Back to Browse

Workspace369 MCP Server

Developer ToolsLow Risk10.0MCP RegistryRemote
Free

Server data from the Official MCP Registry

CRM, proposals, invoices, projects, calendar, time tracking and inbox for client-work businesses.

About

CRM, proposals, invoices, projects, calendar, time tracking and inbox for client-work businesses.

Remote endpoints: streamable-http: https://mcp.workspace369.com/mcp

Security Report

10.0
Low Risk10.0Low Risk

Valid MCP server (1 strong, 1 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry.

Endpoint verified · Requires authentication · 1 issue found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Found in Source Code

Found by scanning the linked source code. This listing connects to a hosted endpoint, so none of this runs on your machine: it describes what the server software does where it is hosted.

HTTP Network Access

Connects to external APIs or services over the internet.

How to Connect

Remote Plugin

No local installation needed. Your AI client connects to the remote endpoint directly.

Add this to your MCP configuration to connect:

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

Documentation

View on GitHub

From the project's GitHub README.

Workspace369 MCP server

The official remote Model Context Protocol server for Workspace369. It 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

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):

AreaExamples
Workspaceworkspace_get_context, workspace_business_summary, batch_apply
Clients and requestsclients_search, clients_create, clients_move_stage, requests_search, requests_convert_to_client, requests_respond
Proposalsproposals_create_draft, proposals_update_draft, proposals_send
Contractscontracts_create_draft, contracts_send, contracts_remind
Invoices and paymentsinvoices_create_draft, invoices_send, payments_record, invoice_payments_summary
Projects and tasksprojects_create, tasks_search, tasks_create, tasks_comment_add
Calendar and bookingcalendar_list_events, calendar_create_event, calendar_check_availability, booking_pages_list
Time trackingtime_entries_create, time_entries_search, timesheets_list
Inboxsearch_workspace_messages, inbox_send_message
Workflowsautomations_list, automations_get, automations_test, automations_runs_list, automations_disable
Notes, catalog, team, remindersnotes_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, editing existing workflows, publishing intake forms, sending marketing campaigns and uploading 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.

Links

© Workspace369 LLC.

Reviews

No reviews yet

Be the first to review this server!