Connect WorkflowMax to Claude
Send WorkflowMax staff lists, client lists, clients documents and 12 more data types to Claude on a schedule. Filter by date. Refresh as often as every 15 minutes.
Claude
Which WorkflowMax projects have the most overdue tasks, and who owns them?
Querying the WorkflowMax data set in Coupler.io
How to connect WorkflowMax and Claude
4 steps. You can preview the WorkflowMax data in Coupler.io before anything reaches Claude.
Step 1 of 4
Connect WorkflowMax
Sign in to WorkflowMax and authorize Coupler.io. There's no API key to copy.
Sign in with WorkflowMax
Step 2 of 4
Choose what to export
Pick the WorkflowMax data you want in Claude.
Show 7 more data types Show fewer data types
Step 3 of 4
Connect Claude
Add the Coupler.io connector in Claude and authenticate. For Claude Code, run the command shown in the destination step, then authorize via /mcp.
Step 4 of 4
Set a schedule
Claude sees the data as of the last run. Run it as often as every 15 minutes.
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Build your WorkflowMax integrations with these destinations
Get the most of WorkflowMax to Claude integration
Gather data
Understand data
Automate data
Act on data
15 data types, including Staff lists, Client lists, Clients documents, Client group lists and Cost lists.
You sign in to WorkflowMax and authorize Coupler.io. There's no API key to copy.
Yes. Set the start date to cover the period you need.
No. The data stays in Coupler.io, and Claude queries it read-only when you ask a question. It can't edit or delete WorkflowMax rows.
Team and Enterprise work with the official connector. On individual Free and Pro plans, use the custom connector if the official one shows no tools.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches Claude.
