# Moxie MCP for AI Agents AI Agent Connect

> Moxie MCP lets you run your freelance or agency business through your AI client. It handles client onboarding, project tracking, time logging, and invoicing in one spot. Stop jumping between tabs to find a client's project status or to log your hours for the day. You can just tell your agent to do it for you. It connects your workspace to your AI workflow so you can manage your whole business without the manual data entry.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_twPNZLDPGYZaDTyXZAiLG6TNMJLS0VFu8d9th9un/ai-agent-connect
- **Tags:** freelance-management, invoicing, time-tracking, client-portal, expense-management, task-automation

## Description

Managing a freelance business usually means juggling five different tabs just to see who owes you money and what your team is working on today. You have to jump from a client list to a project board, then over to a time tracker, and finally into an invoicing tool. It's a lot of context switching that eats up your actual work time and makes it harder to stay organized. This Connector changes that by bringing your workspace directly into your AI client. Instead of clicking through menus and navigating complex dashboards, you can just ask your agent to create a new project for a specific client or log your hours for the afternoon. It handles the data entry for you, whether you're setting up a new workspace team member or creating a support ticket for a customer. By connecting your workspace to the Vinkius catalog, you get a way to manage your entire agency workflow through natural conversation. You stop being a data entry clerk for your own business and start focusing on the actual work your clients are paying for. You can check your project status, find a specific contact, or see what invoices are still outstanding with a simple question. It turns your project management into a conversation, letting you keep your focus on the creative work while this connector handles the administrative heavy lifting in the background.

## Tools

### create_client
Create a new client profile in your workspace. This helps you onboard new business quickly.

### create_expense
Log a business expense. Use this to keep your records accurate for tax season.

### create_invoice
Create a new invoice for a client. This lets you get paid faster with fewer clicks.

### create_project
Create a new project in Moxie. Use this to organize new client work immediately.

### create_task
Create a new task for a project. This helps you break down big jobs into smaller steps.

### create_ticket
Create a support ticket for a client. This keeps your customer service organized.

### create_time_entry
Log your time against a specific project. This makes billable hour tracking effortless.

### list_clients
List all clients in your Moxie workspace. Use this to see your full customer base at once.

### list_users
List the members of your workspace team. This helps you keep track of who has access.

### search_contacts
Search for specific contacts in your system. Find phone numbers or emails in seconds.

### search_invoices
Search for payable invoices. Quickly see what is currently outstanding.

### search_projects
Search for projects in your workspace. Find any active job by name or ID.

## Prompt Examples

**Prompt:** 
```
Show me all my active clients and which projects they have.
```

**Response:** 
```
Here are your active clients and their current projects:

| Client | Active Projects |
| :--- | :--- |
| **Acme Corp** | 3 Projects |
| **Beta Design** | 1 Project |
| **Gamma Studios** | 2 Projects |
| **Delta Marketing** | 0 Projects |

**Total active projects:** 6
```

**Prompt:** 
```
Log 1.5 hours of web development on the Alpha Site project.
```

**Response:** 
```
✅ Time logged successfully.

*   **Duration:** 90 minutes
*   **Project:** Alpha Site
*   **Task:** Web Development
*   **Status:** Billable

Your daily log has been updated in Moxie.
```

**Prompt:** 
```
Create a draft invoice for the Beta Design client.
```

**Response:** 
```
✅ Draft invoice created.

*   **Client:** Beta Design
*   **Invoice ID:** INV-992
*   **Status:** Draft
*   **Amount:** $1,200.00

Would you like me to send this to the client or make any adjustments?
```

## Capabilities

### Create new client profiles
Add new customer profiles to your workspace without manual form filling.

### Log time entries
Record your billable hours against specific projects instantly.

### Generate invoices
Create new payable invoices for your clients through simple commands.

### Track project tasks
Add new tasks to your project boards to keep the team moving.

### Manage expenses
Record business costs as they happen to keep your books accurate.

### Create support tickets
Open new help requests for your clients directly from your chat.

## Use Cases

### Onboarding a new client
You tell your agent to create a new client and a project for a rebranding job. It handles the setup in Moxie for you.

### End of day logging
You ask your agent to log 3 hours of design work on the Acme Corp project. It records the time entry automatically.

### Billing a customer
You tell your agent to create a draft invoice for the Beta Design client. It generates the invoice and gives you the ID.

### Handling a support request
A client asks for help, so you tell your agent to create a support ticket. It populates the ticket in your workspace.

## Benefits

- Stop manual data entry by using `create_client` and `create_project` to set up new work in seconds.
- Get paid faster by using `create_invoice` to generate billing documents without opening a browser.
- Keep your books clean by using `create_expense` and `create_time_entry` to log costs and hours instantly.
- Organize team workflows by using `create_task` to assign work to your staff directly from your chat.
- Improve customer service by using `create_ticket` to capture and track support requests for your clients.
- Find information faster by using `list_clients` and `search_projects` to get a bird's eye view of your business.

## How It Works

The bottom line is you get to manage your entire business operations using only natural language.

1. Connect your Moxie account to your AI client via the Vinkius platform.
2. Give your agent permission to access your workspace data.
3. Start asking your agent to manage your projects, clients, and invoices.

## Frequently Asked Questions

**What can I do with the Moxie MCP?**
You can use it to manage your entire freelance or agency business. This includes creating clients, tracking projects, logging your time, and generating invoices through a natural conversation with your AI agent.

**Can I use Moxie MCP to manage my agency's team?**
Yes. You can use it to list your workspace team members and create tasks for specific projects to keep your team's workload organized.

**How does Moxie MCP help with invoicing?**
It allows you to create new invoices for your clients directly from your chat. You can also search for outstanding payable invoices to see who still owes you money.

**Can I log my billable hours using Moxie MCP?**
Absolutely. You can ask your agent to log time entries against specific projects as you work, which keeps your billable hours accurate without manual entry.

**Does Moxie MCP work for freelance projects?**
It's designed specifically for freelancers and agencies. It handles everything from client onboarding to expense tracking for your independent work.

**Can I search for old invoices with Moxie MCP?**
Yes, you can ask your agent to search for payable invoices. It will pull up the records from your workspace so you can review your billing history.

**How do I use Moxie MCP to track my expenses?**
You can simply tell your agent to log an expense as it happens. It will record the cost in your Moxie workspace for easier tax and budget tracking.

**Can Moxie MCP create tasks for my team?**
Yes, it can create new tasks for any project in your workspace. This helps you break down large jobs into actionable steps for your team members.

**Can I track time and create invoices?**
Yes. Log time entries with descriptions and durations, then create invoices linked to specific clients.

**How does Moxie authentication work?**
Moxie uses an **X-API-KEY** header with your API key, plus your workspace **Base URL**.

**Can I manage projects and tasks?**
Yes. Search projects, create new ones with client associations, and add tasks within projects.