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.

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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

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 MCP on under Settings → AI Connections (MCP).

Full guide: Connect an AI app to your workspace.

What it can do

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

Area	Examples
Workspace	workspace_get_context, workspace_schema, workspace_business_summary
Clients and requests	clients_search, clients_create, clients_move_stage, requests_search, requests_convert_to_client, requests_respond
Proposals	proposals_create_draft, proposals_update_draft, proposals_send
Contracts	contracts_create_draft, contracts_send, contracts_remind
Invoices and payments	invoices_create_draft, invoices_send, payments_record, invoice_payments_summary
Projects and tasks	projects_create, tasks_search, tasks_create, tasks_comment_add
Calendar and booking	calendar_list_events, calendar_create_event, calendar_check_availability, booking_pages_list
Time tracking	time_entries_create, time_entries_search, timesheets_list
Inbox	search_workspace_messages, inbox_send_message
Workflows	automations_list, automations_get, automations_test, automations_runs_list, automations_disable
Notes, catalog, team, reminders	notes_create, products_list, team_members_list, reminders_create

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.

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.

• 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.

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 [email protected].
• Security reports: see SECURITY.md. Please don't open public issues for vulnerabilities.
• Changes: CHANGELOG.md.

Links

• Website: https://workspace369.com/
• Docs: https://docs.workspace369.com/
• Pricing (14-day free trial): https://workspace369.com/pricing/
• iPhone app: https://apps.apple.com/us/app/workspace369/id6475013419
• Support: [email protected]
• Trust center: https://workspace369.com/trust/

The files in this repository (listing metadata, docs and examples) are under the MIT License. The Workspace369 service is operated by Workspace369 LLC under its Terms of Service.

© 2026 Workspace369 LLC.