By Workamajig
A conversational AI layer for Workamajig. Read your data, capture work, and run multi-step agency workflows in natural language. Connects through the Workamajig MCP server (WJAPI/api/MCP*.cs); same data, same permissions, same audit trail as the Workamajig UI.
Capture a task or to-do into Workamajig. Distinguishes between a project task (assigned, scheduled, billable-capable) and a personal to-do (just for the user). Use when the user says "add a task," "remind me to," "I need to X by Y," "create a to-do," or "I owe someone a deliverable."
Post-meeting capture. Takes notes from a meeting just held, logs the activity, captures follow-up tasks, and optionally drafts client comms. Use when the user says "I just finished the X meeting," "capture this," "wrap up that call," or "log meeting and follow-ups."
Walk the user through items waiting for their approval — timesheets, expense envelopes, vouchers, change orders, etc. — one at a time, with the context needed to decide. Use when the user says "approve my queue," "what needs my approval," "approvals," "clear my queue," or asks about pending approvals.
Mid-depth "how is the agency doing" view. Between the daily-brief one-pager and the quarterly review. Cash, AR, pipeline, project health, and a one-line read on each. Use when the user says "how's the agency," "give me the dashboard," "overall pulse," "what's the state of things," or has no specific question and wants a status check.
Build a focused call list for new biz this week. Picks the top 5–10 leads worth a personal outreach today and drafts a one-line opener for each based on stage, recency, and value. Use when the user says "who should I call," "build me a call list," "any hot leads," or "give me my Monday call list."
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A conversational AI layer for Workamajig.
This repo is the Claude Code plugin marketplace for Workmate — a plugin of 44 skills that turn natural-language requests into Workamajig actions and analysis. Ask for an AR brief, draft a meeting log, file an expense, kick off a project — all in plain English, all backed by your live Workamajig data via the Workamajig MCP server.
For the user-facing tour, read plugins/workmate/OVERVIEW.md.
Prerequisite: Claude Code installed, and your Workamajig MCP connector configured so the LLM can call into your tenant.
/plugin marketplace add workamajig/workmate-marketplace
/plugin install workmate@workmate-marketplace
That's it. The first time you invoke a Workmate skill, run workmate-onboard — it captures a one-time agency profile (size, GL scope, top headaches) that every other skill reads from.
/plugin marketplace update workmate-marketplace
/plugin install workmate@workmate-marketplace
The marketplace update pulls the latest manifest; the install re-resolves to the newest published version. See CHANGELOG.md for what's new in each release.
/plugin uninstall workmate
/plugin marketplace remove workmate-marketplace
44 skills, organized into:
| Group | Skills |
|---|---|
| Front door | workmate-router, workmate-onboard |
| Money & cash | cash-flow-snapshot, invoice-chase, plan-payroll, month-heads-up, close-month, tax-prep, end-of-week-close |
| Clients & projects | customer-pulse-check, crm-cleanup, project-pulse, project-deep-dive, client-deep-dive, review-contract, handle-complaint, change-order-prep, new-client-onboard, project-kickoff |
| Sales & pipeline | sales-brief, lead-triage, lead-deep-dive, quick-lead, run-campaign, price-check |
| Your week / quarter | monday-brief, friday-brief, quarterly-review, business-pulse, my-day |
| Capture flows | log-meeting, log-time, file-expense, enter-invoice, add-task, reassign-task, after-meeting, prep-for-meeting |
| Approvals / search / utility | approve-queue, expense-envelope-status, find-anything, recent-conversations, resource-check |
See plugins/workmate/README.md for the full catalog with one-line summaries.
workmate-marketplace/
├── .claude-plugin/
│ └── marketplace.json # marketplace registration
├── plugins/
│ └── workmate/
│ ├── .claude-plugin/
│ │ └── plugin.json # plugin manifest (version source of truth)
│ ├── OVERVIEW.md # user-facing tour
│ ├── README.md # skill catalog
│ └── skills/ # all 44 skill folders
├── .github/workflows/
│ └── validate.yml # CI: marketplace + plugin + SKILL.md frontmatter checks
├── README.md # this file
├── CHANGELOG.md
└── LICENSE
version in plugins/workmate/.claude-plugin/plugin.json (semver)..claude-plugin/marketplace.json.CHANGELOG.md with the release date and what changed.vX.Y.Z. Push./plugin marketplace update.Versioning policy:
| Bump | When |
|---|---|
| MAJOR | Plugin renamed; skill names or interfaces broken; minimum Workamajig MCP version raised |
| MINOR | New skills added; significant behavior changes to existing skills |
| PATCH | Wording, bug fixes, copy edits, additive non-breaking field changes |
Skills are authored inside the main Workamajig web repo at web/.claude/skills/workmate/, then synced into this repo (plugins/workmate/skills/) at release time. Edits to this repo's skills/ folder should be made in the web repo first — otherwise they'll be overwritten on the next sync.
See docs/sync.md (TODO) for the sync workflow.
See LICENSE.
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