Workiom

Workiom MCP integration

Filters a Workiom list down to the record a customer is asking about, and files new records from the conversation as they come in.

3actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create record

    Lyro creates a new record in a Workiom list instantly. Support teams log customer requests and data without manual form submission.

  • Get all lists

    Lyro retrieves all available lists from a Workiom app. Agents see what data structures exist to route information to the right place.

  • Get records

    Lyro retrieves records from a specified Workiom list. Agents instantly find and reference customer data during a conversation.

See all 3 actions

How businesses use Workiom + Lyro

Each card is one request a support team gets, and the Workiom actions Lyro runs to close it.

  • Answer a status question from live Workiom records

    Lyro finds the right list, applies a filter such as Contains or Is on the customer's reference or email, and reads back the matching record, so the answer comes from the row the team actually works from.

    Get RecordsGet All Lists
  • File a new request into the right list

    Lyro looks up the list ID it needs, then creates a record with the text, number, date, and list-item fields filled from what the customer said, so nothing has to be re-entered by hand afterwards.

    Create RecordGet All Lists
  • Pull a sorted slice of a list for a summary

    Using sorting and pagination, Lyro returns something like the ten oldest open items or the most recent entries for one account instead of dumping an entire list into the conversation.

    Get RecordsGet All Lists
  • Escalate with the record already filed

    When a conversation needs a person, Lyro creates the Workiom record first and confirms it landed, so the agent picking it up finds the request already logged rather than starting from an empty form.

    Create RecordGet Records

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Workiom actions it has and picks the ones a request needs.

  1. 01

    Connect Workiom

    Authorize the Workiom account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Workiom actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free
Workiom · Lyro

Everything else about Workiom

Setup, permissions, and the limits of what Lyro can do inside Workiom.

  • No. The connected toolkit exposes three actions - Get All Lists, Get Records, and Create Record - so Lyro can read from a list and add to it, but editing or removing an existing record still happens in Workiom itself.

Every action available in Workiom

All 3 actions your agent can call on Workiom, straight from the live MCP connection.

  • Create record

    Creates a new record in a specified Workiom list.

  • Get all lists

    Get all lists from a Workiom app.

  • Get records

    Retrieves records from a specified Workiom list.

Ready to connect Workiom?

Authorize the account and your agent has all 3 actions from the first conversation.

Support agent working at a laptop next to the Lyro mascot