WorkflowMAX's AI integration uses MCP (Model Context Protocol) - a standard that lets AI assistants like Claude connect directly to your WorkflowMAX account. Rather than logging in to find information or manually updating records, you can manage your projects, jobs, invoices and team through natural conversation with your AI assistant, all against your live WorkflowMAX data.

Yes. Once connected, AI assistants like Claude can create and update jobs, draft quotes and invoices, check staff capacity, review financial summaries and more - all through conversation. It's designed for professional services firms that want to spend less time on admin and more time on billable work.

WorkflowMAX's MCP integration works with any AI assistant that supports the Model Context Protocol - including Claude, and other MCP-compatible tools. This means you can connect your WorkflowMAX account to whichever AI assistant fits your team's workflow and start taking action on your live project data straight away.

The AI acts on your instructions, so it won't take action without a clear prompt from you. As with any tool, we recommend reviewing anything created or updated through MCP before sending it to a client. Your existing approval workflows in WorkflowMAX still apply.

Yes - because it works through your AI assistant rather than the WorkflowMAX interface directly, you can use it wherever you have access to Claude, including on mobile.

Yes. Firms managing multiple clients or entities can configure more than one WorkflowMAX account.