bots.st/workload-zero
workload.zero
Manage projects, hiring, and CRM records
3197 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 151
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://mcp.workloadzero.de/mcp
What it can do
| Tool | What it says it does |
|---|---|
add_project_member | Add a team member to a project (admin or project manager). teamMemberId comes from list_team_members. |
add_suppression | Add an email address or a whole domain to the suppression list, e.g. after an unsubscribe, an objection (GDPR Art. 21), an erasure request (Art. 17) or an access request (Art. 15). |
add_task_comment | Add a comment to a task, optionally with images (each from an https URL or base64). Images are stored in the project files under tasks/<task number>/. |
add_task_link | Add a link to a task, e.g. the pull request, Figma frame or Jira ticket. |
assign_task_to_me | Add yourself to the assignees of a task. |
attach_file_to_task | Attach an image or file to a task. Give sourceUrl (https) or base64 + fileName, or fileItemId of a file already in workload.zero. The file is stored in the project files under tasks/<task number>/ like in the app; returns a download link. |
check_goal_item | Tick or untick one checklist item of a goal (index is 0-based, in the order list_goals shows). |
check_suppression | Check whether email addresses are on the suppression list (do-not-contact). ALWAYS call this before sending any outreach email; never email an address reported as suppressed. |
complete_goal | Mark a goal as completed. Checklist items keep their own state. |
complete_sales_activity | Mark a sales activity (call, email, meeting, task) as done. |
convert_deal | Convert a deal by ref code (idempotent): stage converted, status won. |
convert_lead | Convert a lead into a contact (and company), optionally with a new deal. |
convert_quote_to_invoice | Convert an ACCEPTED quote into a draft invoice (positions 1:1). |
create_billing_entity | Create a sender for quotes and invoices. This data is printed on legal documents such as quotes and invoices, so use only what the user gives you and never invent or guess a value. An invoice cannot be finalized without the company name, full address, and a tax number or VAT ID; bank details… |
create_chat | Create a group chat with people (user ids from list_users), optionally tied to projects. |
create_client | Create a project client (admin or project manager). |
create_deal | Create a deal. Example: title "Website relaunch Acme", value 24000, stage "proposal", companyId, contactIds. |
create_folder | Create a folder in a space, optionally inside another folder. |
create_goal | Create a daily or weekly goal, optionally linked to a task or project, with a checklist; shown in workload.zero as created by an agent. Example: title "Ship invoice export", checklist [{"label": "Write tests"}]. |
create_invoice | Create a draft invoice by hand. It stays a draft: finalizing and sending happen in the app, and finalizing needs a real sender address with a tax number or VAT ID (billingEntityId from list_billing_entities, or create_billing_entity with data the user gives you, never invented). Example… |
create_invoice_from_time | Create a draft invoice from the unbilled time entries of a project in a period. |
create_lead | Create a lead (a person not yet qualified), e.g. from an event or a website form. |
create_pipeline | Create a sales pipeline with its stages. |
create_project | Create a project. clientId comes from list_clients (or create_client). Example: title "Website relaunch", projectCode "WEB", duration {startDate: "2026-11-01", endDate: "2027-03-31"}, budget {hourlyRate: 95, currency: "EUR"}. |
create_quote | Create a quote as a DRAFT. Needs a real sender: billingEntityId from list_billing_entities, or create_billing_entity first with data the user gives you, never invented. Example: date "2026-11-04", billingClientId from list_billing_clients, positions [{description: "Design workshop", quantity: 2… |
create_sales_activity | Log or schedule a sales activity. Example: type "call", subject "Follow-up on proposal", contactId, dealId, scheduledAt "2026-11-06T10:00:00Z". |
create_task | Create a task (shown in workload.zero as created by an agent). Example: projectId from list_projects, title "Fix login redirect", priority "high", assignedTo [user or team member id], deadline {startDateTime: "2026-11-10T09:00:00Z", endDateTime: "2026-11-14T17:00:00Z"}, maxHours 6. |
delete_absence | Withdraw an absence request or delete an absence. The team calendar updates immediately. |
delete_company | Delete a CRM company (it is hidden, its contacts stay). |
delete_contact | Delete a CRM contact. Before deleting for GDPR reasons, add the address to the suppression list. |
delete_deal | Delete a deal (it is hidden from lists and reports, its activities stay). |
delete_file | Move a file or folder to the trash (it can be restored in the app). |
delete_goal | Delete a goal and its checklist. Linked tasks and time entries stay. |
delete_invoice | Delete a draft invoice. Finalized invoices cannot be deleted. |
delete_lead | Delete a lead that is not converted. |
delete_message | Delete one of your chat messages for all participants. |
delete_pipeline | Delete a sales pipeline. Move or close its deals first. |
delete_project | Delete a project you created. It is archived and hidden from all members; tasks and time entries stay in the database. |
delete_quote | Delete a quote that has not been sent yet. Sent quotes stay for the record. |
delete_sales_activity | Delete a sales activity from the deal and contact timeline. |
delete_task | Delete a task (admin, project manager or project lead). It goes to the deleted list and can be restored with restore_task. |
delete_task_comment | Delete a comment (your own, or any as admin, project manager or project lead). |
delete_time_entry | Delete one of your time entries. Entries that are already invoiced or approved cannot be deleted. |
discard_timer | Discard the running timer without booking any time. |
edit_message | Edit one of your chat messages. Participants see the new text marked as edited. |
estimate_quote | Estimate a quote from a scope description. Returns deterministic 'historical' and 'rate-card' variants (each with sum and confidence) plus the context (comparable past projects, standard rate). Add your own 'free-scope' variant from the context, then present all variants with totals so the user… |
find_deal_by_ref | Find a deal by its 6-hex campaign ref code. |
get_active_timer | Show the running timer, if any (project, task, start time). |
get_activity_feed | Recent changes in your projects (who changed what), optionally for one project or one area. |
get_chat_messages | Read the latest messages of a chat, oldest first (message id | time | sender | text). Use before (ISO time of the oldest shown message) to page back. |
get_company | Get a CRM company with its contacts and deals. |
get_contact | Get a CRM contact with deals and timeline (activities, mails, notes). |
get_deal | Get a deal with contacts, company, products, notes and its activities. |
get_file_details | Get details of a file or folder: name, type, size, owner, versions, tags. |
get_file_link | Get a temporary download link for a file (open it to view or download; the link expires, call again for a fresh one). |
get_goals_for_task | Get all goals linked to a task (task Mongo id), e.g. to see when work on it is planned. |
get_invoice | Get an invoice with line items, buyer, totals and status. Accepts the id or the invoice number, e.g. RE-2026-0042. |
get_invoice_pdf | Get the PDF of an invoice as an attached file. |
get_my_colleagues | List the people you share projects with, incl. their team member ids. |
get_my_profile | Get your own workload.zero profile (name, job title, bio, location, skills). |
And 91 more tools.
In its maker's words
Back office, projects, hiring and CRM in one suite. Claude's work stays a draft until you approve.
- Website
- workloadzero.de/en
- Source
- github.com/getitdone-gmbh/workload-zero-mcp
- Publisher
- workloadzero.de
- Listed from
- the official MCP Registry as
de.workloadzero/mcp - Version
- 1.0.3, updated 4 Nov 2026
- Kinds of work
- Jobs and HR, Sales and marketing, Productivity
The domain it lives on
- workloadzero.de
- its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 3197 ms | |
| Answered | 3138 ms | |
| Answered | 1798 ms |
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