Workspace369 — Claude Code MCP server: what it does, how to install
Remote MCP server linking AI assistants to Workspace369 CRM, invoices, proposals, and task tracking without local processes.
claude mcp add --transport http mcp https://mcp.workspace369.com/mcpWhat Workspace369 does
This hosted endpoint links coding assistants to the Workspace369 cloud platform using Streamable HTTP. Because Workspace369 LLC hosts the infrastructure, you do not need to install runtime packages on your local machine. Pass https://mcp.workspace369.com/mcp to your client and authenticate via OAuth 2.1 or a personal access token.
The service exposes more than 100 tools. Agents can search records, draft invoices, prepare service proposals, log billable hours, and check calendar availability.
A workspace administrator must enable MCP under Settings → AI Connections (MCP) before an app can connect. Destructive operations remain blocked by design: the agent cannot delete client files, modify team permissions, activate automation workflows, or launch marketing campaigns.
What it helps with
- draft client proposals and invoices directly from conversation
- log billable hours against specific client projects
- check calendar availability and upcoming team events
- retrieve client records and review unpaid balances
Example prompts for the agent
- Check for unpaid invoices and identify who owes the highest balance.
- Log two billable hours on the Acme project for today.
- Draft a new proposal for the website project using catalog prices.
How to install Workspace369
Platform CLI: remote server
claude mcp add --transport http mcp https://mcp.workspace369.com/mcpPlatform CLI: remote server
codex mcp add workspace369 --url https://mcp.workspace369.com/mcpConfig file
{
"mcpServers": {
"workspace369": {
"url": "https://mcp.workspace369.com/mcp"
}
}
}Config file
{
"servers": {
"workspace369": {
"type": "http",
"url": "https://mcp.workspace369.com/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http workspace369 https://mcp.workspace369.com/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Workspace369
How to install Workspace369 in Claude Code?
Run claude mcp add --transport http workspace369 https://mcp.workspace369.com/mcp in your terminal. Follow the browser prompt to log into your account and pick workspace scopes.
What does Workspace369 MCP server do?
It provides an HTTP bridge that allows AI assistants to manage client leads, schedule tasks, draft invoices, and track work time in Workspace369.
Which actions are disabled for AI agents?
The server intentionally blocks deleting clients, editing team permissions, publishing intake forms, triggering mass campaigns, and modifying workflows.
