WorkflowMax Connector for AI agents.
12 live capabilities
Manage professional service jobs and billable hours via your AI client.
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Why people use WorkflowMax
Stop Tab-Switching with WorkflowMax Job Management
With this Connector, you can just tell your AI agent to do the work. Instead of manual clicking, you ask for a project status or tell your agent to log a timesheet. You get your data updated in real-time without ever leaving your chat window.
What Vinkius changes
You get a voice-controlled interface for your entire professional services backend.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Rapid Client Onboarding
A new client signs a contract.
- Real-world use case 02
End of Day Time Logging
A technician finishes a shift.
- Real-world use case 03
Project Status Check
An agency owner asks for a status update.
Complete set · 12capabilities
The complete WorkflowMax capability set.
These are the exact actions your AI can choose when you ask it to work with WorkflowMax.
01—04
4 capabilities in this set.
Part of 12 available through WorkflowMax.
- 01 Capability
Create job
This capability creates a new job record with a name, client ID, and start date. It lets you spin up new projects instantly from a chat.
- 02 Capability
Create timesheet
This capability logs a new timesheet entry for a specific task and job. Use it to record billable hours accurately and quickly.
- 03 Capability
Get client contact
This capability pulls up specific contact details for a client. It is the fastest way to find a phone number or email address.
- 04 Capability
Get client
This capability retrieves full details for a specific client account. Use it to check company information or account status quickly.
05—08
4 capabilities in this set.
Part of 12 available through WorkflowMax.
- 05 Capability
Get job
This capability gets all the metadata and details for a specific job. It helps you see the full scope and status of a project.
- 06 Capability
List clients
This capability gets a full list of every client in your WorkflowMax account. Use it to audit your customer base or find specific names.
- 07 Capability
List jobs
This capability pulls a list of all jobs to get an overview of your active projects. It is great for high-level status checks.
- 08 Capability
List tasks
This capability shows all the service units available to be assigned to jobs. Use it to see what work units are ready for assignment.
09—12
4 capabilities in this set.
Part of 12 available through WorkflowMax.
- 09 Capability
List timesheets
This capability views all recorded timesheets for auditing work progress. It is perfect for checking billable hours across a team.
- 10 Capability
Update job
This capability modifies an existing job's details or status. Use it to keep your project records current without manual editing.
- 11 Capability
Create client contact
This capability adds a new contact to an existing client account. It keeps your customer database up to date as your business grows.
- 12 Capability
Create client
This capability sets up a new company or individual client. Use it to onboard new business quickly and accurately.
Set up in minutes
One URL. Then ask WorkflowMax to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use WorkflowMax from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_BiYOjH9jEhoj1gThvxcbVkLtDLlDo52Z29IAZBcf/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it WorkflowMax, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable WorkflowMax for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_BiYOjH9jEhoj1gThvxcbVkLtDLlDo52Z29IAZBcf/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the WorkflowMax URL.
- Step 03
Save and start
Save the connection and enable WorkflowMax in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"workflowmax": {
"url": "https://edge.vinkius.com/vk_preview_BiYOjH9jEhoj1gThvxcbVkLtDLlDo52Z29IAZBcf/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using WorkflowMax
Open Agent mode in chat and ask: "Using WorkflowMax, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"workflowmax": {
"url": "https://edge.vinkius.com/vk_preview_BiYOjH9jEhoj1gThvxcbVkLtDLlDo52Z29IAZBcf/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using WorkflowMax
Ask Copilot: "Using WorkflowMax, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"workflowmax": {
"url": "https://edge.vinkius.com/vk_preview_BiYOjH9jEhoj1gThvxcbVkLtDLlDo52Z29IAZBcf/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using WorkflowMax
Open Cascade and ask: "Using WorkflowMax, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"workflowmax": {
"url": "https://edge.vinkius.com/vk_preview_BiYOjH9jEhoj1gThvxcbVkLtDLlDo52Z29IAZBcf/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using WorkflowMax
Ask Cline: "Using WorkflowMax, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add workflowmax --transport http "https://edge.vinkius.com/vk_preview_BiYOjH9jEhoj1gThvxcbVkLtDLlDo52Z29IAZBcf/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using WorkflowMax
Ask Claude: "Using WorkflowMax, show me...". 12 tools are ready
Where the request belongs
Work WorkflowMax can move forward.
This is for agency owners and project managers who are tired of manual data entry and want to manage their professional services projects through a chat interface.
Agency Owner
Checks on project statuses and team workloads during meetings without leaving their chat app.
Project Manager
Creates new jobs and assigns tasks to team members using simple natural language commands.
Service Team Lead
Logs billable hours and audits timesheets to ensure accurate invoicing for clients.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsTrackingTime
Track how your team spends time across projects and clients with timesheets, reports, and budgeting capabilities that keep work profitable.
Harvest
Automate time tracking and invoicing via Harvest. manage clients, invoices, and time entries directly from any AI agent.
ClickTime
Manage time tracking and resource planning via ClickTime. track entries, monitor projects, and audit client hours directly from any AI agent.
Aero Workflow
Organize accounting firm tasks, track client work, and manage team workloads with purpose-built practice management.
Bilflo
Manage your staffing operations via Bilflo. list clients, contractors, and timecards directly from any AI agent.
Productive
Manage your entire agency workflow via Productive. fetch budgets, analyze time entries, track deals, and monitor project health directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep WorkflowMax connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about WorkflowMax.
The practical details behind the request, access and result.
How do I use WorkflowMax with my AI agent?
You can connect your WorkflowMax account to your AI client using this Connector. Once connected, you can simply ask your agent to perform actions like creating jobs, listing clients, or logging time via natural conversation.
Can I log timesheets in WorkflowMax using Claude?
Yes, you can. By connecting this Connector to your Claude client, you can tell the AI to log hours for specific tasks and jobs without having to manually open the WorkflowMax dashboard.
How do I create new jobs in WorkflowMax with an AI agent?
Just tell your AI agent the name of the new job, the client, and the start date. The agent will use the Connector to create the project record in WorkflowMax for you automatically.
Can WorkflowMax help me track billable hours automatically?
While it doesn't track them automatically without input, this Connector makes it much easier. You can quickly log hours through your AI agent as you finish tasks, ensuring your billable data stays current.
How do I get client contact info from WorkflowMax using an AI?
You can ask your AI agent to find a specific client or list your customers. The agent will pull the contact details directly from your WorkflowMax database and present them to you in the chat.
Is there a way to see all active jobs in WorkflowMax at once?
Yes, you can ask your agent to list all active jobs. It will pull a complete overview of your current projects from WorkflowMax so you can see what's happening across your business in one place.
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 capability to log billable or non-billable minutes against a specific Job ID and Task ID in your account.
One connection away
Give your agent a direct line to WorkflowMax.
Connect WorkflowMax once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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