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Task Management

Connect your AI agent to Maintainx

MaintainX is a cloud-based computerized maintenance management system (CMMS) that helps organizations centralize maintenance data, communication, and workflows.

Set it up in Melso

  1. 1In Melso, open Settings → Agent Apps and hit Connect on Maintainx.
  2. 2Finish the API_KEY sign-in in the window that opens. Melso stores the connection, not your credentials.
  3. 3Open your agent, go to its Agent Apps tab, and allow Maintainx.
  4. 4Give the agent a task. It calls Maintainx itself when the work needs it.
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Task ManagementProduct Management
What you get

What Maintainx gives your agent

The tools, permissions, and events Maintainx exposes — the same ones your agent can use once the app is authorized.

What you sign in with

Maintainx connects with API_KEY.

Permissions

Maintainx does not break access down into granular permissions.

Tools Maintainx exposes

MAINTAINX_CREATE_CATEGORY

Create Category

Tool to create a new category in MaintainX for organizing work orders, assets, and other items. Use when you need to add a new category to the organization's classification system.

MAINTAINX_CREATE_LOCATION

Create Location

Tool to create a new location in MaintainX. Use when you need to add a new physical location where assets are stored or work is performed. Locations can be organized hierarchically using the parentId parameter.

MAINTAINX_CREATE_PROCEDURE_TEMPLATE

Create Procedure Template

Tool to create a new procedure template in MaintainX with checklist items for work orders. Use when you need to create a standardized procedure that can be attached to work orders. The template can include various field types like text, checkboxes, signatures, and multiple choice options.

MAINTAINX_CREATE_WORK_ORDER

Create Work Order

This tool creates a new work order in MaintainX. It uses the POST /api/v1/workorders endpoint. The tool requires a 'title' for the work order and offers several optional parameters including description, priority, dueDate, startDate, userIds, teamIds, procedureTemplateId, locationId, assetId, and categories.

MAINTAINX_CREATE_WORK_ORDER_COMMENT

Create Work Order Comment

This tool creates a new comment on an existing work order in MaintainX. It allows users to add comments for documentation, updates, or communication purposes within a specific work order. It requires a workOrderId and the text content of the comment to create a new comment on the work order, providing capabilities to update maintenance work order records.

MAINTAINX_CREATE_WORK_REQUEST

Create Work Request

Tool to create a new work request in MaintainX. Use when you need to submit a request for work that can later be converted to a work order. Work requests are typically used to initiate maintenance or service requests that require approval before becoming work orders.

MAINTAINX_CREATE_WORK_REQUEST_PORTAL

Create Work Request Portal

Creates a new work request portal in MaintainX. A work request portal allows users to submit work requests through a dedicated URL. The portal can be customized with a title, welcome text, and description placeholder. It can be associated with a specific location and asset, and can be configured to require email contact information.

MAINTAINX_DELETE_ASSETS

Delete Assets

Tool to delete an asset from MaintainX by its ID. Use when you need to permanently remove an asset from the system. Returns a success confirmation upon successful deletion (HTTP 204).

Example prompts

  • Use Maintainx to check recent changes and summarize them in the issue.
  • When a customer writes in, pull their data from Maintainx before replying.
  • Audit our open items in Maintainx and notify the channel of anything stale.

Useful links

  • Maintainx website
  • Melso Agent Apps docs

More in Task Management

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  • Trello
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Connect to Asana

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Connect to ClickUp

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