--- title: "WorkflowMax integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/workflowmax" --- # 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 OAuth [workflowmax.com](https://workflowmax.com/) **23** triggers **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with WorkflowMax? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. 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)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Popular ## WorkflowMax with the apps people pair it with most - [ **HubSpot to WorkflowMax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workflowmax) - [ **Salesforce to WorkflowMax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workflowmax) - [ **Slack to WorkflowMax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workflowmax) - [ **Google Sheets to WorkflowMax** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workflowmax) - [ **Gmail to WorkflowMax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workflowmax) - [ **Google Calendar to WorkflowMax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workflowmax) - [ **Google Drive to WorkflowMax** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-workflowmax) - [ **Mailchimp to WorkflowMax** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-workflowmax) Pair it ## Connect WorkflowMax with another app - [ **HubSpot to WorkflowMax**](https://apiant.ai/connect/hubspot-to-workflowmax) - [ **Salesforce to WorkflowMax**](https://apiant.ai/connect/salesforce-to-workflowmax) - [ **Slack to WorkflowMax**](https://apiant.ai/connect/slack-to-workflowmax) - [ **Google Sheets to WorkflowMax**](https://apiant.ai/connect/google-sheets-to-workflowmax) - [ **Gmail to WorkflowMax**](https://apiant.ai/connect/gmail-to-workflowmax) - [ **Google Calendar to WorkflowMax**](https://apiant.ai/connect/google-calendar-to-workflowmax) - [ **Google Drive to WorkflowMax**](https://apiant.ai/connect/google-drive-to-workflowmax) - [ **Mailchimp to WorkflowMax**](https://apiant.ai/connect/mailchimp-to-workflowmax) - [ **Stripe to WorkflowMax**](https://apiant.ai/connect/stripe-to-workflowmax) - [ **Shopify to WorkflowMax**](https://apiant.ai/connect/shopify-to-workflowmax) - [ **QuickBooks Online to WorkflowMax**](https://apiant.ai/connect/quickbooks-online-to-workflowmax) - [ **Pipedrive to WorkflowMax**](https://apiant.ai/connect/pipedrive-to-workflowmax) - [ **ActiveCampaign to WorkflowMax**](https://apiant.ai/connect/activecampaign-to-workflowmax) - [ **Notion to WorkflowMax**](https://apiant.ai/connect/notion-to-workflowmax) - [ **Airtable to WorkflowMax**](https://apiant.ai/connect/airtable-to-workflowmax) - [ **Trello to WorkflowMax**](https://apiant.ai/connect/trello-to-workflowmax) - [ **Asana to WorkflowMax**](https://apiant.ai/connect/asana-to-workflowmax) - [ **JIRA to WorkflowMax**](https://apiant.ai/connect/jira-to-workflowmax) - [ **ClickUp to WorkflowMax**](https://apiant.ai/connect/clickup-to-workflowmax) - [ **WorkflowMax to Zoom**](https://apiant.ai/connect/workflowmax-to-zoom) - [ **Discord to WorkflowMax**](https://apiant.ai/connect/discord-to-workflowmax) - [ **Twilio to WorkflowMax**](https://apiant.ai/connect/twilio-to-workflowmax) - [ **SendGrid to WorkflowMax**](https://apiant.ai/connect/sendgrid-to-workflowmax) - [ **Outlook to WorkflowMax**](https://apiant.ai/connect/outlook-to-workflowmax) - [ **Intercom to WorkflowMax**](https://apiant.ai/connect/intercom-to-workflowmax) - [ **Freshdesk to WorkflowMax**](https://apiant.ai/connect/freshdesk-to-workflowmax) - [ **Klaviyo to WorkflowMax**](https://apiant.ai/connect/klaviyo-to-workflowmax) - [ **Brevo to WorkflowMax**](https://apiant.ai/connect/brevo-to-workflowmax) - [ **Typeform to WorkflowMax**](https://apiant.ai/connect/typeform-to-workflowmax) - [ **JotForm to WorkflowMax**](https://apiant.ai/connect/jotform-to-workflowmax) - [ **Calendly to WorkflowMax**](https://apiant.ai/connect/calendly-to-workflowmax) - [ **PandaDoc to WorkflowMax**](https://apiant.ai/connect/pandadoc-to-workflowmax) - [ **Webflow to WorkflowMax**](https://apiant.ai/connect/webflow-to-workflowmax) - [ **Wix to WorkflowMax**](https://apiant.ai/connect/wix-to-workflowmax) - [ **WorkflowMax to LinkedIn**](https://apiant.ai/connect/workflowmax-to-linkedin) - [ **WorkflowMax to Facebook**](https://apiant.ai/connect/workflowmax-to-facebook) - [ **Instagram to WorkflowMax**](https://apiant.ai/connect/instagram-to-workflowmax) - [ **OpenAI to WorkflowMax**](https://apiant.ai/connect/openai-to-workflowmax) - [ **WorkflowMax to Anthropic**](https://apiant.ai/connect/workflowmax-to-anthropic) - [ **OneDrive to WorkflowMax**](https://apiant.ai/connect/onedrive-to-workflowmax) - [ **Google Docs to WorkflowMax**](https://apiant.ai/connect/google-docs-to-workflowmax) - [ **Ontraport to WorkflowMax**](https://apiant.ai/connect/ontraport-to-workflowmax) - [ **Freshworks CRM to WorkflowMax**](https://apiant.ai/connect/freshworks-crm-to-workflowmax) - [ **GoHighLevel to WorkflowMax**](https://apiant.ai/connect/gohighlevel-to-workflowmax) - [ **Capsule CRM to WorkflowMax**](https://apiant.ai/connect/capsule-crm-to-workflowmax) - [ **Copper to WorkflowMax**](https://apiant.ai/connect/copper-to-workflowmax) - [ **Streak to WorkflowMax**](https://apiant.ai/connect/streak-to-workflowmax) - [ **NetHunt CRM to WorkflowMax**](https://apiant.ai/connect/nethunt-crm-to-workflowmax) - [ **MINDBODY to WorkflowMax**](https://apiant.ai/connect/mindbody-to-workflowmax) - [ **WorkflowMax to Supabase**](https://apiant.ai/connect/workflowmax-to-supabase) - [ **PostgreSQL to WorkflowMax**](https://apiant.ai/connect/postgresql-to-workflowmax) - [ **MySQL to WorkflowMax**](https://apiant.ai/connect/mysql-to-workflowmax) - [ **Vercel to WorkflowMax**](https://apiant.ai/connect/vercel-to-workflowmax) - [ **WorkflowMax to ElevenLabs**](https://apiant.ai/connect/workflowmax-to-elevenlabs) - [ **PagerDuty to WorkflowMax**](https://apiant.ai/connect/pagerduty-to-workflowmax) - [ **WorkflowMax to Pushover**](https://apiant.ai/connect/workflowmax-to-pushover) - [ **Gravity Forms to WorkflowMax**](https://apiant.ai/connect/gravity-forms-to-workflowmax) - [ **HubSpot Enterprise to WorkflowMax**](https://apiant.ai/connect/hubspot-enterprise-to-workflowmax) - [ **Google Forms to WorkflowMax**](https://apiant.ai/connect/google-forms-to-workflowmax) - [ **Facebook Lead Ads to WorkflowMax**](https://apiant.ai/connect/facebook-lead-ads-to-workflowmax) 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 and sign in once in your browser. Your client can then run WorkflowMax actions on demand, or have APIANT 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. ### ### Can I use WorkflowMax directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with WorkflowMax two ways. Ask it to do something in WorkflowMax once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the WorkflowMax API? No. APIANT connects to the WorkflowMax API for you, and you sign in to WorkflowMax once with OAuth. Describe what you want in plain language and your agent builds it on the WorkflowMax triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the WorkflowMax API documentation and adds it. ### ### 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.