AI/MCP [Beta]

Setup | Tools | Resources

This guide explains how to leverage the Workamajig MCP (Model Context Protocol) server to connect an AI assistant — such as Claude — directly to Workamajig. Once connected, your AI assistant can query data, create and update records, log time, manage opportunities, and automate multi-step business workflows entirely through natural language.

You do not need to be a developer to use these capabilities. If you can describe a task in plain English, the AI can often execute it — or walk you through it step by step.

What is MCP?

The Model Context Protocol (MCP) is an open standard that lets AI assistants communicate directly with business software. The Workamajig MCP server exposes a set of "tools" that the AI can call to read and write data in Workamajig on your behalf — securely, accurately, and without manual data entry.

NOTES:

• This is brand new territory for all involved. Please be patient, as we are looking to our clients to experiment and see what's possible, and also what is desired from this use of the application.
• It appears that Co-Pilot requires the paid Agent feature to set this up (although there does seem to be a way to do this for free with some coding skills), just ask Co-Pilot how to connect to an MCP server for more info. We do not have steps on how to do this at this time. If you do accomplish getting this setup, please let us know how this was done and the steps involved.
• If you run into any issues or have suggestions, please email ai@workamajig.com.

Setup

Here are some AI program-specific guides to assist with your setup.

Claude | ChatGPT

Claude

For this setup, we will be using claude.ai for our walk-through. Other AI assistants could be different in their custom connection settings for MCP.  

• In your AI assistant (Claude), navigate to Customize→ Connectors->click the plus sign.

• Select … Add Custom Connector.

• Name the custom connector Workamajig.
• Enter the MCP URL for your server.

ie. https://#AppNumber.workamajig.com/api/beta1/mcp

• Click Add.

• Click Connect on the next screen.

• Copy and past in the Company API Access Token and your API User Token from Workamajig.
• You will find the API access tokens by clicking on your name or avatar in the upper right hand corner of Workamajig.

Click Authorize.

On the next screen, choose Always Allow if that option is available. If not, leave the default.

Select New Chat and type in Workamajig Tools.  You should see a list of areas that Claude can communicate with in Workamajig!

ChatGPT

To connect to our MCP server using ChatGPT, you must use the web browser version to set this up (at least for a free account you do). Afterwards, you can use the installed app with the same account, to use these features there.

To get started, open ChatGPT in your browser and create an account if you don't already have one.

• Click on your Name in the lower left corner, and then click on Settings.

• From the Settings screen, click on Apps and then Advanced Settings.

• From this screen, click the toggle next to Developer Mode, so it turns blue.

• Click Back to get back to the Apps section of the Settings, then click on Create app.

• From the New App screen, give it a Name (ie. Workamajig), and your server's Connection URL, leave the Authentication as OAuth, and check the box to accept Custom MCP Servers. Then click Create.

Example Connectionn URL:
https://APP##.workamajig.com/api/beta1/mcp

• After a few moments, you will see a screen that says Sign in with Workamajig.

• This will then open another browser tab with the following screen.

• Copy the API User Token from your Workamajig User settings and paste it into the User Token above.
• Copy the API Company Token from your Workamajig User settings and paste it into the API Access Token above. 

• Click Authorize.

You should now see the Workamajig App in the Settings screen of ChatGPT.

• From here, you MUST click Refresh to load all the currently available tools before attempting any new Chats. You can also toggle on Reference memories and chats for a better experience when using ChatGPT.

• You should now be able to scroll down and see the Actions available. Which means the tool is ready to use.

• For example, you can ask it to show you your current assignments.

• You will most likely get a one-time prompt that you will want to check Allow, so the Action can perform. And then get something like this.

Tools

Here's a summary of the Workamajig (WMJ) tools currently available.

Time and Expenses

• get_time_entries - View your logged time within a date range.
• add_time_entry - Log time (single or bulk entries).
• start_timer - Start a running timer.
• submit_timesheet - Submit a timesheet for approval.
• get_expense_envelopes - List expense reports.
• get_expense_envelope - View a single expense report with receipts.
• add_expense_receipt - Add a receipt to an expense envelope. You can use your AI tool to parse out details from an image of a receipt. NOTE: This will add a line to the first open (unapproved) expense report the tool finds. If no open expense report exists, then it will create a new one.
• submit_expense_envelope - Submit an expense report for approval.

Projects and Scheduling

• add_update_project - Allows you to create a new project. You will need at least a Client ID and Project Name to get started. NOTE: Other requirements may exist as well, based on your setup.
• get_project_summary - Get project details or filtered lists.
• get_schedule_details - Full task/assignment schedule for a project.
• get_assignments - View task assignments by person, department, or service.
• get_resource_availability - Check staff availability for scheduling.
• add_task - Create or update a task on a project.
• reassign_task - Move a task from one person to another.
• add_update_todo - Add or update a to-do item on a project.
• get_project_files - List files attached to a project.
• get_spec_sheets - Retrieve spec sheets/briefs for a project or lead.
• get_projects_over_budget - Projects currently over budget.
• get_projects_near_overbudget - Projects approaching budget limit.
• get_projects_behind_schedule - Projects behind schedule.

CRM and Sales

• add_lead - Create a new lead.
• add_opportunity - Add or update a sales opportunity.
• get_opportunities - View sales opportunities/leads.
• search_contacts - Find contacts by name, email, company, or phone.
• search_everything - Global search across all entities.

Finance and Billing

• get_billing_status - Invoice billing status.
• get_action_log - Activity log for a project or user.

Approvals

• get_items_to_approve - See what's pending your approval.
• approve_item - Approve a timesheet, expense, invoice, etc.

Calendar and Communication

• get_calendar_events - View calendar events.
• get_conversations - View diary/activity conversations.
• add_activity - Log a note or diary entry.

Reference

• get_lookup_list - Fetch system lists (users, clients, services, GL accounts, etc.).

Resources

Use connectors to extend Claude's capabilities
https://support.claude.com/en/articles/11176164-use-connectors-to-extend-claude-s-capabilities