How to Use the SuiteDash MCP in Claude Code

Q: How do I authenticate SuiteDash with Claude Code?

You use the dedicated claude mcp add command. You pass the transport details, scope, and header information first. The connection is then stored in your local /.claude.json file for repeatable runs.

Q: What tools are best for checking financial data in SuiteDash via Claude Code?

For billing, use listinvoices. If you're tracking revenue against a deal, start with listdeals and combine that output with the invoice list to get a clear picture.

Q: If I need metadata about CRM fields, how do I use SuiteDash with Claude Code?

The getschemametadata tool is exactly for this. You can script calls to check field definitions before running complex data validation routines.

Automate SuiteDash backend operations for Claude Code via CLI scripts.

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Setup SuiteDash with Claude Code

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Scripted Contact and Company Management

Write a script that needs to onboard multiple leads? You can pipe lists of company names into the endpoint. The agent handles calling `list_companies` first, then uses `get_company_details` for each one. After validation, it registers new contacts using `create_contact`. This makes perfect sense in a CI/CD pipeline where you need to bulk-process data without any GUI overhead.

Bulk Project and Task Status Checks

Need to run a nightly report on project status? Your shell script calls `list_projects` for all active accounts. For each one, it fetches the full scope using `get_project_details`, then lists every pending item with `list_tasks`. The output is clean JSON that you can pipe into another system or use in a database update cron job.

Audit Trail for Sales and Scope Creep

You can build an audit tool that checks sales records against actual work. Run `list_deals` to get potential revenue, then cross-reference the client using `get_contact_details`. You can even check if billing is overdue by running `list_invoices`. This makes it easy to automate compliance checks and flag discrepancies in your deployment scripts.

Setup guide

Set up SuiteDash MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see suitedash-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest SuiteDash transactions." It will automatically discover and invoke the available SuiteDash tools.

Terminal

claude mcp add --transport http suitedash-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the SuiteDash MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "suitedash-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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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Common questions about SuiteDash MCP in Claude Code

You use the dedicated `claude mcp add` command. You pass the transport details, scope, and header information first. The connection is then stored in your local `~/.claude.json` file for repeatable runs.

Yes. You can script the process: pull a list of companies with `list_companies`, then loop through them, calling `get_company_details` and finally running `create_contact` for any missing records.

For billing, use `list_invoices`. If you're tracking revenue against a deal, start with `list_deals` and combine that output with the invoice list to get a clear picture.

No. This whole setup is designed for the terminal. You can run it headless, inside Docker containers or GitHub Actions—it never needs a graphical interface.

The `get_schema_metadata` tool is exactly for this. You can script calls to check field definitions before running complex data validation routines.

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