SuiteDash MCP. Manage your entire business stack from chat.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
SuiteDash connects your entire business backend—CRM, projects, invoices, and tasks—to any AI client. Your agent can look up contact history, check project progress via `get_project_details`, or list all open invoices using `list_invoices` without you ever leaving the chat window.
What your AI agents can do
Create contact
Adds a brand new contact record into your SuiteDash database.
Get company details
Retrieves specific details for any company within your system.
Get contact details
Pulls all information about a single contact, including history and notes.
Create new contacts using create_contact, or pull detailed information on existing people or companies using get_contact_details and get_company_details.
Determine what data fields are available by running get_schema_metadata. This ensures your agent writes records with the correct formatting for your specific account setup.
List all active projects (list_projects) and drill down into task lists (list_tasks) or specific project metadata to see progress percentages and bottlenecks.
Pull comprehensive financial reports by listing invoices (list_invoices), reviewing open sales deals (list_deals), or checking company details for billing context.
Access lists of all companies (list_companies) and contacts (list_contacts) to quickly find records by name, date, or status without manual searching.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
SuiteDash MCP Server: 11 Tools for Business Operations
The server exposes eleven discrete tools covering everything from contact creation (`create_contact`) to financial auditing (`list_invoices`). Your agent can use these together to solve complex business problems.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using SuiteDash on Vinkius019dd16acreate contact
Adds a brand new contact record into your SuiteDash database.
019dd16aget company details
Retrieves specific details for any company within your system.
019dd16aget contact details
Pulls all information about a single contact, including history and notes.
019dd16aget project details
Retrieves metadata and current status details for a specified project.
019dd16aget schema metadata
Shows the required field definitions, letting you know exactly what data fields your CRM uses.
019dd16alist companies
Lists all company records present in your CRM system.
019dd16alist contacts
Generates a list of contacts, allowing you to search and filter by criteria like last activity or status.
019dd16alist deals
Lists all sales deals in your pipeline, helping track potential revenue and close dates.
019dd16alist invoices
Generates a list of invoices to check for outstanding payments or billing status.
019dd16alist projects
Lists all active projects currently managed in the system.
019dd16alist tasks
Provides a list of tasks associated with specific projects, helping track team assignments and deadlines.
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 SuiteDash, then connect any of our 4,800+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,800+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by SuiteDash. 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 11 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Tracking client progress shouldn't take switching between three separate dashboards.
Today, checking a single project status means opening the PM tool. Then, to see if that project is paid for, you have to open the accounting platform. Finally, to know who owns the account, you switch over to the CRM. You're losing time and context every time you copy-paste an ID or navigate tabs.
With this MCP server, your agent handles the entire sequence. You ask: 'What's the status of Project X, and is it paid for?' The agent executes `get_project_details` and then `list_invoices`, delivering a single, consolidated answer right in the chat.
SuiteDash MCP Server lets you manage deals, contacts, and finances with simple commands.
Manual processes involve running reports on deal value (from `list_deals`), then checking which contacts are associated (`list_contacts`), and finally cross-referencing the billing cycle to see if invoices were sent. This is slow, prone to human error, and requires deep knowledge of the platform's structure.
Now, you just ask your AI agent. It coordinates all those tools—`list_deals`, `get_contact_details`, `list_invoices`—and gives you a complete business picture in seconds. It’s one conversation flow for the whole back office.
What you can do with this MCP connector
Look, you don't need to jump between tabs and windows just to run a simple business check. SuiteDash hooks up your whole back office—CRM, projects, invoices, tasks—straight to your agent. Your AI client can pull deep data or make changes without you ever having to leave the chat window. It’s all right here.
Managing Contacts and Companies
When you need to handle people or companies, start with list_companies to see every record in your CRM system. You can use that list to quickly narrow down which company details you're looking for. To pull the specific data on a single corporation, run get_company_details. If you're focused on individuals, list_contacts generates a list that lets you filter people by status or last activity date.
For deep dives on one person, get_contact_details pulls everything—the full history and notes—on that contact. Need to add someone new? Just run create_contact, and your agent drops the record right into your database.
Data Structure Checks
Don't mess up a data entry because you didn't know what field was required. Run get_schema_metadata first. This shows you exactly which fields your CRM uses, letting your agent write records with the perfect formatting for your specific setup. You'll always know what data points to use.
Tracking Projects and Tasks
If you need to see what’s going on across multiple accounts, start by running list_projects to get a view of every active project managed in the system. To check status or identify bottlenecks on one job, call get_project_details. This gives you deep metadata and the current progress percentage for that specific project.
You can also pinpoint exactly who's doing what by using list_tasks, which provides a list of tasks tied to projects, keeping track of team assignments and deadlines.
Monitoring Money and Sales
The money side is where this thing really shines. To see if someone owes you cash, run list_invoices to get an instant rundown of all invoices, letting you check for outstanding payments or billing status at a glance. If you're tracking potential revenue, use list_deals to review every open sales deal in your pipeline and track close dates.
You can cross-reference the company details using get_company_details when checking those deals to understand the full billing context.
019dd16a-8102-73e9-979c-9f6702bf972f 
How SuiteDash MCP Works
- 1 First, subscribe to the SuiteDash server on Vinkius and input your Public ID and Secret Key from your Secure API settings.
- 2 Next, tell your AI client what you need—for example: 'Show me all projects over $50k that have pending invoices.'
- 3 The agent translates this into tool calls (e.g.,
list_projectscombined withlist_invoices), executes them against SuiteDash, and reports the summarized findings back to you in chat.
The bottom line is: Your AI client handles all the API calling; you just talk to it like normal.
Who Is SuiteDash MCP For?
Agency owners and operations leads who spend half their day jumping between CRM, project boards, and accounting software. If your workflow involves checking status in one place and billing details in another, you need this. It lets you keep all that data visible through a single chat interface.
Uses list_tasks and get_project_details to get an instant status report on a client's project, without opening the PM dashboard.
Runs list_contacts and then get_company_details to quickly verify a prospect's corporate history before making a follow-up call.
Combines calls like list_invoices and list_deals to audit the billing cycle, ensuring every project has corresponding documentation and revenue tracking.
What Changes When You Connect
- Stop context switching. Instead of opening the CRM, then the PM tool, and finally the billing platform, your agent handles it all in one conversation. This saves time and prevents data silos.
- Accuracy is guaranteed. By using
get_schema_metadatafirst, you ensure that any new contact or company record created viacreate_contactuses the exact field structure required by your account. - Visibility into cash flow: You can instantly pull a summary of outstanding revenue by combining calls to
list_invoicesandlist_deals. Know exactly what's due without logging into the accounting system. - Full project audit trail. Need to know if 'Meridian Corp Rebrand' is lagging? Your agent runs
get_project_detailsand tells you the status, current tasks vialist_tasks, and how much revenue was tied to it. - Mass data retrieval: Quickly get lists of clients (
list_contacts) or all active projects (list_projects). This is faster than running five separate reports in your admin panel.
Real-World Use Cases
The Quarterly Audit
An Ops Analyst needs to prepare for a client audit. Instead of pulling reports from three different dashboards, they ask their agent: 'Show me all companies in the last quarter that have open deals but no corresponding invoices.' The agent runs list_companies and cross-references it with list_deals and list_invoices, giving the analyst a single list of accounts needing attention.
The New Client Onboarding
A Project Manager starts working with a new client. They ask their agent: 'Create a record for Acme Corp, and make sure you capture all required fields.' The agent uses get_schema_metadata first to validate the structure, then executes create_contact and get_company_details, ensuring zero manual data entry errors.
Checking Project Bottlenecks
A team lead wants a quick status update on three projects. They ask: 'What's the current progress and who owns the tasks for the Website Redesign, Marketing Strategy 2024, and New Product Launch?' The agent runs get_project_details and then aggregates results from multiple calls to list_tasks, giving a clear view of task ownership.
Finding Missing Billing Info
An Account Executive talks to a client about their last invoice. They ask the agent: 'What was the billing status for TechVentures App?' The agent combines get_project_details (for context) with list_invoices and get_company_details, providing both the project status percentage and the exact amount billed.
The Tradeoffs
Asking for 'everything' at once
I need to know everything about this client, their projects, and how much they owe. Please show me all data.
→
Break it down into tool calls. Start by asking: 'What is the current project status? Use get_project_details. Then, what are the invoices due? Run list_invoices.' Specificity gets you accurate results.
Assuming fields exist
Just add a new contact for John Doe and make sure I include his custom 'Preferred Color'.
→
First, run get_schema_metadata. This shows you the exact field names (e.g., 'Color_Preference') so your agent doesn't fail when trying to write data.
Ignoring project scope
What are all tasks for my client?
→
You must tell the agent which project you mean. Use list_projects first, then pass that specific ID into a call to get_project_details or list_tasks.
When It Fits, When It Doesn't
Use this server if your primary bottleneck is context switching between multiple specialized SaaS tools (CRM, PM, Accounting). The value here isn't just the data; it's the ability to orchestrate calls across those data silos through a single conversational interface. You need this when an answer requires combining information from list_contacts, get_company_details, and list_invoices simultaneously.
Don't use this if you only need to perform one simple, isolated action—for instance, just creating a contact record. In that case, calling the single create_contact tool directly is cleaner. You should also avoid using it if your data structure changes constantly without documentation; always check get_schema_metadata first.
Common Questions About SuiteDash MCP
How do I check if my CRM has custom fields using get_schema_metadata? +
Run get_schema_metadata and review the returned definition set. This output shows you every field name, its data type, and whether it's required for any record type (contact, company).
Can I list all active projects using list_projects? +
Yes, calling list_projects generates a full roster of every project ID currently in your system. You can then feed these IDs into get_project_details for bulk status checks.
Does create_contact require me to know the exact field names? +
Yes. Before calling create_contact, always run get_schema_metadata. This ensures that when your agent writes the record, it uses the precise field keys (e.g., 'client_email') and not a general term.
What is the best way to check billing status? +
The most thorough approach combines list_invoices with get_company_details. This lets your agent cross-reference who the company is, and then pull all associated open or closed invoices.
If I run `get_contact_details` for a contact ID that doesn't exist, what kind of error response do I get? +
The tool returns an HTTP 404 Not Found status. Your AI client can parse this structured error code directly. This lets your agent tell you exactly which ID was bad and prompt you to correct it without failing the entire request.
When using `list_companies`, are there rate limits I need to know about? +
The server follows standard API rate limiting. If your AI client makes too many requests in a short window, you'll receive a 429 status code. This response tells you precisely how long to wait before trying the request again.
How do I set up authentication for the first time so my agent can run `list_contacts`? +
You must provide your SuiteDash Public ID and Secret Key in the server connection settings. These keys are credentials that grant your AI client specific read and write permissions to all your CRM data.
Can I link project details using `get_project_details` with tasks listed by `list_tasks`? +
Yep. You can pass the Project ID you get from get_project_details into the parameters for list_tasks. This scopes all results, giving your agent a complete view of that single project’s assignments and timeline.
How do I find my SuiteDash API credentials? +
Log in to your SuiteDash portal, navigate to Integrations > Secure API, and you will find your unique Public ID and Secret Key there.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.