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.
Workspace369 MCP
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. You choose what each connection may do. Sends from the connector wait for your approval.
Claude Workspace369 connected
Which invoices are past due?
invoices_searchvia MCP3 invoices are past due:
- INV-1042 Apex Auto Spa — $1,400 · 9 days over
- INV-1039 Northwind Dental — $860 · 4 days over
- INV-1031 Casey Rivera — $320 · 2 days over
Draft remindersOpen in workspace
Drafts land in your workspace. Sends wait for your approval.
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.
How it works
How Workspace369 MCP works with Workspace369
- 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.
- 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.
- 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
Draft and test workflows and read their run history. Turning a workflow on needs its own permission and your approval.
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.
Turn a workflow on
A connector can draft and test a workflow. Turning it on is a separate permission and also waits for your approval. 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 AI tokens.
Setup
Setting up Workspace369 MCP
- 01
Add the Workspace369 MCP server
In your AI client's connector or MCP settings, add the Workspace369 server at https://mcp.workspace369.com/mcp.
- 02
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.
- 03
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.
Connect the system
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Keep context visible
Show the relevant status, event, payment, message, or record where the team already works.
Act from the workspace
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
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 draft 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 AI token allowance: about 1 token for a read, 5 for a write and 10 for a send.
- Can it send things without asking?
- No. Sending an invoice, proposal, contract or message from the connector waits for your approval. 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
Next step
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.
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20+connected modules
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Recent updates
All release notes- Approve what connected AI apps send, link to any settings page, and try the new HomeMessages that Claude, ChatGPT or another connected AI wants to send wait for your approval, settings pages get their own web links, and a new optional Home is available.
- A new proposal builder with cover pictures, and your AI assistant can design proposalsBuild proposals with a cleaner editor, an easier block picker and 18 cover designs, or ask a connected AI assistant to style and write one for you.
- August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt viewConnect 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.