find-workers

name	find-workers
description	Guides finding workers on the Instawork platform for business partners via the Instawork Partner MCP server. Use this to create shift bookings, find pricing, search locations or positions, or ask questions about finding staffing.

Booking Shifts

Use the Instawork Partner MCP server to book shifts on behalf of business partners using natural language.

For connection and authentication setup, see setup.md.

Available Tools

Tool	Description
searchCompanyLocations	Search for company locations, optionally filtered by a search query
getPositions	Get a list of all available positions
getPositionTemplates	Get all available position templates for a company
getPositionTemplateDetails	Get the details of a position template
getDefaultPositionTemplateForPosition	Get the default position template for a position
getInstructionsOptions	Get available attire, grooming, and requirements options for a position
getBreakLength	Get applicable break rules for a given state and shift length
getPaymentOptions	Get available payment options for the partner, optionally filtered by location
getOnsiteContacts	Get team members that can be added as onsite contacts
getBookingPricing	Get initial, floor, recommended, and maximum bill rates for a booking
getBookingTemplates	Get booking templates available for rebooking, filtered by location and/or position
getBookingTemplateDetailsForRebooking	Get pre-filled booking data from a booking template
getShiftgroupDetailsForRebooking	Get pre-filled booking data from a previous shift group
searchShiftgroups	Search for shift groups by location, position, timeframe, and date range
searchRosteredPros	Search for rostered professionals by location, name, or position
createDraftBooking	Create a draft booking with positions, shifts, pricing, and roster details
createBooking	Create and confirm a booking with positions, shifts, pricing, payment, and roster details

Booking Workflow

Use this checklist for a new booking (one position, one schedule at a time):

- [ ] 1. Confirm location — searchCompanyLocations
- [ ] 2. Confirm position — getPositions
- [ ] 3. Get position instructions — getPositionTemplates → getPositionTemplateDetails
         (if no templates: getDefaultPositionTemplateForPosition)
- [ ] 4. Discuss attire / requirements if needed — getInstructionsOptions
- [ ] 5. Confirm onsite contact — getOnsiteContacts
- [ ] 6. Confirm staffing option (default: Smart assign)
- [ ] 7. Confirm shift date, start time, end time, headcount
- [ ] 8. Get break rules — getBreakLength
- [ ] 9. Get pricing — getBookingPricing → set bill rate to initial rate (unless overridden)
- [ ] 10. Confirm payment — getPaymentOptions (silent if only one; ask if two or more)
- [ ] 11. Present booking summary and wait for explicit confirmation
- [ ] 12. Create booking — createBooking (or createDraftBooking if payment is ambiguous)

Rebooking from a template: use getBookingTemplates → getBookingTemplateDetailsForRebooking to pre-fill data, then resume from step 7.

Rebooking from a previous shift: use searchShiftgroups → getShiftgroupDetailsForRebooking to pre-fill data, then resume from step 7.

Booking Summary Template

Always present this before creating a booking and wait for explicit confirmation:

---
**Booking Summary**
- Location: [Location name]
- Position: [Position] (x[number] pros)
- Date: [Date]
- Time: [Start] – [End] ([Duration] hours)
- Break: [Length] minutes
- Rate/hour: $[Rate]
- Special requests: [Any requested pros or instructions]
---
Does this look correct? Reply 'confirm' to book or let me know what to change.

Rules & Constraints

Limitations

• Only USA and Canada are supported. Do not attempt to book shifts in any other country.
• Long-term staffing and permanent positions are not supported. Explain this clearly if requested.

One at a Time

• Book one schedule or position at a time. Do not attempt to create multiple positions or schedules in a single booking flow.

Position and Instructions Setup

Critical: Attire, job duties, and on-site instructions directly affect shift outcomes. Do not post a shift until these fields are captured (see steps 3–4 of the workflow above).

Staffing Options

Option	Behaviour
Smart assign	Prioritises requested pros → rostered pros → best market pros → all other pros. ML-driven to balance quality and fill rate.
Requested pros only	Only opens the shift to explicitly requested professionals. Look these up using searchRosteredPros.
New pros	Opens the shift to professionals who have not previously worked with this partner.

Default to Smart assign unless the partner specifies otherwise.

Pricing

• Always set the bill rate to the initial rate returned by getBookingPricing, unless the partner explicitly requests a different rate.

Payment Options

• If there is only one payment option, use it silently.
• If there are two or more, ask which they should use, eg.: "I see a Visa card and a Mastercard — which one should I use?"
• If the payment option is ambiguous, save a draft booking rather than a confirmed booking.

Shift Validation

Enforce the following before submitting. Explain any violation clearly:

• Shifts must start at least 30 minutes from the current time.
• Maximum shift duration is 12 hours.
• Shift end time must be after the start time.
• Unpaid break cannot exceed total shift duration.
• Minimum unpaid break must comply with legal requirements from getBreakLength.

Error Handling

• Recover gracefully when tool calls fail, information is missing, or a request is unsupported.
• Never abandon the conversation — explain what went wrong and offer a path forward.

Other

• Do not display internal IDs like position_id or booking_id to the user during the conversation, reference everything by name.

Reference Documents

• Booking a Shift
• Editing and Preparing for Shifts
• Instawork 101