Manage clients, jobs, invoices
Connect Workspace369 so your assistant can work with your business data directly instead of you copying it back and forth. It can look up clients and their history, draft invoices and proposals with real line items and send them, create and update projects and tasks, check availability and schedule events, log time and expenses, record payments, look through your inbox, and search your knowledge base. More
What you can ask Which invoices are overdue, and which client owes me the most? Copy
Example path invoices_search → invoices_get
Summarize this week's new client requests and what each one is asking for. How much unbilled time have I logged on my active projects? MCP connector Server URL https://mcp.workspace369.com/mcpCopy Login OAuth Tools Reads data62 after_ approvals_ automations_ automations_ automations_ booking_ calendar_ calendar_ calendar_ clients_ clients_ contract_ contracts_ contracts_ email_ expense_ expenses_ follow_ invoice_ invoice_ invoices_ invoices_ invoices_ knowledge_ lead_ media_ notes_ notes_ pipeline_ products_ projects_ projects_ proposal_ proposals_ proposals_ proposals_ proposals_ recurring_ recurring_ reminders_ requests_ requests_ requests_ retainers_ retainers_ search_ task_ task_ task_ tasks_ tasks_ tasks_ team_ team_ team_ team_ time_ time_ timesheets_ workspace_ workspace_ workspace_
Deletes or can't be undone65 after_ automations_ automations_ calendar_ calendar_ calendar_ client_ client_ client_ clients_ clients_ clients_ contracts_ contracts_ contracts_ contracts_ crm_ expenses_ expenses_ follow_ follow_ inbox_ inbox_ invoices_ invoices_ invoices_ invoices_ invoices_ lead_ media_ notes_ notes_ payments_ products_ products_ projects_ projects_ proposal_ proposal_ proposal_ proposal_ proposal_ proposal_ proposals_ proposals_ proposals_ proposals_ proposals_ proposals_ proposals_ recurring_ reminders_ reminders_ reminders_ requests_ requests_ requests_ task_ tasks_ tasks_ tasks_ tasks_ team_ time_ time_
Skills None in the store listings. The server needs sign-in, so we could not check it
