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Sellsy MCP Server

Name: Sellsy
Availability: InStock
Author: Vinkius

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Equip your AI agent with full read access to your Sellsy CRM to audit deals, generate invoices overviews, and prospect natively.

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What is the Sellsy CRM MCP Server?

The Sellsy CRM MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Sellsy CRM via 12 tools. Equip your AI agent with full read access to your Sellsy CRM to audit deals, generate invoices overviews, and prospect natively. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (12)

get_companyget_contactget_dealget_invoicelist_activitieslist_companieslist_contactslist_dealslist_estimateslist_invoiceslist_itemssearch_companies

Tools for your AI Agents to operate Sellsy CRM

Ask your AI agent "Identify pending Deals on Sellsy CRM and extract their projected monetary values." and get the answer without opening a single dashboard. With 12 tools connected to real Sellsy CRM 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.

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Sellsy MCP Server capabilities

12 tools

get_company

Get detailed information about a specific company

get_contact

Get detailed information about a specific contact

get_deal

Get full details of a specific deal (amount, status, pipeline step, company)

get_invoice

Get full details of a specific invoice (amount, status, due date)

list_activities

List recent CRM activities (calls, emails, meetings, tasks)

list_companies

List all companies (clients, prospects) in the CRM

list_contacts

List all contacts in the CRM

list_deals

List all deals (opportunities) in the sales pipeline

list_estimates

List all estimates (quotes) sent to prospects

list_invoices

List all invoices (draft, sent, paid, overdue)

list_items

List all products and services in the catalog

search_companies

Search companies by name or keyword

What the Sellsy MCP Server unlocks

Connect the Sellsy CRM API to your AI workflow to unlock conversational oversight over your entire French-designed commercial hub. By providing exactly Read-Only access, your agent can securely map ongoing deals, review invoice payment statuses, and fetch complete dossiers on existing catalog items and contacts.

What you can do

Client & Prospecting Analysis — Use natural language to search companies, retrieve full metadata via company_id, and pull associated granular contacts directly into the conversational context
Sales Pipeline Auditing — Ask the agent to list all active 'opportunities' and drill down into a specific Deal ID to review its exact stage and monetary potential
Billing Integrity — Prompt your LLM to sweep your current draft, sent, and overdue invoices, including exact estimates given out recently to big leads
CRM Activity Surveillance — Seamlessly extract chronological activity feeds (meetings, calls, tasks) to compile end-of-week reporting automatically

How it works

1. Simply subscribe to this Sellsy integration server
2. Configure your specific Sellsy V2 API Access token
3. Engage your native terminal IDEs (Cursor/Claude) commanding the AI to cross-reference data

Who is this for?

Sales Managers — have the AI compile a list of all lagging Deals at 5:00 PM without ever clicking into native reports
B2B Service Account Execs — instantly invoke get_contact combined with get_company to read a client history summary right before entering an urgent Zoom call
Operation & Finance Teams — automatically dump your overdue list_invoices matrix into a text format so it can be pushed for collection workflows

Frequently asked questions about the Sellsy MCP Server

Can the AI alter invoices or update CRM statuses remotely?

No, it cannot. The agent is explicitly configured to possess pure Read-Only access capability via API V2 GET methodology endpoints (Such as list_companies and get_invoices). Your operational data remains completely immutable regardless of what you prompt.

Can I query a specific estimate document generated for a client?

Yes. While the integration allows sweeping over lists using list_estimates, the LLM can interpret the raw data to give you the summary of any pending quotes directly tied to associated internal pipelines effortlessly.

Does it track sales activities like recent calls?

Yes—by prompting your LLM with the underlying list_activities directive, you immediately gain access to the chronological logs outlining calls, meetings, generic events, and tasks created by your native Sales Development Representatives (SDRs).