Integrate Clientjoy with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: How do I check the status of a specific sales proposal?

Use the listsalesquotes tool. Your agent will fetch all quotes and proposals, showing their current status (e.g., Sent, Viewed, Accepted).

Manage agency CRM and invoicing via Clientjoy — track leads, monitor invoices, and manage client projects directly from any AI agent.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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Get contact crm details on Clientjoy

Get detailed information for a specific contact

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Get lead crm details on Clientjoy

Get detailed information for a specific lead

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Get my clientjoy profile on Clientjoy

Retrieve information about the authenticated workspace user

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List agency invoices on Clientjoy

List all invoices and their payment status

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List agency projects on Clientjoy

List all client projects tracked in Clientjoy

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List clientjoy contacts on Clientjoy

List all contacts and clients stored in the CRM

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List clientjoy leads on Clientjoy

List all sales leads captured in Clientjoy

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List sales quotes on Clientjoy

List sales quotes and proposals sent to clients

Security & Code Integrity Audit

Every tool in the Clientjoy MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

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).

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

Clientjoy Capabilities for AI Assistants

Add the Clientjoy tool to your AI Agents. The toolkit allows Claude and ChatGPT to securely fetch and update targeted data.

Secure agency management Access for Agents

Use Clientjoy to manage agency management via conversational interfaces. The integration centralizes access control for customer relationship management operations performed by ChatGPT.

Seamless client lifecycle Integration

Connect Clientjoy to provide your chatbots with client lifecycle capabilities. The integration manages the backend execution for customer relationship management workflows.