Bring Lead Management
to AutoGen
Learn how to connect Clientjoy to AutoGen and start using 7 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Clientjoy MCP Server?
Connect your Clientjoy CRM and billing account to any AI agent and simplify how you coordinate your sales pipeline, client directory, and invoicing through natural conversation.
What you can do
- Lead Management — List and query potential sales leads, and create new prospect profiles programmatically via AI.
- Client CRM — List all customer organizations and retrieve detailed metadata, contact info, and transaction histories.
- Billing Oversight — List and monitor generated invoices and their payment status to keep your finances organized.
- Sales Proposals — Query your catalog of sent and drafted proposals to track your business development efforts.
- Service Catalog — List available products and services defined in your account to verify pricing and offerings.
- Lifecycle Control — Manage the entire journey from lead to paid customer directly from Claude, Cursor, or any MCP client.
How it works
1. Subscribe to this server
2. Enter your Clientjoy API Token (found in your account settings under API)
3. Start managing your business ecosystem from your favorite AI assistant
Who is this for?
- Agency Owners & Freelancers — quickly retrieve client details and check invoice statuses via simple AI commands.
- Sales & BD Teams — monitor lead progress and verify proposal availability directly from the workspace.
- Ops & Finance Leads — track received payments and manage the service directory via the AI assistant.
Built-in capabilities (7)
Register a new lead
Get details for a specific customer
List invoices
List Clientjoy customers
List Clientjoy leads
List proposals
List items and services
Why AutoGen?
AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Clientjoy tools. Connect 7 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.
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Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Clientjoy tools to solve complex tasks
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Role-based architecture lets you assign Clientjoy tool access to specific agents. a data analyst queries while a reviewer validates
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Human-in-the-loop support: agents can pause for human approval before executing sensitive Clientjoy tool calls
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Code execution sandbox: AutoGen agents can write and run code that processes Clientjoy tool responses in an isolated environment
Clientjoy in AutoGen
Clientjoy and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientjoy to AutoGen through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Clientjoy in AutoGen
The Clientjoy MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 7 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in AutoGen only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
Clientjoy for AutoGen
Every tool call from AutoGen to the Clientjoy MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I check the payment status of an invoice via AI?
Yes! Use the list_billing_invoices tool. Your agent will retrieve the history of invoices, including whether they are Paid, Overdue, or Unpaid.
How do I add a new sales lead using the agent?
Use the create_new_lead action. Provide the lead's name and email address to register them instantly in your Clientjoy sales pipeline.
Is it possible to list all my active customers via AI?
Absolutely. Use the list_customers query. The agent will retrieve the complete directory of organizations and clients managed in your account.
How does AutoGen connect to MCP servers?
Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Clientjoy tools during their conversation turns.
Can different agents have different MCP tool access?
Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.
Does AutoGen support human approval for tool calls?
Yes. Configure human-in-the-loop mode so agents pause and request approval before executing sensitive MCP tool calls.
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Install: pip install "autogen-ext[mcp]"