# Scoro MCP for AI Agents AI Agent Connect

> Scoro MCP connects your work management platform to your AI client. Query projects, invoices, and time logs directly in your chat to stop switching between CRM and billing tabs.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_slazybjJSiB0xrLTt2hfgX4YI5nlzAjqvznXnxXF/ai-agent-connect
- **Tags:** work-management, time-tracking, invoicing, project-portfolio, agency-management, resource-utilization

## Description

Connect your Scoro workspace to any AI agent to manage your business operations without jumping between different dashboards. This Connector lets you pull project data, check invoice statuses, and look up client history from a single chat window. Instead of hunting through a CRM or a billing portal, you just ask your agent for the info you need. It's a way to keep your agency's data accessible where you're already working. You'll find it's a lot faster to check a vendor's contact history or pull a list of pending quotes when the data is just a prompt away. Vinkius makes it easy to get this connected so your team can focus on the work instead of the software. You can pull a list of active projects or check how much time your team has logged on a specific task without opening a new tab. It handles the heavy lifting of searching through your database so you can get straight to the answers.

## Tools

### get_contact
Get specific details for a client or vendor. This helps you quickly find contact history without searching.

### list_activities
View recent audit logs and workspace actions. Use this to see who made changes in your Scoro account.

### list_calendar_events
See all upcoming events on the Scoro calendar. This helps you keep track of your team's schedule.

### list_contacts
Pull a full list of companies and people. Use this to get a complete overview of your database.

### list_expenses
See all business expenses logged in the system. This helps you track spending across different projects.

### list_invoices
View all sales invoices and their statuses. Use this to see which clients have paid their bills.

### list_products
Browse the catalog of products and services. This helps you see what you currently offer to clients.

### list_projects
Get a list of all active and past projects. Use this to see your entire project portfolio at once.

### list_quotes
See all sales quotes currently in the system. This helps you track pending deals and proposals.

### list_tasks
Pull a list of all tasks across the organization. Use this to check what needs to be done next.

### list_time_entries
See how much time the team has logged. This helps you monitor resource utilization.

### list_users
See the full roster of users in your organization. Use this to manage your team's access levels.

## Prompt Examples

**Prompt:** 
```
What's the status of our marketing projects?
```

**Response:** 
```
I've checked your project portfolio. Here are the active marketing projects:

| Project Name | Status |
| :--- | :--- |
| Q4 Global Launch | In Progress |
| SEO Overhaul 2024 | Planning phase |
| Social Media Retainer | Active |

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

**Prompt:** 
```
Show me our total revenue from the latest invoices.
```

**Response:** 
```
I've pulled the recent sales invoices for you. 

**Summary:**
- **Total Invoices:** 5
- **Total Revenue:** $15,400
- **Paid:** $8,000
- **Awaiting Payment:** $7,400

I can provide a detailed list of the individual invoices if you'd like.
```

**Prompt:** 
```
Who are our top 5 contacts in the tech sector?
```

**Response:** 
```
I've searched your contact database for tech sector clients. Here are the top 5:

1. **TechCorp** - Primary Contact: Jane Fox
2. **DataStream Inc.** - Primary Contact: John Doe
3. **CloudNine** - Primary Contact: Sarah Smith
4. **ByteSize** - Primary Contact: Mike Ross
5. **NetLink** - Primary Contact: Amy Pond

Would you like to see the contact history for any of these?
```

## Capabilities

### Query project statuses
Get a high-level view of all active and past projects in your portfolio.

### Pull client contact history
Retrieve specific details and history for any client or vendor in your database.

### List pending sales quotes
See all sales quotes currently in your system to track pending deals.

### Check team time entries
Look up how much time your team has logged on specific projects.

### Audit workspace activity
Review recent audit logs to see who made changes in your workspace.

### Browse calendar events
View all upcoming events on your Scoro calendar from your chat.

## Use Cases

### Quick project status check
A project manager asks their agent to list all tasks for a specific project. The agent uses list_tasks to show what's done and what's pending.

### Pre-meeting client research
A sales exec asks for the history of a specific vendor. The agent uses get_contact to pull all relevant metadata before the call.

### Monthly revenue summary
An agency owner asks for total revenue from the last week. The agent uses list_invoices to pull and sum the latest figures.

### Audit log review
An admin wants to see who updated a project status. The agent uses list_activities to pull the recent audit logs.

## Benefits

- Stop switching tabs between CRM and billing. Use list_invoices and list_expenses to see your financial status in one place.
- Get client details instantly. Use get_contact and list_contacts to pull history before a meeting starts.
- Track project progress in real time. Use list_projects and list_tasks to see what's done and what's next.
- Monitor team productivity easily. Use list_time_entries to see how much time was spent on specific jobs.
- Keep tabs on your schedule. Use list_calendar_events to see what's on the books for the day.
- Stay on top of workspace changes. Use list_activities to see who made changes in your Scoro account.

## How It Works

The bottom line is you get a direct line into your Scoro data without leaving your chat interface.

1. Subscribe to the Connector and grab your Scoro API key.
2. Enter your company subdomain and API key in the configuration.
3. Ask your AI client to pull specific project, invoice, or contact data.

## Frequently Asked Questions

**How does the Scoro MCP help my agency?**
It connects your Scoro workspace to your AI client so you can query projects, invoices, and team time logs directly from your chat interface.

**Can I see my invoices with the Scoro MCP?**
Yes. You can ask your AI agent to list all sales invoices, check their payment statuses, and get totals for specific time periods.

**Does the Scoro MCP work with Claude?**
Yes. It works with Claude and any other MCP-compatible client like Cursor or Windsurf.

**How do I connect Scoro to my AI agent?**
Just subscribe to the Connector on Vinkius, then provide your Scoro company subdomain and API key in your client's configuration.

**Can I track team hours using the Scoro MCP?**
Yes. You can ask your agent to pull time entries logged by your team to see how many hours have been spent on various projects.

**Is my Scoro data secure with this Connector?**
The Connector uses your specific Scoro API key to access your data, ensuring that your information remains secure and private to your organization.

**Can I see my calendar events with the Scoro MCP?**
Yes. You can ask your AI agent to list all events on your Scoro calendar to see upcoming meetings or deadlines.

**What kind of client data can I see?**
You can retrieve details, metadata, and history for any client or vendor stored in your Scoro database using natural language.

**Can the agent calculate how many hours were logged on a specific project?**
Yes. If you ask your agent 'How many hours were logged for project Alpha recently?', the agent will invoke `list_time_entries` and filter the returned data by that specific project, summing up the billable minutes natively.

**Is it possible to track unpaid invoices directly from the chat?**
Absolutely. Just prompt the AI: 'List my recent sales invoices and flag any that haven't been paid'. The agent will make an API call to `list_invoices` and analyze the 'payment status' attributes for you.

**Can I retrieve contact information before a meeting?**
Yes. You can use the agent to prepare yourself. Prompt: 'Search our contacts for Acme Corp and get me their full profile'. The agent relies on `list_contacts` and `get_contact` to pull in emails, phone numbers, and relational tags.