# Scoro MCP for AI Agents AI Agent Connect

> Scoro MCP lets you manage your entire business workspace—including projects, sales pipelines, and billing—directly through your AI agent. It connects your Scoro account to tools like Claude or Cursor, allowing you to pull contact info, check invoice statuses, and track project tasks without switching tabs. It's built for teams that need a hands-on way to handle business operations via natural conversation.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_9bbUxkYSfSMuXpm4DoBIThQbjRH9osRRdQrMm4oV/ai-agent-connect
- **Tags:** scoro, work-management, project-orchestration, crm-api, billing-automation, sales-pipeline, task-tracking, business-intelligence, mcp

## Description

Imagine you're trying to keep a project on track while simultaneously checking if a client paid their last invoice. Usually, that means jumping between three different tabs in Scoro. With this Connector, you just ask your agent to do it for you. You can pull up the status of a specific task, check the details of a pending quote, or get a list of all your active projects in one place. It acts like a dedicated operations manager that lives inside your chat interface. If you need to know who a contact is or what's pending in your sales pipeline, you just ask. It handles the heavy lifting of data retrieval so you can stay focused on the actual work. You can find this in the Vinkius catalog to get your workspace connected quickly. It's about getting answers without the friction of manual navigation. You get a clear picture of your projects, sales, and finances without the headache of hunting through nested menus.

## Tools

### get_contact
Retrieve details for a specific Scoro contact. This helps you quickly find client information.

### get_invoice
Pull specific details for a Scoro invoice. Use this to check the status of a single sale.

### get_project
Get the details of a specific Scoro project. This provides deep metadata on project status.

### get_quote
Retrieve details for a specific Scoro quote. Use this to see the breakdown of a sales proposal.

### get_task
Get the details of a specific Scoro task. This is useful for checking individual work items.

### list_bills
List all supplier bills and payables. Use this to get a high-level view of your outgoing costs.

### list_contacts
List all Scoro contacts. Use this to browse your entire client database via chat.

### list_invoices
List all sales invoices. This provides a quick overview of all your billing records.

### list_projects
List all projects currently managed in Scoro. Use this to see your entire project portfolio.

### list_quotes
List all sales quotes and proposals. This helps you monitor your active sales pipeline.

### get_bill
Get specific details for a Scoro bill. Use this to check individual supplier payment details.

### list_tasks
List all tasks currently in your Scoro workspace. Use this to see every active work item.

## Prompt Examples

**Prompt:** 
```
What's the status of my current projects?
```

**Response:** 
```
I've pulled your active projects from Scoro. Here is the current status:

| Project Name | Status | Tasks Completed |
| :--- | :--- | :--- |
| **Website Redesign** | In Progress | 12/20
| **Q1 Marketing** | On Hold | 5/15
| **Mobile App v2** | Planning | 0/10

Would you like me to pull the specific task list for any of these?
```

**Prompt:** 
```
List all pending quotes over $10k.
```

**Response:** 
```
I found 3 pending quotes over $10,000 in your sales pipeline:

*   **Meridian Corp**: $180,000 (Due: Oct 24)
*   **TechVentures**: $95,000 (Due: Oct 28)
*   **ScaleUp**: $45,000 (Due: Oct 30)

Do you want me to pull the full details for the Meridian Corp proposal?
```

**Prompt:** 
```
Show me the latest invoices from last week.
```

**Response:** 
```
Here are the sales invoices from the last 7 days:

*   **Inv #4492**: $12,400 (Paid)
*   **Inv #4495**: $8,900 (Pending)
*   **Inv #4498**: $22,100 (Overdue)

I can check the payment status for the overdue invoice if you'd like.
```

## Capabilities

### Fetch project and task details
Retrieve metadata for specific projects and individual tasks to see what's getting done.

### Monitor sales pipeline status
Check quotes and proposals in real-time to see where your deals stand.

### Manage billing and invoices
Access and list supplier bills and sales invoices to keep your finances straight.

### Retrieve contact information
Pull metadata for specific contacts to get client details instantly.

### Track project performance
Get real-time account metrics and workspace health to monitor overall operations.

## Use Cases

### Project Status Check
A manager asks for all tasks in a project to see what's overdue and who is assigned to them using list_tasks.

### Sales Pipeline Review
A rep asks to list all pending quotes to prioritize follow-ups for the week using list_quotes.

### Billing Audit
A finance person asks to list all invoices to see which ones are still unpaid using list_invoices.

### Client Onboarding
An account manager asks for contact details to prepare for a new kickoff meeting using get_contact.

## Benefits

- Stop tab-switching by using list_projects and list_tasks to see your entire workload in one place.
- Speed up sales follow-ups by using list_quotes and get_quote to see what's pending in your pipeline.
- Keep finances organized by using list_invoices and get_invoice to track payments without manual searching.
- Get instant contact info by using list_contacts and get_contact to pull client data quickly during calls.
- Monitor project health using get_project to see specific metadata and task statuses on demand.
- Manage payables efficiently with list_bills and get_bill to keep track of supplier costs and deadlines.

## How It Works

The bottom line is you get a conversational interface for your entire Scoro workspace.

1. Subscribe to the Scoro MCP on Vinkius.
2. Input your Scoro API Key and Subdomain into the configuration.
3. Start asking your agent to list projects, check invoices, or pull quotes.

## Frequently Asked Questions

**Can Scoro MCP help me manage my sales pipeline?**
Yes, it lets you pull lists of quotes and proposals directly into your chat. You can check values, close dates, and statuses without leaving your agent interface.

**How does the Scoro MCP handle my billing and invoices?**
It gives you direct access to your sales invoices and supplier bills. You can list them all or get specific details on a single bill to track your cash flow.

**Can I use the Scoro MCP to track project tasks?**
Absolutely. You can list all tasks in your workspace or get specific metadata for tasks within a project to see what's currently in progress.

**Does the Scoro MCP let me see my contacts?**
Yes, it can retrieve details for specific contacts or list your entire contact database, making it easy to find client information quickly.

**Can I use Scoro MCP to get a summary of my business health?**
You can monitor real-time account metrics and workspace health. This helps you keep an eye on overall operations and project performance through natural conversation.

**How do I connect my Scoro account to my AI agent?**
Once you subscribe on Vinkius, you just need to provide your Scoro API Key and Subdomain. Your agent will then be able to interact with your workspace.

**Can my AI automatically find the latest status for a specific project by providing its ID?**
Yes! Use the `get_project` tool with the Project ID. Your agent will respond with complete metadata, including completion rates, linked tasks, and member assignments in seconds.

**How do I find my Scoro API Key and Subdomain?**
Log in to your Scoro account, navigate to **Settings** > **Integration** > **API**, and you will find your key. Your Subdomain is the first part of your Scoro URL (e.g., 'yourcompany'.scoro.com).