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Workbooks CRM MCP Server

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

CRM

Getting started

Configure and install the MCP server for your preferred client

Configuration

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Client-specific instructions

Follow the instructions below for your specific MCP client

Navigate to Settings, then Cursor Settings
Select MCP on the left
Click Add new global MCP server at the top right
Copy and paste the server config to your existing file, then save

Available tools

Add all 5 actions as tools in your MCP client

Find or Create an Order

Returns and order if exists otherwise creates a new one.

Update Person

Updates a person.

Create Customer Order

Creates an order from your customers for your goods or services.

Create Organisation

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

Create Person

Creates a person. People are recorded in your database, e.g a contact, an employee.

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