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Workspace369 MCP

Workspace369 is the first CRM built to be fully managed through the Model Context Protocol. Connect your workspace to Claude, ChatGPT, Grok, Cursor, Windsurf, VS Code Copilot, or any MCP-compatible AI client, and do everything you can do in the app — clients, requests, projects, invoices, payments, inbox, schedules, automations, and reports — straight through the conversation.

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Claude Workspace369 connected

Which invoices are past due?

workspace369.invoices.list_overduevia MCP

3 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
Send remindersOpen in workspace

Real actions on your workspace — not just answers

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 Invoices Payments Shared inbox Scheduling Workflow automations Reporting

How it works

How Workspace369 MCP works with Workspace369

  1. 01

    Add the MCP server

    Add the Workspace369 MCP server in your AI client — Claude, ChatGPT, Grok, Cursor, Windsurf, VS Code Copilot, or any MCP-compatible client.

  2. 02

    Authorize your workspace

    Connect the AI client to your workspace, so it can act on your actual records.

  3. 03

    Ask in plain language

    Manage clients, requests, projects, invoices, payments, inbox, schedules, automations, and reports through the conversation.

Connected data

What moves between the systems

Clients

Create, look up, and update client records from the AI conversation.

Requests and projects

Turn asks into requests and projects without opening the app.

Invoices and payments

Draft, send, and check invoices and payments through the AI client.

Inbox

Read and answer client messages from the conversation.

Schedules and automations

Check schedules and manage workflow automations through the same connection.

Reports

Ask for reports drawn from workspace data instead of exporting them by hand.

Setup

Setting up Workspace369 MCP

  1. 01

    Add the Workspace369 MCP server

    In your AI client's MCP settings, add the Workspace369 server.

  2. 02

    Authorize the workspace

    Complete the authorization step, so the AI client can act on your workspace.

  3. 03

    Start asking

    Ask in plain language. Anything you can do in the app, you can do through MCP.

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 and sending an invoice from the AI client

Ask your AI client to draft and send the invoice for finished work, then check its status later the same way. The workspace record updates as if you did it in the app.

Turning a conversation into a project

Describe the ask in Claude, ChatGPT, or another MCP client, and it becomes a request or project without opening the app. The team picks it up from there.

Clearing the inbox through conversation

Read and answer client messages through the conversation, with the full record behind each reply. The threads stay in the shared inbox for the rest of the team.

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 is the first CRM built to be fully managed through it.
Which AI clients work with Workspace369?
Claude, ChatGPT, Grok, Cursor, Windsurf, VS Code Copilot, and any MCP-compatible AI client.
What can I actually do through MCP?
Everything you can do in the app: clients, requests, projects, invoices, payments, inbox, schedules, automations, and reports.
Do I need to be technical to set it up?
No. Add the Workspace369 MCP server in your AI client, authorize the workspace, and ask in plain language.

Keep exploring

Related pages

CRM MCP server guideWhat a CRM MCP server is and how to connect your AI client.MCP CRM prompts24 prompts that run client work from your AI.Workspace AIThe AI built into the workspace itself.AI chatAsk AI inside the app.API workflowsFor custom-coded workflows instead of AI control.WebhooksPush workspace events to external systems.Workflow automationsAutomations you can manage through MCP.

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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