MCP tools reference

Workiz MCP tools

15 tools for Workiz on the Cotlet MCP server. Your agent picks them from tools/list.

MCP server: https://cotlet.dev/mcp/v1
Connects with: Your own Workiz account (the permissions of your role apply)
Integration page: Workiz

Workiz Endpoints
Endpoint	Access	Description
workiz_list_jobs	read	Jobs by scheduled date, with status, client, address, assigned techs and amount due.
workiz_get_job	read	Full job: client, address, time window, job type, notes, items, total, amount due and payments.
workiz_get_schedule	read	Jobs and time off per technician for a day or range, as on the Workiz calendar.
workiz_list_leads	read	Leads with status, source, client details and assigned team member.
workiz_list_clients	read	Search clients by name, phone, email or address, with past jobs and balance due.
workiz_list_estimates	read	Estimates with client, total, status and the date they were sent.
workiz_list_invoices	read	Invoices with job, client, total, amount due and due date.
workiz_create_job	write	New job for an existing or new client, with job type, time window and notes.
workiz_reschedule_job	write	Move a job to a new time window. Changes the client's appointment.
workiz_assign_job	write	Assign or unassign team members on a job.
workiz_create_estimate	write	Draft estimate for a client with items from your Price Book. Nothing is sent yet.
workiz_send_estimate	write	Email or text an estimate to the client, with a link to approve it.
workiz_create_invoice	write	Invoice for a job with its items and total. Nothing is sent yet.
workiz_send_invoice	write	Email or text an invoice to the client, with a link to pay online.
workiz_record_payment	write	Record a payment you already received on a job. Does not charge a card.

List jobs

read

MCP tool workiz_list_jobs

Returns jobs in a date range, newest first, with status, client, address, assigned team members, total and amount due. Pages hold up to 100 jobs; pass next_cursor back as cursor for the next page. Filter by status or by team member to narrow the list.

Parameters

Parameters: list_jobs
Name	Type	Description
from	date	First scheduled date. Default: 14 days ago.
to	date	Last scheduled date. Default: today.
status	string[]	Job statuses to include, e.g. Submitted, In progress, Done, Canceled.
tech_id	string	Only jobs assigned to this team member.
limit	integer	1 to 100. Default: 50.
cursor	string	Next page cursor from the previous call.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_list_jobs",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "jobs": [
      {
        "job_id": "7c1e5a90-2b4d-4f6e-9a31-0d8e2c4b6f17",
        "status": "Done",
        "job_type": "Water heater install",
        "scheduled_start": "2026-10-09T09:00:00-07:00",
        "client": {
          "client_id": "cl_5521",
          "name": "Dana Whitfield"
        },
        "address": "12 Oak St, Sacramento, CA",
        "techs": [
          "Mike R."
        ],
        "total": "480.00",
        "amount_due": "480.00"
      }
    ],
    "next_cursor": null
  },
  "isError": false
}

Get job

read

MCP tool workiz_get_job

Returns one job with everything on its page: client, address, time window, job type, notes, line items, total, amount due and the payments recorded so far. Use it before invoicing or recording a payment.

Parameters

Parameters: get_job
Name	Type	Description
job_id required	string	Job UUID from list_jobs.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_get_job",
    "arguments": {
      "job_id": "job_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "7c1e5a90-2b4d-4f6e-9a31-0d8e2c4b6f17",
    "status": "Done",
    "job_type": "Water heater install",
    "client": {
      "client_id": "cl_5521",
      "name": "Dana Whitfield",
      "phone": "(555) 010-2231"
    },
    "address": "12 Oak St, Sacramento, CA",
    "window": {
      "start": "2026-10-09T09:00:00-07:00",
      "end": "2026-10-09T11:00:00-07:00"
    },
    "notes": "Gas line on the left wall.",
    "items": [
      {
        "name": "40 gal water heater",
        "quantity": 1,
        "price": "380.00"
      },
      {
        "name": "Install labor",
        "quantity": 1,
        "price": "100.00"
      }
    ],
    "total": "480.00",
    "amount_due": "480.00",
    "payments": []
  },
  "isError": false
}

Get schedule

read

MCP tool workiz_get_schedule

Returns each team member with their jobs and time off for the days you ask, ordered by start time, so your agent can see who has open slots. Time off is the future time off set in Workiz.

Parameters

Parameters: get_schedule
Name	Type	Description
from required	date	First day.
to	date	Last day. Default: same as from.
tech_ids	string[]	Limit to these team members. Default: everyone.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_get_schedule",
    "arguments": {
      "from": "2026-10-01"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "days": [
      {
        "date": "2026-10-12",
        "techs": [
          {
            "tech_id": "u_204",
            "name": "Mike R.",
            "jobs": [
              {
                "job_id": "3a9d41f2-85c0-4b7e-b6d2-91e7f0a35c48",
                "start": "2026-10-12T09:00:00-07:00",
                "end": "2026-10-12T11:00:00-07:00",
                "job_type": "Drain cleaning"
              }
            ],
            "time_off": []
          }
        ]
      }
    ]
  },
  "isError": false
}

List leads

read

MCP tool workiz_list_leads

Returns leads, newest first, with status, source, contact details and the assigned team member. Open is the default, so converted and lost leads appear only when you ask for them. Pages hold up to 100 leads.

Parameters

Parameters: list_leads
Name	Type	Description
status	enum	open, converted or lost. Default: open.
since	date	Only leads created on or after this date.
limit	integer	1 to 100. Default: 50.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_list_leads",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "leads": [
      {
        "lead_id": "ld_8841",
        "status": "open",
        "source": "Website",
        "name": "Priya Nair",
        "phone": "(555) 010-7714",
        "created_at": "2026-10-10T08:12:00-07:00",
        "assigned_to": null
      }
    ],
    "next_cursor": null
  },
  "isError": false
}

List clients

read

MCP tool workiz_list_clients

Searches your Workiz clients and returns matches with contact details, their past jobs and the balance due. Use the client_id in create_job, create_estimate and the other tools.

Parameters

Parameters: list_clients
Name	Type	Description
query	string	Name, phone, email or address.
limit	integer	1 to 100. Default: 25.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_list_clients",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "clients": [
      {
        "client_id": "cl_5521",
        "name": "Dana Whitfield",
        "phone": "(555) 010-2231",
        "email": "dana@example.com",
        "address": "12 Oak St, Sacramento, CA",
        "jobs": 3,
        "balance_due": "480.00"
      }
    ]
  },
  "isError": false
}

List estimates

read

MCP tool workiz_list_estimates

Returns estimates, newest first, with client, total, status and the date sent. Filter by status to find the ones still waiting for an answer. Pages hold up to 100 estimates.

Parameters

Parameters: list_estimates
Name	Type	Description
status	enum	draft, sent, approved or declined. Default: all.
since	date	Only estimates created on or after this date.
limit	integer	1 to 100. Default: 50.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_list_estimates",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimates": [
      {
        "estimate_id": "est_1187",
        "client": "Priya Nair",
        "total": "1,250.00",
        "status": "sent",
        "sent_at": "2026-10-01T10:15:00-07:00"
      }
    ],
    "next_cursor": null
  },
  "isError": false
}

List invoices

read

MCP tool workiz_list_invoices

Returns invoices, newest first, with the job, client, total, amount due and due date. Unpaid is the default. Pages hold up to 100 invoices.

Parameters

Parameters: list_invoices
Name	Type	Description
status	enum	unpaid, partially_paid or paid. Default: unpaid.
since	date	Only invoices created on or after this date.
limit	integer	1 to 100. Default: 50.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_list_invoices",
    "arguments": {}
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoices": [
      {
        "invoice_id": "inv_30214",
        "job_id": "7c1e5a90-2b4d-4f6e-9a31-0d8e2c4b6f17",
        "client": "Dana Whitfield",
        "total": "480.00",
        "amount_due": "240.00",
        "due_date": "2026-10-23",
        "status": "partially_paid"
      }
    ],
    "next_cursor": null
  },
  "isError": false
}

Create job

write Confirm

MCP tool workiz_create_job

Creates a job for an existing client (client_id) or a new one (client object). Job type must be one of your Workiz job types. The job books an appointment for the client at the time you give. Returns the new job_id. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: create_job
Name	Type	Description
client_id	string	Existing client from list_clients. Or pass client below.
client	object	New client: first_name, last_name, phone, email, address.
job_type required	string	One of your Workiz job types.
start required	datetime	ISO 8601 with time zone.
end	datetime	End of the time window.
notes	string	Job notes for the tech.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_create_job",
    "arguments": {
      "client_id": "cl_5521",
      "job_type": "Water heater install",
      "start": "2026-10-14T09:00:00-07:00",
      "end": "2026-10-14T11:00:00-07:00",
      "notes": "From lead ld_8841: tank leaking at the base."
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "9e2b7d14-6c35-4a08-8f1d-3b5a0c7e92d6",
    "status": "Submitted",
    "job_type": "Water heater install",
    "client_id": "cl_5521",
    "start": "2026-10-16T09:00:00-07:00",
    "notes": "Gas line on the left wall."
  },
  "isError": false
}

Reschedule job

write Confirm

MCP tool workiz_reschedule_job

Moves one job to a new start and, if given, a new end. The job keeps its assigned team members and its status. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: reschedule_job
Name	Type	Description
job_id required	string	Job UUID from list_jobs.
start required	datetime	New start, ISO 8601 with time zone.
end	datetime	New end.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_reschedule_job",
    "arguments": {
      "job_id": "3a9d41f2-85c0-4b7e-b6d2-91e7f0a35c48",
      "start": "2026-10-13T09:00:00-07:00",
      "end": "2026-10-13T11:00:00-07:00"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "3a9d41f2-85c0-4b7e-b6d2-91e7f0a35c48",
    "status": "Submitted",
    "start": "2026-10-13T09:00:00-07:00",
    "end": "2026-10-13T11:00:00-07:00",
    "previous_start": "2026-10-12T09:00:00-07:00"
  },
  "isError": false
}

Assign job

write

MCP tool workiz_assign_job

Adds team members to a job, or replaces the current ones when replace is true. It runs without asking first: it sends nothing to the client and one more call changes the assignment back.

Parameters

Parameters: assign_job
Name	Type	Description
job_id required	string	Job UUID from list_jobs.
tech_ids required	string[]	Team members to assign.
replace	boolean	Remove current assignees first. Default: false.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_assign_job",
    "arguments": {
      "job_id": "job_8c41d2",
      "tech_ids": [
        "tech ids"
      ]
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "7c1e5a90-2b4d-4f6e-9a31-0d8e2c4b6f17",
    "techs": [
      {
        "tech_id": "u_204",
        "name": "Mike R."
      }
    ]
  },
  "isError": false
}

Create estimate

write

MCP tool workiz_create_estimate

Creates an estimate in Draft for one client. Item names match items in your Workiz Price Book. Nothing is sent to the client until send_estimate runs, so this call runs without asking.

Parameters

Parameters: create_estimate
Name	Type	Description
client_id required	string	Client from list_clients.
items required	object	List of {name, quantity, price}; names match Price Book items.
notes	string	Note shown to the client.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_create_estimate",
    "arguments": {
      "client_id": "client_8c41d2",
      "items": "items"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "est_1192",
    "client_id": "cl_5521",
    "status": "draft",
    "items": [
      {
        "name": "Tankless water heater",
        "quantity": 1,
        "price": "1,250.00"
      }
    ],
    "total": "1,250.00"
  },
  "isError": false
}

Send estimate

write Confirm

MCP tool workiz_send_estimate

Sends the estimate by email, text or both, with a link to view and approve it in the Workiz client portal. An unsent estimate becomes Pending; approval in the portal moves it to Approved. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: send_estimate
Name	Type	Description
estimate_id required	string	Estimate from list_estimates or create_estimate.
via	enum	email, sms or both. Default: email.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_send_estimate",
    "arguments": {
      "estimate_id": "estimate_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "estimate_id": "est_1187",
    "status": "pending",
    "sent_via": "email",
    "sent_at": "2026-10-11T09:00:00-07:00"
  },
  "isError": false
}

Create invoice

write

MCP tool workiz_create_invoice

Creates an invoice from a job, with the job's items and total. Nothing is sent to the client until send_invoice runs, so this call runs without asking. Returns the invoice_id.

Parameters

Parameters: create_invoice
Name	Type	Description
job_id required	string	Job UUID from list_jobs.
due_date	date	Payment due date.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_create_invoice",
    "arguments": {
      "job_id": "job_8c41d2"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoice_id": "inv_30214",
    "job_id": "7c1e5a90-2b4d-4f6e-9a31-0d8e2c4b6f17",
    "items": [
      {
        "name": "40 gal water heater",
        "quantity": 1,
        "price": "380.00"
      },
      {
        "name": "Install labor",
        "quantity": 1,
        "price": "100.00"
      }
    ],
    "total": "480.00",
    "amount_due": "480.00",
    "due_date": "2026-10-23",
    "status": "unsent"
  },
  "isError": false
}

Send invoice

write Confirm

MCP tool workiz_send_invoice

Sends the invoice by email, text or both, with a link to the Workiz client portal. The client sees the amount due there. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: send_invoice
Name	Type	Description
invoice_id required	string	Invoice from list_invoices or create_invoice.
via	enum	email, sms or both. Default: email.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_send_invoice",
    "arguments": {
      "invoice_id": "inv_30214",
      "via": "email"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "invoice_id": "inv_30214",
    "status": "sent",
    "sent_via": "email",
    "amount_due": "480.00",
    "sent_at": "2026-10-11T18:00:00-07:00"
  },
  "isError": false
}

Record payment

write Confirm

MCP tool workiz_record_payment

Records a payment you already received on a job, as cash, check or credit, with an optional reference such as a check number. It does not charge a card. Returns the job total and the amount still due. By default you confirm each call; you can switch that off for this tool.

Parameters

Parameters: record_payment
Name	Type	Description
job_id required	string	Job UUID from list_jobs.
amount required	string	Amount, e.g. 240.00.
method required	enum	cash, check or credit.
paid_at	datetime	When it was paid. Default: now.
reference	string	Check number or confirmation number.

tools/call

JSON-RPC

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "workiz_record_payment",
    "arguments": {
      "job_id": "7c1e5a90-2b4d-4f6e-9a31-0d8e2c4b6f17",
      "amount": "240.00",
      "method": "check",
      "paid_at": "2026-10-09T15:30:00-07:00",
      "reference": "1042"
    }
  }
}

Example response

{
  "content": [
    {
      "type": "text",
      "text": "{ ... same JSON as structuredContent ... }"
    }
  ],
  "structuredContent": {
    "job_id": "7c1e5a90-2b4d-4f6e-9a31-0d8e2c4b6f17",
    "payment_id": "pay_88213",
    "amount": "240.00",
    "method": "check",
    "reference": "1042",
    "job_total": "480.00",
    "amount_due": "240.00",
    "status": "recorded"
  },
  "isError": false
}

Parameters

tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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tools/call

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