# Assembly MCP for AI Agents AI Agent Connect

> Assembly MCP lets your AI client manage clients, companies, and workspace notes directly. It pulls CRM details and internal data so you can stop switching tabs between your professional services platform and your chat interface.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_wr0c7t4w2JgwO1d446P1HJLQreEjWkcLpqnWiLUW/ai-agent-connect
- **Tags:** client-management, workspace-management, crm, professional-services, data-retrieval

## Description

When you're running a professional services firm, your data is usually scattered across different workspaces and client files. This Connector connects your AI client directly to your Assembly platform, making it feel like your agent actually knows your business. Instead of copy-pasting client details or hunting for the right workspace notes, you can just ask your agent to find that specific company's history or list out all active clients. It handles the heavy lifting of navigating your CRM and internal notes. Because Vinkius hosts this Connector, you can get these capabilities into your existing workflow without having to build custom integrations from scratch. It's about making your agent a capable member of your team that can actually see the same data you do.

## Tools

### get_client
Fetches details for a specific client. Use this when you need deep-dive info on a single account.

### get_company
Fetches details for a specific company. This is great for researching a specific corporate entity.

### get_note
Fetches a specific note. Use this to pull a single piece of internal documentation.

### get_user
Pulls specific details for a single user. Use this to check permissions or contact info.

### get_workspace
Fetches data for a specific workspace. It helps your agent understand the scope of a project.

### list_clients
Lists every client in your Assembly account. This is the fastest way to see your full client roster.

### list_companies
Lists all companies in your account. Use this to get a bird's-eye view of your corporate portfolio.

### list_notes
Lists all notes in your Assembly account. This helps your agent find historical context quickly.

### list_users
Lists all users in your account. Use this to manage team access and visibility.

### list_workspaces
Lists all workspaces in your account. This lets your agent navigate between different departments.

## Prompt Examples

**Prompt:** 
```
Who are our top clients right now?
```

**Response:** 
```
I've pulled your client list from Assembly. Here are the active accounts:

*   **Vinkius**
*   **Google**
*   **Acme Corp**
```

**Prompt:** 
```
What are the latest notes for the Consulting project?
```

**Response:** 
```
I found 3 notes for the Consulting workspace. The most recent ones are:

- **Q2 Revenue Forecast** (Updated yesterday)
- **Client Onboarding Checklist**
- **Sprint Retrospective**
```

**Prompt:** 
```
Give me a summary of the 'Global Tech' company.
```

**Response:** 
```
Here are the details for **Global Tech**:

| Detail | Information |
| :--- | :--- |
| **Status** | Active |
| **Workspace** | Product Dev |
| **Primary Contact** | Jane Doe |
| **Recent Activity** | 5 notes updated this month |
```

## Capabilities

### Pull client lists
Get a full view of every client in your Assembly account.

### Fetch company details
Grab specific info on any company linked to your account.

### Manage workspace data
Access and list all your active workspaces.

### Retrieve internal notes
Pull notes from your platform for quick context.

### Get user profiles
Look up specific user details across the platform.

## Use Cases

### Prepping for a client meeting
An account manager asks the agent to pull notes for a specific client using get_note and get_client to review history before a call.

### Onboarding a new company
An ops lead asks the agent to list all current workspaces using list_workspaces to see where the new team fits in the hierarchy.

### Auditing user permissions
A manager asks the agent to list all users and their associated workspace details to check for security gaps across the firm.

### Client reporting
A consultant asks the agent to list all companies to generate a summary of active corporate accounts for a quarterly review.

## Benefits

- Stop manual data entry by letting your agent pull client info using list_clients and list_companies.
- Find historical context faster by using list_notes to pull internal documentation without leaving your chat.
- Audit your team's access across all departments by listing users and workspaces with list_users and list_workspaces.
- Get instant details on specific accounts using get_client and get_company to prepare for meetings.
- Connect your entire professional services platform to your AI client through the Vinkius catalog for a unified experience.

## How It Works

The bottom line is your agent gets a direct line to your professional services data.

1. Grab your API Key from your Assembly account settings.
2. Connect the Connector to your preferred AI client via the Vinkius dashboard.
3. Start asking your agent to list clients or fetch notes.

## Frequently Asked Questions

**Can the Assembly MCP help me manage my CRM?**
Yes, it lets your AI agent pull client and company data directly from your Assembly account so you don't have to switch tabs.

**Does the Assembly MCP work for professional services?**
It's built specifically for that. It handles workspace management and internal notes for firms and agencies.

**Can I use the Assembly MCP to see my internal notes?**
Absolutely. Your agent can list and retrieve specific notes to give you context on any project or client.

**Is the Assembly MCP good for auditing user access?**
Yes, you can ask your agent to list all users and workspaces to quickly see who has access to what.

**How do I connect my Assembly account to my AI client?**
You just need your Assembly API Key and the Vinkius dashboard to link the two in a few clicks.

**Will the Assembly MCP show me my whole client list?**
It can. Your agent can pull the full list of clients from your account whenever you need a bird's-eye view.

**Where do I find my API Key?**
Your API Key can be found in your Assembly web portal under Settings > API.

**What access does this Connector need?**
It requires the REST API Key, giving access to clients, companies, users, and notes.

**Can I browse workspaces and internal notes through the AI agent?**
Yes. Use `list_workspaces` to see all workspaces and `get_workspace` to inspect a specific one. For notes, `list_notes` retrieves all entries and `get_note` fetches the full content of a specific note by ID.

**What access does this MCP need?**
It requires the REST API Key, giving access to clients, companies, users, and notes.