DebtPayPro MCP. Manage client debts, payments, and opportunities via conversation.

DebtPayPro: Manage client contacts, track payments, and monitor debt portfolios directly from your AI agent. You'll use this server to create new contacts, get full client profiles, list active debts, and review payment history to keep your debt settlement operations running in natural conversation. Here's what your agent can do for ya:

Finding and Adding Contacts

Your agent can find existing contacts by matching a keyword against their name or email using search_contacts_by_name. You can also get a detailed profile for a specific contact using get_contact_details, which shows their demographics, case numbers, and current debt settlement program status. Need a new client in the system? You can add a brand new record with create_new_contact, which just needs a name and email.

If you wanna see everyone in the CRM, list_crm_contacts gives you a list of all contact records with their names and primary contact info. You can also see all active sales leads, including their projected value and current stage, by calling list_sales_opportunities.

Monitoring Debts and Payments

To review a client's entire debt load, your agent calls list_contact_debts, which returns all enrolled debts for a contact, listing the creditor name, original balance, and settlement status. You can check a client's payment history and see the schedule for future installments by using list_contact_payments. You'll also get a list of all payments scheduled for the next seven days with list_upcoming_payments.

Managing Tasks and Accounts

Your agent can list all pending CRM tasks and track follow-ups with list_crm_tasks. You'll get general info about your DebtPayPro account, like the company name and system version, by calling get_account_details.

It's straight up simple. Your agent handles everything you need for debt settlement—from finding a lead to checking the next payment due date—all through plain conversation.