# Workspace369 MCP > Connect Claude, ChatGPT or another MCP client to your Workspace369 workspace. It drafts proposals and invoices; anything that sends waits for your approval. Canonical: https://workspace369.com/integrations/mcp/ Last updated: 2026-11-01 Coding your own app? Point Claude Code or Cursor at this server and [build a CRM with AI](https://workspace369.com/build-a-crm-with-ai/) on Workspace369. Workspace369 has an MCP server, so Claude, ChatGPT and other MCP clients can work inside your workspace: look up clients, draft proposals and invoices, log time, check your calendar and read your messages. Your AI agent can set up your pipeline stages and custom fields too; it can preview the changes first and never deletes anything. You choose what each connection may do. Sends from the connector wait for your approval. 14-day free trial. Card required. After the trial: $29/month for Cadet. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing. [Talk to sales](https://workspace369.com/contact-sales/) Connected records ## Keep client context attached Workspace369 MCP workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369. Operational fit ## Support the work already moving Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool. Team visibility ## Give every role the same picture Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems. Works inside [CRM](https://workspace369.com/solutions/workspace-crm/)[Proposals](https://workspace369.com/features/quoting/)[Invoices](https://workspace369.com/features/invoices/)[Payments](https://workspace369.com/features/payments/)[Shared inbox](https://workspace369.com/features/communications/)[Scheduling](https://workspace369.com/features/schedule/)[Workflow automations](https://workspace369.com/features/automation/) AI apps that connect over MCP, on every plan once an admin turns on AI connections - ![Claude logo](https://workspace369.com/images/ai-connections/ai_logo_claude.svg)**Claude**Connector, over OAuth - ![ChatGPT logo](https://workspace369.com/images/ai-connections/ai_logo_chatgpt.svg)**ChatGPT**Connector, over OAuth - ![Grok logo](https://workspace369.com/images/ai-connections/ai_logo_grok.svg)**Grok**Connector, over OAuth - ![Cursor logo](https://workspace369.com/images/ai-connections/ai_logo_cursor.svg)**Cursor**Connector, over OAuth - ![Windsurf logo](https://workspace369.com/images/ai-connections/ai_logo_windsurf.svg)**Windsurf**Connector, over OAuth - **Other MCP apps**Any app with MCP over OAuth Automation tools that use webhooks and the Builder API on every plan - [![Zapier logo](https://workspace369.com/images/integration-zapier.svg)**Zapier**Webhooks and Builder API](https://workspace369.com/integrations/zapier/) - [![Make logo](https://workspace369.com/images/integration-make.svg)**Make**Webhooks and Builder API](https://workspace369.com/integrations/make/) - [![n8n logo](https://workspace369.com/images/integration-n8n.svg)**n8n**Webhooks and Builder API](https://workspace369.com/integrations/n8n/) How it works ## How Workspace369 MCP works with Workspace369 1. 01 Add the MCP server Add the Workspace369 server as a connector in Claude or ChatGPT, or in another client that supports MCP over OAuth. In ChatGPT, OpenAI has approved the Workspace369 plugin: see [how to add the ChatGPT plugin](https://workspace369.com/blog/workspace369-chatgpt-plugin/). 2. 02 Sign in and choose what it may do Sign in to Workspace369, pick the workspace and choose the permissions for this connection. You can disconnect it later. 3. 03 Ask in plain language Ask for what you need. Reads and drafts happen right away. Anything that sends waits for your approval. What it can do ## What a connector can work with **Clients** Search, open, create and update client records. **Proposals and contracts** Draft proposals, edit their sections and design, and draft contracts. Sending a proposal or a contract waits for your approval. **Invoices and payments** Draft and update invoices, look up payments and record them. Sending an invoice waits for your approval. **Projects, tasks and time** Create and update projects and tasks, add comments and notes, and log and review time. **Calendar and booking** List events, check availability, and create or change events. **Inbox and requests** Search messages and read requests. A reply or any message to a client waits for your approval. **Automations** List and test workflows, read their run history, and switch them off. Building a workflow and turning one on are done in the app. Limits ## What it will not do on its own **Send anything** Invoices, proposals, contracts and their reminders, emails, texts and bulk messages all wait for your approval. **Build or turn on a workflow** A connector can list, read and test workflows and switch them off. Creating a workflow, retrying a failed run and turning one on are done in the app. Workflows you already turned on keep running when their trigger happens, including a trigger caused by a change made through a connector. **Other held actions** Changing a team member's availability and turning a request into a client also wait for your approval. **Everything in the app** Not every part of the app is available. Billing and plan changes and team roles and permissions are managed in the app. Compared ## How this differs **Others have connectors too** Other client-work tools now offer AI connectors as well. HoneyBook has a Claude connector and Bonsai has an MCP page that lists Claude and ChatGPT. **On Workspace369** The connector is on every plan, including Cadet at $29 a month, once a workspace admin turns it on. You choose each connection's permissions when you authorize it, and each tool call draws on your plan's monthly usage. - [HoneyBook: introducing the HoneyBook MCP (Aug 19, 2026)](https://pros.honeybook.com/blog/introducing-the-honeybook-mcp-ask-claude-about-your-pipeline-invoices-and-contracts) - [Bonsai: MCP (checked Oct 15, 2026)](https://www.hellobonsai.com/mcp) - [Workspace369 vs HoneyBook](https://workspace369.com/compare/honeybook/) Setup ## Setting up Workspace369 MCP 1. Add the Workspace369 MCP server In your AI client's connector or MCP settings, add the Workspace369 server at https://mcp.workspace369.com/mcp. For a focused list of 33 core CRM tools with no send tools, use https://mcp.workspace369.com/mcp/crm instead. It has the same sign-in and token; use /mcp for everything else. 2. Sign in and pick permissions Sign in with your Workspace369 account, choose the workspace, and choose what the connection may do. Some sending permissions are listed separately. Sign in with Google or with your Workspace369 email and password. If you signed up with Apple, choose a password first: Settings → your account → Reset password by email. 3. Start asking Ask in plain language. When something is ready to send, it waits for your approval. Operational fit ## The connection is only useful when the team can see the context. Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools. In practice ## What teams use Workspace369 MCP for ### Drafting an invoice from the AI client Ask your AI client to draft the invoice for finished work. The draft appears in your workspace like any other. Sending it waits for your approval. ### Turning a conversation into a project Describe the work in Claude or ChatGPT and have it create the project and its first tasks in your workspace, so your team can pick it up there. ### Catching up on the inbox Ask what clients wrote this week and which threads need an answer. A reply to a client waits for your approval before it goes out. FAQ ## Questions about Workspace369 MCP What is MCP? The Model Context Protocol, a standard way for AI clients to connect to tools and data. Workspace369 has an MCP server, so a client that supports MCP can work with your workspace once you authorize it. Which AI clients work with Workspace369? Claude and ChatGPT, plus any other client that supports MCP over OAuth. What can I do through MCP? Look up and update clients, draft proposals, contracts and invoices, record payments, manage projects, tasks and time, work with your calendar, search messages, and test workflows. Not everything in the app is available, and sends wait for your approval. Does it cost anything extra? MCP is included on every plan. It is off by default, and a workspace admin turns it on. Each tool call draws from your plan's monthly usage. Reads use the least, and sends use the most. Can it send things without asking? Not unless you choose it. Sending an invoice, proposal, contract or message from the connector waits for your approval, unless the person who connected turns on “send without asking” for that connection. One thing to know: a change such as creating a client or a calendar event can start a workflow you have already turned on, and a workflow can send an email or text. Do I need to be technical to set it up? No. Add the Workspace369 server in your AI client, sign in with your Workspace369 account, choose what the connection may do, and ask in plain language. Keep exploring ## Related pages [**CRM MCP server guide**What a CRM MCP server is and how to connect your AI client.](https://workspace369.com/blog/crm-mcp-server/)[**MCP CRM prompts**Prompts that run client work from your AI.](https://workspace369.com/blog/mcp-crm-prompts/)[**Workspace AI**The AI built into the workspace itself.](https://workspace369.com/integrations/workspace-ai/)[**AI chat**Ask AI inside the app.](https://workspace369.com/features/ai-chat/)[**API workflows**For custom-coded workflows instead of AI control.](https://workspace369.com/integrations/api-workflows/)[**Webhooks**Push workspace events to external systems.](https://workspace369.com/integrations/webhooks/)[**Workflow automations**Automations you can manage through MCP.](https://workspace369.com/features/automation/) ## More from Workspace369 ## See the current Workspace369 in the real app. Map your clients, requests, communication, projects, billing, payments, AI, automations, accounting, and reporting into one calm workspace. [Talk to sales](https://workspace369.com/contact-sales/) **20+**connected modules **24/7**client access **One**operating view ## Recent updates [All release notes](https://workspace369.com/changelog/) - [October 31, 2026**October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM**Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup.](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) - [October 30, 2026**Workspace369 is now an approved plugin in ChatGPT**OpenAI approved and published the Workspace369 plugin for ChatGPT. Connect it to ask about clients, draft invoices and proposals, and plan your week from ChatGPT.](https://workspace369.com/changelog/2026-10-30-workspace369-plugin-for-chatgpt/) - [October 24, 2026**Setup now builds your booking page and starts your first proposal from your services**Guided setup now makes a live booking page in one step and starts your first proposal from your services, and new AI access tokens show exactly where to paste them.](https://workspace369.com/changelog/2026-10-24-setup-booking-page-and-starter-proposal/)