# GitScrum ClientFlow MCP for AI Agents AI Agent Connect

> GitScrum ClientFlow helps you manage clients, send invoices, and track project budgets through your AI agent. It connects your agency's financial and client data so you can draft proposals and monitor revenue without switching tabs.

## Overview
- **Category:** project-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_SrsKga1WRttgmXbMvj5NWKV47YyFzDIjrCbXMHNf/ai-agent-connect
- **Tags:** client-management, invoice-generation, proposal-drafting, budget-tracking, time-billing, agency-management

## Description

When you're running an agency, the friction between doing the work and getting paid is a constant headache. You're usually jumping between a project management tool to see how many hours your team logged, a separate billing app to create an invoice, and a spreadsheet to keep an eye on a client's remaining budget. GitScrum ClientFlow fixes this by letting your AI agent handle the administrative heavy lifting. Instead of hunting for a specific client's history or manually calculating totals for a new bill, you can just ask your agent to pull that data and draft the document for you. It brings your client relationships, financial records, and project health into one conversational space. Because Vinkius hosts this Connector, you can plug it into your existing AI setup and immediately stop the constant context-switching. You get a clear picture of your revenue and project status without ever leaving your primary workspace. It turns your agent into a dedicated operations assistant that knows your clients as well as you do.

## Tools

### clientflow_dashboard
View a high-level overview of your total revenue and client activity. This helps you see your business health at a glance.

### create_invoice
Create a new invoice for a specific client. You can include custom line items to ensure accurate billing.

### get_invoice
Retrieve the specific details of an existing invoice. Use this to review past billings or share details.

### list_invoices
See a full list of all invoices across your entire account. This is perfect for auditing your billing history.

### get_proposal
Get the details and approval status of a specific proposal. Quickly check where a deal stands in the pipeline.

### list_proposals
Browse all current and past proposals for your clients. Keep track of every offer sent to your customers.

### project_budget
Check how much money is left in a project's specific budget. Prevent overages before they happen.

### create_client
Add a new client to your system with their contact details. This helps keep your database organized and current.

### get_client
Look up the history and contact info for a specific client. Quickly pull details for a project meeting.

### list_clients
See a complete list of all clients currently in your database. Use this to manage your active client portfolio.

### log_time
Record billable hours against a specific project task. This ensures every minute of work is accounted for.

### list_time_entries
Check the history of time logged by your team. Use this to verify hours before generating a monthly bill.

## Prompt Examples

**Prompt:** 
```
Show me our current project budgets.
```

**Response:** 
```
### Project Budget Status

| Project Name | Total Budget | Spent to Date | Remaining |
| :--- | :--- | :--- | :--- |
| **Website Redesign** | $10,000 | $8,200 | **$1,800** |
| **Mobile App Dev** | $50,000 | $12,500 | **$37,500** |
| **SEO Campaign** | $5,000 | $4,800 | **$200** |

⚠️ *Warning: The SEO Campaign is at 96% budget consumption.*
```

**Prompt:** 
```
Create an invoice for TechCorp for last week's work.
```

**Response:** 
```
I've drafted the invoice for **TechCorp**. 

**Invoice Details:**
- **Client:** TechCorp
- **Items:**
  - Development Work (15 hrs) - $2,250
  - QA Testing (5 hrs) - $750
- **Total Amount Due:** $3,000

Would you like me to send this to the client or save it as a draft?
```

**Prompt:** 
```
Who are our top clients by revenue?
```

**Response:** 
```
Based on the **ClientFlow Dashboard**, here are your top revenue sources this month:

1. **TechCorp Inc.** - $24,500
2. **Design Studio LLC** - $8,200
3. **StartupXYZ** - $15,300

Total revenue for the month is currently **$47,800**.
```

## Capabilities

### Create new client records
Add new clients to your database with contact information and project history.

### Generate client invoices
Create new invoices for specific clients with custom line items and totals.

### Draft and browse proposals
Access existing proposals and their approval statuses for any client.

### Monitor project budgets
Check real-time budget consumption and remaining allocations for active projects.

### View revenue dashboards
Access a consolidated view of your total revenue and client activity.

### Log billable time
Record and list time entries on specific tasks for accurate client billing.

## Use Cases

### Quick revenue check
An agency owner needs a quick revenue update. They ask the agent to show the clientflow_dashboard to see this month's progress.

### Preventing budget overages
A project manager notices a project is nearing its limit. They use project_budget to see exactly how much is left before adding more work.

### Automated monthly billing
A finance lead needs to bill a client for a completed milestone. They ask the agent to list_time_entries and then create_invoice.

### New client onboarding
A new lead is ready to sign. The user uses create_client and list_proposals to organize the new onboarding process.

## Benefits

- Stop manual data entry by using create_client to add new accounts instantly.
- Save hours on billing by using create_invoice to generate bills from logged time.
- Keep projects profitable by using project_budget to monitor spending in real time.
- Improve response times by using list_proposals to check status without opening tabs.
- Get a bird's eye view of your business using clientflow_dashboard for quick revenue checks.
- Ensure accurate billing by using log_time and list_time_entries to track every hour worked.

## How It Works

The bottom line is you get a unified command center for agency operations inside your favorite AI chat.

1. Connect your GitScrum API token and company slug in the Vinkius marketplace.
2. Grant your AI agent permission to access your client and billing records.
3. Ask your agent to perform tasks like drafting an invoice or checking a budget.

## Frequently Asked Questions

**Does GitScrum ClientFlow help with agency billing?**
Yes, it helps you generate invoices directly through your AI agent. You can pull time entries and create bills without leaving your current workspace.

**Can I use GitScrum ClientFlow to check my project budgets?**
Yes, it pulls real-time budget data. You can ask your agent to check how much money is left on any specific project at any time.

**Does GitScrum ClientFlow support multiple clients?**
Yes, it manages a full client database. You can list all your clients, get specific details for each, and create new records as you go.

**Can I draft proposals with GitScrum ClientFlow?**
Yes, it lets you browse and retrieve proposal details. You can check approval statuses and historical data to help draft new offers.

**How does GitScrum ClientFlow help with time tracking?**
It allows you to log and list time entries on specific tasks. This ensures that your billing is based on actual work performed by your team.

**Can the agent create an invoice for a specific client?**
Yes! Use `create_invoice` with the client UUID and line item details. The agent creates the invoice linked to the client account, including amounts, descriptions, and due dates. Use `list_clients` first to find the correct client UUID.

**Can I monitor project budget health conversationally?**
Absolutely. Use `project_budget` to get real-time budget consumption data, including remaining allocation and burn rate. Combine with `clientflow_dashboard` for the full revenue picture across all clients and projects.

**What billing data can the agent access?**
The agent can list and create clients, manage invoices (list and create), browse proposals, track time entries on tasks, and access the consolidated ClientFlow dashboard. All operations respect your GitScrum account permissions and organizational role.