MCP For Claude Marketplace
WorkflowMax

WorkflowMax MCP Connector for Claude

A+

Manage jobs, clients, and timesheets via WorkflowMax by BlueRock directly from your AI agent.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

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.
job-managementtime-trackingbillable-hourstimesheetsclient-management

12 tools expose this connector's capabilities to your AI agent.

create_client_contact

Requires the client UUID and contact details. Create a new client contact

create_client

Requires a company or individual name. Create a new client

create_job

Requires essential details like name, client ID, and start date. Create a new job

create_timesheet

Requires job UUID, task UUID, and the duration/hours. Create a new timesheet entry

get_client_contact

Get details for a specific client contact

get_client

Get details for a specific client

get_job

Get details for a specific job

list_clients

List all WorkflowMax clients

list_jobs

Useful for getting an overview of active projects. List all WorkflowMax jobs

list_tasks

Tasks are the service units that can be assigned to jobs. List all tasks

list_timesheets

Useful for auditing time logs and work progress. List timesheet entries

update_job

Update an existing job

See how to talk to your AI agent using WorkflowMax.

List all active jobs in my WorkflowMax account.

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?

Log 2 hours for task 'Design' on job 'job_123'.

Done! I've successfully logged 120 minutes against the 'Design' task for the specified job. The entry is now visible in your WorkflowMax timesheets.

Log in to WorkflowMax by BlueRock, navigate to **Settings** > **Account** > **Subscription**, and you will find your Organisation ID (Account ID) listed there.

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