Copilot CRM (Assembly) MCP. Manage client records, billing, and files from chat.
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Copilot CRM (Assembly) MCP Server lets your AI agent manage your entire client back-office. You can list, retrieve, and update client profiles, check invoice statuses, and search files and messages directly through conversation.
It connects your AI client to Copilot's core tools for service businesses, handling everything from client onboarding to billing automation.
What your AI agents can do
Create client
Creates a brand new client record in the portal using a name and email.
Get client details
Pulls detailed information for one specific client, including their contact info and company links.
List clients
Lists all clients in the CRM, providing unique IDs, names, emails, and account status.
The agent can create new client profiles (create_client), retrieve full client details (get_client_details), and update existing client information (update_client).
It lists all associated companies (list_companies) and retrieves definitions for custom data fields used across the system (list_custom_fields).
The agent checks billing status and pulls necessary payment details by listing all invoices (list_invoices).
It searches and lists uploaded files (list_files), reviews message threads (list_portal_messages), and checks intake forms (list_forms).
The system aggregates data points from multiple tools—client profiles, invoices, and messages—to build a complete client history.
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Copilot CRM (Assembly) MCP Server: 10 Tools for Client Ops
These 10 tools let your agent perform every core function in a service business: from creating new accounts to pulling detailed billing and document records.
019d757bcreate client
Creates a brand new client record in the portal using a name and email.
019d757bget client details
Pulls detailed information for one specific client, including their contact info and company links.
019d757blist clients
Lists all clients in the CRM, providing unique IDs, names, emails, and account status.
019d757blist companies
Lists all companies the portal tracks, giving their IDs and legal names.
019d757blist custom fields
Retrieves the definitions and keys for custom fields used across the CRM.
019d757blist files
Lists all files uploaded to the Copilot portal, showing names, paths, and upload dates.
019d757blist forms
Lists all available intake or feedback forms by their title and endpoint.
019d757blist invoices
Lists all invoices, showing amounts, due dates, and current payment status.
019d757blist portal messages
Lists message threads from the client portal, including who sent it and the content summary.
019d757bupdate client
Modifies specific details on an existing client record, like changing their name or status.
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 Copilot CRM (Assembly), then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI agent can manage your entire client back-office using the Copilot CRM. It handles everything from creating new client records to tracking invoices and searching files, all through your chat interface. You'll use this server to list, get, and update client profiles, check invoice statuses, and search files and messages directly with your agent.
Client Management
It lets your agent create a brand new client record using a name and email (create_client). You can pull detailed info on any specific client, getting their contact details and linked company data (get_client_details). You can also modify existing client records, changing things like their name or status (update_client). The agent can list every client in the CRM, giving you unique IDs, names, emails, and their current account status (list_clients).
You can list all companies the portal tracks, getting their IDs and legal names (list_companies). It also gives you definitions and keys for any custom fields used across the CRM (list_custom_fields).
Billing and Invoicing
The agent checks billing status and pulls payment details by listing all invoices, showing amounts, due dates, and current payment status (list_invoices).
Search and History
It searches and lists all files uploaded to the Copilot portal, showing names, paths, and upload dates (list_files). You can review message threads from the client portal, getting who sent the message and a content summary (list_portal_messages). You can also check available intake or feedback forms by their title and endpoint (list_forms).
The system gathers data points from client profiles, invoices, and messages to build a complete history for any client.
How Copilot CRM (Assembly) MCP Works
- 1 Connect the Copilot integration to your AI client and authorize it with your API Key.
- 2 Prompt your agent with a request (e.g., 'What is the status of Acme Corp's latest invoice?').
- 3 The agent calls the necessary tools (like
list_invoicesandget_client_details) and uses the combined data to answer your question.
The bottom line is that your AI agent acts as a full-stack back-office employee, accessing and manipulating client data across the entire Copilot platform.
Who Is Copilot CRM (Assembly) MCP For?
This is for agencies, accounting firms, and support teams that deal with multiple client data silos. If your team spends time switching between the CRM, the billing portal, and the file storage to get a full picture of a client, you need this. It lets your AI agent do the heavy lifting.
Uses the agent to check client onboarding status, retrieve associated company details, and list pending invoices without leaving the chat.
Uses the agent to query invoice statuses (list_invoices) and pull necessary client billing details (get_client_details) quickly during month-end closing.
Uses the agent to find specific files (list_files) or check message history (list_portal_messages) to resolve client issues faster.
What Changes When You Connect
- Stop switching tabs. With this server, you can run
list_clientsto see an overview, then immediately useget_client_detailsto check the contact info. Everything happens in one chat session. - Billing status is instant. Instead of navigating to the billing section, just ask your agent to use
list_invoices. It pulls due dates and payment status right away. - Client history is visible. You don't have to cross-reference three different screens. The agent pulls data from
list_portal_messagesandlist_filesto give a full view. - Data entry is easier. Need a new client? Use
create_clientand pass the name and email. The agent handles the record creation and company linking. - Custom data is accessible. The agent can query
list_custom_fieldsand then use that knowledge to find specific data points from a client record, which is key for niche reporting. - Workflow is faster. By combining
list_formsandlist_companies, your agent can find out what data was submitted and which corporate entity it belongs to, speeding up intake.
Real-World Use Cases
Onboarding a New Corporate Client
A new corporate account needs setup. The agent first uses list_companies to confirm the legal entity ID. Then, it calls create_client to establish the primary contact. Finally, it uses list_custom_fields to ensure all required intake fields are available for the team to use.
Investigating a Payment Discrepancy
A client claims an invoice was paid but the status is 'Pending'. The agent runs list_invoices to see the payment history. It then uses list_portal_messages to check for any recent communication about payment, resolving the issue in one sequence of calls.
Preparing for a Quarterly Review
The Account Manager needs a full picture of a client. The agent calls get_client_details for the core profile, then uses list_files to gather all Q1 reports, and finally uses list_forms to see what feedback was submitted through the portal.
Compliance Audit of Client Records
A compliance officer needs to verify client data points. The agent runs list_clients to get all IDs. It then uses list_custom_fields to see what data points are tracked, and finally calls update_client if a required field is found to be missing or incorrect.
The Tradeoffs
Guessing the right data point
Trying to find a client's billing status by manually clicking through the CRM tabs and copy-pasting the account number into a spreadsheet. This is slow and prone to human error.
→
Just ask your agent. Prompt it to 'Check the billing status for Acme Corp.' The agent automatically calls list_invoices and presents the status immediately.
Mixing up client and company data
Assuming that every client record (person) is directly linked to a single company record, leading to incomplete data and missed contacts.
→
Always let the agent run list_companies first. This establishes the full corporate network, and then use get_client_details to anchor the specific person to the correct corporate entity.
Ignoring the message history
Thinking that all client communication is recorded in the main profile, missing crucial details in the separate portal message feed.
→
When reviewing a client, prompt your agent to check the message history. This triggers list_portal_messages and pulls the full context of the conversation, not just the last update.
When It Fits, When It Doesn't
Use this server if your primary need is to query, create, or modify client-facing records across multiple systems (CRM, Billing, Files, Messaging). You need the AI to act as a single point of access. Don't use this if you only need to read a single, simple list (e.g., just a list of emails). For that, a simpler, single-purpose API might be better. If you are building a full data pipeline that requires complex, cross-domain graphing of relationships (e.g., connecting a message to a form submission to an invoice line item), you'll need a specialized graph database tool instead. But for 90% of service business operations, this suite is perfect.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Copilot CRM. 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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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 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Juggling client data across three different platforms is exhausting.
Today, checking a client's status is a three-act play. You log into the CRM to check their profile. Then, you open the separate billing portal to see invoices. After that, you have to jump into the file storage to find the contract. You end up with three separate screens, three different logins, and a dozen minutes of copy-pasting.
With this MCP server, you talk to your agent. You ask, 'What's the status of Acme Corp?' It runs `get_client_details`, pulls the invoice data via `list_invoices`, and pulls the last message from `list_portal_messages`—all in the chat. You get the full answer, instantly.
Copilot CRM (Assembly) MCP Server: Manage client data from chat.
You eliminate the manual steps of logging into the billing tool, searching the file share, and then opening the CRM. The agent handles the data retrieval and synthesis automatically.
The result is one continuous conversation flow. You stop managing tools and start managing clients. It's a massive change in how your team works.
Common Questions About Copilot CRM (Assembly) MCP
How do I use the `list_invoices` tool to check payment status? +
Just ask your agent to 'List all outstanding invoices for [Client Name]'. The agent calls list_invoices and returns the amounts, due dates, and current payment status in plain text.
Can I use `get_client_details` to find a client's associated company? +
Yes. The get_client_details tool resolves granular profile data and includes information about any associated company linkages, so you don't need a separate search.
What is the difference between `list_clients` and `list_companies`? +
They are separate records. list_clients lists people (the end-user contact), while list_companies lists the legal corporate entities that those people work for.
How do I find old documents using the `list_files` tool? +
You can ask the agent to 'Search for files related to [Client Name]'. The agent uses list_files to search the metadata, returning filenames, storage paths, and upload timestamps.
Can I use `update_client` to change a client's status? +
Yes. You simply tell the agent, 'Change [Client Name]'s account status to Active.' The agent calls update_client and makes the change.
How do I check for custom fields using the `list_custom_fields` tool? +
The list_custom_fields tool retrieves definitions for custom fields. You can use this to see available field keys, data types, and labels across various entities.
What information does `list_portal_messages` provide? +
This tool lists messages sent through the client portal. It provides the sender/receiver identity, message content summary, and timestamps for every thread.
Can I use `create_client` if I already have a client record? +
No, you should use get_client_details or list_clients to view an existing record. The create_client tool is only for establishing new client profiles.
How do I generate an API Key in Copilot? +
Log in to your Copilot (Assembly) dashboard. Go to Settings > API and click 'Generate API Key'. Copy the key and paste it below.
Can the agent see my internal portal messages? +
Yes, if granted access via the API Key, the agent can list and retrieve messages sent through the client portal to help you keep track of communications.
Is the billing data secure? +
Absolutely. This integration uses standard API protocols and does not store your payment information. It only retrieves statuses and metadata provided by the Copilot API.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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