Clientjoy MCP Server
Manage agency CRM and invoicing via Clientjoy — track leads, monitor invoices, and manage client projects directly from any AI agent.
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What is the Clientjoy MCP Server?
The Clientjoy MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Clientjoy via 8 tools. Manage agency CRM and invoicing via Clientjoy — track leads, monitor invoices, and manage client projects directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (8)
Tools for your AI Agents to operate Clientjoy
Ask your AI agent "List all my new leads in Clientjoy." and get the answer without opening a single dashboard. With 8 tools connected to real Clientjoy data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Clientjoy MCP Server capabilities
8 toolsGet detailed information for a specific contact
Get detailed information for a specific lead
Retrieve information about the authenticated workspace user
List all invoices and their payment status
List all client projects tracked in Clientjoy
List all contacts and clients stored in the CRM
List all sales leads captured in Clientjoy
List sales quotes and proposals sent to clients
What the Clientjoy MCP Server unlocks
Connect your Clientjoy account to any AI agent and take full control of your agency operations through natural conversation. Streamline how you manage the entire lifecycle from lead capture to final invoicing natively.
What you can do
- Lead Oversight — List and retrieve details for all sales leads and their capture status natively
- Contact Intelligence — Access and monitor all client contacts and relationship history flawlessly
- Invoicing Logistics — List all agency invoices and monitor their payment status flawlessly
- Project Management — Access and monitor all client projects and their constituent tasks securely
- Sales Pipelines — List and review quotes and proposals sent to potential clients flawlessly
- Profile Visibility — Access your own user profile and core workspace metadata directly within your workspace flawlessly
How it works
1. Subscribe to this server
2. Enter your Clientjoy API Token (obtained from Settings > API)
3. Start managing your agency CRM from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Agency Owners — monitor sales pipelines and revenue status using natural language
- Project Managers — audit project progress and task lists without opening the dashboard
- Accountants — quickly look up invoice status and payment history straight from their chat interface
- Sales Teams — verify lead profiles and proposal statuses
Frequently asked questions about the Clientjoy MCP Server
Can I see which invoices are still unpaid?
Yes! Use the list_agency_invoices tool. The agent will return all invoices, and you can ask it to filter for those with an 'Unpaid' or 'Overdue' status.
How do I check the status of a specific sales proposal?
Use the list_sales_quotes tool. Your agent will fetch all quotes and proposals, showing their current status (e.g., Sent, Viewed, Accepted).
Where do I find my Clientjoy API Token?
Log in to your Clientjoy account, navigate to Settings, and select API. You can generate and copy your API token from that section.
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Connect Clientjoy with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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Give your AI agents the power of Clientjoy MCP Server
Production-grade Clientjoy MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.