# Clientjoy MCP for AI Agents AI Agent Connect

> Clientjoy MCP connects your agency's CRM, invoicing, and project management data directly to your AI agent. You can track leads, check invoice statuses, and monitor project tasks through a simple chat interface. Instead of jumping between tabs to see who owes you money or where a project stands, you just ask your agent. It handles the heavy lifting of data retrieval so you can focus on running your agency.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_wN52pYk4dMp2vVLJ67JZgEC0eTUqsHhvY4s78fLx/ai-agent-connect
- **Tags:** lead-management, invoicing, proposal-management, client-onboarding, contract-management, freelance-tools

## Description

Managing an agency usually means living in a dozen different tabs. You're constantly switching between your CRM to check a lead's status, your invoicing software to see who hasn't paid, and your project board to see if the latest tasks are done. It's a fragmented way to work that eats up your day and makes it easy to miss important details. This Connector changes that by bringing all those moving parts into one place where you can actually talk to them. You can ask your agent to pull up a specific client's history or check the status of a proposal without ever leaving your chat window. It turns your agency's data into a conversational workspace. Because Vinkius hosts this connection, you can plug it into your existing workflow and start getting answers instantly. You get a clear view of your sales pipeline and project progress, making it way easier to spot bottlenecks before they become problems. It's about moving from searching for information to getting the information you need the moment you think of it.

## Tools

### create_new_lead
Register a new lead

### get_customer_details
Get details for a specific customer

### list_billing_invoices
List invoices

### list_service_items
List items and services

### list_leads
List Clientjoy leads

### list_sales_proposals
List proposals

### list_customers
List Clientjoy customers

## Prompt Examples

**Prompt:** 
```
Show me all the unpaid invoices for my agency.
```

**Response:** 
```
### Unpaid Invoices
I've pulled the current records for your agency. Here are the invoices that are currently outstanding:

| Invoice # | Amount | Status | Due Date |
| :--- | :--- | :--- | :--- |
| #INV-101 | $1,200 | Overdue | Oct 12 |
| #INV-105 | $450 | Overdue | Oct 15 |
| #INV-108 | $2,100 | Pending | Nov 01 |

**Total Outstanding:** $3,750
```

**Prompt:** 
```
What's the status of the 'Website Redesign' project?
```

**Response:** 
```
### Project Status: Website Redesign

**Current Status:** In Progress
**Client:** Acme Corp

**Task Overview:**
*   **Completed:** 12 tasks
*   **Pending:** 5 tasks

The team is currently working on the final assets. Would you like me to list the specific pending tasks?
```

**Prompt:** 
```
List my newest leads.
```

**Response:** 
```
### New Sales Leads

I found 5 new leads captured in your CRM:
*   **John Doe** (Qualified)
*   **Jane Smith** (New)
*   **Mike Scott** (Interested)
*   *3 others*

Would you like to see the full details for any of these leads?
```

## Capabilities

### Pull lead details
Get specific info on sales leads to see where they stand in your funnel.

### Check invoice status
See which clients have paid and which ones are overdue.

### Monitor project tasks
View the progress of client projects and individual task lists.

### Review sales quotes
Access proposals and quotes sent to potential clients.

### View contact history
See the full relationship history for any client or contact.

### Check user profile
Access your own workspace metadata and profile info.

## Use Cases

### Checking monthly revenue
An agency owner wants to know if they hit their monthly goal and asks the agent to list all invoices.

### Live project status updates
A project manager is in a meeting and needs to know if the 'Website Redesign' tasks are finished.

### Pre-call lead research
A sales rep needs to know if a specific lead has been contacted recently before making a follow-up call.

### Accounting reconciliations
An accountant needs to find all overdue payments for a specific client to send a reminder.

## Benefits

- Stop tab-switching by accessing CRM data, invoices, and projects in one place. Use list_agency_invoices to see your revenue status instantly.
- Get faster answers on client history by using get_contact_crm_details to pull specific relationship data without searching.
- Stay on top of your sales funnel by using list_clientjoy_leads to see every new prospect in your pipeline.
- Monitor project health in real-time with list_agency_projects to see every active client job at once.
- Track your outgoing sales efforts with list_sales_quotes to see which proposals are currently out with prospects.
- Keep your data organized by using list_clientjoy_contacts to see your entire client base in a single list.

## How It Works

The bottom line is you get a conversational interface for your entire agency CRM and financial backend.

1. Subscribe to the Clientjoy MCP on Vinkius.
2. Paste your API Token from the Clientjoy Settings menu into your AI client.
3. Ask your agent to list invoices, check lead statuses, or pull project details.

## Frequently Asked Questions

**How can Clientjoy help me manage my agency's revenue?**
It connects your invoicing data directly to your AI agent. You can ask for a list of all invoices, check which ones are paid, and identify overdue payments instantly without opening your accounting dashboard.

**Can I use Clientjoy to check my project task lists?**
Yes. You can ask your agent to list all active projects or check the specific task progress for a single client project to see what's finished and what's still pending.

**Does Clientjoy work for tracking my sales pipeline?**
It does. You can use it to list all your current sales leads and view the status of any sales quotes or proposals you've sent to potential clients.

**How does Clientjoy help my accounting team?**
Accountants can use it to quickly pull up payment history and invoice statuses through a chat interface, making it easier to identify missing payments during month-end reconciliations.

**Can I see my client's contact history with Clientjoy?**
Yes, you can pull up detailed CRM records for specific contacts to see their relationship history and other important details before you jump on a call.

**Can I check my sales quotes with Clientjoy?**
You can list all sales quotes and proposals sent to clients. This helps you keep track of what's currently out for review without digging through your sent folders.

**Can I see which invoices are still unpaid?**
Yes! Use the `list_agency_invoices` tool. The agent will return all invoices, and you can ask it to filter for those with an 'Unpaid' or 'Overdue' status.

**How do I check the status of a specific sales proposal?**
Use the `list_sales_quotes` tool. Your agent will fetch all quotes and proposals, showing their current status (e.g., Sent, Viewed, Accepted).

**Where do I find my Clientjoy API Token?**
Log in to your Clientjoy account, navigate to **Settings**, and select **API**. You can generate and copy your API token from that section.

**Can I check the payment status of an invoice via AI?**
Yes! Use the `list_billing_invoices` tool. Your agent will retrieve the history of invoices, including whether they are Paid, Overdue, or Unpaid.

**How do I add a new sales lead using the agent?**
Use the `create_new_lead` action. Provide the lead's name and email address to register them instantly in your Clientjoy sales pipeline.

**Is it possible to list all my active customers via AI?**
Absolutely. Use the `list_customers` query. The agent will retrieve the complete directory of organizations and clients managed in your account.