Workspace369

com.workspace369Published by workspace369.comOfficial publisherv2026.3.1Updated Oct 24, 2026

CRM, proposals, e-sign contracts, invoices, projects, time tracking and automations for client work.

VerifiedStreamable HTTPWeb executableBusiness & Commerce

Server details

Identifier: com.workspace369/mcp
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Oct 18, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to workspace369.com, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

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Overview

Workspace369's hosted MCP server (mcp.workspace369.com), published by workspace369.com; OAuth sign-in required; Streamable HTTP.

No AI overview yet: these facts come from the registry entry and the server itself.

Publisher: workspace369.com
Endpoint: mcp.workspace369.com
Last checked: Oct 23, 2026

Installation

In SourceWeft

Open Workspace369 in the dashboard and add it to a workspace.
Connect the required credentials. They are stored privately and never shown on public pages.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.workspace369%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

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

README

[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.

[Workspace369 MCP server on Glama]

[Official MCP Registry: com.workspace369/mcp] [Transport: Streamable HTTP] [Auth: OAuth 2.1] [License: MIT]

[Add Workspace369 to Cursor]

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.

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):

VS Code (.vscode/mcp.json):

json

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

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

Claude Code:

VS Code (command line):

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.

Tools

This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

v2026.3.1LatestOct 20, 2026
v2026.3.0Oct 18, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 daysRequired25 pts
Auth declaredRequired10 pts
Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts