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
6 triggers21 actions

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?

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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)
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)
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)
Zed

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

Setup guide (opens in a new tab)
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)
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)
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)

Popular

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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.

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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.