# Workbooks CRM — Pipedream Connect

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

- API slug: `workbooks_crm` (use in MCP headers and tool keys)
- Auth: OAuth (Pipedream-managed)
- Categories: CRM
- Website: https://www.workbooks.com
- This page (HTML): https://pipedream.com/apps/workbooks-crm
- Tools: 5 actions · 4 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: workbooks_crm`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "workbooks_crm",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Customer Order:
const result = await mcp.callTool({
  name: "workbooks_crm-create-customer-order",
  arguments: {
    assignedTo: "Assigned To",
    description: "Customer Order Name",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Workbooks CRM endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://secure.workbooks.com/activity/tasks.api

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9zZWN1cmUud29ya2Jvb2tzLmNvbS9hY3Rpdml0eS90YXNrcy5hcGk?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "workbooks_crm-create-customer-order",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    workbooks_crm: { authProvisionId: "apn_xxxxxxx" },
    assignedTo: "Assigned To",
    description: "Customer Order Name",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (5)

### `workbooks_crm-create-customer-order` — Create Customer Order (Write)

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

Full schema: https://pipedream.com/apps/workbooks-crm/actions/create-customer-order.md

### `workbooks_crm-create-organisation` — Create Organisation (Write)

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

Full schema: https://pipedream.com/apps/workbooks-crm/actions/create-organisation.md

### `workbooks_crm-create-person` — Create Person (Write)

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

Full schema: https://pipedream.com/apps/workbooks-crm/actions/create-person.md

### `workbooks_crm-find-or-create-order` — Find or Create an Order (Write)

Returns and order if exists otherwise creates a new one.

Full schema: https://pipedream.com/apps/workbooks-crm/actions/find-or-create-order.md

### `workbooks_crm-update-person` — Update Person (Write)

Updates a person.

Full schema: https://pipedream.com/apps/workbooks-crm/actions/update-person.md

## Triggers (4)

### `workbooks_crm-new-organisation` — New Organisation (Instant) (Instant)

Emit new event when a new organisation is created.

Full schema: https://pipedream.com/apps/workbooks-crm/triggers/new-organisation.md

### `workbooks_crm-new-person` — New Person (Instant) (Instant)

Emit new event when a new person is created.

Full schema: https://pipedream.com/apps/workbooks-crm/triggers/new-person.md

### `workbooks_crm-posted-credit-note` — New Posted Credit Note (Instant) (Instant)

Emit new event when a new credit note is posted.

Full schema: https://pipedream.com/apps/workbooks-crm/triggers/posted-credit-note.md

### `workbooks_crm-posted-invoice` — New Posted Invoice (Instant) (Instant)

Emit new event when a new invoice is posted.

Full schema: https://pipedream.com/apps/workbooks-crm/triggers/posted-invoice.md

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- Pipedream docs for agents: https://pipedream.com/docs/llms.txt