Workiz is a field service management platform for scheduling jobs, managing leads and teams, and recording payments.

Use it from your agent

One ClawLink account serves every agent you run. Pick the guide for yours, or connect Workiz once and call the same tools from all of them.

Workiz for OpenClawInstall, pair, connect, first prompt

Workiz for Hermes AgentInstall, pair, connect, first prompt MCPClaude Code, Cursor, any MCP clientCLI login or the remote MCP server

Setup

Connect Workiz through ClawLink's hosted setup.

Auth: Paste one API key. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
Where: the ClawLink dashboard, or ask your agent to connect it.

What your agent can do

Workiz exposes 21 tools through ClawLink.

Tool	What it does	Kind
`workiz_get_client`	Retrieve one Workiz client with service and billing addresses, contacts, tags, notes, custom	Read
`workiz_get_financial_document`	Retrieve one Workiz invoice or estimate with line items, payments, client and job links	Read
`workiz_get_job_or_lead`	Retrieve one Workiz job or lead, selected by record_type, including its client, schedule	Read
`workiz_list_assigned_technicians`	List one page of technicians assigned to a Workiz job or lead	Read
`workiz_list_client_notes`	List one page of notes recorded on a Workiz client, ordered by creation date descending	Read
`workiz_list_clients`	List and search Workiz clients with balance, tag, created-date, and sort filters	Read
`workiz_list_financial_documents`	List Workiz invoices or estimates with optional created or updated date filtering	Read
`workiz_list_jobs_or_leads`	List one page of Workiz jobs or leads, selected by record_type, with optional open-state, date	Read
`workiz_list_reference_data`	List IDs and names needed to create or update Workiz records, such as job types, ad groups	Read
`workiz_list_users`	List Workiz users and technicians for assignment and attribution workflows	Read
`workiz_search_records`	Search jobs, leads, clients, and invoices by a name, phone, email, address, serial number, or	Read
`workiz_add_client_note`	Add a text note to a Workiz client and optionally pin it	Write
`workiz_assign_technician`	Assign a technician to a Workiz job or lead, optionally replacing the existing technician when	Write
`workiz_assign_technicians`	Assign up to 25 technicians to one Workiz job or lead on a multi-technician account and return	Write
`workiz_convert_lead_to_job`	Irreversibly convert an existing Workiz lead into a job and return the resulting job	Read
`workiz_create_job`	Create a scheduled or unscheduled Workiz job for an existing client, or match or create an	Write
`workiz_create_lead`	Create a scheduled or unscheduled Workiz lead for an existing client, or match or create an	Write
`workiz_remove_technician`	Remove a technician assignment from a Workiz job or lead	Write
`workiz_set_primary_technician`	Make an already assigned technician the primary technician on a Workiz job or lead	Write
`workiz_update_job`	Update only the selected fields of an existing Workiz job	Write
`workiz_update_lead`	Update only selected fields of an existing Workiz lead, including status, schedule, client	Write