Use Workbooks CRM MCP to take action in your AI tools

Perform Dynamic Lookup

Looks up values using a Dynamic Lookup Item.

Create Marketing Campaign Member

Adds a new member to a Marketing Campaign.

Create Marketing Campaign Member Status

Adds a new member status to a Marketing Campaign.

Create Case

Creates a new case.

Create Marketing Campaign

Creates a new Marketing Campaign.

Create Customer Order

Creates a new Customer Order

Create Customer Order and Line Items

Creates a new Customer Order and Line Items

Create Organisation

Creates a new organisation.