--- title: "Connect Coworks and Microsoft OneNote - APIANT.ai" description: "When \"Contact Updated\" fires in Coworks, your agent runs \"Get note\" in Microsoft OneNote." canonical: "https://apiant.ai/connect/coworks-to-microsoft-onenote" --- # Connect Coworks and Microsoft OneNote When **Contact Updated** fires in [Coworks](https://apiant.ai/connections/coworks), your agent runs **Get note** in [Microsoft OneNote](https://apiant.ai/connections/microsoft-onenote), or **New notebook** in Microsoft OneNote to **List CRM contacts and leads** in Coworks. Describe the whole flow and it is built, tested on every scenario and kept running. Coworks **10** triggers Coworks **7** actions Microsoft OneNote **3** triggers Microsoft OneNote **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Coworks and Microsoft OneNote to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Coworks and Microsoft OneNote can do together ### From Coworks to Microsoft OneNote - When **Contact Updated** in Coworks then **Get note** in Microsoft OneNote - When **CRM Entry Updated** in Coworks then **List notes** in Microsoft OneNote ### From Microsoft OneNote to Coworks - When **New notebook** in Microsoft OneNote then **List CRM contacts and leads** in Coworks - When **New Note in Section** in Microsoft OneNote then **Get room occupancy** in Coworks Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Coworks and Microsoft OneNote ## Triggers and actions 13 triggers · 14 actions - Trigger **Contact Updated** Triggers when a contact in your Coworks CRM is created or changed. - Trigger **CRM Entry Updated** Triggers when a CRM contact or lead is added or changed in Coworks. - Trigger **Lead Updated** Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail. - Trigger **Member Deactivate** Triggered when a member is deactivated and is no longer an active member. - Trigger **Member Updated** Triggers when a member is added or any of a member's details change. - Trigger **New Checkin** Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community. - Trigger **New Contact** Triggered when a new contact is created in your Coworks CRM. - Trigger **New CRM Entry** Triggered when a new CRM entry, either a contact or a lead, is created. - Trigger **New Lead** Triggers when a new lead is created in the Coworks CRM. - Trigger **New Member** Triggered when a new member is created in your Coworks community. - Action **Get room occupancy** Returns the rooms at a campus with their occupancy, optionally limited to one room type. - Action **List active memberships** Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included. - Action **List checkins** Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name. - Action **List CRM contacts and leads** Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date. - Action **List members** Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members. - Action **List rooms** Returns the rooms at a campus, optionally narrowed to one room type. - Action **List teams** Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date. - Trigger **New notebook** Triggers when a new OneNote notebook is created in your account. - Trigger **New Note in Section** Triggers when a new note (page) is created in the chosen OneNote section. - Trigger **New section** Triggers when a new section is created in any of your OneNote notebooks. - Action **Delete note** Permanently deletes a OneNote page (note) from your notebooks. - Action **Get note** Returns the details of a OneNote page (note), including its title, links, parent section and timestamps. - Action **Get notebook** Returns a OneNote notebook's details, including its name, owner, sharing status and links to open it. - Action **List notebooks** Returns the OneNote notebooks of the connected account, with each notebook's name, id, links and sharing details. - Action **List notes** Returns the OneNote pages (notes) across all of the signed-in user's notebooks, newest-changed first by default. - Action **List section groups** Returns the section groups across all of your OneNote notebooks, with optional filtering and sorting. - Action **List sections** Returns the sections across all of your OneNote notebooks, with optional filtering and sorting. ## Each app on its own - [ **Coworks** Coworks is a coworking management platform solution for automating running a coworking space.](https://apiant.ai/connections/coworks) - [ **Microsoft OneNote** Digital notebook for capturing and organizing notes, drawings, and information](https://apiant.ai/connections/microsoft-onenote) Reviews ## What our customers say ## More from Coworks - [ **Coworks to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/coworks-to-hubspot) - [ **Coworks to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/coworks-to-salesforce) - [ **Coworks to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/coworks-to-slack) - [ **Coworks to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/coworks-to-google-sheets) - [ **Coworks to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/coworks-to-gmail) - [ **Coworks to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/coworks-to-google-calendar) ## More into Microsoft OneNote - [ **HubSpot to Microsoft OneNote** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-onenote) - [ **Google Sheets to Microsoft OneNote** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-microsoft-onenote) - [ **Gmail to Microsoft OneNote** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-onenote) - [ **Google Calendar to Microsoft OneNote** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-onenote) - [ **Google Drive to Microsoft OneNote** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-microsoft-onenote) - [ **Mailchimp to Microsoft OneNote** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-microsoft-onenote) Questions ## Coworks and Microsoft OneNote, answered ### ### What can start an automation from Coworks? Any of Coworks's 10 triggers in the catalog, including Contact Updated, CRM Entry Updated, Lead Updated and Member Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Microsoft OneNote when something happens in Coworks? Any of Microsoft OneNote's 7 actions, including Get note, Get notebook, List notebooks and List notes. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft OneNote to Coworks? Yes. When something happens in Microsoft OneNote, your agent can act in Coworks too. This page covers both directions: Microsoft OneNote's triggers and Coworks's actions are listed here as well. ### ### Do I have to build a connector for Coworks or Microsoft OneNote? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Coworks and Microsoft OneNote without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.