# Sellsy MCP for AI Agents AI Agent Connect > Sellsy MCP gives your AI agent read-only access to your Sellsy CRM. Use it to audit deals, check invoice statuses, and pull contact data for prospecting without leaving your chat interface. It connects your commercial hub to your agent for real-time data oversight. ## Overview - **Category:** crm-sales - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/ai-agent-connect - **Tags:** sales-pipeline, invoicing, contact-management, billing, lead-management, crm, activity-tracking, revenue-management ## Description Sellsy MCP connects your Sellsy CRM to your AI agent so you can get answers about your sales pipeline, invoices, and contacts without switching tabs. Instead of digging through different folders to find a client's history or checking which invoices are still unpaid, you can just ask your agent. It pulls the actual data from your CRM and puts it right into your conversation. This means you can do things like audit your active deals, pull full dossiers on new prospects, or summarize your team's recent activity feeds. Because the connection is read-only, your data stays secure while giving the agent the specific context it needs to be actually useful. You'll find this is a big win when you're managing a complex commercial hub, especially when using Vinkius to keep all your tools organized in one place. You can quickly see which leads are moving, which ones are lagging, and what your current billing status looks like. It removes the friction of manual data hunting and lets you spend more time actually closing deals. It's built for people who need to move fast. Whether you're a sales manager looking for a quick status update or a finance person checking for overdue payments, this Connector puts the information you need at your fingertips. You don't have to worry about the technical side of the API; you just talk to your agent like a teammate and get the results. It's about turning your CRM into a searchable brain that helps you make better decisions on the fly. ## Tools ### list_companies Lists all companies, including clients and prospects, in your CRM. Use this to see your entire customer base at once. ### get_company Pulls detailed information about a specific company. This is useful for getting a deep dive into a single account. ### list_invoices Shows all invoices, including paid, draft, and overdue ones. This helps you monitor your billing integrity. ### get_invoice Grabs the due date and amount for a specific invoice. Use this to check the details of a single billable item. ### list_estimates Shows all quotes and estimates sent to your prospects. This helps you track what you've promised to potential clients. ### list_activities Pulls recent CRM activities like calls, emails, and tasks. Use this to see how your team is interacting with clients. ### search_companies Searches your CRM for companies by name or keyword. Use this to quickly find a specific lead or client. ### list_contacts Lists every contact stored in your CRM. It helps you see who you are dealing with across your entire database. ### get_contact Grabs the specific details for a single contact. Use this to see a person's specific history and status. ### list_deals Shows all active deals and opportunities in your sales pipeline. This gives you a bird's-eye view of your revenue. ### get_deal Pulls the amount, status, and pipeline step for a specific deal. Use this to audit the details of a single opportunity. ### list_items Lists every product and service in your catalog. Use this to quickly reference what you offer to your customers. ## Prompt Examples **Prompt:** ``` What are my top 3 deals currently in the closing phase? ``` **Response:** ``` I've checked your pipeline. Here are the top 3 deals currently in the **Closing** phase: | Deal Name | Amount | Company | | :--- | :--- | :--- | | Enterprise Expansion | €45,000 | TechCorp | | Q4 Software Suite | €12,000 | Global Logistics | | Security Audit | €8,500 | SecureNet | Would you like me to pull the specific contact details for any of these? ``` **Prompt:** ``` Can you summarize the last three activities for the company 'Acme Corp'? ``` **Response:** ``` Here is the recent activity for **Acme Corp**: * **Meeting** (Oct 12): Discussed pricing for the new software suite. * **Email** (Oct 10): Sent the requested proposal documents. * **Call** (Oct 08): Followed up on the initial discovery questions. It looks like they are currently reviewing the proposal. ``` **Prompt:** ``` List all my overdue invoices over €500. ``` **Response:** ``` I've scanned your billing records. You have **3 overdue invoices** that exceed €500: * **Inv #8821** - €1,200 (Overdue since Oct 01) * **Inv #8845** - €750 (Overdue since Oct 05) * **Inv #8902** - €2,100 (Overdue since Oct 10) Would you like me to pull the contact info for the billing leads on these accounts? ``` ## Capabilities ### Audit sales pipelines See every active deal and its current stage in your sales funnel. ### Check billing status Identify which invoices are paid, draft, or overdue instantly. ### Pull company metadata Get full details on clients and prospects directly into your chat. ### Summarize lead activity View recent calls, emails, and tasks to see how a lead is moving. ### Fetch product catalogs Access your full list of products and services for quick reference. ## Use Cases ### Pre-call client briefing An account exec asks for a summary of the last three interactions with a specific company. The agent uses `get_company` and `list_activities` to provide a quick history. ### Pipeline audit A sales manager asks which deals are stuck in the negotiation phase. The agent uses `list_deals` and `get_deal` to identify specific lagging opportunities. ### Debt collection check A finance team member asks to see all invoices over 30 days late. The agent uses `list_invoices` to pull the list for a collection email. ### Catalog reference A rep wants to know which services are available for a specific B2B lead. The agent uses `list_items` to show the current product list. ## Benefits - Stop switching tabs to check deal progress. You can use `list_deals` to see your entire pipeline and status in one view. - Get instant context before every client call. Use `get_contact` and `get_company` to pull a history summary into your chat. - Spot late payments without opening your billing dashboard. Use `list_invoices` to see what's overdue across your whole account. - Build weekly reports in seconds. Use `list_activities` to gather calls, tasks, and meetings into a single summary. - Identify new leads faster. Use `search_companies` to pull company metadata and contact details into your agent's memory. ## How It Works The bottom line is it turns your CRM into a searchable knowledge base for your AI. 1. Subscribe to the Sellsy MCP in the Vinkius catalog. 2. Add your Sellsy V2 API Access token to the configuration. 3. Ask your agent to pull data from your CRM. ## Frequently Asked Questions **Can Sellsy MCP help with sales pipeline auditing?** Yes, it lets your agent list all active deals and drill down into specific ones to see their current stage, amount, and status. **Does Sellsy MCP let my AI agent see my invoices?** Yes, it can pull a list of all invoices, including draft, sent, and overdue ones, so you can check your billing status instantly. **Is my CRM data safe with Sellsy MCP?** Yes, this integration provides read-only access. Your agent can see and summarize your data, but it cannot create, edit, or delete any records. **Can I use Sellsy MCP to find specific contacts?** Yes, you can ask your agent to search for a company or contact and it will pull the relevant metadata and history into your conversation. **How does Sellsy MCP help with prospecting?** It allows your agent to fetch complete dossiers on existing catalog items and contacts, helping you gather context on leads faster. **Does Sellsy MCP work with my current CRM?** This Connector is specifically designed to connect to the Sellsy CRM. It gives your AI agent a direct line into that specific commercial hub. **Can the AI alter invoices or update CRM statuses remotely?** No, it cannot. The agent is explicitly configured to possess pure Read-Only access capability via API V2 GET methodology endpoints (Such as `list_companies` and `get_invoices`). Your operational data remains completely immutable regardless of what you prompt. **Can I query a specific estimate document generated for a client?** Yes. While the integration allows sweeping over lists using `list_estimates`, the LLM can interpret the raw data to give you the summary of any pending quotes directly tied to associated internal pipelines effortlessly. **Does it track sales activities like recent calls?** Yes—by prompting your LLM with the underlying `list_activities` directive, you immediately gain access to the chronological logs outlining calls, meetings, generic events, and tasks created by your native Sales Development Representatives (SDRs).