Clientjoy MCP. Manage leads, proposals, invoices, and customer data.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
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Clientjoy MCP manages your entire client lifecycle, from initial sales lead to paid invoice. Use this connector to query customer histories, track proposals, and monitor billing status—all through natural conversation with your AI agent.
What your AI agents can do
Create new lead
Registers an entirely new potential client lead into your system.
Get customer details
Fetches specific, deep details for any known customer profile.
List billing invoices
Retrieves a list of all invoices and their corresponding payment statuses.
Create new prospect records or check the status of existing ones in your pipeline.
Retrieve detailed contact info, transaction history, and metadata for any specific client organization.
List all generated invoices and check their current payment status to keep finances organized.
Query your catalog of drafted or sent proposals to track business development efforts.
List all available products and services defined in the account to confirm correct pricing and offerings.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Clientjoy: 7 Tools for Client Data Management
These tools let your agent handle every step of the sales cycle, from creating new prospects to listing complex financial invoices.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Clientjoy on Vinkius019dd0cfcreate new lead
Registers an entirely new potential client lead into your system.
019dd0cfget customer details
Fetches specific, deep details for any known customer profile.
019dd0cflist billing invoices
Retrieves a list of all invoices and their corresponding payment statuses.
019dd0cflist customers
Pulls a comprehensive roster of all customer organizations in your account.
019dd0cflist leads
Provides a list and status overview of current sales leads.
019dd0cflist sales proposals
Shows you all the proposals that have been sent or drafted in your account.
019dd0cflist service items
Lists every product and service item defined within your clientjoy account.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Clientjoy, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clientjoy. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Sandboxed per request
Zero-Trust Proxy
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Policy on every call
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 7 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The biggest time sink isn't doing the work; it's finding out who did what, and when.
Right now, you spend hours jumping between your CRM to check a prospect's status, then opening an accounting platform just to confirm payment history, before finally pulling up the service catalog to see if they can afford that add-on. You copy data from one tab, paste it into another, and cross-reference three different systems until you feel like you know the whole story.
With this MCP, your AI agent does all of that legwork for you in a single conversation. It pulls up the full record—the leads, the proposals, the invoices, and the service offerings—and presents it as one coherent narrative. You get instant context, eliminating the manual tab-switching headache.
The Clientjoy MCP gives you immediate access to every client milestone.
You stop having to manually track proposal dates or check if an invoice was actually paid. The system keeps the full history of `list_leads`, tracks which proposals were sent via `list_sales_proposals`, and verifies payments with `list_billing_invoices`—all in one place.
The result is a single, actionable view of every client's journey. You don't just see data; you get the full story, ready to talk about it immediately.
What you can do with this MCP connector
This MCP connects Clientjoy directly to your workflow, letting you manage the whole client journey without switching tabs or opening a dozen dashboards. You can talk to your AI agent about a prospect's background, check if an invoice is overdue, or see what services are available for upsell. It cuts out the manual work of coordinating sales pipelines and financial records.
Because this MCP handles sensitive data like payment status and contract details, all communication passes through Vinkius’ zero-trust proxy. This means your API keys never sit on a disk; they're only used in transit while your AI agent is working. You can also combine this with other tools—like adding a messaging service to send follow-up reminders after you pull up an invoice status—to build automations that span multiple platforms, all through one connection.
019dd0d0-06ea-726d-bcf4-07c790ab205c 
How Clientjoy MCP Works
- 1 First, subscribe to this MCP and paste your Clientjoy API Token into the platform.
- 2 Next, tell your AI agent exactly what you need—for example, 'What is the status of Global Logistics' invoice?'
- 3 Your agent executes the necessary calls against Clientjoy data, pulls the relevant records, and gives you a plain-language answer.
The bottom line is: your AI agent becomes the single point of access for all client data across your sales, billing, and operations systems.
Who Is Clientjoy MCP For?
Account Managers, Agency Owners, and Finance Leads. You're the person who spends too much time jumping between the CRM to check a lead status, then switching to QuickBooks just to verify payment history. This MCP gets all that data into one conversation.
Uses this MCP to instantly pull up a customer's full record—checking their transaction history alongside active proposals during a client call.
Checks the status of invoices and monitors overdue accounts without having to log into the billing portal.
Gets a quick overview of the entire sales pipeline, seeing how many leads are active versus which ones have generated proposals.
What Changes When You Connect
- Track lead progress instantly. You can use the
list_leadstool to see who's hot and who's stalled without opening a separate dashboard. - Understand client financial standing. The
list_billing_invoicestool lets you check if an invoice is overdue, letting you follow up immediately on payment status. - Build out the sales cycle visibility. Quickly list all active proposals using
list_sales_proposals, so your agent can confirm development progress before a meeting. - Keep client data current. Use
get_customer_detailsto pull specific metadata, like contact changes or transaction histories, for immediate context. - Verify pricing on the fly. The
list_service_itemstool lets you verify exact product and service offerings right when negotiating a deal.
Real-World Use Cases
The Quarterly Review
A client asks, 'What services can we add to our contract?' You ask your agent to first run list_service_items to verify the offerings, then use get_customer_details to pull up their historical spending. The AI combines this into one answer: 'You could add X because they bought Y last quarter.'
The Overdue Invoice Follow-up
You need to follow up on a payment. Instead of logging into the finance portal, you ask your agent to run list_billing_invoices and filter by 'overdue'. The AI confirms the invoice number and sends the contact info.
Pipeline Check-up
It's Friday, and you need to know where all leads stand. You ask your agent to run list_leads to get a count, then check if any of those leads have matching proposals using list_sales_proposals.
New Client Onboarding
A new company signs up. You immediately ask your agent to run create_new_lead, making sure the data is captured in the correct format, which kickstarts their record instantly.
The Tradeoffs
Treating it like a contact book lookup
Just asking for 'John Smith's email address.' This only gives you basic contact info and misses the financial context.
→
Always ask for more. To get full context, specify: 'Get me John Smith’s details, including his last 3 invoices and any open proposals.' Use get_customer_details to pull all necessary data points.
Ignoring proposal status
Assuming a client is ready to buy just because they are 'active' in the CRM. They might have an old, expired proposal.
→
Before moving forward, run list_sales_proposals and confirm the date and status of their last submission. This prevents you from basing action on stale data.
Manual billing reconciliation
Manually cross-referencing a service item price with an invoice line item in two different spreadsheets.
→
Use the agent to run list_service_items and then use that data point when asking the agent to review invoices via list_billing_invoices. It verifies pricing instantly.
When It Fits, When It Doesn't
Use this MCP if your job requires connecting sales effort (leads, proposals) directly to financial outcomes (invoicing, paid status). You need a single source of truth that spans the entire client lifecycle. Don't use it if you only need simple data—for instance, if you just want to read a public address or a basic phone number and have no billing context. In those cases, a dedicated contact directory tool is better. But if 'billing status' or 'proposal history' is even in the question, this MCP handles that complexity.
Common Questions About Clientjoy MCP
How do I check if an invoice was paid using list_billing_invoices? +
The list_billing_invoices tool provides a clear status field for each record. You simply ask your agent to 'Show me all invoices with a status of overdue,' and it will filter the list for you.
Can I use get_customer_details to see how many proposals they have? +
Yes, get_customer_details pulls comprehensive metadata. While it gives general details, it's better to run list_sales_proposals for the most accurate count of their current and past proposals.
What is the difference between list_leads and list_customers? +
The distinction is simple: list_leads tracks people who are potential clients (prospects), while list_customers lists organizations that have already been confirmed as paying clients.
Do I need to run list_service_items before creating a new lead? +
No. You use list_service_items only when you are talking about pricing or what they can buy. It has no connection to the initial act of creating a new prospect using create_new_lead.
When I use get_customer_details, does my AI agent only see data for the connected account? +
Yes, it only accesses your linked Clientjoy account. The MCP enforces strict scope boundaries on every call, meaning you can't accidentally query another client or organization's private data.
If I run list_sales_proposals repeatedly in a short time, are there any rate limits? +
No. Vinkius manages throttling automatically across all tool calls. We handle the underlying API interaction to prevent you from hitting external service rate limits, so continuous use is safe.
How can I filter my list of potential prospects using list_leads based on specific services from list_service_items? +
You must pass the required service IDs to your agent. The MCP then filters the results against those defined offerings, ensuring only leads matching your desired services are returned.
What specific fields do I need to provide when calling create_new_lead? +
You must include at least the prospect's name, company email, and source type. Providing these three pieces of information ensures the MCP successfully registers them in your system.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.