Connect Workiz to Your AI Agent

Ask your AI assistant to work with Workiz: review service jobs and leads.

5 tools API key

Try a Workiz Task

Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.

oo Skill Workiz

Review Service Jobs

List jobs and retrieve selected details.

/oo Workiz: List Workiz jobs for [date/status filters], read job [UUID], and summarize its returned job details.

Inspect a Lead

Find a lead record and read its details.

/oo Workiz: List Workiz leads using [supported filters], retrieve lead [UUID], and summarize the returned contact and lead context.

Start Working with Workiz

  1. Install OOMOL

    Set up oo CLI and the oo Skill in your agent.

    Install OOMOL →
  2. Connect Workiz

    Connect using your Workiz API Token.

    Connect Workiz →
  3. Give Your Agent a Task

    Use /oo with the pages to read, the changes to make, and where to save the result.

    Connection Guide →

Choose Your Agent

  • An account with access to the Workiz resources used in your task.

Workiz Tools

Workiz exposes service job, lead, and active team member records for AI operational briefings.

Review Service Jobs

List jobs and retrieve selected details.

Inspect a Lead

Find a lead record and read its details.

5 tools

List Jobs

List Workiz jobs with date, offset, open-state, and status filters.

workiz.list_jobs

Get Job

Get one Workiz job by its unique identifier.

workiz.get_job

List Leads

List Workiz leads with date, offset, open-state, and status filters.

workiz.list_leads

Get Lead

Get one Workiz lead by its unique identifier.

workiz.get_lead

List Team Members

List active team members in the connected Workiz account.

workiz.list_team_members

Frequently Asked Questions

Can I dispatch a job here?

The current actions retrieve records rather than dispatch or update jobs.

Can I inspect active team members?

The team-member action lists active members in the connected account.

How is API access enabled?

Enable Developer API in the Feature Center before obtaining the token.

Connect Workiz

About Workiz ↗