--- title: "Workbooks CRM integrations and MCP server - APIANT.ai" description: "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..." canonical: "https://apiant.ai/connections/workbooks-crm" --- # 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 key [workbooks.com](https://workbooks.com/) **6** triggers **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want to automate with Workbooks CRM? 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) ### Grok Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser. [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) Popular ## Workbooks CRM with the apps people pair it with most - [ **HubSpot to Workbooks CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workbooks-crm) - [ **Salesforce to Workbooks CRM** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workbooks-crm) - [ **Slack to Workbooks CRM** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workbooks-crm) - [ **Google Sheets to Workbooks CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-workbooks-crm) - [ **Gmail to Workbooks CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workbooks-crm) - [ **Google Calendar to Workbooks CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workbooks-crm) - [ **Google Drive to Workbooks CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-workbooks-crm) - [ **Mailchimp to Workbooks CRM** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-workbooks-crm) Pair it ## Connect Workbooks CRM with another app - [ **HubSpot to Workbooks CRM**](https://apiant.ai/connect/hubspot-to-workbooks-crm) - [ **Salesforce to Workbooks CRM**](https://apiant.ai/connect/salesforce-to-workbooks-crm) - [ **Slack to Workbooks CRM**](https://apiant.ai/connect/slack-to-workbooks-crm) - [ **Google Sheets to Workbooks CRM**](https://apiant.ai/connect/google-sheets-to-workbooks-crm) - [ **Gmail to Workbooks CRM**](https://apiant.ai/connect/gmail-to-workbooks-crm) - [ **Google Calendar to Workbooks CRM**](https://apiant.ai/connect/google-calendar-to-workbooks-crm) - [ **Google Drive to Workbooks CRM**](https://apiant.ai/connect/google-drive-to-workbooks-crm) - [ **Mailchimp to Workbooks CRM**](https://apiant.ai/connect/mailchimp-to-workbooks-crm) - [ **Stripe to Workbooks CRM**](https://apiant.ai/connect/stripe-to-workbooks-crm) - [ **Shopify to Workbooks CRM**](https://apiant.ai/connect/shopify-to-workbooks-crm) - [ **QuickBooks Online to Workbooks CRM**](https://apiant.ai/connect/quickbooks-online-to-workbooks-crm) - [ **Pipedrive to Workbooks CRM**](https://apiant.ai/connect/pipedrive-to-workbooks-crm) - [ **ActiveCampaign to Workbooks CRM**](https://apiant.ai/connect/activecampaign-to-workbooks-crm) - [ **Notion to Workbooks CRM**](https://apiant.ai/connect/notion-to-workbooks-crm) - [ **Airtable to Workbooks CRM**](https://apiant.ai/connect/airtable-to-workbooks-crm) - [ **Trello to Workbooks CRM**](https://apiant.ai/connect/trello-to-workbooks-crm) - [ **Asana to Workbooks CRM**](https://apiant.ai/connect/asana-to-workbooks-crm) - [ **JIRA to Workbooks CRM**](https://apiant.ai/connect/jira-to-workbooks-crm) - [ **ClickUp to Workbooks CRM**](https://apiant.ai/connect/clickup-to-workbooks-crm) - [ **Workbooks CRM to Zoom**](https://apiant.ai/connect/workbooks-crm-to-zoom) - [ **Discord to Workbooks CRM**](https://apiant.ai/connect/discord-to-workbooks-crm) - [ **Twilio to Workbooks CRM**](https://apiant.ai/connect/twilio-to-workbooks-crm) - [ **SendGrid to Workbooks CRM**](https://apiant.ai/connect/sendgrid-to-workbooks-crm) - [ **Outlook to Workbooks CRM**](https://apiant.ai/connect/outlook-to-workbooks-crm) - [ **Intercom to Workbooks CRM**](https://apiant.ai/connect/intercom-to-workbooks-crm) - [ **Freshdesk to Workbooks CRM**](https://apiant.ai/connect/freshdesk-to-workbooks-crm) - [ **Klaviyo to Workbooks CRM**](https://apiant.ai/connect/klaviyo-to-workbooks-crm) - [ **Brevo to Workbooks CRM**](https://apiant.ai/connect/brevo-to-workbooks-crm) - [ **Typeform to Workbooks CRM**](https://apiant.ai/connect/typeform-to-workbooks-crm) - [ **JotForm to Workbooks CRM**](https://apiant.ai/connect/jotform-to-workbooks-crm) - [ **Calendly to Workbooks CRM**](https://apiant.ai/connect/calendly-to-workbooks-crm) - [ **PandaDoc to Workbooks CRM**](https://apiant.ai/connect/pandadoc-to-workbooks-crm) - [ **Webflow to Workbooks CRM**](https://apiant.ai/connect/webflow-to-workbooks-crm) - [ **Wix to Workbooks CRM**](https://apiant.ai/connect/wix-to-workbooks-crm) - [ **Workbooks CRM to LinkedIn**](https://apiant.ai/connect/workbooks-crm-to-linkedin) - [ **Workbooks CRM to Facebook**](https://apiant.ai/connect/workbooks-crm-to-facebook) - [ **Instagram to Workbooks CRM**](https://apiant.ai/connect/instagram-to-workbooks-crm) - [ **OpenAI to Workbooks CRM**](https://apiant.ai/connect/openai-to-workbooks-crm) - [ **Workbooks CRM to Anthropic**](https://apiant.ai/connect/workbooks-crm-to-anthropic) - [ **OneDrive to Workbooks CRM**](https://apiant.ai/connect/onedrive-to-workbooks-crm) - [ **Google Docs to Workbooks CRM**](https://apiant.ai/connect/google-docs-to-workbooks-crm) - [ **Ontraport to Workbooks CRM**](https://apiant.ai/connect/ontraport-to-workbooks-crm) - [ **Freshworks CRM to Workbooks CRM**](https://apiant.ai/connect/freshworks-crm-to-workbooks-crm) - [ **GoHighLevel to Workbooks CRM**](https://apiant.ai/connect/gohighlevel-to-workbooks-crm) - [ **Capsule CRM to Workbooks CRM**](https://apiant.ai/connect/capsule-crm-to-workbooks-crm) - [ **Copper to Workbooks CRM**](https://apiant.ai/connect/copper-to-workbooks-crm) - [ **Streak to Workbooks CRM**](https://apiant.ai/connect/streak-to-workbooks-crm) - [ **NetHunt CRM to Workbooks CRM**](https://apiant.ai/connect/nethunt-crm-to-workbooks-crm) - [ **MINDBODY to Workbooks CRM**](https://apiant.ai/connect/mindbody-to-workbooks-crm) - [ **Workbooks CRM to Supabase**](https://apiant.ai/connect/workbooks-crm-to-supabase) - [ **PostgreSQL to Workbooks CRM**](https://apiant.ai/connect/postgresql-to-workbooks-crm) - [ **MySQL to Workbooks CRM**](https://apiant.ai/connect/mysql-to-workbooks-crm) - [ **Vercel to Workbooks CRM**](https://apiant.ai/connect/vercel-to-workbooks-crm) - [ **Workbooks CRM to ElevenLabs**](https://apiant.ai/connect/workbooks-crm-to-elevenlabs) - [ **PagerDuty to Workbooks CRM**](https://apiant.ai/connect/pagerduty-to-workbooks-crm) - [ **Workbooks CRM to Pushover**](https://apiant.ai/connect/workbooks-crm-to-pushover) - [ **Gravity Forms to Workbooks CRM**](https://apiant.ai/connect/gravity-forms-to-workbooks-crm) - [ **HubSpot Enterprise to Workbooks CRM**](https://apiant.ai/connect/hubspot-enterprise-to-workbooks-crm) - [ **Google Forms to Workbooks CRM**](https://apiant.ai/connect/google-forms-to-workbooks-crm) - [ **Facebook Lead Ads to Workbooks CRM**](https://apiant.ai/connect/facebook-lead-ads-to-workbooks-crm) What your agent can do with Workbooks CRM ## Triggers and actions 6 triggers · 21 actions - Trigger **New Case** Triggers when a new support case is created in Workbooks. - Trigger **New Organisation** Triggers when a new organisation is created in Workbooks. - Trigger **New Person** Triggers when a new person is created in Workbooks. - Trigger **New Sales Lead** Triggers when a new sales lead is created in Workbooks. - Trigger **Posted Credit Note** Triggers when a credit note in Workbooks is posted. - Trigger **Posted Invoice** Triggers when an invoice in Workbooks is posted. - Action **Create Case** Creates a new support case in Workbooks and returns its id and details. - Action **Create Customer Order** Creates a new customer order in Workbooks and returns its id and details. - Action **Create Marketing Campaign** Creates a new marketing campaign in Workbooks and returns its id and details. - Action **Create Marketing Campaign Member** Adds a person, organisation or lead to a marketing campaign in Workbooks and returns the membership's id. - Action **Create Marketing Campaign Member Status** Adds a new member status (such as Invited or Attended) to a marketing campaign in Workbooks. - Action **Create Organisation** Creates a new organisation (company) in Workbooks and returns its id and details. - Action **Create Person** Creates a new person (contact) in Workbooks and returns its id and details. - Action **Create Sales Lead** Creates a new sales lead in Workbooks and returns its id and details. - Action **Create Task** Creates a new task in Workbooks and returns its id and details. - Action **Find a Customer Order** Finds a customer order in Workbooks by its order reference and returns the first match. - Action **Find a Marketing Campaign** Finds a marketing campaign in Workbooks by name and returns the first match. - Action **Find a Marketing Campaign Member** Finds a member of a marketing campaign in Workbooks by campaign and member id. - Action **Find a Marketing Campaign Member Status** Finds a member status of a marketing campaign in Workbooks by its name. - Action **Find an Organisation** Finds an organisation in Workbooks by name and returns the first match. - Action **Find a Person** Finds a person in Workbooks by email address and returns the first match. - Action **Find a Sales Lead** Finds a sales lead in Workbooks by name and returns the first match. - Action **Update Customer Order** Updates an existing customer order in Workbooks. Only the fields you fill in are changed. - Action **Update Marketing Campaign Member** Updates an existing marketing campaign member in Workbooks, for example to change their member status. - Action **Update Organisation** Updates an existing organisation in Workbooks. Only the fields you fill in are changed. - Action **Update Person** Updates an existing person in Workbooks. Only the fields you fill in are changed. - Action **Update Sales Lead** Updates an existing sales lead in Workbooks. Only the fields you fill in are changed. 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 run Workbooks CRM actions on demand, or have APIANT 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 6 triggers in the catalog, including New Case, New Organisation, New Person and New Sales Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Workbooks CRM? Any of Workbooks CRM's 21 actions, including Create Case, Create Customer Order, Create Marketing Campaign and Create Marketing Campaign Member. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can I use Workbooks CRM directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Workbooks CRM two ways. Ask it to do something in Workbooks CRM 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### 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.