How to Use the SuiteDash MCP in Claude

Q: Can Claude Desktop use the MCP Server to list my projects?

Yep. The listprojects tool is available. You can ask your agent to pull a full rundown of all active jobs, which is super useful for planning next steps.

Q: Does SuiteDash and Claude Desktop support creating new contacts?

Yes. The createcontact tool lets you register brand-new leads directly through the agent interface using data gathered in your conversation.

Get live SuiteDash data into Claude Desktop, without opening a terminal.

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Connect SuiteDash MCP to Claude Desktop

Create your Vinkius account to connect SuiteDash to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup SuiteDash with Claude Desktop

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Claude

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Manage CRM Data Directly

The `list_contacts` tool shows you every contact in SuiteDash. You can then use the `create_contact` tool to register new leads instantly, pulling data straight into your chat session. Need background on a company? Running `get_company_details` gives you all the metadata you need, letting you keep conversation moving without leaving Claude Desktop.

Track Project Scope and Progress

Understand exactly what work is happening with `list_projects`. This tool shows active projects in SuiteDash. For deep dives into a specific job, use `get_project_details` to pull the full metadata. And don't forget tasks; running `list_tasks` gives you every item under a project, keeping your work scope visible and organized.

Review Financial Records

Keep an eye on the books with SuiteDash. The `list_invoices` tool lets you pull all outstanding invoices into Claude Desktop immediately. If you need to check a client's general info, running `get_company_details` provides that context. This whole MCP Server integration helps you verify billing status and track payments without switching apps.

Setup guide

Set up SuiteDash MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The SuiteDash MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the SuiteDash MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under suitedash-mcp.

json

{
  "mcpServers": {
    "suitedash-mcp": {
      "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 Desktop

You just ask. Tell your agent, 'List all deals in SuiteDash.' The MCP Server handles the connection and spits out the data right into the chat window for you to review.

It touches CRM records like contacts and companies, plus project details, deals, invoices, and task lists. Essentially, it's everything that happens in SuiteDash.

Yep. The `list_projects` tool is available. You can ask your agent to pull a full rundown of all active jobs, which is super useful for planning next steps.

Yes. The `create_contact` tool lets you register brand-new leads directly through the agent interface using data gathered in your conversation.

The server handles listing invoices and company details. Because this is an authenticated connection to SuiteDash, you're viewing sensitive financial records that are managed through the system's standard security protocols.

Use it with your favorite AI tools

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