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Workbooks CRM
Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.
Categories
CRM
Available Tools
Tools that your AI agent can use through this MCP server to interact with Workbooks CRM
Update Person
Updates a person.
Find or Create an Order
Returns and order if exists otherwise creates a new one.
Create Person
Creates a person. People are recorded in your database, e.g a contact, an employee.
Create Organisation
Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.
Create Customer Order
Creates an order from your customers for your goods or services.