# Copilot CRM (Assembly) MCP for AI Agents AI Agent Connect

> Copilot CRM (Assembly) MCP equips your AI agent to manage clients, companies, invoices, and files directly within your Copilot (Assembly) portal. Instead of switching tabs to check billing statuses or find buried documents, you can use your AI client to handle these tasks through natural language. It connects your CRM data to your AI workflow, making it easy to manage your back-office records without manual data entry.

## Overview
- **Category:** document-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_01UlDOBAiyZGnHW1vLPdKKJisI0PDoOyqu7gUAeJ/ai-agent-connect
- **Tags:** client-portal, invoicing, service-business, client-onboarding, file-sharing, crm

## Description

This Connector connects your AI agent to the Copilot (Assembly) CRM so you can manage your service business without leaving your chat window. Most people in service industries spend their days jumping between different tabs to find a single piece of information. You might open your portal to see if a client paid an invoice, then switch to a file folder to find a signed contract, then go back to your CRM to update a phone number. It's a constant loop of clicking and searching that breaks your focus and slows down your work.

With this connection, you can just ask your agent to do the digging for you. Instead of manually searching through folders or scrolling through billing lists, you can ask for a summary of outstanding payments or a specific file from a client's workspace. It turns your CRM into a conversational database. You can quickly pull up company details, check message threads from the portal, or create new client records on the fly. It takes the repetitive parts of back-office management and puts them into a single, natural conversation.

Whether you're an agency owner trying to keep projects on track or a law firm managing complex document flows, this helps you stay in your flow state. You stop being a data entry clerk and start being a strategist. You can find this Connector in the Vinkius catalog to get your AI connected to your CRM in a few minutes. It handles the grunt work of fetching and updating records so you can focus on the actual work of running your business.

## Tools

### list_files
Find filenames, upload dates, and access permissions for files in the portal. Stop digging through folders manually.

### list_forms
See all the intake and feedback forms available in your client workspace. This helps you track your available intake options.

### list_invoices
Pull billing data like amounts, due dates, and payment statuses for all invoices. Keep your billing on track easily.

### update_client
Change a client's name or status without affecting their other saved properties. Keep your records accurate in real time.

### list_companies
Get a list of all corporate entities and their primary contact associations. Use this to manage your B2B relationships.

### list_custom_fields
See the definitions for all custom fields you've set up in your CRM. This helps you know exactly what data is available.

### list_portal_messages
View message threads and summaries from your client portal. Use this to catch up on client communications quickly.

### create_client
Add a new client to your CRM with their name, email, and company links. This helps you onboard new business quickly.

### get_client_details
Pull deep profile data like contact info and system metadata for a specific client. Use this to see full records instantly.

### list_clients
See every client in your portal, including their unique IDs and current status. It's great for getting a birds-eye view.

## Prompt Examples

**Prompt:** 
```
Show me all the invoices for the 'Beta Systems' account.
```

**Response:** 
```
I've pulled the billing records for **Beta Systems**. Here is what I found:

| Invoice # | Amount | Status | Due Date |
| :--- | :--- | :--- | :--- |
| #1024 | $4,500.00 | **Overdue** | Oct 1, 2023 |
| #1025 | $1,200.00 | Paid | Oct 15, 2023 |
| #1026 | $500.00 | Pending | Nov 1, 2023 |

Would you like me to send a reminder for the overdue invoice?
```

**Prompt:** 
```
What files did the Acme Corp team upload recently?
```

**Response:** 
```
I found 2 files uploaded to the **Acme Corp** workspace:

*   **Q1-Report.pdf** (Uploaded: 2023-06-15)
*   **Contract-Signed.docx** (Uploaded: 2023-06-16)

Would you like me to pull the access permissions for either of these?
```

**Prompt:** 
```
Create a new client record for Sarah Jenkins at sarah@example.com.
```

**Response:** 
```
I've successfully created a new client record for **Sarah Jenkins**.

*   **Name:** Sarah Jenkins
*   **Email:** sarah@example.com
*   **Status:** Active

I've also linked this to your default company profile. Is there anything else you need for this new client?
```

## Capabilities

### Create new client profiles
Add new client records with names, emails, and company links directly through your AI client.

### Fetch specific client contact details
Pull deep profile data including contact information and system metadata for any specific client.

### List all companies in your CRM
Get a full list of corporate entities and their primary contact associations in your portal.

### Check invoice statuses and payment dates
Query billing data to see which invoices are paid, due, or overdue without opening your accounting software.

### Search for files in the client portal
Find specific files by name or storage path within your client workspace.

### Retrieve portal message threads
Pull message summaries and threads from your client portal to see the latest updates.

### Update existing client information
Modify client attributes like names or account statuses while preserving all other data.

## Use Cases

### The Overdue Invoice Check
An accountant asks the agent to 'List all invoices that are overdue by more than 5 days.' The agent uses list_invoices and provides a summary.

### The Onboarding Rush
A new client signs. An agency lead tells the agent to 'Create a new client for Acme Corp with email hello@acme.com.' It uses create_client.

### The Document Hunt
A lawyer needs a contract. They ask, 'Find any files uploaded by the Smith family.' The agent uses list_files.

### The Status Update
A manager wants to change a client status. They tell the agent, 'Update John Doe's status to Active.' It uses update_client.

## Benefits

- Stop hunting for files. Use list_files to have your agent find specific documents instantly instead of digging through folders.
- Faster billing checks. Use list_invoices to get a real-time status of what's paid and what's overdue without opening your accounting software.
- Accurate client data. Use update_client and get_client_details to keep your CRM updated during live calls without manual typing.
- Better communication. Use list_portal_messages to see what clients are saying in the portal without constantly refreshing your dashboard.
- Easy onboarding. Use create_client to add new accounts to your system immediately as they sign on.
- Custom data access. Use list_custom_fields to see exactly what unique information your CRM stores for your specific business needs.

## How It Works

The bottom line is you get a conversational interface for your entire client back-office.

1. Connect the Copilot CRM MCP to your AI client.
2. Authorize the connection using your Copilot API Key from your settings.
3. Ask your agent to list clients, check invoices, or find files in your CRM.

## Frequently Asked Questions

**Can I use Copilot CRM (Assembly) MCP to check if my clients paid?**
Yes, it pulls your invoice data so your agent can tell you exactly what's paid and what's overdue without you having to open the billing dashboard.

**Can the Copilot CRM (Assembly) MCP find my client's files?**
It can list all files in the portal including names and upload dates so you don't have to hunt through folders to find specific documents.

**How do I add a new client using the Copilot CRM (Assembly) MCP?**
You just tell your agent the client's name and email, and it handles the creation in the CRM for you automatically.

**Can I see portal messages with Copilot CRM (Assembly) MCP?**
Yes, your agent can retrieve message threads and summaries from your client portal to give you a quick update on recent communications.

**Will Copilot CRM (Assembly) MCP help my law firm manage documents?**
It lets your agent find specific files and company associations quickly, making it much easier to pull records during client meetings or planning sessions.

**Can I update client info with the Copilot CRM (Assembly) MCP?**
You can have your agent modify attributes like names or account statuses directly in the CRM, keeping your records accurate in real time.

**How do I generate an API Key in Copilot?**
Log in to your Copilot (Assembly) dashboard. Go to **Settings > API** and click 'Generate API Key'. Copy the key and paste it below.

**Can the agent see my internal portal messages?**
Yes, if granted access via the API Key, the agent can list and retrieve messages sent through the client portal to help you keep track of communications.

**Is the billing data secure?**
Absolutely. This integration uses standard API protocols and does not store your payment information. It only retrieves statuses and metadata provided by the Copilot API.