App

Workbooks CRM integrations

Connect Workbooks CRM to any other app, or use it from your AI client over MCP. Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

Connects with an API keyworkbooks.com

1 trigger

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

Build solutions, not workarounds.

What do you want to automate with Workbooks CRM?

Ask the assistant

Connect your AI client

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

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

Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

Setup guide

Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

Setup guide

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

Grok

Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.

Setup guide

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

Popular

Workbooks CRM with the apps people pair it with most

Pair it

Connect Workbooks CRM with another app

What your agent can do with Workbooks CRM

Triggers and actions 1 trigger

Trigger
New Person
Triggers when a new person is created in Workbooks.

Reviews

What our customers say

Questions

Workbooks CRM, answered

Is there a Workbooks CRM MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Workbooks CRM. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then build, test and run automations that use Workbooks CRM. Nothing to install.

What can start an automation from Workbooks CRM?

Any of Workbooks CRM's 1 trigger in the catalog, including New Person. Describe the moment in plain language and your agent picks the right one.

Do I need to write code against the Workbooks CRM API?

No. APIANT connects to the Workbooks CRM API for you, with your Workbooks CRM API key. Describe what you want in plain language and your agent builds it on the Workbooks CRM triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Workbooks CRM API documentation and adds it.

Which apps can Workbooks CRM connect to?

Any app in the catalog; the list on this page pairs Workbooks CRM with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.