App

WorkflowMax integrations

Connect WorkflowMax to any other app, or use it from your AI client over MCP. WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline their operations and increase productivity.

Connects with OAuthworkflowmax.com
23 triggers19 actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with WorkflowMax?

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Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

Set it up in your client
Claude Code

Run this in the directory you want to work in.

claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai

Start Claude Code there, approve the server, and sign in in the browser page it opens.

Claude Code guide (opens in a new tab)
Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

Setup guide (opens in a new tab)
Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide (opens in a new tab)
Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide (opens in a new tab)
Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

Setup guide (opens in a new tab)
Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

Setup guide (opens in a new tab)

Popular

WorkflowMax with the apps people pair it with most

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What your agent can do with WorkflowMax

Triggers and actions 23 triggers · 19 actions

  • Trigger
    Job Category Created

    Triggers when a new job category is created in WorkflowMax.

  • Trigger
    Job Cost Added

    Triggers when a new cost is added to any job.

  • Trigger
    Job Document Added

    Triggers when a new document is added to the selected WorkflowMax job.

  • Trigger
    Job Task Added

    Triggers when a new task is added to a job in WorkflowMax.

  • Trigger
    Job Task Completed

    Triggers when a task on the selected job is marked completed.

  • Trigger
    Job Task Updated

    Triggers when a task on the chosen job is added or changed.

  • Trigger
    Job Updated

    Triggers when a job is created or any of its details change in WorkflowMax.

  • Trigger
    List Job Tasks

    Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job.

  • Trigger
    New Client Created

    Triggers when a new client is created in WorkflowMax.

  • Trigger
    New Cost Created

    Triggers when a new cost item is added to the WorkflowMax cost list.

  • Trigger
    New Custom Field Created

    Triggers when a new custom field definition is created in WorkflowMax.

  • Trigger
    New Invoice Created

    Triggers when a new invoice is created in WorkflowMax.

  • Trigger
    New Job Created

    Triggers when a new job is created in WorkflowMax.

  • Trigger
    New Job Status

    Triggers when a new job status is added to the WorkflowMax account.

  • Trigger
    New Lead

    Triggers when a new lead is added in WorkflowMax.

  • Trigger
    New or Updated Quote

    Triggers when a quote is created or an existing quote changes in WorkflowMax.

  • Trigger
    New PO Bill Created

    Triggers when a new bill is created against a purchase order in WorkflowMax.

  • Trigger
    New Purchase Order Created

    Triggers when a new purchase order is created in WorkflowMax.

  • Trigger
    New Quote Accepted

    Triggers when a quote in WorkflowMax is accepted.

  • Trigger
    New Quote Issued

    Triggers when a quote in WorkflowMax is in the Issued state.

  • Trigger
    New Supplier Created

    Triggers when a new supplier is created in WorkflowMax.

  • Trigger
    New Task Created

    Triggers when a new task type is created in WorkflowMax settings.

  • Trigger
    New Timesheet Created

    Triggers when a new timesheet entry is created in WorkflowMax.

  • Action
    Create Client

    Creates a new client in WorkflowMax.

  • Action
    Create Cost Admin

    Creates a cost item in the WorkflowMax cost settings list.

  • Action
    Create Job

    Creates a new job in WorkflowMax for a client.

  • Action
    Create Job Cost

    Adds a cost line to an existing WorkflowMax job.

  • Action
    Create Job Task

    Adds a task from your WorkflowMax task list to a job.

  • Action
    Create Lead

    Creates a new lead in WorkflowMax.

  • Action
    Create Purchase Order

    Creates a draft purchase order with one line for a job and supplier.

  • Action
    Create Task Admin

    Creates a task in your WorkflowMax task list, which can then be added to jobs.

  • Action
    Create Timesheet

    Logs time against a job task for a staff member.

  • Action
    Find Account

    Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter.

  • Action
    Find Business Structure

    Finds client business structures (such as Company or Sole Trader) whose name contains the text you give.

  • Action
    Find Client

    Finds clients whose name contains the text you give.

  • Action
    Find Client Type

    Finds client types in WorkflowMax whose name contains the text you supply.

  • Action
    Find Job

    Finds jobs whose name or job number contains the text you supply.

  • Action
    Find Job Cost

    Finds costs on a WorkflowMax job whose description or code contains the text you supply.

  • Action
    Find Job Status

    Finds job statuses in your WorkflowMax account whose name contains the text you give.

  • Action
    Find Job Task

    Finds the tasks on a job whose name or description contains the text you supply.

  • Action
    Find Staff

    Finds staff members in WorkflowMax whose name or email contains the text you supply.

  • Action
    Find Tax

    Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found.

Reviews

What our customers say

Questions

WorkflowMax, answered

Is there a WorkflowMax MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with WorkflowMax. Add that address to any AI client that takes a remote MCP server, sign in once in your browser, and your client can build, test and run automations that use WorkflowMax. Nothing to install.

What can start an automation from WorkflowMax?

Any of WorkflowMax's 23 triggers in the catalog, including Job Category Created, Job Cost Added, Job Document Added and Job Task Added. Describe the moment in plain language and your agent picks the right one.

What can your agent do in WorkflowMax?

Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships.

Which apps can WorkflowMax connect to?

Any app in the catalog; the list on this page pairs WorkflowMax with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.