Workspace369

Workspace369 MCP server

The official remote Model Context Protocol server for Workspace369 :

CRM, proposals, e-sign contracts, invoices, projects, calendar and time tracking for your AI apps.

Website · MCP integration · Tools reference · Pricing

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Workspace369 is the all-in-one workspace for businesses that deliver client work: CRM, proposals, contracts and e-signature, invoices and payments, projects and tasks, calendar and booking, time tracking, a shared inbox and workflows.

Connect Claude, ChatGPT, Cursor, VS Code, Windsurf or any MCP client to your Workspace369 workspace. The AI app can then look up a client, draft an invoice or proposal, schedule work, log time or reply to a lead in plain language. Every call runs as you, within your own permissions.

https://mcp.workspace369.com/mcp

• Transport: Streamable HTTP
• Auth: OAuth sign-in with your Workspace369 account (no API key to paste). Scripts and agents that can't open a browser use a personal access token.
• Hosted by Workspace369. Nothing to install or run locally.

This repository holds the public listing metadata (server.json) and connection docs. The server itself is operated by Workspace369 LLC and is not open source.

Connect

You sign in with a Workspace369 account, and the MCP server works on every plan. No account yet? Start a free trial. The trial starts when you save your card (nothing is charged for 14 days).

Claude (claude.ai, Desktop): add a custom connector with the URL, then sign in.

ChatGPT: on plans that offer developer mode, add a custom connector (app) with the URL, then sign in.

Cursor / Windsurf (mcp.json):

{

"mcpServers": { "workspace369": { "url": "https://mcp.workspace369.com/mcp" } } }

VS Code (.vscode/mcp.json):

{

"servers": { "workspace369": { "type": "http", "url": "https://mcp.workspace369.com/mcp" } } }

Claude Code:

claude mcp add --transport http workspace369 https://mcp.workspace369.com/mcp

VS Code (command line):

code --add-mcp '{"name":"workspace369","type":"http","url":"https://mcp.workspace369.com/mcp"}'

When the app connects, Workspace369's sign-in page opens. Choose the workspace and set an access level for each area (None, View, Edit, Edit and send, and so on). The app never gets more than you approve. A workspace admin must first turn on Allow AI connections under Settings → AI → AI connections. No account yet? Start a free trial; you'll be the owner, so you can turn it on yourself.

Full guide: Connect an AI app to your workspace.

Install in Claude Code

Add the plugin from this repository, then install it:

/plugin marketplace add Workspace369-LLC/workspace369-mcp

/plugin install workspace369@workspace369

It adds the core CRM tools (https://mcp.workspace369.com/mcp/crm) and a build-a-crm skill (run it as /workspace369:build-a-crm). Run /mcp, choose workspace369-crm and sign in in your browser; no token goes in any file. A workspace admin must first turn on AI connections in Workspace369.

What it can do

More than 100 tools across these areas (full tools reference):

Some actions are deliberately left out and stay in the app: deleting clients, invoices, projects and other records, changing team members or permissions, creating, editing or turning on workflows, publishing intake forms, sending marketing campaigns and uploading files.

Core CRM toolset (/mcp/crm)

A smaller address for apps and directories that work better with a focused tool list. It serves 33 tools from the same server: the same sign-in, scopes, permission checks and rate limits as /mcp. It is a filtered view, not a separate product.

https://mcp.workspace369.com/mcp/crm

• Tools (33): workspace_get_context, workspace_schema, workspace_business_summary, clients_search, clients_get, clients_create, clients_update, clients_move_stage, crm_apply_blueprint, notes_search, notes_get, notes_create, proposals_search, proposals_get, proposals_create_draft, invoices_search, invoices_get, invoices_create_draft, tasks_search, tasks_create, tasks_update, task_boards_list, task_board_schema, pipeline_summary, lead_sources_list, follow_ups_list, follow_ups_create, follow_ups_complete, notes_update, proposal_templates_list, proposals_get_defaults, invoices_get_defaults, approvals_get.
• No send tools, and nothing here waits for approval. approvals_get is included so your app can check the status of an approval started from /mcp.
• Prompts: set_up_my_crm, import_my_clients, weekly_pipeline_review. build_crm_frontend stays on /mcp.
• One workspace: https://mcp.workspace369.com/w/ /mcp/crm. Use this form when you connect more than one workspace, and give each its own name (for example workspace369-crm-acme). Apps key a connection by its URL and name, so two workspaces on the shared address replace each other.
• Same token: a token or sign-in that works on /mcp works here.
• Registry entry: published separately as com.workspace369/crm (see crm/server.json), so directories can show its 33 tools on their own. The full 127-tool server stays com.workspace369/mcp.

Claude Code:

claude mcp add --transport http workspace369-crm https://mcp.workspace369.com/mcp/crm

Build a CRM with AI

Use Workspace369 as the backend when an AI coding agent builds your own CRM, client portal or dashboard. Your records, permissions and approvals stay in Workspace369, and the agent builds the screens.

• Overview: Build a CRM with AI on Workspace369
• Guide: Build a custom CRM with an AI coding agent
• Your app's server over HTTPS: call the same MCP endpoint with a personal access token (how).
• REST: the Builder API at https://mcp.workspace369.com/v1 gives each resource its own URL and has an OpenAPI spec. It's available on Specialist and higher.
• Starter app: crm-starter is a Next.js CRM template on Workspace369, with a sample-data mode that needs no account.
• Ready-made calls: see examples/ for curl calls and client config files.
• Rather have it built for you? App369 builds custom CRMs at a fixed price, quoted after a $450 scoping.

Example prompts

• "Which invoices are overdue, and who owes the most?"
• "Draft a proposal for Acme for a website redesign using my catalog prices, but don't send it."
• "Log 2 hours today on the Acme project as billable."
• "What's on my calendar tomorrow, and is anyone on the team free at 3 pm?"
• "Find the latest email from Jane and draft a reply."

Security and billing

• Each call is checked against your role's permissions. Members limited to specific clients see only those clients.
• Sends (invoices, proposals, inbox messages, contracts) need the matching "send" level you granted, and wait for approval in the Workspace369 app unless the person who connected the app turned on "send without asking".
• Calls draw on the workspace's monthly AI usage allowance; failed calls are free. See How MCP access is controlled and billed.
• The workspace owner is notified when someone connects an app, and connections can be revoked at any time.

Listed in

• Official MCP Registry as com.workspace369/mcp
• Glama (ownership verified)
• A public server card for crawlers that can't sign in

Support and security

• Questions and bugs: open an issue or email support@workspace369.com.
• Security reports: see SECURITY.md. Please don't