Bring Job Management
to VS Code Copilot
Learn how to connect WorkflowMax to VS Code Copilot and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the WorkflowMax MCP Server?
Connect your WorkflowMax by BlueRock account to any AI agent to automate your job management and time tracking workflows. WorkflowMax provides an all-in-one platform for managing projects, client relations, and billable hours through natural conversation.
What you can do
- Job & Project Management — List all active jobs, fetch detailed metadata, and create or update project records programmatically.
- Client & Contact Coordination — Access your customer database, retrieve contact profiles, and manage client relations via natural language.
- Time Tracking Automation — Log new timesheet entries for specific tasks and jobs, and monitor recorded hours for better productivity insights.
- Task & Service Oversight — Monitor all service tasks available in your system to ensure tasks are assigned and tracked correctly.
- Operational Intelligence — Get instant visibility into job statuses and team workloads using simple AI commands.
How it works
1. Subscribe to this server
2. Enter your WorkflowMax Client ID, Client Secret, and Account (Organisation) ID
3. Connect your account via the standard OAuth 2.0 flow
4. Start managing your professional services from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Agency Owners — streamline client management and get real-time job status reports without switching apps.
- Project Managers — automate the creation of new jobs and task assignments via natural conversation.
- Professional Services Teams — quickly log billable hours and track project progress through simple natural language commands.
Built-in capabilities (12)
Requires a company or individual name. Create a new client
Requires the client UUID and contact details. Create a new client contact
Requires essential details like name, client ID, and start date. Create a new job
Requires job UUID, task UUID, and the duration/hours. Create a new timesheet entry
Get details for a specific client
Get details for a specific client contact
Get details for a specific job
List all WorkflowMax clients
Useful for getting an overview of active projects. List all WorkflowMax jobs
Tasks are the service units that can be assigned to jobs. List all tasks
Useful for auditing time logs and work progress. List timesheet entries
Update an existing job
Why VS Code Copilot?
GitHub Copilot Agent mode brings WorkflowMax data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 12 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
WorkflowMax in VS Code Copilot
WorkflowMax and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect WorkflowMax to VS Code Copilot through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for WorkflowMax in VS Code Copilot
The WorkflowMax MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in VS Code Copilot only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
WorkflowMax for VS Code Copilot
Every tool call from VS Code Copilot to the WorkflowMax MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my WorkflowMax Account ID?
Log in to WorkflowMax by BlueRock, navigate to Settings > Account > Subscription, and you will find your Organisation ID (Account ID) listed there.
Can I log time to specific tasks via AI?
Yes! Use the create_timesheet tool to log billable or non-billable minutes against a specific Job ID and Task ID in your account.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.
