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.

Clientjoy MCP Server for AutoGen 8 tools — connect in under 2 minutes

Name: Clientjoy
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 8 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Clientjoy as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="clientjoy_agent",
            tools=tools,
            system_message=(
                "You help users with Clientjoy. "
                "8 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Clientjoy MCP Server

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.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Clientjoy tools. Connect 8 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

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

The Clientjoy MCP Server exposes 8 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Clientjoy to AutoGen via MCP

Follow these steps to integrate the Clientjoy MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 8 tools from Clientjoy automatically

Why Use AutoGen with the Clientjoy MCP Server

AutoGen provides unique advantages when paired with Clientjoy through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Clientjoy tools to solve complex tasks

Role-based architecture lets you assign Clientjoy tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Clientjoy tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Clientjoy tool responses in an isolated environment

Clientjoy + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Clientjoy MCP Server delivers measurable value.

Collaborative analysis: one agent queries Clientjoy while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Clientjoy, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Clientjoy data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Clientjoy responses in a sandboxed execution environment

Clientjoy MCP Tools for AutoGen (8)

These 8 tools become available when you connect Clientjoy to AutoGen via MCP:

get_contact_crm_details

Get detailed information for a specific contact

get_lead_crm_details

Get detailed information for a specific lead

get_my_clientjoy_profile

Retrieve information about the authenticated workspace user

list_agency_invoices

List all invoices and their payment status

list_agency_projects

List all client projects tracked in Clientjoy

list_clientjoy_contacts

List all contacts and clients stored in the CRM

list_clientjoy_leads

List all sales leads captured in Clientjoy

list_sales_quotes

List sales quotes and proposals sent to clients

Example Prompts for Clientjoy in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Clientjoy immediately.

"List all my new leads in Clientjoy."

"Show me my unpaid invoices."

"What is the status of the 'Website Redesign' project?"

Troubleshooting Clientjoy MCP Server with AutoGen

Common issues when connecting Clientjoy to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Clientjoy + AutoGen FAQ

Common questions about integrating Clientjoy MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Clientjoy tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.