# TaskForce MCP for AI Agents AI Agent Connect > TaskForce lets you manage your CRM, leads, and invoices using natural language. It connects your AI agent to your business data so you can create records, track cases, and pull financial reports without switching tabs. Use it to handle lead entries, customer lookups, and support ticket tracking directly through your chat interface. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_M3j44bVf9uuavraJNrXuSLXz0LVAy7Tp64gVdSfN/ai-agent-connect - **Tags:** lead-management, case-tracking, invoicing, customer-support, workflow-automation, crm ## Description You're tired of jumping between tabs to update a lead or check a customer's invoice status. TaskForce fixes that by letting your AI agent handle the heavy lifting of your CRM workflow. Instead of manually clicking through dashboards, you can just tell your agent to find a specific customer or pull a list of pending quotes. It handles the data entry and retrieval for you, making it feel like you have a personal assistant who knows your entire sales and support history. When you connect it through the Vinkius catalog, you get a direct line into your TaskForce data. You can create new leads on the fly, open support cases from a chat, and keep an eye on your business performance by grabbing real-time financial overviews. It turns your CRM from a static database into an active workspace where you can actually get things done through conversation. You stop worrying about the manual admin work and start focusing on the people you're actually trying to help. ## Tools ### list_taskforce_cases View all existing cases to see what's being tracked. It helps you stay on top of your support volume. ### list_taskforce_customers Get a complete list of all your customers. This is perfect for auditing your current database. ### list_taskforce_invoices See all pending and past invoices at once. Use this to monitor your business's incoming cash flow. ### create_taskforce_case Create a new support or business case immediately. This saves you from having to navigate to a separate page. ### create_taskforce_lead Add a new lead to your CRM through your agent. It handles the data entry for you in real time. ### get_taskforce_customer Pull the specific details for any customer. Use this to quickly check account history during a call. ### get_taskforce_lead Get lead details ### list_taskforce_leads Get a full list of your active leads in one go. This helps you see your current sales pipeline quickly. ### list_taskforce_quotes See every quote currently in the system. It's useful for checking what's been proposed to clients. ## Prompt Examples **Prompt:** ``` Can you show me all the active quotes we have right now? ``` **Response:** ``` | Quote ID | Customer | Amount | Status | |---|---|---|---| | Q-882 | Acme Corp | $4,500 | Pending | | Q-890 | Globex | $1,200 | Approved | | Q-901 | Stark Ind. | $10,000 | Draft | Total pending quotes: 3. ``` **Prompt:** ``` I just finished a call with Sarah Jenkins. Create a new lead for her at sarah.j@example.com. ``` **Response:** ``` Done! I've created a new lead for Sarah Jenkins. **Lead Details:** - **Name:** Sarah Jenkins - **Email:** sarah.j@example.com - **Status:** New It's now in your TaskForce CRM. ``` **Prompt:** ``` Does the customer 'TechFlow' have any open cases? ``` **Response:** ``` Let me check that for you. **TechFlow Status:** - **Active Cases:** 2 - **Case #441:** "Login issues on mobile" (In Progress) - **Case #452:** "Billing discrepancy" (Open) Would you like me to pull more details on either of these? ``` ## Capabilities ### Create new lead records Tell your agent to add a new prospect to your CRM instantly. ### Pull customer profiles Get full details on any customer without searching through a dashboard. ### Generate support cases Open new business or support tickets directly from your chat. ### View real-time invoices See a complete list of pending and past invoices in seconds. ### Fetch active quotes Retrieve all current quotes to see what's in your sales pipeline. ## Use Cases ### Adding a prospect during a live call A sales rep is on a call and needs to add a new contact. They tell the agent to create a lead for a new prospect, and it's in the CRM immediately. ### Opening a support ticket from a chat A customer reports a bug. The support lead asks the agent to create a case, and the ticket appears in the dashboard for the team. ### Checking outstanding payments An accountant needs to know what's owed. They ask for a list of invoices and get a summary of pending payments. ### Reviewing the weekly sales pipeline A manager wants to see the pipeline. They ask the agent to show all active quotes to see what's closing this week. ## Benefits - Stop manual data entry by using create_taskforce_lead to add new prospects instantly. - Get a clear view of your pipeline by pulling data with list_taskforce_leads and list_taskforce_quotes. - Handle support faster by opening new tickets with create_taskforce_case. - Keep your records organized by using get_taskforce_customer to pull specific profiles. - Monitor your cash flow easily with list_taskforce_invoices for real-time updates. - Save time on research by using list_taskforce_customers to see your entire database. ## How It Works The bottom line is you get a conversational interface for your entire CRM and invoicing system. 1. Grab your API key from the TaskForce Admin dashboard. 2. Paste that key into your connection settings. 3. Tell your agent to pull leads or check invoice statuses. ## Frequently Asked Questions **Can TaskForce help my team manage leads more easily?** Yes. It lets your AI agent create new leads and pull customer profiles directly into your chat. You won't have to manually switch windows to keep your sales pipeline updated. **How does TaskForce handle support cases?** You can ask your agent to open a new case or list all existing ones. It makes it much faster to track customer issues without leaving your primary workspace. **Can I use TaskForce to check my invoices?** Definitely. You can pull a list of all invoices or check specific quotes. It's a great way to get a quick financial overview of your business performance. **Is TaskForce a full CRM replacement?** No, it's an integration. It connects your AI agent to your existing TaskForce data so you can perform actions via natural language instead of clicking through a dashboard. **Does TaskForce work with my current AI agent?** Yes, it works with any MCP-compatible client. Once you connect it through Vinkius, your agent can start managing your leads, cases, and invoices. **Can I create new leads using TaskForce?** Yes, you can tell your agent to create a new lead record on the fly. It will then add that information directly to your TaskForce database. **Can I add a new lead directly from the chat?** Yes. By invoking the 'create_taskforce_lead' tool and providing the lead's information in JSON format, the AI will register it instantly. **How do I check my pending invoices?** You can use the 'list_taskforce_invoices' tool. The agent will fetch all your invoices and present their statuses. **Is it possible to view the details of a specific customer case?** Yes, using the 'list_taskforce_cases' tool you can query all active support or business cases assigned in your CRM.