maintainx-core-workflow-b

Execute MaintainX secondary workflow: Asset and Location management. Use when managing equipment assets, organizing locations/facilities, building asset hierarchies, and tracking equipment maintenance history. Trigger with phrases like "maintainx asset", "maintainx location", "equipment tracking", "asset management", "facility hierarchy".

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maintainx-pack Plugin
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maintainx-pack

Claude Code skill pack for MaintainX CMMS (24 skills)

saas packs v1.0.0
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Installation

This skill is included in the maintainx-pack plugin:

/plugin install maintainx-pack@claude-code-plugins-plus

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Instructions

MaintainX Core Workflow B: Asset & Location Management

Overview

Manage equipment assets and facility locations in MaintainX. Assets represent equipment that requires maintenance; locations organize your facilities into a manageable hierarchy.

Prerequisites

  • Completed maintainx-install-auth setup
  • MAINTAINXAPIKEY environment variable configured
  • MaintainX account with asset management permissions

Instructions

Step 1: Create a Location Hierarchy


import { MaintainXClient } from './maintainx/client';

const client = new MaintainXClient();

// Create top-level facility
const { data: plant } = await client.request('POST', '/locations', {
  name: 'Manufacturing Plant - Austin',
  description: 'Main production facility',
  address: '1234 Industrial Blvd, Austin, TX 78701',
});

// Create sub-locations
const { data: floor } = await client.request('POST', '/locations', {
  name: 'Production Floor - Building A',
  parentId: plant.id,
  description: 'Primary manufacturing area with 12 production lines',
});

const { data: mechRoom } = await client.request('POST', '/locations', {
  name: 'Mechanical Room - B2',
  parentId: plant.id,
  description: 'Pumps, compressors, and HVAC equipment',
});

console.log(`Location hierarchy created: ${plant.id} → ${floor.id}, ${mechRoom.id}`);

Step 2: Register Assets


// Create an asset linked to a location
const { data: pump } = await client.request('POST', '/assets', {
  name: 'Centrifugal Pump #3',
  description: 'Grundfos CR 45-2, 15HP, installed 2023',
  locationId: mechRoom.id,
  serialNumber: 'GF-CR45-2-00891',
  model: 'CR 45-2',
  manufacturer: 'Grundfos',
});

const { data: conveyor } = await client.request('POST', '/assets', {
  name: 'Conveyor Belt - Line 7',
  description: 'Main assembly line conveyor, 120ft span',
  locationId: floor.id,
  serialNumber: 'DRV-CONV-7-2024',
  model: 'Heavy Duty BD-120',
  manufacturer: 'Dorner',
});

console.log(`Assets registered: Pump #${pump.id}, Conveyor #${conveyor.id}`);

Step 3: List and Filter Assets


// Get all assets at a location
const { data: locationAssets } = await client.getAssets({
  locationId: mechRoom.id,
  limit: 50,
});

for (const asset of locationAssets.assets) {
  console.log(`  ${asset.name} (SN: ${asset.serialNumber || 'N/A'})`);
}

// Paginate through all assets
async function getAllAssets() {
  const all = [];
  let cursor: string | undefined;
  do {
    const { data } = await client.getAssets({ limit: 100, cursor });
    all.push(...data.assets);
    cursor = data.cursor;
  } while (cursor);
  return all;
}

const allAssets = await getAllAssets();
console.log(`Total assets: ${allAssets.length}`);

Step 4: Query Locations


// Get all locations (flat list)
const { data: locations } = await client.getLocations({ limit: 100 });

// Build a tree structure from flat list
function buildTree(locations: any[]) {
  const map = new Map();
  const roots: any[] = [];

  for (const loc of locations) {
    map.set(loc.id, { ...loc, children: [] });
  }
  for (const loc of locations) {
    const node = map.get(loc.id);
    if (loc.parentId && map.has(loc.parentId)) {
      map.get(loc.parentId).children.push(node);
    } else {
      roots.push(node);
    }
  }
  return roots;
}

const tree = buildTree(locations.locations);
console.log(JSON.stringify(tree, null, 2));

Step 5: Create Work Orders Linked to Assets


// Corrective maintenance on a specific asset
const { data: wo } = await client.createWorkOrder({
  title: 'Centrifugal Pump #3 - Bearing Noise',
  description: 'Unusual grinding noise detected during morning inspection.',
  priority: 'HIGH',
  assetId: pump.id,
  locationId: mechRoom.id,
  categories: ['CORRECTIVE'],
});

console.log(`Work order #${wo.id} linked to asset ${pump.id}`);

Output

  • Location hierarchy created with parent-child relationships
  • Assets registered with serial numbers, models, and location links
  • Paginated asset and location queries
  • Work orders linked to specific assets and locations

Error Handling

Error Cause Solution
404 Not Found Invalid asset or location ID Verify ID exists with a GET request first
400 Bad Request Missing name field Assets and locations require at least name
409 Conflict Duplicate serial number Use unique serial numbers per asset
Empty results Wrong filter or no data Check query parameters, try without filters

Resources

Next Steps

For troubleshooting common issues, see maintainx-common-errors.

Examples

Bulk import assets from CSV:


import { parse } from 'csv-parse/sync';
import { readFileSync } from 'fs';

const csv = readFileSync('assets.csv', 'utf-8');
const rows = parse(csv, { columns: true });

for (const row of rows) {
  await client.request('POST', '/assets', {
    name: row.name,
    serialNumber: row.serial_number,
    locationId: parseInt(row.location_id),
    model: row.model,
    manufacturer: row.manufacturer,
  });
  console.log(`Imported: ${row.name}`);
}

Get maintenance history for an asset:


# Fetch all work orders linked to a specific asset
curl -s "https://api.getmaintainx.com/v1/workorders?assetId=98765&limit=50" \
  -H "Authorization: Bearer $MAINTAINX_API_KEY" \
  | jq '.workOrders[] | {id, title, status, completedAt}'

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