How to Use the SuiteDash MCP in Cline

Q: Which tools are available in the SuiteDash MCP Server for Cline?

The server offers 11 tools. These include createcontact, listcompanies, getschemametadata, and all functions related to projects, tasks, and invoices.

Q: Can I check deal status using SuiteDash and Cline?

Absolutely. Running listdeals gives you the current pipeline view. You can then write a script that processes those deals against existing project records to see if they are already in scope.

Q: What is the best way to list contacts using SuiteDash and Cline?

Use listcontacts. It provides a raw, machine-readable output that your script can immediately parse into JSON or CSV for further processing or export.

Execute complex, multi-stage data tasks from the terminal using Cline for immediate development results.

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Connect SuiteDash MCP to Cline

Create your Vinkius account to connect SuiteDash to Cline 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 Cline

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Automate CRM Data Synchronization

You can run `list_contacts` to get a list of current contacts and then pipe that output directly into a script. Using `get_company_details`, you fetch the necessary metadata for any given company ID, which lets your CLI agent write code that validates existing client data against the latest database records. This is perfect for CI/CD pipelines. Instead of manually checking records in a UI, you run one command and get a clean exit code based on how many contacts or companies need updating.

Audit Project Lifecycle Status

Need to check project health? Run `list_projects` first. Then, drill down using `get_project_details` to pull the scope and deliverable metadata for a specific ID. You can combine this with `list_tasks` to ensure every active project has associated tasks logged. This script writes a report showing any gaps. This mechanism is critical for auditing. It lets you prove, via code output, that all required work packages are accounted for before billing starts.

Process Deals and Invoicing Records

The `list_deals` tool pulls the raw sales pipeline data—the potential value. You can then use `list_invoices` to get all associated financial records in a separate stream. Your CLI agent processes both streams, flagging any deal that has been open for 90 days but lacks an invoice record. This is automated revenue leakage detection. This approach turns manual reconciliation into a single command line execution, giving you predictable outputs and easy scripting hooks.

Setup guide

Set up SuiteDash MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type suitedash-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest SuiteDash refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

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

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Common questions about SuiteDash MCP in Cline

Cline handles this by chaining commands. You can pass the output of `list_deals` directly as an argument to a task creation function, like calling a tool that needs a specific company ID.

The server offers 11 tools. These include `create_contact`, `list_companies`, `get_schema_metadata`, and all functions related to projects, tasks, and invoices.

Absolutely. Running `list_deals` gives you the current pipeline view. You can then write a script that processes those deals against existing project records to see if they are already in scope.

Use `list_contacts`. It provides a raw, machine-readable output that your script can immediately parse into JSON or CSV for further processing or export.

The CLI interacts with structured records like contact email addresses, company identifiers, deal names, and invoice numbers. The output is always machine-readable data sets derived from the CRM layer.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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