Claude connects to Workspace369 through the Workspace369 MCP server. You add it once as a custom connector, sign in to Workspace369, and Claude can then read and update your clients, pipeline, follow-ups, proposals, invoices and tasks, always within your own permissions.
No workspace yet? Start a free trial. Then make sure Allow AI connections is on under Settings → AI → AI connections.
Choose the server URL
| URL | What Claude gets |
|---|---|
https://mcp.workspace369.com/mcp | Every Workspace369 tool, including inbox, calendar and sends that wait for your approval. |
https://mcp.workspace369.com/mcp/crm | Only the core CRM tools, with nothing that sends to a client. See Connect the core CRM toolset. |
Claude on the web and Claude Desktop
Connectors you add in Claude are tied to your Claude account, so a connector added on the web also appears in Claude Desktop.
Pro and Max
- In Claude, go to Customize → Connectors.
- Choose + Add, then Add custom connector.
- Name it Workspace369 and paste one of the server URLs above.
- Choose a sign-in option under Authentication. Under OAuth client, keep Use Claude's published identity (Recommended). Leave Request headers empty.
- Save, then choose Connect. The Workspace369 sign-in page opens.
- Sign in, choose the workspace, review the permissions and choose Approve access. The steps are the same for every app: see Approve the connection.
Free Claude accounts can add one custom connector.
Team and Enterprise
An owner of the Claude organization, or on Enterprise a member with a role that can manage connectors, adds the connector once:
- Go to Organization settings → Connectors.
- Choose Add, hover over Custom, and choose Web.
- Enter the name and server URL, choose Continue, review the sign-in settings, choose Continue, then Add.
Each member then goes to Customize → Connectors, finds Workspace369 (labeled Custom), and chooses Connect. Every member signs in to Workspace369 with their own account, so Claude only reaches what that person can reach.
Use it in a chat
Choose + at the lower left of the message box, then Connectors, and turn Workspace369 on for the conversation.
Claude Code
Add the server from your terminal, then sign in:
claude mcp add --transport http workspace369 https://mcp.workspace369.com/mcp
Run /mcp inside Claude Code, choose workspace369 and follow the sign-in. For a script that can't open a browser, use a personal access token instead.
Set up your CRM
In a new workspace, start with the set_up_my_crm prompt. Ask Claude to use it, or just say: "Set up my CRM in Workspace369 for my business." Claude proposes pipeline stages and client fields, shows you a preview, and writes nothing until you say yes.
Then try:
- "Import my clients from this spreadsheet." (the import_my_clients prompt)
- "Review my pipeline for this week." (the weekly_pipeline_review prompt)
- "Who should I follow up with today?"
Change or remove the connection
To change the URL, remove the connector in Customize → Connectors and add it again. To end access from the Workspace369 side, open Settings → AI → AI connections, find Claude under Your AI apps in Your connections, and choose Disconnect.
If the connection fails, see Fix AI app connection problems.