Integration

Connecteam integration

Connecteam is a workforce management app for deskless teams. Manage users, their custom fields, notes, smart groups and onboarding packs; create and update schedule shifts, unavailabilities and daily notes; clock employees in and out, edit time activities and breaks, read timesheet totals and manage geofences; handle time-off requests and balances, pay rates and company policies (pay rules, scheduling rules, working hours); manage jobs, quick tasks, form submissions and dropdown options, documents, chat messages and sales data. Shifts use the V1 Scheduler API (one shift per assigned user, available on every account). Left out: the V2 shift routes (JS Vision accounts only), webhook settings, file, payslip and document uploads, breadcrumb location reports and admin promotion. Write tools act on the live account: clock punches and time activities change employees' timesheets (and so payroll), pay rate tools change their pay, chat tools message real employees, and user deletion can be permanent. Authentication is an API key created under Settings > API Keys (Expert plan or higher; the hubs on the plan decide which endpoints answer), sent in the X-API-KEY header. Accounts hosted in Australia (api-au.connecteam.com) are not supported by this integration.

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Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Assignment, 11 operations

assign_users_to_onboarding_packAssign users to onboarding packPOSTAssign one or more users to a specific onboarding pack. All-or-nothing: if any user ID is invalid, no assignments are created.
assign_users_to_scheduling_rule_policyAssign users to scheduling rule policyPUTAssign one or more users to the specified scheduling rule policy. Pass the users in the userIds array. If a user is already assigned to another scheduling rule policy, that assignment is replaced.
assign_users_to_working_hours_policyAssign users to working hours policyPUTAssign users to the specified working hours policy. Replaces custom working hours for those users
assign_user_to_pay_rule_policyAssign user to pay rule policyPUTAssign user to specified pay rule policy. If the provided effective date is earlier than the currently assigned policy's effective date, the existing policy assignment will be replaced and removed.
assign_user_to_time_off_policyAssign user to time off policyPUTAssign user to specified time-off policy.
delete_pay_rule_policy_assignmentDelete pay rule policy assignmentDELETERemove a specific assignment from a pay rule policy
list_onboarding_pack_assignmentsList onboarding pack assignmentsGETRetrieve all user assignments for a specific onboarding pack
list_pay_rule_policy_assignmentsList pay rule policy assignmentsGETRetrieve all assignments for a specific pay rule policy that are in effect on the given date
list_scheduling_rule_policy_assignmentsList scheduling rule policy assignmentsGETRetrieve all assignments for a specific scheduling rule policy
list_user_assignmentsList user assignmentsGETRetrieve a list of assigned assets of a specified user within the account. The available asset types are defined in the corresponding assetTypes enumeration param.
unassign_user_from_working_hours_policyUnassign user from working hours policyDELETERemove a user's assignment to this working hours policy. Custom working hours are kept

Custom field, 6 operations

create_custom_fieldsCreate custom fieldsPOSTCreate individual or multiple custom fields associated with the account under a specific category.
delete_custom_fieldsDelete custom fieldsDELETEDelete individual or multiple custom fields associated with the account by their unique ID.
list_custom_fieldsList custom fieldsGETRetrieves all custom fields associated with the account. Optionally, filter the results by categories, names, types, or custom field IDs.
list_job_custom_fieldsList job custom fieldsGETRetrieves all resource custom fields associated with the account. Optionally, filter the results by custom field IDs, names, or types.
list_scheduler_custom_fieldsList scheduler custom fieldsGETRetrieves all shift custom fields associated with the scheduler
update_custom_fieldsUpdate custom fieldsPUTUpdate custom fields settings by their unique ID

Option, 5 operations

create_custom_field_optionCreate custom field optionPOSTAdd new option for a specified custom field.The option will be added to the existing ones and will not overwrite them.Currently supports dropdown custom fields options.
delete_custom_field_optionDelete custom field optionDELETEDelete the value for an option under a specified custom field
delete_dropdown_optionDelete dropdown optionDELETEDelete an existing selectable option from a dropdown-type question within a specified form.
list_custom_field_optionsList custom field optionsGETRetrieve a list of all dropdown value options under a specified custom field
update_custom_field_optionUpdate custom field optionPUTUpdate the value for an option under a specified custom field

Shift, 5 operations

create_shiftsCreate shiftsPOSTCreate single or multiple shifts under a specific schedule
delete_shiftDelete shiftDELETEDelete a single shift by its unique ID
delete_shiftsDelete shiftsDELETEDelete single or multiple shifts in a specified schedule
get_shiftGet shiftGETRetrieve single shift information by its unique ID
list_shiftsList shiftsGETRetrieve a list of shifts under a specific schedule

User, 5 operations

create_usersCreate usersPOSTCreate individual or multiple users associated with the account using the provided details.
delete_pay_rateDelete pay rateDELETEDeletes a specific pay rate entry for a user. The pay rate is identified by the user ID and effective date. This operation cannot be undone. The system validates that the effective date does not affect any approved or locked timesheet days.
delete_userDelete userDELETEDelete or archive user associated with the account. In case of deletion, it will permanently delete the user from the system and cannot be undone.
delete_usersDelete usersDELETEArchive or permanently delete individual or multiple users associated with the account by their unique userID. In case of deletion, it will permanently delete the users from the system and cannot be undone.
list_usersList usersGETRetrieves a list of all users associated with the account. Optionally, filter by user ID to receive specific user information

Geofence, 4 operations

create_geofenceCreate geofencePOSTCreate one or more geofences for the specified time clock. Use jobIdsMode with jobIds to control which jobs each geofence applies to (all jobs, only listed jobs, or all jobs except listed ones). Job IDs must belong to that time clock.
delete_geofenceDelete geofenceDELETEDelete a geofence site under a specified time clock
get_geofenceGet geofenceGETGet a geofence site under a specified time clock
list_geofencesList geofencesGETGet all geofences for a specified time clock

Job, 4 operations

create_jobsCreate jobsPOSTCreate individual or multiple jobs under a specified scheduler
delete_jobDelete jobDELETEDelete a single job by its unique identifier. Currently, deleting a sub-job and/or job with nested sub-jobs is not supported.
get_jobGet jobGETRetrieve a single job information by its unique ID
list_jobsList jobsGETGet a list of job objects relevant to instance id (scheduler id or time clock id). If unified jobs are disabled, only schedulers are supported

Daily note, 3 operations

create_daily_noteCreate daily notePOSTCreate a note under a specified schedule for a specific date
delete_daily_noteDelete daily noteDELETEDelete a single note by its unique identifier
get_daily_noteGet daily noteGETGet a single note by its unique identifier

Pay rule, 3 operations

add_pay_rule_to_policyAdd pay rule to policyPUTAdd an existing pay rule to the specified pay rule policy. Adding a regular pay rule replaces the policy's current regular pay rule. Adding a pay rule the policy already contains succeeds unchanged.
list_pay_rulesList pay rulesGETRetrieve a list of pay rules associated with the account.
remove_pay_rule_from_policyRemove pay rule from policyDELETERemove a pay rule from the specified pay rule policy. The policy itself and its user assignments are never deleted by this operation.

Scheduling rule policy, 3 operations

delete_scheduling_rule_policyDelete scheduling rule policyDELETEDelete a scheduling rule policy and all its assignments
list_scheduling_rule_policiesList scheduling rule policiesGETRetrieve a list of scheduling rule policies associated with the account
list_user_scheduling_rule_policiesList user scheduling rule policiesGETRetrieve the scheduling rule policies assigned to a user, including employee-profile custom rules

Smart group, 3 operations

create_smart_groupCreate smart groupPOSTCreate a new smart group under a specified segment. The smart group settings are currently based only on dropdown custom field type (support for additional field types will be added in the future).
delete_smart_groupDelete smart groupDELETEDelete existing smart group by its unique identifier
list_smart_groupsList smart groupsGETRetrieves a list of smart groups associated with the account.

Sub task, 3 operations

create_sub_taskCreate sub taskPOSTCreate a single sub-task under a specified parent task
delete_sub_taskDelete sub taskDELETEDelete a single sub-task under a specified parent task
list_sub_tasksList sub tasksGETRetrieve a list of sub-tasks under a specified parent task

Task, 3 operations

create_taskCreate taskPOSTCreates a quick task on a task board for the given users, with a title, status (draft, published or completed), optional start time, due date, labels, sub-tasks and description. Several userIds make one group task.
delete_taskDelete taskDELETEDelete quick task under a specified task board
list_tasksList tasksGETRetrieves a list of tasks under a specified task board

Time activity, 3 operations

create_time_activitiesCreate time activitiesPOSTCreate multiple time activities in a time clock
delete_time_activityDelete time activityDELETEDeletes one time activity (a punch shift or a manual break) from a time clock, identified by the ID list_time_activities returns. Connecteam resolves which user it belongs to.
list_time_activitiesList time activitiesGETRetrieve a list of time activities in under a specified time clock. Time activities include shift and/or manual breaks

Transaction, 3 operations

create_transactionsCreate transactionsPOSTCreate new sale transactions for specified locations.
delete_transactionDelete transactionDELETEDelete single transaction by its ID
delete_transactions_by_periodDelete transactions by periodDELETEDelete transactions within a specified time period. All transactions during this period will be permanently removed.

Unavailability, 3 operations

create_schedule_unavailabilityCreate schedule unavailabilityPOSTCreate a single unavailability in the specified schedule for a designated user on a given date. The unavailability can be set for the entire day or for a specific part of it. Repeating unavailabilities are currently not supported.
delete_schedule_unavailabilityDelete schedule unavailabilityDELETEDelete existing unavailability by its unavailability ID
list_schedule_unavailabilitiesList schedule unavailabilitiesGETRetrieve a list of unavailabilities under a specific schedule filtered by date range. The response is paginated and can be filtered by user ID.

Working hour, 3 operations

delete_user_custom_working_hoursDelete user custom working hoursDELETERemove custom working hours for a user. A shared working hours assignment is kept
get_user_working_hoursGet user working hoursGETRetrieve the working hours assigned to a user. Returns an empty object when the user has no working hours
set_user_custom_working_hoursSet user custom working hoursPUTCreate or replace custom working hours for a user. Any shared working hours assignment is replaced

Auto assign, 2 operations

create_auto_assign_requestCreate auto assign requestPOSTInitiate a request to auto-assign shifts by their IDs. If multiple IDs are provided, all corresponding shifts must occur within the same work week (e.g., Monday to Sunday). This endpoint only submits the request; processing may take a few minutes.
get_auto_assign_statusGet auto assign statusGETRetrieve the status of an auto-assign request using its unique request ID. The response categorizes the results into 'scheduled shifts' for successfully assigned shifts and 'unscheduled shifts' for those where auto-assignment was not successful.

Clock in, 2 operations

clock_inClock inPOSTClocks a user in on a time clock, opening a shift on that employee's real timesheet (it feeds payroll). The punch time is now unless timestamp gives an earlier one, at most 12 hours back. The user must be assigned to the time clock.
start_manual_breakStart manual breakPOSTStart a manual break for an employee. If the employee is clocked into a shift on the same time clock, the shift is automatically closed and the break is started in one call (attributed to the shift's job).

Clock out, 2 operations

clock_outClock outPOSTClocks a user out on a time clock, closing their open shift on the real timesheet (it feeds payroll). The punch time is now unless timestamp gives an earlier one: at most 12 hours back, after the clock-in, on a day not locked or approved.
end_manual_breakEnd manual breakPOSTEnd the currently open manual break for an employee. By default, if the break was started from an open shift, the shift is re-opened on the same job (mobile 'Return to job'). Set isResumeShift=false to end the break without resuming.

Conversation, 2 operations

create_conversationCreate conversationPOSTCreates a team chat or channel as the authenticated user. Members are assigned via userIds (individual users) and/or smartGroupIds (dynamic cohorts) - at least one assignment is required.
list_conversationsList conversationsGETRetrieves a list of team chats and/or channels associated with the account. The list excludes private conversations.

Daily sale, 2 operations

list_daily_salesList daily salesGETReturns daily sales per location for a date range: totalSales (summed from transactions) and projectedSales (set with set_projected_sales). startDate and endDate (YYYY-MM-DD) are required.
set_projected_salesSet projected salesPUTSet projected sales for a single location for one or more days in a single request. Each item in updates specifies a date and projectedSales value; each date may appear only once.

Form, 2 operations

get_formGet formGETRetrieve single form information by its unique ID
list_formsList formsGETRetrieve a list of forms associated with the account

Form submission, 2 operations

get_form_submissionGet form submissionGETRetrieve a single form submission by form submission ID
list_form_submissionsList form submissionsGETRetrieve a list of form submissions by form ID

Location, 2 operations

create_locationCreate locationPOSTCreate a new location entity, which can be used to sync sales data with third-party systems. Location can represent a physical branch, store or facility.
list_locationsList locationsGETRetrieve a list of locations associated with the account

Pay rate, 2 operations

list_pay_ratesList pay ratesGETRetrieves pay rate information for one or more users within your organization. This endpoint supports flexible filtering by effective dates, rate types, and resource assignments.
set_pay_ratesSet pay ratesPUTCreates or updates pay rates for one or more users. If a pay rate exists for the same effective date, it is replaced; otherwise, a new entry is added to the pay rate history.

Question, 2 operations

add_dropdown_optionsAdd dropdown optionsPOSTAdd a new value option under a specified question. The value will be added to the existing value options and will not override them. Make sure the question type is of dropdown one.
list_dropdown_optionsList dropdown optionsGETRetrieve the list of selectable options for a dropdown-type question within a specified form.

Request, 2 operations

create_time_off_requestCreate time off requestPOSTCreate a new time-off request for a user under a specified policy. The time-off request can be either in pending or approved status.
list_time_off_requestsList time off requestsGETRetrieve a paginated list of time-off requests whose date range overlaps the requested window, with optional filtering by employees and statuses.

Smart group segment, 2 operations

create_smart_group_segmentCreate smart group segmentPOSTCreate a new segment for smart groups associated with the account. The segment can be assigned a name and a color.
list_smart_group_segmentsList smart group segmentsGETRetrieves all smart group segments associated with the account. Optionally, filter the results by segment IDs and/or names.

Asset, 1 operation

get_assetGet assetGETRetrieve all metadata associated with a specified asset.

Balance, 1 operation

list_time_off_balancesList time off balancesGETRetrieve a list of user time-off balances within a policy type

Custom field category, 1 operation

list_custom_field_categoriesList custom field categoriesGETRetrieves all custom fields categories associated with the account. Optionally, filter the results by category IDs and/or names.

Document, 1 operation

list_documentsList documentsGETRetrieve the document templates the caller is authorized to view, with each document's type and expiration configuration. Join on documentId against the user-documents endpoint.

File, 1 operation

get_fileGet fileGETRetrieve detailed information about a previously uploaded attachment identified by the fileId. The response includes its metadata, and the status of the upload process.

Label, 1 operation

list_task_labelsList task labelsGETRetrieve a list of task labels associated with the account

Manual break, 1 operation

list_manual_breaksList manual breaksGETGet multiple manual breaks of a time clock

Me, 1 operation

get_accountGet accountGETRetrieve the account information

Message, 1 operation

send_messageSend messagePOSTPosts a message to a team chat or channel; every member receives it in their Connecteam app. The sender is a custom publisher (senderId, as returned by list_publishers), not a user. Text is at most 1000 characters.

Note, 1 operation

create_user_noteCreate user notePOSTCreate new note on the profile of the specified user

Pack, 1 operation

list_onboarding_packsList onboarding packsGETRetrieve all onboarding packs for the company

Pay rule policy, 1 operation

list_pay_rule_policiesList pay rule policiesGETRetrieve a list of policies associated with the account. Currently supports pay rule policies.

Performance indicator, 1 operation

list_performance_indicatorsList performance indicatorsGETRetrieve the metric indicators of the performance data associated with account.

Policy type, 1 operation

list_time_off_policy_typesList time off policy typesGETRetrieve a list of policy types associated with the account

Private message, 1 operation

send_private_messageSend private messagePOSTSends a private message to one user, who receives it in their Connecteam app. The sender is a custom publisher (senderId, as returned by list_publishers). The existing conversation between them is reused, otherwise a new one is started.

Publisher, 1 operation

list_publishersList publishersGETRetrieves a list of custom publishers associated with the account.

Scheduler, 1 operation

list_schedulersList schedulersGETRetrieve a list of schedulers associated with the account

Shift attachment, 1 operation

list_shift_attachmentsList shift attachmentsGETGet shift attachments of a time clock

Shift layer, 1 operation

list_shift_layersList shift layersGETRetrieve a list of shift layers under a specified schedule

Taskboard, 1 operation

list_taskboardsList taskboardsGETRetrieve a list of task boards associated with the account

Time clock, 1 operation

list_time_clocksList time clocksGETRetrieve a list of time clocks associated with the account

Timesheet, 1 operation

get_timesheet_totalsGet timesheet totalsGETRetrieves detailed work records for each employee within a specified date range. This endpoint is designed to support payroll processing by providing total worked hours, categorized by pay rules and resource (if applied in the account settings).

User document, 1 operation

list_user_documentsList user documentsGETRetrieve which documents are assigned to which users, through document packs the caller is authorized to view, together with each user's status on each document.

User unavailability, 1 operation

list_user_unavailabilitiesList user unavailabilitiesGETRetrieve a list of user unavailabilities, approved time-off requests and assigned shifts

Value, 1 operation

list_shift_layer_valuesList shift layer valuesGETRetrieve the possible values of a shift layer

Working hours policy, 1 operation

list_working_hours_policiesList working hours policiesGETRetrieve shared working hours policies for the account, including disabled policies

Showing the first 120 of 134 endpoints. The rest are in the product, searchable from the workflow builder and from chat.

Use Connecteam from Claude Code, Cursor or Codex

Connect Connecteam in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Connecteam operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Connecteam

Create your workspace
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Connect Connecteam once
Add your Connecteam connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.