# Simplicate MCP for AI Agents AI Agent Connect

> Simplicate MCP lets you manage your Dutch professional services firm's CRM, projects, and invoicing through your AI agent. It connects your sales pipeline, client data, and project logs so you can update your business status using natural language. You can pull client lists, monitor deal progress, and log billable hours without ever leaving your chat interface. No more jumping between tabs to check status or performing manual data entry.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_CdvC9NbPJ1i1itKqawnqv0smAGtWI8XWgjvi1FJi/ai-agent-connect
- **Tags:** business-automation, time-tracking, sales-pipeline, crm, professional-services, invoicing

## Description

This Connector connects your professional services business to your AI agent so you can handle your operations through a simple chat. If you're running a firm in the Benelux region, you know how much time gets wasted jumping between CRM tabs, sales trackers, and time logs. This connection puts that data in one place. You can ask your agent to find a specific client, check the status of a deal in your pipeline, or see how many hours your team has billed this week. It acts like a digital operations manager that knows your organization's metadata and project history. You'll get answers instantly instead of digging through folders. You can find this Connector in the Vinkius catalog to get started. It makes it easy to keep your business stack in sync without the usual friction of manual data entry.

## Tools

### get_sales_details
Get details for a specific sales opportunity. This lets you see the status and metadata of a deal.

### list_crm_organizations
List all organizations. This gives you a full view of every company in your CRM.

### list_project_services
List available project services. This shows you what types of work your firm offers.

### log_time_registration
Register new hours worked. This lets you record billable time directly through your chat.

### get_project_details
Get details for a specific project. You can use this to see exactly where a job stands.

### list_employees
List all company employees. Use this to see who is on your team in one quick view.

### list_time_registrations
List time entries. This shows you a history of all recorded work hours.

### list_invoices
List all invoices. You can monitor your billing status and see what's outstanding.

### get_my_organization_profile
Get your authenticated organization profile. This helps you see your high-level business data at a glance.

### list_crm_persons
List all individual contacts. Use this to see every person in your database.

### list_projects
List all projects. This lets you see every project you are currently managing.

### list_sales_opportunities
List all sales opportunities. You can use this to monitor your entire sales pipeline.

## Prompt Examples

**Prompt:** 
```
What's the status of our sales pipeline?
```

**Response:** 
```
### Sales Pipeline Overview
I've pulled the current opportunities from your Simplicate account:

| Opportunity | Stage | Details |
| :--- | :--- | :--- |
| **Cloud Migration** | Negotiation | High priority deal in final review. |
| **Security Audit** | Quotation | Awaiting client signature on the proposal. |
| **Data Cleanup** | Qualified | Initial discovery completed. |

Would you like more details on the **Cloud Migration** deal?
```

**Prompt:** 
```
Log 2 hours for project ID 'proj-123' for 'Code Review'.
```

**Response:** 
```
✅ **Work log registered!**

I've successfully added **2 hours** to project `proj-123` with the description **'Code Review'**. 

Would you like me to check your total logged hours for this week?
```

**Prompt:** 
```
Show me all our active projects.
```

**Response:** 
```
Here are your currently active projects:

*   **IT Infrastructure Audit** (Active)
*   **Marketing Campaign Q1** (In Progress)
*   **HR System Implementation** (Active)
*   **Security Patching** (Ongoing)

Which one would you like to see more details for?
```

## Capabilities

### Pull up organization profiles
Get a high-level view of your business metadata instantly.

### List all company contacts
See every individual contact in your CRM database in one list.

### Check sales opportunity statuses
Monitor your entire sales pipeline to see which deals are moving.

### View active projects and services
See exactly what projects your team is currently working on.

### Log billable hours
Record work hours for specific projects using simple chat commands.

### Track all outstanding invoices
Monitor your billing status and see which invoices need attention.

### Monitor employee lists
Get a quick overview of all company employees in your organization.

## Use Cases

### Tracking a specific deal
A sales manager asks for the status of the 'Cloud Migration' deal. The agent uses `get_sales_details` to report the current stage and metadata.

### Logging hours on the fly
An employee tells the agent to log 3 hours for project X. The agent uses `log_time_registration` to update the records immediately.

### Checking client contacts
An owner wants to see all contacts for a new firm. The agent uses `list_crm_persons` to pull the list for a quick review.

### Auditing billing
An accountant asks to see all recent invoices. The agent uses `list_invoices` to provide a summary of all pending payments.

## Benefits

- Stop manual CRM updates. Use `list_crm_organizations` and `list_crm_persons` to pull your entire contact list into your chat for quick review.
- Monitor your sales pipeline in real-time. Use `list_sales_opportunities` to see which deals are closing and which are stalled without opening a browser.
- Simplify team time tracking. Use `log_time_registration` to record hours immediately, making it easier to keep your billable records accurate.
- Stay on top of your billing. Use `list_invoices` to get a summary of all your current invoices and see what needs to be paid.
- Get a bird's eye view of your projects. Use `list_projects` and `get_project_details` to see exactly what your team is doing right now.

## How It Works

The bottom line is you get a direct line of sight into your business operations without ever leaving your chat window.

1. Subscribe to the Connector and grab your credentials.
2. Plug in your Simplicate Domain Prefix, API Key, and API Secret.
3. Ask your agent to pull client lists or log hours.

## Frequently Asked Questions

**Can I use Simplicate MCP to manage my Benelux business CRM?**
Yes. This Connector connects your Simplicate account to your AI agent, allowing you to pull client lists, view organization profiles, and monitor your CRM data directly through your chat interface.

**How does Simplicate MCP help with time tracking?**
You can use it to log work hours for specific projects using natural language. Your agent will handle the registration of hours in Simplicate, so you don't have to manually enter them into a separate app.

**Can I see my sales pipeline using Simplicate?**
Yes. You can ask your agent to list all sales opportunities or get specific details on a deal. It provides a clear view of your funnel stages and metadata.

**Does Simplicate MCP support invoice monitoring?**
Yes. You can ask your agent to list all invoices. This allows you to quickly check billing statuses and see what's outstanding for your clients.

**Is Simplicate MCP good for agency owners?**
It's designed specifically for professional services and agencies. It helps you get a bird's eye view of project progress, client relationships, and team activity without the tab-switching fatigue.

**What clients are compatible with Simplicate MCP?**
You can connect this Connector to any compatible AI client, including Claude, Cursor, and Windsurf, to manage your Simplicate workflows.

**Can my AI automatically log hours for a specific project just by providing the project ID and duration?**
Yes! Use the `log_hours` tool. Provide the Project ID, start time, end time, and a description, and your agent will register the work log in Simplicate instantly.

**How do I check the current status of a sales opportunity?**
Simply ask the agent to run the `get_sales_details` action with the Sale ID. It will retrieve the detailed metadata, including the current stage in your pipeline.

**How do I find my Simplicate API credentials and Domain Prefix?**
Log in to your Simplicate account, navigate to **Settings** > **General** > **API**, and you will find your Authentication Key and Secret. Your Domain Prefix is the first part of your Simplicate URL (e.g., 'prefix'.simplicate.nl).