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workload.zero

by the run.zero team
de.workloadzero/mcpVersion 1.0.3

Back office, projects, hiring and CRM in one suite. Claude's work stays a draft until you approve.

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Last checked
Nov 14, 2026, 14:24 UTC
Latency
86 ms
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EU hosting detected (detected, not a legal statement)
Registry data as of
Nov 14, 2026, 21:12 UTC

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Streamable HTTP
https://mcp.workloadzero.de/mcpResponds86 ms
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Claude Code

claude mcp add --transport http workloadzero https://mcp.workloadzero.de/mcp

Claude Desktop and claude.ai

Settings > Connectors > Add custom connector
Name: workloadzero
Remote MCP server URL: https://mcp.workloadzero.de/mcp

Cursor

{
  "mcpServers": {
    "workloadzero": {
      "url": "https://mcp.workloadzero.de/mcp"
    }
  }
}

VS Code

code --add-mcp '{"name":"workloadzero","type":"http","url":"https://mcp.workloadzero.de/mcp"}'

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Tools

158 tools

Tools of workload.zero
Read-only
Idempotent
Open world
add_project_memberAdd a team member to a project (admin or project manager). teamMemberId comes from list_team_members.NoNoNoNo
add_suppressionAdd 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).NoNoYesNo
add_task_commentAdd 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>/.NoNoNoNo
add_task_linkAdd a link to a task, e.g. the pull request, Figma frame or Jira ticket.NoNoNoNo
assign_task_to_meAdd yourself to the assignees of a task.NoNoYesNo
attach_file_to_taskAttach 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.NoNoNoYes
check_goal_itemTick or untick one checklist item of a goal (index is 0-based, in the order list_goals shows).NoNoYesNo
check_suppressionCheck 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.NoYesYesNo
complete_goalMark a goal as completed. Checklist items keep their own state.NoNoYesNo
complete_sales_activityMark a sales activity (call, email, meeting, task) as done.NoNoYesNo
convert_dealConvert a deal by ref code (idempotent): stage converted, status won.NoNoYesNo
convert_leadConvert a lead into a contact (and company), optionally with a new deal.NoNoNoNo
convert_quote_to_invoiceConvert an ACCEPTED quote into a draft invoice (positions 1:1).YesNoNoNo
create_billing_entityCreate 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 belong on it if the customer pays by transfer. The result names what is still missing.NoNoNoNo
create_chatCreate a group chat with people (user ids from list_users), optionally tied to projects, deals or candidates (application ids).NoNoNoNo
create_clientCreate a project client (admin or project manager).NoNoNoNo
create_dealCreate a deal. Example: title "Website relaunch Acme", value 24000, stage "proposal", companyId, contactIds.NoNoNoNo
create_folderCreate a folder in a space, optionally inside another folder.NoNoNoNo
create_goalCreate 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"}].NoNoNoNo
create_invoiceCreate 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: invoiceDate "2026-11-04", billingClientId from list_billing_clients, lineItems [{position: 1, description: "Consulting", quantity: 8, unit: "h", unitPrice: 95, vatRate: 19}].NoNoNoNo
create_invoice_from_timeCreate a draft invoice from the unbilled time entries of a project in a period.NoNoNoNo
create_leadCreate a lead (a person not yet qualified), e.g. from an event or a website form.NoNoNoNo
create_pipelineCreate a sales pipeline with its stages.NoNoNoNo
create_projectCreate 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"}.NoNoNoNo
create_quoteCreate 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, unit: "days", unitPriceNet: 1200}]. Use estimate_quote first to price a scope. The quote is never sent automatically; sending needs a human approval in the app. The legacy `data` JSON string (document field names) is still accepted.NoNoNoNo
create_sales_activityLog or schedule a sales activity. Example: type "call", subject "Follow-up on proposal", contactId, dealId, scheduledAt "2026-11-06T10:00:00Z".NoNoNoNo
create_taskCreate 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.NoNoNoNo
delete_absenceWithdraw an absence request or delete an absence. The team calendar updates immediately.YesNoYesNo
delete_companyDelete a CRM company (it is hidden, its contacts stay).YesNoYesNo
delete_contactDelete a CRM contact. Before deleting for GDPR reasons, add the address to the suppression list.YesNoYesNo
delete_dealDelete a deal (it is hidden from lists and reports, its activities stay).YesNoYesNo
delete_fileMove a file or folder to the trash (it can be restored in the app).YesNoYesNo
delete_goalDelete a goal and its checklist. Linked tasks and time entries stay.YesNoYesNo
delete_invoiceDelete a draft invoice. Finalized invoices cannot be deleted.YesNoYesNo
delete_leadDelete a lead that is not converted.YesNoYesNo
delete_messageDelete one of your chat messages for all participants.YesNoYesNo
delete_pipelineDelete a sales pipeline. Move or close its deals first.YesNoYesNo
delete_projectDelete a project you created. It is archived and hidden from all members; tasks and time entries stay in the database.YesNoYesNo
delete_quoteDelete a quote that has not been sent yet. Sent quotes stay for the record.YesNoYesNo
delete_sales_activityDelete a sales activity from the deal and contact timeline.YesNoYesNo
delete_taskDelete a task (admin, project manager or project lead). It goes to the deleted list and can be restored with restore_task.YesNoYesNo
delete_task_commentDelete a comment (your own, or any as admin, project manager or project lead).YesNoYesNo
delete_time_entryDelete one of your time entries. Entries that are already invoiced or approved cannot be deleted.YesNoYesNo
discard_timerDiscard the running timer without booking any time.YesNoYesNo
edit_messageEdit one of your chat messages. Participants see the new text marked as edited.YesNoNoYes
estimate_quoteEstimate 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 can pick.NoYesYesNo
find_deal_by_refFind a deal by its 6-hex campaign ref code.NoYesYesNo
get_active_timerShow the running timer, if any (project, task, start time).NoYesYesNo
get_activity_feedRecent changes in your projects (who changed what), optionally for one project or one area.NoYesYesNo
get_chat_exportExport a chat as JSON (participants and messages, oldest first). Group chats need the chat admin role. Limited to 5 exports per hour, so set from/to first for long chats. Shows the oldest 500 messages.NoYesYesNo
get_chat_messagesRead 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.NoYesYesNo
get_companyGet a CRM company with its contacts and deals.NoYesYesNo
get_contactGet a CRM contact with deals and timeline (activities, mails, notes).NoYesYesNo
get_dealGet a deal with contacts, company, products, notes and its activities.NoYesYesNo
get_file_detailsGet details of a file or folder: name, type, size, owner, versions, tags.NoYesYesNo
get_file_linkGet a temporary download link for a file (open it to view or download; the link expires, call again for a fresh one).NoYesYesNo
get_goals_for_taskGet all goals linked to a task (task Mongo id), e.g. to see when work on it is planned.NoYesYesNo
get_invoiceGet an invoice with line items, buyer, totals and status. Accepts the id or the invoice number, e.g. RE-2026-0042.NoYesYesNo
get_invoice_pdfGet the PDF of an invoice as an attached file.NoYesYesNo
get_my_colleaguesList the people you share projects with, incl. their team member ids.NoYesYesNo
get_my_profileGet your own workload.zero profile (name, job title, bio, location, skills).NoYesYesNo
get_my_time_entriesGet your time entries (id | date | hours | project | task | description) with the total.NoYesYesNo
get_object_chatFind the chat tied to a project, deal or candidate (application id) that you are in.NoYesYesNo
get_presenceCheck who is online right now (user ids from list_users). People you cannot reach show as offline.NoYesYesNo
get_projectGet a project: status, client, budget, period, team member ids, task count and description.NoYesYesNo
get_project_budgetBudget analytics of a project: planned vs. used hours and amount, burn rate.NoYesYesNo
get_quoteGet a quote with positions, customer, totals and status.NoYesYesNo
get_quote_pdfGet the PDF of a quote as an attached file.NoYesYesNo
get_revenueRevenue breakdown of the year (per month, per client).NoYesYesNo
get_sales_reportSales reports. report: pipeline-value, conversion-rates, activity-metrics, forecast, win-loss, sales-velocity, leaderboard. Default pipeline-value.NoYesYesNo
get_taskGet one task with description, status, priority, assignees, estimate and booked hours, start/due date, tags, linked issue, links, subtask parent, attachments (with download links) and comments.NoYesYesNo
get_task_historyChange history of a task: who changed which field from what to what.NoYesYesNo
get_threadRead a thread: the start message and its replies, oldest first (message id | time | sender | text).NoYesYesNo
get_todays_goalsGet your goals for today (id | title | timeframe | task | project | checklist progress).NoYesYesNo
get_unbilled_hoursHours that are tracked but not invoiced yet, per project.NoYesYesNo
get_unread_countsUnread message counts per chat id, for a quick inbox check.NoYesYesNo
get_week_goalsGet your goals for the current week (Monday to Sunday), with checklist progress.NoYesYesNo
link_chat_to_objectTie an existing chat to a project, deal or candidate (application id). You must be able to see the object.NoNoYesNo
link_deal_to_projectLink a won deal to the workload.zero project that delivers it.NoNoYesNo
list_absencesList the absences you may see as admin or project manager, optionally by date range or status.NoYesYesNo
list_billing_clientsList billing clients (id | company | invoice email | payment terms). Use the id for invoices and quotes.NoYesYesNo
list_billing_entitiesList your sender entities (id | name | default). Quotes and invoices are issued in the name of one of them.NoYesYesNo
list_callsList your calls, newest first (call id | time | kind | status | duration | participants). Filter by chatId.NoYesYesNo
list_chatsList your chats (id | title | participants | unread | last message).NoYesYesNo
list_clientsList project clients (id | name | company | email). Use the id as clientId in create_project.NoYesYesNo
list_companiesList CRM companies (id | name | industry), optionally by search text.NoYesYesNo
list_contactsList CRM contacts (id | name | email | company | position), optionally by search text or company.NoYesYesNo
list_dealsList deals (id | title | stage | status | value | ref), optionally by stage, pipeline or company.NoYesYesNo
list_deleted_tasksList deleted tasks of your projects (id | number | title | deleted at).NoYesYesNo
list_filesList files and folders in a space or in one folder of it (id | name | file/folder | size | updated).NoYesYesNo
list_goalsList goals by date range (YYYY-MM-DD) or timeframe, e.g. startDate 2026-11-01, endDate 2026-11-30.NoYesYesNo
list_invoice_paymentsList the payments recorded on an invoice.NoYesYesNo
list_invoicesList your invoices (id | number | date | gross total | status | buyer).NoYesYesNo
list_leadsList leads (id | name | email | company | status | score).NoYesYesNo
list_my_absencesList your absences (vacation, sick days, comp time) with status.NoYesYesNo
list_notificationsList your notifications, newest first (id | read | title | message).NoYesYesNo
list_pipelinesList sales pipelines (id | name | stages | default).NoYesYesNo
list_project_membersList the members of a project (team member id | user id | name | role | weekly hours). Use the team member id for add/update/remove_project_member.NoYesYesNo
list_projectsList the projects you have access to (id | code | name | status | client).NoYesYesNo
list_quotesList your quotes (id | number | date | status | customer).NoYesYesNo
list_recent_filesList the files you opened or changed recently, across all spaces.NoYesYesNo
list_sales_activitiesList sales activities (calls, emails, meetings, tasks, notes), optionally for a contact, deal or company, or only upcoming/overdue ones.NoYesYesNo
list_subtasksList the subtasks of a task. Create a subtask with create_task and parentTaskId.NoYesYesNo
list_suppressionsList suppression list entries, optionally filtered by search, reason or open GDPR requests.NoYesYesNo
list_task_tagsList the tags used on tasks, optionally for one project.NoYesYesNo
list_tasksList tasks (id | number | title | status | priority | project | assignees | due). Without projectId: your assigned tasks, or with view "all" every task in your projects. With projectId: all tasks of that project, filterable by assignee and priority.NoYesYesNo
list_team_membersList team members (id | user | type | weekly capacity). The team member id is what projects and task assignments store.NoYesYesNo
list_time_entriesList time entries of everyone you may see (admin and project manager view), filterable by project, user and date.NoYesYesNo
list_usersList the users of the workspace (id and name). Use the id for direct messages; for task assignment use list_team_members or the user id.NoYesYesNo
log_timeLog time on a project, optionally for a task. Example: projectId, taskId, date "2026-11-04", hours 1.5, description "Code review". With startTime/endTime (HH:mm) the entry shows the time span.NoNoNoNo
mark_chat_readMark all messages of a chat as read; resets its unread count.NoNoYesNo
mark_deal_lostMark a deal as lost with a reason, e.g. "Budget moved to 2027".YesNoYesNo
mark_deal_wonMark a deal as won; status won, stage closed_won, counts in reports.NoNoYesNo
mark_gdpr_answeredMark the GDPR request (Art. 15/17/21) of a suppression list entry as answered.NoNoYesNo
mark_notifications_readMark one notification as read, or all of them when notificationId is left out.NoNoYesNo
move_deal_stageMove a deal to another pipeline stage, e.g. "negotiation".NoNoYesNo
move_task_on_boardMove a task to a board column (status) and position (0 = top).NoNoYesNo
qualify_leadMark a lead as qualified, ready to convert into a contact and deal.NoNoYesNo
react_to_messageAdd your reaction to a chat message (thumbs-up, heart, check, smile, party, eye), or take it back when you already reacted with that key.NoNoNoNo
record_invoice_paymentRecord a (partial) payment on an invoice. Example: amount 1190, paidAt "2026-11-04".NoNoNoNo
remove_project_memberRemove a team member from a project. Their tasks stay assigned until you reassign them.YesNoYesNo
remove_task_attachmentRemove an attachment from a task and move the file to the trash (your own attachment, or any as admin, project manager or project lead).YesNoYesNo
remove_task_linkRemove a link from a task by its position in the links list (0-based, as shown by get_task).YesNoNoNo
request_absenceRequest an absence. Example: type "vacation", startDate "2026-12-22", endDate "2026-12-31". Partial days: startTime/endTime or hours.NoNoNoNo
restore_taskRestore a deleted task. Takes the Mongo id from list_deleted_tasks.NoNoYesNo
review_absenceApprove or reject an absence request (admin or manager). The employee sees the decision.YesNoYesNo
searchSearch across projects, tasks (title, number, linked issue) and users. Example: query "ZERO-41" or "login bug".NoYesYesNo
search_filesSearch files by name across your spaces.NoYesYesNo
send_direct_messageSend a direct message to a person (user id from list_users). Opens the direct chat if there is none yet.YesNoNoYes
send_messageSend a message in a chat, or a reply in a thread (parentId). The participants see it immediately.YesNoNoYes
send_quoteSend a quote to the client by email. This ONLY works after the user approved the quote for sending in the app. There is intentionally no tool to grant that approval; sending stays under human control.YesNoNoYes
set_default_pipelineSet a sales pipeline as the default for new deals.NoNoYesNo
set_task_work_linksReplace the work result links of a task (what the assignee delivered, e.g. a PR or a deployed preview).YesNoYesNo
start_timerStart the running timer for a project (and task). Stop it with stop_timer to book the time.NoNoNoNo
stop_timerStop the running timer and book the time as a time entry.NoNoNoNo
toggle_task_comment_reactionAdd your emoji reaction to a comment, or remove it if you already reacted with that emoji.NoNoNoNo
unassign_me_from_taskRemove yourself from the assignees of a task.NoNoYesNo
update_absenceChange an absence request (dates, type, reason). Give only the fields to change.NoNoYesNo
update_billing_entityUpdate a sender from list_billing_entities. Give only the fields to change. 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 belong on it if the customer pays by transfer.NoNoYesNo
update_companyUpdate a CRM company by id, e.g. to rename it. Give only the fields to change.NoNoYesNo
update_contactUpdate a CRM contact by id, e.g. to change the email address. Give only the fields to change.NoNoYesNo
update_dealUpdate a deal by id: stage, status, notes, value, loss reason, tags, title, probability, expected close date, contacts, company.NoNoYesNo
update_goalUpdate a goal: date, title, task, project, color, time slot or checklist. Give only the fields to change. The legacy `updates` JSON string is still accepted.NoNoYesNo
update_invoiceUpdate a draft invoice. Give only the fields to change; lineItems replaces the whole list; billingEntityId changes the sender and may renumber the draft. Finalized invoices cannot be changed.NoNoYesNo
update_leadUpdate a lead, e.g. its status. Give only the fields to change.NoNoYesNo
update_my_profileUpdate your own profile. Pass the fields to change as a JSON object string.NoNoYesNo
update_pipelineUpdate a sales pipeline: name, stages (replaces the whole list) or default flag.YesNoYesNo
update_projectUpdate a project. Give only the fields to change, e.g. status "on_hold" or a new end date in duration. The legacy `updates` JSON string is still accepted.NoNoYesNo
update_project_memberChange role, weekly hours, capacity or permissions of a project member.NoNoYesNo
update_quoteUpdate a draft quote. Give only the fields to change; positions replaces the whole list; billingEntityId changes the sender.NoNoYesNo
update_sales_activityUpdate a sales activity. Give only the fields to change.NoNoYesNo
update_taskUpdate a task. Give only the fields to change: status, title, description, priority, assignedTo (replaces the list), tags (replaces), deadline, maxHours, linkedIssue, links (replaces), parentTaskId. Archive with status "archived". The legacy `updates` JSON string is still accepted.NoNoYesNo
update_task_commentEdit the text of one of your own comments; it is marked as edited. Comments of others can only be deleted (by admins, project managers and project leads), not edited.NoNoYesNo
update_time_entryChange a time entry (hours, date, description, task, start/end time, billable). Give only the fields to change.NoNoYesNo
upload_fileUpload a file into a space (optionally into a folder) from an https URL or base64. Allowed: images (png, jpeg, gif, webp, heic), pdf, txt, md, csv, json, zip, docx, xlsx, pptx. Returns the file id and a download link. To attach a file to a task use attach_file_to_task.NoNoNoYes
upsert_companyCreate or update a CRM company idempotently by name.NoNoYesNo
upsert_contactCreate or update a CRM contact idempotently by email.NoNoYesNo
upsert_dealCreate or update a deal idempotently by campaign ref (derived from the lead email).NoNoYesNo

Details

Registry status
Active
Published
Nov 4, 2026
Updated
Nov 4, 2026
Categories (suggested)
CRMSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR
Not declared

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