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August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt view

Connect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline.

Cut-paper illustration: two puzzle pieces clicking together like a plug and socket, beside stepped timeline bars like a Gantt chart.

Connect Claude, ChatGPT or any AI app to your workspace

Workspace369 has an MCP server, so Claude, ChatGPT or any client that supports MCP over OAuth can work inside your workspace. It can look up clients, draft proposals and invoices, log time, check your calendar and read your messages, and it can update records in clients, projects, tasks, expenses and workflows too.

You stay in control. A workspace admin turns MCP on and chooses what each connection may do, and anything that sends, like an email or an invoice, waits for your approval in the app. MCP is included on every plan, and each call counts toward your plan's AI usage.

  • Works with Claude, ChatGPT and other MCP clients
  • Sends wait for your approval in the app
  • Create personal access tokens for clients that need one
  • Included on every plan once an admin turns it on
Copy the server URL into your AI app, then see each connected app and the permissions it has. Example data.
Where to find it
  1. Settings
  2. AI connections
Open in the app
Plans
Every plan
Learn more
Workspace369 MCPCRM MCP server guideWorkspace AI tutorial

AI AutoPilot chat shows what it will change before it changes it

AI AutoPilot chat answers questions about your workspace and can make changes for you, like creating or updating tasks, clients and addresses. Before anything changes it shows a card you can review and edit, and afterwards it tells you which record it touched. When it proposes many changes at once, you get one reviewable list with a row per item.

Workspace AI is built into every workspace with nothing to set up: compose and rewrite messages, translate, and summarize. On Commander and Enterprise, AI can also draft a whole workflow for you to review before it runs. A workspace admin can turn on Auto-approve actions, which creates, updates and deletes records without asking. Sends to clients always ask first. AI use counts toward your plan's AI usage.

  • Review and edit the change before it applies
  • Compose, rewrite, translate and summarize
  • AI-drafted workflows on Commander and Enterprise
AI AutoPilot confirmation card titled Confirm before this runs for creating a task on the Operations board, with editable title, status, priority, due date, assignee and tags, and Cancel and Create Task buttons
Where to find it
  1. Sidebar
  2. AI AutoPilot
  3. Chat
Open in the app
Plans
Every plan
Learn more
Workspace AIWorkspace AI tutorialWorkflow Automations

A Gantt timeline for your boards

Switch a board to Gantt view to see tasks on a timeline with dependencies, baselines, a critical path and a workload heat map based on each member's capacity. It helps you spot a crunch before it lands. Gantt view is on Voyager, Specialist, Commander and Enterprise.

  • Dependencies, baselines and critical path
  • Workload heat map from each member's capacity
Gantt view of a website relaunch board grouped by status, with task bars on a day timeline, dependency arrows, two milestones, a today marker and Critical path turned on
Where to find it
  1. Tasks
  2. view switcher
  3. Gantt
Open in the app
Plans
Voyager and up
Learn more
Agency project managementTasks tutorial

Your own task order

Drag tasks within a column to put them in your own order, and on a phone drag them across statuses. The order is saved for everyone.

  • Drag to reorder, with the order saved for everyone
Where to find it
  1. Tasks
  2. a board
  3. drag a task within its column
Open in the app
Plans
Every plan
Learn more
Agency project managementTasks tutorial

Better email in the inbox: several recipients, quoted replies and forwards

Send an email to several recipients at once. Replies now quote the original message, forwards keep their attachments, and drafts behave the way you expect.

You can search mail more deeply, mark a conversation unread, and report spam to teach the inbox to treat a sender, or a whole domain, as junk.

Report spam dialog for a sender, set to block the whole @cheap-watches.example domain instead of just the one address
Where to find it
  1. Inbox in the sidebar
Open in the app
Plans
Every plan
Learn more
Inbox and communicationsInbox tutorial

Workflows that stop when the job is done

A workflow can stop itself when a goal is met. Pick a one-tap goal or write the condition as a plain sentence, so a reminder sequence ends once the invoice is paid.

The Payment overdue reminder schedule is set right in the workflow builder, so you choose the days reminders go out.

Stop the workflow step in the workflow builder with the common rule The invoice is paid ticked and the condition Invoice status is Paid
Where to find it
  1. Workflows in the sidebar
  2. open a workflow
Open in the app
Plans
Every plan
Learn more
Workflow AutomationsWorkflows tutorialBuild, test and activate a workflow

Give team members access to specific projects

Give a team member access to particular projects and task boards instead of everything. They see the projects they belong to and nothing else, which suits contractors and part-time helpers.

Team access dialog for a project set to Custom project access, with two of five teammates included, one with Edit and one with View, and the rest set to No access
Where to find it
  1. Projects
  2. open a project
  3. Team
Open in the app
Plans
Voyager and up
Learn more
Client-scoped accessTeam access and permissions

Richer client profiles, and an archive instead of delete

Add or crop a client's photo and see every address and contact person on the client screen. Choose a primary email and phone, get a warning about possible duplicates, and let contact persons opt in to messages.

Deleting a client now archives it first. An Archived view lets you restore it or delete it for good, and you get a warning if you invoice, text or email an archived client.

Archived clients view listing four archived clients with their company and the date each was archived
Where to find it
  1. Clients
  2. open a client; Clients
  3. Archived
Open in the app
Plans
Every plan
Learn more
Client managementClients and CRM docs

Quick answers

Can I connect Claude or ChatGPT to Workspace369?
Yes. Workspace369 has an MCP server, so Claude, ChatGPT or any client that supports MCP over OAuth can work in your workspace. Set it up in Settings → AI → AI connections.#
Can a connected AI send emails or invoices without my approval?
No. A workspace admin chooses what each connection may do, and anything that sends, like an email or an invoice, waits for your approval in the app.#
Which plans include MCP connections?
Every Workspace369 plan includes MCP connections, and each call counts toward your plan's AI usage.#
Does Workspace369 have a Gantt view for tasks?
Yes, on Voyager and above. Switch a board to Gantt to see tasks on a timeline with dependencies, baselines and a critical path.#
What happens when I delete a client?
The client is archived first. An Archived view lets you restore it or delete it for good, and you get a warning if you invoice, text or email an archived client.#

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August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt view, in your own workspace

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