Connect an AI app to your workspace

Connecting an AI app takes one URL and a sign-in. There is no API key to copy. You paste the server URL into the app, sign in to Workspace369 when the app asks, choose the workspace, and approve the permissions.

Before you begin

• A workspace admin must have turned MCP on. If no workspace has it enabled, the sign-in page tells you so. See Enable MCP and manage connected apps.
• You sign in with your Workspace369 email and password. If you normally sign in with Google or Apple, set a password first under Account settings.
• If your account uses two-factor authentication, keep your phone nearby for the code.

Find the server URL

1. Open Account settings.
2. Scroll to Connected AI apps.
3. In the Connect an AI app card, copy the MCP server URL.

The URL is the same for everyone:

https://mcp.workspace369.com/mcp

Admins also see this card at the top of AI Connections (MCP) in Settings.

Add the server in your AI app

Every MCP app has a place to add a remote server. The only value Workspace369 needs from you is the URL above; choose the Streamable HTTP transport if the app asks. A script or agent that cannot open a sign-in page uses a personal access token instead.

1. Open your AI app's connectors, integrations, or MCP settings.
2. Choose the option to add a server or custom connector.
3. Paste the server URL and give the connection a name such as Workspace369.
4. Save. The app opens the Workspace369 sign-in page.

Where an app is configured from a file rather than a settings screen, the entry looks like this. Cursor and Windsurf use the first shape; VS Code uses the second.

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

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

Approve the connection

The sign-in page is served by Workspace369, so the AI app never sees your password.

1. Review Requested permissions. Each permission is a checkbox grouped by module, such as Clients or Invoices, and marked as view or view, create, and edit. Uncheck anything you would rather not grant. The app only receives what stays checked.
2. Under Sign in to continue, enter your Workspace369 email and password.
3. If prompted for Two-factor authentication, enter the code sent to your phone.
4. Under Grant access to, choose the workspace. Only workspaces where MCP is enabled and you are a member are listed.
5. Choose Approve access.

The app confirms the connection and lists the Workspace369 tools it can use. The workspace owner is notified that you connected an app.

Try it

Start with a question that only reads data:

• "Give me a summary of my workspace."
• "Which invoices are overdue?"
• "What is on the calendar tomorrow?"

Then try an action, for example "Create a task on the Onboarding board to send the welcome pack." The record appears in Workspace369 exactly as if you had created it, and the activity trail records that it came from your AI app. The MCP tools reference lists everything an app can do.

Connect a second workspace

AI apps identify a connection by its URL, so connecting a second workspace through the shared URL replaces the first one in the app. To keep both, use the workspace-specific URL shown in the Connect an AI app card under "Already connected another workspace? Use this instead, so both stay connected":

https://mcp.workspace369.com/w/{workspaceId}/mcp

Add it as a separate server in the app and approve it the same way. Each workspace then appears as its own connection that you can add and remove independently.

Disconnect an app

1. Open Account settings and scroll to Connected AI apps.
2. Under Your connections, find the app and choose Disconnect.

The app loses access immediately. You can reconnect it at any time. Admins can also disconnect any member's apps from AI Connections (MCP).

If something does not work

• "No workspace has MCP enabled" on the sign-in page. Ask a workspace admin to enable MCP under Settings, AI, AI Connections (MCP), then start the connection again.
• The app says it lacks a scope or permission. Either you unchecked that permission when approving, or your Workspace369 role does not include it. Reconnect the app to grant the scope; ask an admin about your role. The app can never gain access your role lacks.
• The app reports that the workspace is out of Tokens. Every successful call is paid in Tokens. Top up the workspace balance and try again; nothing was charged for the refused call. See How MCP access is controlled and billed.
• A send was refused because the client opted out. Workspace369 will not email or text a client who has opted out of that channel, from the app or from an AI app. Clear the opt-out on the client record if it is wrong.
• The app is rate limited. One connection may make 120 calls per minute and a workspace 600. Wait for the minute to pass.
• A browser-based AI app cannot reach the server. Desktop apps, server-side connectors such as ChatGPT, and command-line tools are unaffected. Claude on the web is supported. Contact support with the app's name if another browser-based app is blocked.