How to connect Claude to WorkZen

Connect Claude to WorkZen and ask about your business in plain words: "Which invoices are overdue?", "What visits do I have this week?". Claude looks up the answer in WorkZen for you.

What Claude can do in WorkZen

Claude can	Details
Find clients	Search by name, company, email or phone
List jobs	Filter by status or client
List invoices	Filter by status, including overdue, by client or by job
List visits	Any date range
Add a lead	Name plus email or phone, and what they need

Claude cannot edit, delete, send documents or take payments.

Connect Claude on a Pro or Max plan

In Claude, go to Customize > Connectors.
Click +, then Add custom connector.
Enter https://api.workzen.io/mcp and click Add.
WorkZen opens. Sign in if asked. The page names your company and what Claude will be able to do.
Click Allow. You go back to Claude, connected.

To use it, click + at the lower left of a chat, open Connectors, and switch WorkZen on.

Connect Claude on a Team or Enterprise plan

An owner of your Claude organization adds WorkZen once:

Go to Organization settings > Connectors and click Add.
Hover over Custom, select Web, enter https://api.workzen.io/mcp, and click Add.

Then each person connects their own WorkZen account in Customize > Connectors by clicking Connect next to WorkZen, and clicking Allow in WorkZen.

Connect Claude Code

Run this in your terminal:

bash

claude mcp add --transport http workzen https://api.workzen.io/mcp

Start Claude Code, type /mcp, choose workzen and sign in. Click Allow in WorkZen.

What Claude sees

Claude uses your WorkZen account, so it sees exactly what you see. An admin's Claude sees the whole company. A technician's Claude only sees that technician's visits. Everyone who connects signs in with their own account.

If someone is deactivated in WorkZen, their Claude connection stops working right away.

Try these questions

"Which invoices are overdue, and how much is owed in total?"
"What visits do I have this week?"
"Find the client Smith and show me their open jobs."
"Add a lead: Jane Doe, jane@example.com, wants a quote for a garage door repair."

Disconnect Claude

In Claude, open Customize > Connectors and remove WorkZen. Claude stops using your WorkZen account.

Step by step

Open Connectors in Claude

In Claude on the web or Claude Desktop, go to Customize > Connectors.

Add the WorkZen connector

Click +, then Add custom connector. Enter https://api.workzen.io/mcp and click Add.

Claude opens WorkZen. Sign in if needed, check the company name, and click Allow.

Turn it on in a chat

In a conversation, click + at the lower left, open Connectors, and switch WorkZen on.

Frequently Asked Questions

No. Claude can read clients, jobs, visits and invoices, and it can add new leads. It cannot edit, delete, send documents, or take payments.

It sees what you see. Claude works with your own account and your role's permissions, so a technician's Claude only sees that technician's visits.

The Claude connector (MCP) works on the ZenAI plan.

It works in Claude on the web, Claude Desktop and Claude Code. Other AI apps are not supported yet.