[{"data":1,"prerenderedAt":548},["ShallowReactive",2],{"doc:\u002Fv\u002F2026.3\u002Fai-connections\u002Fconnect-claude-to-workspace369":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"section":10,"version":11,"lastUpdated":12,"body":13,"_type":542,"_id":543,"_source":544,"_file":545,"_stem":546,"_extension":547},"\u002Fv\u002F2026.3\u002Fai-connections\u002Fconnect-claude-to-workspace369","ai-connections",false,"","Connect Claude to Workspace369","Add Workspace369 to Claude on the web, Claude Desktop or Claude Code as a custom connector, sign in, and set up your CRM with the set_up_my_crm prompt.","AI connections","2026.3","2026-11-02",{"type":14,"children":15,"toc":529},"root",[16,24,55,62,132,138,143,150,253,258,264,269,329,352,358,376,382,387,399,420,426,438,443,475,481,517],{"type":17,"tag":18,"props":19,"children":20},"element","p",{},[21],{"type":22,"value":23},"text","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.",{"type":17,"tag":18,"props":25,"children":26},{},[27,29,38,40,46,48,53],{"type":22,"value":28},"No workspace yet? ",{"type":17,"tag":30,"props":31,"children":35},"a",{"href":32,"rel":33},"https:\u002F\u002Fapp.workspace369.com\u002Fsignup?utm_source=docs-connect-claude-to-workspace369&utm_medium=docs_page&utm_campaign=ai-builders-crm&next=ai-connections",[34],"nofollow",[36],{"type":22,"value":37},"Start a free trial",{"type":22,"value":39},". Then make sure ",{"type":17,"tag":41,"props":42,"children":43},"strong",{},[44],{"type":22,"value":45},"Allow AI connections",{"type":22,"value":47}," is on under ",{"type":17,"tag":41,"props":49,"children":50},{},[51],{"type":22,"value":52},"Settings → AI → AI connections",{"type":22,"value":54},".",{"type":17,"tag":56,"props":57,"children":59},"h2",{"id":58},"choose-the-server-url",[60],{"type":22,"value":61},"Choose the server URL",{"type":17,"tag":63,"props":64,"children":65},"table",{},[66,85],{"type":17,"tag":67,"props":68,"children":69},"thead",{},[70],{"type":17,"tag":71,"props":72,"children":73},"tr",{},[74,80],{"type":17,"tag":75,"props":76,"children":77},"th",{},[78],{"type":22,"value":79},"URL",{"type":17,"tag":75,"props":81,"children":82},{},[83],{"type":22,"value":84},"What Claude gets",{"type":17,"tag":86,"props":87,"children":88},"tbody",{},[89,108],{"type":17,"tag":71,"props":90,"children":91},{},[92,103],{"type":17,"tag":93,"props":94,"children":95},"td",{},[96],{"type":17,"tag":97,"props":98,"children":100},"code",{"className":99},[],[101],{"type":22,"value":102},"https:\u002F\u002Fmcp.workspace369.com\u002Fmcp",{"type":17,"tag":93,"props":104,"children":105},{},[106],{"type":22,"value":107},"Every Workspace369 tool, including inbox, calendar and sends that wait for your approval.",{"type":17,"tag":71,"props":109,"children":110},{},[111,120],{"type":17,"tag":93,"props":112,"children":113},{},[114],{"type":17,"tag":97,"props":115,"children":117},{"className":116},[],[118],{"type":22,"value":119},"https:\u002F\u002Fmcp.workspace369.com\u002Fmcp\u002Fcrm",{"type":17,"tag":93,"props":121,"children":122},{},[123,125,131],{"type":22,"value":124},"Only the core CRM tools, with nothing that sends to a client. See ",{"type":17,"tag":30,"props":126,"children":128},{"href":127},"\u002Fv\u002F2026.3\u002Fai-connections\u002Fconnect-the-core-crm-toolset\u002F",[129],{"type":22,"value":130},"Connect the core CRM toolset",{"type":22,"value":54},{"type":17,"tag":56,"props":133,"children":135},{"id":134},"claude-on-the-web-and-claude-desktop",[136],{"type":22,"value":137},"Claude on the web and Claude Desktop",{"type":17,"tag":18,"props":139,"children":140},{},[141],{"type":22,"value":142},"Connectors you add in Claude are tied to your Claude account, so a connector added on the web also appears in Claude Desktop.",{"type":17,"tag":144,"props":145,"children":147},"h3",{"id":146},"pro-and-max",[148],{"type":22,"value":149},"Pro and Max",{"type":17,"tag":151,"props":152,"children":153},"ol",{},[154,166,184,189,222,234],{"type":17,"tag":155,"props":156,"children":157},"li",{},[158,160,165],{"type":22,"value":159},"In Claude, go to ",{"type":17,"tag":41,"props":161,"children":162},{},[163],{"type":22,"value":164},"Customize → Connectors",{"type":22,"value":54},{"type":17,"tag":155,"props":167,"children":168},{},[169,171,176,178,183],{"type":22,"value":170},"Choose ",{"type":17,"tag":41,"props":172,"children":173},{},[174],{"type":22,"value":175},"+ Add",{"type":22,"value":177},", then ",{"type":17,"tag":41,"props":179,"children":180},{},[181],{"type":22,"value":182},"Add custom connector",{"type":22,"value":54},{"type":17,"tag":155,"props":185,"children":186},{},[187],{"type":22,"value":188},"Name it Workspace369 and paste one of the server URLs above.",{"type":17,"tag":155,"props":190,"children":191},{},[192,194,199,201,206,208,213,215,220],{"type":22,"value":193},"Choose a sign-in option under ",{"type":17,"tag":41,"props":195,"children":196},{},[197],{"type":22,"value":198},"Authentication",{"type":22,"value":200},". Under ",{"type":17,"tag":41,"props":202,"children":203},{},[204],{"type":22,"value":205},"OAuth client",{"type":22,"value":207},", keep ",{"type":17,"tag":41,"props":209,"children":210},{},[211],{"type":22,"value":212},"Use Claude's published identity (Recommended)",{"type":22,"value":214},". Leave ",{"type":17,"tag":41,"props":216,"children":217},{},[218],{"type":22,"value":219},"Request headers",{"type":22,"value":221}," empty.",{"type":17,"tag":155,"props":223,"children":224},{},[225,227,232],{"type":22,"value":226},"Save, then choose ",{"type":17,"tag":41,"props":228,"children":229},{},[230],{"type":22,"value":231},"Connect",{"type":22,"value":233},". The Workspace369 sign-in page opens.",{"type":17,"tag":155,"props":235,"children":236},{},[237,239,244,246,252],{"type":22,"value":238},"Sign in, choose the workspace, review the permissions and choose ",{"type":17,"tag":41,"props":240,"children":241},{},[242],{"type":22,"value":243},"Approve access",{"type":22,"value":245},". The steps are the same for every app: see ",{"type":17,"tag":30,"props":247,"children":249},{"href":248},"\u002Fv\u002F2026.3\u002Fai-connections\u002Fconnect-an-ai-app-to-your-workspace\u002F#approve-the-connection",[250],{"type":22,"value":251},"Approve the connection",{"type":22,"value":54},{"type":17,"tag":18,"props":254,"children":255},{},[256],{"type":22,"value":257},"Free Claude accounts can add one custom connector.",{"type":17,"tag":144,"props":259,"children":261},{"id":260},"team-and-enterprise",[262],{"type":22,"value":263},"Team and Enterprise",{"type":17,"tag":18,"props":265,"children":266},{},[267],{"type":22,"value":268},"An owner of the Claude organization, or on Enterprise a member with a role that can manage connectors, adds the connector once:",{"type":17,"tag":151,"props":270,"children":271},{},[272,283,307],{"type":17,"tag":155,"props":273,"children":274},{},[275,277,282],{"type":22,"value":276},"Go to ",{"type":17,"tag":41,"props":278,"children":279},{},[280],{"type":22,"value":281},"Organization settings → Connectors",{"type":22,"value":54},{"type":17,"tag":155,"props":284,"children":285},{},[286,287,292,294,299,301,306],{"type":22,"value":170},{"type":17,"tag":41,"props":288,"children":289},{},[290],{"type":22,"value":291},"Add",{"type":22,"value":293},", hover over ",{"type":17,"tag":41,"props":295,"children":296},{},[297],{"type":22,"value":298},"Custom",{"type":22,"value":300},", and choose ",{"type":17,"tag":41,"props":302,"children":303},{},[304],{"type":22,"value":305},"Web",{"type":22,"value":54},{"type":17,"tag":155,"props":308,"children":309},{},[310,312,317,319,323,324,328],{"type":22,"value":311},"Enter the name and server URL, choose ",{"type":17,"tag":41,"props":313,"children":314},{},[315],{"type":22,"value":316},"Continue",{"type":22,"value":318},", review the sign-in settings, choose ",{"type":17,"tag":41,"props":320,"children":321},{},[322],{"type":22,"value":316},{"type":22,"value":177},{"type":17,"tag":41,"props":325,"children":326},{},[327],{"type":22,"value":291},{"type":22,"value":54},{"type":17,"tag":18,"props":330,"children":331},{},[332,334,338,340,344,346,350],{"type":22,"value":333},"Each member then goes to ",{"type":17,"tag":41,"props":335,"children":336},{},[337],{"type":22,"value":164},{"type":22,"value":339},", finds Workspace369 (labeled ",{"type":17,"tag":41,"props":341,"children":342},{},[343],{"type":22,"value":298},{"type":22,"value":345},"), and chooses ",{"type":17,"tag":41,"props":347,"children":348},{},[349],{"type":22,"value":231},{"type":22,"value":351},". Every member signs in to Workspace369 with their own account, so Claude only reaches what that person can reach.",{"type":17,"tag":144,"props":353,"children":355},{"id":354},"use-it-in-a-chat",[356],{"type":22,"value":357},"Use it in a chat",{"type":17,"tag":18,"props":359,"children":360},{},[361,362,367,369,374],{"type":22,"value":170},{"type":17,"tag":41,"props":363,"children":364},{},[365],{"type":22,"value":366},"+",{"type":22,"value":368}," at the lower left of the message box, then ",{"type":17,"tag":41,"props":370,"children":371},{},[372],{"type":22,"value":373},"Connectors",{"type":22,"value":375},", and turn Workspace369 on for the conversation.",{"type":17,"tag":56,"props":377,"children":379},{"id":378},"claude-code",[380],{"type":22,"value":381},"Claude Code",{"type":17,"tag":18,"props":383,"children":384},{},[385],{"type":22,"value":386},"Add the server from your terminal, then sign in:",{"type":17,"tag":388,"props":389,"children":394},"pre",{"className":390,"code":392,"language":393,"meta":7},[391],"language-bash","claude mcp add --transport http workspace369 https:\u002F\u002Fmcp.workspace369.com\u002Fmcp\n","bash",[395],{"type":17,"tag":97,"props":396,"children":397},{"__ignoreMap":7},[398],{"type":22,"value":392},{"type":17,"tag":18,"props":400,"children":401},{},[402,404,410,412,418],{"type":22,"value":403},"Run ",{"type":17,"tag":97,"props":405,"children":407},{"className":406},[],[408],{"type":22,"value":409},"\u002Fmcp",{"type":22,"value":411}," inside Claude Code, choose workspace369 and follow the sign-in. For a script that can't open a browser, use a ",{"type":17,"tag":30,"props":413,"children":415},{"href":414},"\u002Fv\u002F2026.3\u002Fai-connections\u002Fpersonal-access-tokens\u002F",[416],{"type":22,"value":417},"personal access token",{"type":22,"value":419}," instead.",{"type":17,"tag":56,"props":421,"children":423},{"id":422},"set-up-your-crm",[424],{"type":22,"value":425},"Set up your CRM",{"type":17,"tag":18,"props":427,"children":428},{},[429,431,436],{"type":22,"value":430},"In a new workspace, start with the ",{"type":17,"tag":41,"props":432,"children":433},{},[434],{"type":22,"value":435},"set_up_my_crm",{"type":22,"value":437}," 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.",{"type":17,"tag":18,"props":439,"children":440},{},[441],{"type":22,"value":442},"Then try:",{"type":17,"tag":444,"props":445,"children":446},"ul",{},[447,459,470],{"type":17,"tag":155,"props":448,"children":449},{},[450,452,457],{"type":22,"value":451},"\"Import my clients from this spreadsheet.\" (the ",{"type":17,"tag":41,"props":453,"children":454},{},[455],{"type":22,"value":456},"import_my_clients",{"type":22,"value":458}," prompt)",{"type":17,"tag":155,"props":460,"children":461},{},[462,464,469],{"type":22,"value":463},"\"Review my pipeline for this week.\" (the ",{"type":17,"tag":41,"props":465,"children":466},{},[467],{"type":22,"value":468},"weekly_pipeline_review",{"type":22,"value":458},{"type":17,"tag":155,"props":471,"children":472},{},[473],{"type":22,"value":474},"\"Who should I follow up with today?\"",{"type":17,"tag":56,"props":476,"children":478},{"id":477},"change-or-remove-the-connection",[479],{"type":22,"value":480},"Change or remove the connection",{"type":17,"tag":18,"props":482,"children":483},{},[484,486,490,492,496,498,503,505,510,511,516],{"type":22,"value":485},"To change the URL, remove the connector in ",{"type":17,"tag":41,"props":487,"children":488},{},[489],{"type":22,"value":164},{"type":22,"value":491}," and add it again. To end access from the Workspace369 side, open ",{"type":17,"tag":41,"props":493,"children":494},{},[495],{"type":22,"value":52},{"type":22,"value":497},", find Claude under ",{"type":17,"tag":41,"props":499,"children":500},{},[501],{"type":22,"value":502},"Your AI apps",{"type":22,"value":504}," in ",{"type":17,"tag":41,"props":506,"children":507},{},[508],{"type":22,"value":509},"Your connections",{"type":22,"value":300},{"type":17,"tag":41,"props":512,"children":513},{},[514],{"type":22,"value":515},"Disconnect",{"type":22,"value":54},{"type":17,"tag":18,"props":518,"children":519},{},[520,522,528],{"type":22,"value":521},"If the connection fails, see ",{"type":17,"tag":30,"props":523,"children":525},{"href":524},"\u002Fv\u002F2026.3\u002Fai-connections\u002Ffix-ai-app-connection-problems\u002F",[526],{"type":22,"value":527},"Fix AI app connection problems",{"type":22,"value":54},{"title":7,"searchDepth":530,"depth":530,"links":531},2,[532,533,539,540,541],{"id":58,"depth":530,"text":61},{"id":134,"depth":530,"text":137,"children":534},[535,537,538],{"id":146,"depth":536,"text":149},3,{"id":260,"depth":536,"text":263},{"id":354,"depth":536,"text":357},{"id":378,"depth":530,"text":381},{"id":422,"depth":530,"text":425},{"id":477,"depth":530,"text":480},"markdown","content:v:2026.3:ai-connections:connect-claude-to-workspace369.md","content","v\u002F2026.3\u002Fai-connections\u002Fconnect-claude-to-workspace369.md","v\u002F2026.3\u002Fai-connections\u002Fconnect-claude-to-workspace369","md",1793604877798]