesheet records. You can use listtimesheets to pull the complete audit trail of time spent on any project, viewable across the team.

Standardize project tracking and time logging across your team using the VS Code Copilot MCP Server config.

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Connect WorkflowMax MCP to VS Code Copilot

Create your Vinkius account to connect WorkflowMax to VS Code Copilot 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 VS Code Copilot

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Centralized Job Management

The `list_jobs` tool lets every developer see a consistent list of active projects. This data is committed to the repo, so everyone sees the same thing. You can use `get_job` to pull all necessary details for a specific project ID. It's part of the team standard set up via this MCP Server.

Client and Contact Setup

Set up new clients using `create_client`, which accepts company or individual names. When you need to log a specific person, use `create_client_contact` with the client's UUID. This setup ensures all developers work off the same, accurate source of truth for who works where.

Time Tracking and Auditing

Need to record time? Run `create_timesheet` by providing a job UUID, task UUID, and hours. This writes directly into your project's data. Alternatively, you can use `list_tasks` to ensure the service unit IDs are correct before creating any timesheets.

Setup guide

Set up WorkflowMax MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the WorkflowMax MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the WorkflowMax tools listed. Try asking: "List my recent WorkflowMax transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

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

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Common questions about WorkflowMax MCP in VS Code Copilot

Simply run `list_jobs` via your agent. It fetches a clean list of every active project, making it visible to the whole team working on this MCP Server.

Yes. Your agent can call `get_client` or `list_clients`. This keeps all core client information consistent across every developer’s workspace.

You call `update_job` and pass the necessary data. The MCP Server handles the changes, ensuring that every developer working on this repository sees the updated status.

Yes. You can use `create_client_contact` to add personnel details against a specific client UUID, tracking who is assigned to what.

The server manages **Timesheet** records. You can use `list_timesheets` to pull the complete audit trail of time spent on any project, viewable across the team.

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