# Workflowmax AI connector guide

Connect Workflowmax data to AI agents with Combined. Explore stafflist, clientlist, clients documents, source setup, MCP access and read-only business queries.

Combined offers 1,125 connectors across catalog sources and connectors generated through desktop automation.

## Connect

1. Open Combined Connected Apps and select Workflowmax.
2. Authorize the source and choose the relevant datasets.
3. Complete a first sync, then grant your agent access through the Set up or Access workspace.
4. Discover the actual source schemas before querying.

## Setup reference

- Account ID: required in the upstream source schema
- API Key: required in the upstream source schema
- Start date: required in the upstream source schema

## Dataset reference

- stafflist; key: UUID
- clientlist; key: UUID
- clients_documents; key: uuid
- clientgrouplist; key: UUID
- costlist; key: UUID
- invoice_current; key: UUID
- invoicelist; key: UUID; update field: Date
- joblist; key: UUID; update field: DateModifiedUtc
- job_tasks; key: UUID; update field: DateModifiedUtc
- leadlist; key: UUID; update field: Date
- purchaseorderlist; key: ID; update field: Date
- tasklist; key: UUID
- quotelist; key: UUID; update field: Date
- supplierlist; key: UUID
- timelist; key: UUID; update field: Date

This is the upstream connector reference, version 0.0.60. Account permissions and sync configuration determine the datasets available in your workspace.

## Agent prompt

Use Combined to analyze my Workflowmax data.
List my granted sources, discover the datasets and describe their fields.
Look for datasets corresponding to stafflist, clientlist, clients_documents, clientgrouplist, costlist, invoice_current.
Check the last successful sync and report the available date coverage.
Propose three useful questions based on the fields actually available.
For the question I choose, run read-only SQL over the complete matching dataset.
Use a bounded result; include source names, time window and query receipt.
Ask for a missing join key or metric definition instead of inventing one.

## Links

- Combined: https://www.trycombined.com/
- Setup: https://www.trycombined.com/docs/getting-started/onboarding
- MCP: https://www.trycombined.com/docs/integrations/mcp
- Pricing: https://www.trycombined.com/pricing
- Upstream source reference: https://docs.airbyte.com/integrations/sources/workflowmax
- Full guide: https://www.trycombined.com/connectors/workflowmax