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Workiz for AI agents

Workiz is field service management software for scheduling jobs and managing leads, technicians, and payments, used by home service businesses like plumbers and electricians. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect WorkizSee the 21 actions ↓
CRMAPI keyMCP + RESTworkiz.com
AUDIT LOG · WORKIZPOLICY: acme-support
09:41:07 · claude · u_8f2read
workiz.list_users
List Users✓ allowed · 212ms
09:41:08 · claude · u_8f2read
workiz.get_client
Get Client✓ allowed · 164ms
09:41:09 · claude · u_8f2write
workiz.create_job
Create Job✓ approved · approved by user
09:41:12 · claude · u_8f2destructive
workiz.remove_technician
Remove Technician✕ blocked · policy: deny
EVERY WORKIZ CALL, ON THE RECORD
01 · USE CASES

What agents do in Workiz.

01

Create a job for a client

Set up a new job with its address and scope after a client requests service.

02

List jobs or leads

Pull current jobs and leads as a read-only schedule check.

03

Confirm before assigning a technician

Check the technician's schedule before assigning them to a job, avoiding a double-booking.

02 · ACTIONS

21 Workiz actions, graded by risk.

Every Workiz action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

12

Look things up. Allowed by default.

  • workiz.get_client
    Get Client
  • workiz.list_users
    List Users
  • workiz.list_clients
    List Clients
  • workiz.search_records
    Search Workiz Records
  • workiz.get_job_or_lead
    Get Job or Lead
  • workiz.list_client_notes
    List Client Notes
  • workiz.list_jobs_or_leads
    List Jobs or Leads
  • workiz.list_reference_data
    List Workiz Reference Data
  • workiz.get_financial_document
    Get Invoice or Estimate
  • workiz.list_financial_documents
    List Invoices or Estimates
  • workiz.list_assigned_technicians
    List Assigned Technicians
  • workiz.convert_lead_to_job
    Convert Lead to Job

write

8

Create and change things. Allow, or ask the user first.

  • workiz.create_job
    Create Job
  • workiz.update_job
    Update Job
  • workiz.create_lead
    Create Lead
  • workiz.update_lead
    Update Lead
  • workiz.add_client_note
    Add Client Note
  • workiz.assign_technician
    Assign Technician
  • workiz.assign_technicians
    Assign Technicians
  • workiz.set_primary_technician
    Set Primary Technician

destructive

1

Delete, cancel or archive. Ask first, or deny outright.

  • workiz.remove_technician
    Remove Technician
03 · HOW IT WORKS

Workiz in three steps.

  1. 01Your users connect WorkizThey add their Workiz api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, writes like “create Job” can wait for the user, and “remove Technician” can be denied outright.
  3. 03Any agent can actYour agent calls Workiz through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('workiz', {
  read: 'allow',
  write: 'ask',        // create_job
  destructive: 'deny',  // remove_technician
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Workiz connects.

Users add their Workiz api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Workiz connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Workiz from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
06 · RELATED

More crm apps.

Salesforce224 actionsHubSpot263 actionsZendesk457 actionsPipedrive403 actionsApollo67 actionsAttio109 actionsAcculynx8 actionsAeroleads1 actions
ALL CRM APPS →
07 · FAQ

Workiz and Arc0, answered.

Q01

Can I use Workiz with Claude, ChatGPT or Cursor?

Yes. Connect Workiz to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Workiz actions you allow.

Q02

How do users connect Workiz?

Users add their Workiz api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Workiz actions can my agent take?

21 in total: 12 read, 8 write and 1 destructive, such as “create Job”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in Workiz?

Yes. Actions like “remove Technician” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call Workiz too?

Yes. The same Workiz connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Workiz into your agent.

Your users connect Workiz once, under your brand. Your agent gets 21 actions behind your policies, with every call on the record.

Connect WorkizBrowse all apps →

Free to build · MCP + REST · Audit log on every plan