WorkflowMax MCP. Manage clients, jobs, and time logs in one conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
WorkflowMax connects your professional services platform directly to your AI agent. Manage client accounts, create new jobs, track contacts, and log billable time sheets without leaving your conversational workflow.
It automates project tracking and billing data entry for agencies and consulting firms.
What your AI agents can do
Create client contact
Adds a new person's contact details and links them to an existing client account.
Create client
Creates a brand-new company or individual record as a client in WorkflowMax.
Create job
Starts a project by creating a new job record, requiring the name, client ID, and start date.
Retrieves a list of existing clients in your system.
Fetches the complete profile for one particular client by their ID.
Adds a completely new client company or establishes a contact record under an existing client.
Creates, updates, or retrieves the full details for any assigned project or job.
Adds a new timesheet record detailing hours worked against a specific task and job.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
WorkflowMax: 12 Tools Available
You can manage every stage of the client lifecycle here—from listing clients to logging final billable hours.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using WorkflowMax on Vinkius019dd18acreate client contact
Adds a new person's contact details and links them to an existing client account.
019dd18acreate client
Creates a brand-new company or individual record as a client in WorkflowMax.
019dd18acreate job
Starts a project by creating a new job record, requiring the name, client ID, and start date.
019dd18acreate timesheet
Logs work time by adding a timesheet entry, specifying the job UUID, task, and duration.
019dd18aget client contact
Fetches the profile of a single contact within a client account by UUID.
019dd18aget client
Retrieves all specific details for one client when you know their unique ID.
019dd18aget job
Pulls all specific details for an existing job using its unique identifier.
019dd18alist clients
Gives a full list of every client record maintained in WorkflowMax.
019dd18alist jobs
Retrieves an overview listing all currently active projects and jobs.
019dd18alist tasks
Lists every available service task unit that can be assigned to a job for billing purposes.
019dd18alist timesheets
Generates an audit list of all previously logged timesheet entries and work progress.
019dd18aupdate job
Modifies existing project details, such as changing the status or scope of a job.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with WorkflowMax, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
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.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Keeping track of project scope feels like a constant administrative nightmare.
Right now, tracking progress means toggling between your CRM to check client status, then opening your project management tool to see what's due, and finally pulling up a separate spreadsheet just to compile the hours worked. It’s copy-paste hell; one wrong tab or missed click throws off the entire billing cycle.
With this MCP, you tell your agent what you need. You can ask it to check job status and retrieve client details simultaneously. The AI handles the cross-referencing across all those systems for you. You get a single, cohesive answer that tells you exactly where everything stands.
Update Job: Keep Project Statuses Current
Before this MCP, if the client changed the deadline or the project scope, someone had to manually find the job ID in one system and update a separate status field in another. This was always prone to human error.
Now, you simply tell your agent, 'Update the job for Acme Corp: Scope increased by 20 hours.' The record is updated instantly across all necessary fields. No more manual checks.
What you can do with this MCP connector
Need to keep tabs on clients, projects, and hours without jumping between five different apps? This MCP lets you manage all those moving parts—your job pipeline, client contacts, and timesheets—using natural conversation. You can instantly pull up a list of active jobs or create a brand new project record if the client just walked in the door.
Log billable hours against specific tasks with simple prompts, making it easy to track who worked on what. The system keeps an unbreakable audit trail for every single action taken; you'll always know exactly when and how the data changed, thanks to Vinkius's zero-trust proxy layer that logs every step.
It’s built for people whose job is coordinating complex services, turning messy spreadsheets into clear conversation flows.
019dd18a-93ca-707a-a65f-6b6f1909eff4 
How WorkflowMax MCP Works
- 1 Subscribe to this MCP using your WorkflowMax Client ID, Secret, and Account ID.
- 2 Connect your account through the standard OAuth 2.0 process from any compatible AI client (Claude, Cursor, etc.).
- 3 Ask your agent to perform an action, like 'list all active jobs' or 'log 4 hours for tax audit'. The data appears instantly in chat.
The bottom line is you manage complex business processes through simple conversation prompts.
Who Is WorkflowMax MCP For?
Agency owners and project managers who are tired of manually updating multiple dashboards at the end of the week. You need a single source of truth for client status, job progress, and billing hours.
Uses this to create new jobs or update project records when scopes change mid-project.
Relies on it to get instant overviews of all active clients and their associated revenue potential without switching tabs.
Uses this to pull lists of timesheets or create new client contacts quickly before generating invoices.
What Changes When You Connect
- Stop jumping between CRM tools and project trackers. You can list all active jobs or get job details directly from your agent's chat window.
- Time tracking becomes instant. Instead of logging into a separate timesheet app, just tell the agent to 'log 4 hours for design on job X', and it handles the entry.
- Keep client data clean by using create_client or list_clients to ensure you are always referencing the correct company record before starting work.
- Audit your process with ease. Listing all timesheets allows you to pull a comprehensive view of logged hours for billing cycles without manual spreadsheet compilation.
- Boost efficiency by automating project updates. You can use update_job to change job statuses or add notes whenever needed, keeping the data current.
Real-World Use Cases
Client Onboarding
A new client walks in. Instead of manually creating them and their contact profile, you simply tell your agent: 'Create a new client named Acme Corp' and then 'create a contact for John Smith.' All records are established instantly.
End-of-Week Billing
You need to know exactly what was worked on. You ask the agent to list_jobs, identify which jobs were active, and then use list_timesheets to pull all recorded hours for billing.
Project Scope Change
The project scope grows unexpectedly. Instead of updating a spreadsheet, you tell your agent 'update the job status for Acme Corp's website redesign,' and the record is immediately adjusted.
Service Task Check
You aren't sure what services are available. You ask the agent to list_tasks, which pulls a comprehensive menu of every service unit you can assign hours against.
The Tradeoffs
Manual Data Entry
Copying client names from one document and pasting them into another system's form, risking typos or using old UUIDs.
→ Let the agent handle creation. Use list_clients to confirm the correct ID, then use create_client_contact for flawless data entry.
Overwriting Records
Thinking you need to fully rebuild a job record instead of just modifying one field.
→ Use update_job. This function lets you modify specific fields on an existing project without deleting or rebuilding the whole thing.
Guessing IDs
Trying to log time by guessing a job UUID instead of retrieving it first.
→ First, run list_jobs to see all active projects. Then use get_job or the job name in your prompt to ensure you're pointing at the right place.
When It Fits, When It Doesn't
Use this MCP if your core business process involves coordinating time and resources across multiple clients and jobs, and that data needs to be accurate for billing. You need a single pane of glass for Client -> Job -> Task -> Time Sheet. Don't use it if you only track inventory or manage internal HR tasks; those require different systems. If you just need to read basic client details once in a while, list_clients is enough. But if you need to build automated pipelines that create and update records sequentially—like logging hours and updating the job status—this MCP's full suite of tools provides the necessary depth.
Common Questions About WorkflowMax MCP
How do I use create_client with WorkflowMax? +
You tell your agent to 'Create a client' and provide the company or individual name. It handles the initial record creation, getting you started in minutes.
Can list_timesheets help me audit my work progress? +
Yes. Running list_timesheets gives you an overview of every recorded time entry and helps you check if all hours have been logged against the correct job.
What is the difference between get_client and list_clients? +
list_clients returns a full inventory, showing many records at once. get_client lets you drill down to see every specific detail for just one client by their ID.
Does create_job require me to know the UUID beforehand? +
Yes, it needs essential details like a name and the associated client ID. If you don't have the ID, start by using list_clients first.
What happens if I use `create_timesheet` with an invalid job UUID? +
The call fails immediately, returning a specific error message that names the missing or incorrect ID. This prevents bad data from entering your records and tells you exactly what needs fixing.
How do I use `list_tasks` to see every service unit available for billing? +
It returns an exhaustive list of all service units defined in WorkflowMax. This allows your agent to pull the correct task UUID needed before you log hours or create a new job record.
After I run `create_job`, how do I modify its status using `update_job`? +
You pass the job's unique UUID along with the new details (like changing the status or adjusting the deadline). This lets you adjust project parameters without having to create duplicate records.
If I use `create_client`, how do I add multiple contacts using `create_client_contact`? +
You must call create_client_contact separately for every person. This ensures your contact data remains clean and correctly linked to the client's master UUID.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.