# SuiteDash MCP

> 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.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** client-portal, all-in-one, task-tracking, invoicing, business-operations, project-collaboration

## Description

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.

## Tools

### 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.

### get_project_details
Retrieves metadata and current status details for a specified project.

### get_schema_metadata
Shows the required field definitions, letting you know exactly what data fields your CRM uses.

### list_companies
Lists all company records present in your CRM system.

### list_contacts
Generates a list of contacts, allowing you to search and filter by criteria like last activity or status.

### list_deals
Lists all sales deals in your pipeline, helping track potential revenue and close dates.

### list_invoices
Generates a list of invoices to check for outstanding payments or billing status.

### list_projects
Lists all active projects currently managed in the system.

### list_tasks
Provides a list of tasks associated with specific projects, helping track team assignments and deadlines.

## Prompt Examples

**Prompt:** 
```
List all active projects in SuiteDash.
```

**Response:** 
```
I've retrieved your projects. You have 4 active environments including 'Website Redesign', 'Marketing Strategy 2024', and 'New Product Launch'. Which one would you like to see tasks for?
```

**Prompt:** 
```
Show me all active client projects with their task progress and billing status.
```

**Response:** 
```
12 active client projects. By status: On Track (7): avg 65% complete. "Meridian Corp Rebrand" (82%, billing current, $45K invoiced of $60K). "TechVentures App" (71%, $23K of $35K). At Risk (3): "DataFlow Migration" (34%, 2 weeks behind, resource gap). Overdue (2): "ScaleUp Website" (90% complete, final review pending). Total billable hours this month: 890. Unbilled time: 45 hours ($6,750). Client portal logins this week: 34. File shares: 123 documents across all projects.
```

**Prompt:** 
```
Create a new client workspace for Meridian Corp with CRM, project, and billing modules enabled.
```

**Response:** 
```
Client workspace created: Meridian Corp. Modules enabled: CRM (contacts, pipeline), Projects (tasks, Gantt, Kanban), Billing (invoices, estimates, payments). Portal URL: app.yourdomain.com/meridian-corp. Admin users: 2 (David Chen CEO, Sarah Williams PM). Client portal access: enabled with branded login page. File storage: 10 GB allocated. Integration: Stripe connected for online payments. Automation: welcome email sent, onboarding checklist created (8 tasks). Template applied: "Enterprise Client" workflow.
```

## Capabilities

### Manage Contact Records
Create new contacts using `create_contact`, or pull detailed information on existing people or companies using `get_contact_details` and `get_company_details`.

### Review Business Data Structure
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.

### Track Project Statuses
List all active projects (`list_projects`) and drill down into task lists (`list_tasks`) or specific project metadata to see progress percentages and bottlenecks.

### Monitor Financials & Deals
Pull comprehensive financial reports by listing invoices (`list_invoices`), reviewing open sales deals (`list_deals`), or checking company details for billing context.

### Automate Data Lookup
Access lists of all companies (`list_companies`) and contacts (`list_contacts`) to quickly find records by name, date, or status without manual searching.

## 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.

## Benefits

- 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_metadata` first, you ensure that any new contact or company record created via `create_contact` uses 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_invoices` and `list_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_details` and tells you the status, current tasks via `list_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.

## How It Works

The bottom line is: Your AI client handles all the API calling; you just talk to it like normal.

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_projects` combined with `list_invoices`), executes them against SuiteDash, and reports the summarized findings back to you in chat.

## Frequently Asked Questions

**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.