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Integration

Workiz

Field service management: jobs, leads and invoices. Your client pastes their Workiz key once, and your agent or your code works with their access.

CRM and sales

About Workiz

Workiz is field service management software for home service businesses.

With your client's Workiz connected, your agent can work with jobs, leads and invoices.

Workiz

Workiz · CRM and sales

API key

Field service management: jobs, leads and invoices

The client pastes their API token from Workiz's settings. We store it encrypted.

Tested against Workiz's live API.

Building with Workiz? The docs have setup steps and code for every tool.

Open the Workiz docs

Tools

Your agent calls any endpoint of Workiz's API with the request tool, with the client's access attached.

Base URL for request

https://api.workiz.com/api/v1

  • request

    HTTPS ANY /v1/clients/{clientId}/workiz/{path}

    Any endpoint of Workiz's own API, with the client's access attached.

    servicestringrequired
    This service: workiz
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://api.workiz.com/api/v1
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Workiz key you paste, with only the access you gave that key

Related

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