# WorkflowMax MCP MCP > 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. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** job-management, time-tracking, billable-hours, timesheets, client-management ## Description 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. ## Tools ### 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. ### create_timesheet Logs work time by adding a timesheet entry, specifying the job UUID, task, and duration. ### get_client_contact Fetches the profile of a single contact within a client account by UUID. ### get_client Retrieves all specific details for one client when you know their unique ID. ### get_job Pulls all specific details for an existing job using its unique identifier. ### list_clients Gives a full list of every client record maintained in WorkflowMax. ### list_jobs Retrieves an overview listing all currently active projects and jobs. ### list_tasks Lists every available service task unit that can be assigned to a job for billing purposes. ### list_timesheets Generates an audit list of all previously logged timesheet entries and work progress. ### update_job Modifies existing project details, such as changing the status or scope of a job. ## Prompt Examples **Prompt:** ``` List all active jobs in my WorkflowMax account. ``` **Response:** ``` I've retrieved 5 active jobs, including 'Website Redesign' (job_123) and 'Tax Audit 2024' (job_456). Would you like to see the recorded timesheets for any of them? ``` **Prompt:** ``` Log 2 hours for task 'Design' on job 'job_123'. ``` **Response:** ``` Done! I've successfully logged 120 minutes against the 'Design' task for the specified job. The entry is now visible in your WorkflowMax timesheets. ``` ## Capabilities ### List all client records Retrieves a list of existing clients in your system. ### Get specific client details Fetches the complete profile for one particular client by their ID. ### Create new contacts and clients Adds a completely new client company or establishes a contact record under an existing client. ### Manage job records Creates, updates, or retrieves the full details for any assigned project or job. ### Log billable time entries Adds a new timesheet record detailing hours worked against a specific task and job. ## 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. ## Benefits - 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. ## How It Works The bottom line is you manage complex business processes through simple conversation prompts. 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. ## Frequently Asked Questions **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.