Supercharge your AI with Clientjoy. Manage Leads, Projects, and Invoices from your chat.
Works with every AI agent you already use
…and any MCP-compatible client








Connect to your AI in seconds.
Clientjoy MCP connects your CRM and invoicing data directly to any AI client. Get instant access to all leads, contacts, projects, and invoices—all in one conversation.
Manage your entire agency lifecycle, from initial proposal to final payment status, without jumping between tabs.
What your AI can do
Get contact crm details
Fetches all specific details about one contact record.
Get lead crm details
Retrieves detailed information for a single sales lead.
Get my clientjoy profile
Accesses basic metadata about your current workspace user.
You ask about a person, and the MCP retrieves their full history and current details from the CRM.
The agent fetches all necessary information on a potential client or lead you're researching.
You can retrieve metadata about your own user profile and core Clientjoy settings directly in the chat.
The MCP lists every invoice, showing you exactly which ones are paid and which ones are overdue.
You request an overview of any client's projects to see what tasks are complete versus pending.
The agent generates a list of every contact and client record stored within your Clientjoy account.
You can get a real-time list of all new sales prospects that have come into the system.
Ask an AI about this
Compatible AI Apps
OAuth 2.0 CompatibleWaiting for input…
Clientjoy: 8 Core Tools for CRM Ops
Use these tools to retrieve structured data about every aspect of your agency's client lifecycle, from initial contact to final payment.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Clientjoy on VinkiusGet Contact Crm Details
Fetches all specific details about one contact record.
Get Lead Crm Details
Retrieves detailed information for a single sales lead.
Get My Clientjoy Profile
Accesses basic metadata about your current workspace user.
List Clientjoy Contacts
Provides an overall listing of all contacts and clients stored in the CRM.
List Agency Invoices
Lists all existing invoices and reports their payment status.
List Clientjoy Leads
Lists every sales lead that has been captured by your agency.
List Agency Projects
Shows a list of every client project currently tracked in the system.
List Sales Quotes
Generates a list of all quotes and proposals you've sent to potential clients.
Connect to your AI in seconds. Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Clientjoy, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Clientjoy. 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.
VINKIUS INFRASTRUCTURE
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Sandboxed per request
Zero-Trust Proxy
No stored credentials
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Checking a client's status always feels like detective work.
Right now, checking on one account means opening the CRM dashboard for contact details. Then, you switch to the project management tab to see task progress. Next, you hop over to the invoicing system just to check if they paid last month's bill. Copy-pasting names and jumping between systems eats up huge chunks of your day.
With this MCP, that process disappears. You talk to your agent once: 'What is the status for Acme Corp?' It checks projects, pulls contact details, and reports on overdue invoices—all in one reply. The data just appears.
Get Clientjoy Data Directly with the Clientjoy MCP
You eliminate the need to manually cross-reference records. You don't have to run three different reports—one for contacts, one for projects, and one for invoices—and then merge them in a spreadsheet.
Now you just ask. The MCP fetches all that disparate data points and presents it cleanly, letting you move faster.
What your AI can actually do with this
Handling an agency means juggling dozens of pieces of information: who you talked to, how much they owe, what project stage they're at. This MCP lets you skip the dashboard navigation and talk directly to your client data using natural language. Your AI agent handles all the heavy lifting—checking lead status, reviewing payment history, or confirming a task list for an active project.
By connecting it through Vinkius, you get one single access point to every part of Clientjoy. This means whether you're checking up on overdue invoices, listing prospects in your sales pipeline, or just need the details on a specific client contact, you can pull that information instantly into your chat window.
019d7573-0b6c-714b-91a0-414e383e61bf Here's how it actually works
The bottom line is you stop navigating separate tabs and start talking directly to the system's data.
First, subscribe to this MCP and paste your Clientjoy API Token (you grab this from Settings > API in Clientjoy).
Next, connect it to any AI client—like Cursor or Claude—so your agent can access the data.
Finally, just talk to it. Ask questions like, 'Show me all unpaid invoices,' and watch the details appear.
Who is this actually for?
This MCP is for anyone who spends time switching between a CRM, an accounting platform, and their chat window. If your day involves checking if a lead needs follow-up or if last month's invoices were paid, this saves you clicks.
You use it to quickly check invoice status and payment history without logging into the accounting portal.
You ask for a project audit, getting task lists and progress updates instantly in your chat interface.
You verify lead profiles or proposal statuses right from the conversation while drafting an email to a client.
What Changes When You Connect
Audit projects without logging in. Instead of opening the full dashboard, ask for project progress; the agent tells you if 'Website Redesign' has 12 completed tasks and 5 pending ones.
Stop chasing payments. You can run a quick check on list_agency_invoices to immediately see who owes money and whether those invoices are overdue.
Verify lead quality fast. Need to know more about 'John Doe'? Use the agent to pull specific details using get_contact_crm_details before you make that follow-up call.
Keep sales momentum going. You can list all quotes or proposals using list_sales_quotes and review exactly what was sent out to potential clients this month.
See the whole picture of your client base. The agent lets you pull a comprehensive list of contacts (list_clientjoy_contacts) while simultaneously listing new leads captured by list_clientjoy_leads.
See it in action
Following up on an old opportunity.
A sales rep needs to know if a client is ready for the next step. They ask their agent, 'What was the status of the proposal sent last week?' The agent uses list_sales_quotes and get_lead_crm_details to reply with the exact details, letting the rep adjust the follow-up strategy immediately.
End-of-month finance check.
The accountant needs a quick snapshot of revenue health. They ask for unpaid invoices. The agent runs list_agency_invoices and reports back on how many are overdue, saving the accountant from manually opening the billing system.
Onboarding a new client.
A project manager needs to confirm scope and progress for an existing account. They ask about 'Acme Corp's website redesign.' The agent checks list_agency_projects and confirms the status, including pending tasks.
Reviewing a cold lead.
A sales team member gets a new prospect name. They ask for background info on that contact. The agent runs get_contact_crm_details, giving them relationship history and current status instantly in the chat.
The honest tradeoffs
Treating the MCP like a database query tool
Writing: 'SELECT * FROM clients WHERE last_contact_date < today - 30 days AND invoice_status = overdue;'. This fails because you can't write SQL.
Instead, ask your agent conversationally. Say: 'Show me all contacts who haven't been updated in the last month and whose invoices are unpaid.' The MCP handles the complex data stitching for you.
Ignoring lead vs. contact distinction
Assuming that list_clientjoy_leads contains payment information, or vice versa. Leads don't pay; contacts do.
Know the difference: use list_clientjoy_leads for prospects and list_agency_invoices when you need financial data on an established client.
Asking vague, multi-step questions
Saying: 'Help me with Acme Corp's billing problems.' This is too broad for the agent to act on.
Be specific. Instead, ask two separate questions: 1) 'List all projects for Acme Corp,' and then 2) 'Show me their outstanding invoices.'
When It Fits, When It Doesn't
Use this MCP if your primary pain point is the context switch between sales data, project management status, and financial records. It's perfect for anyone who needs a single source of truth about client history—from the initial lead to final payment. Don't use it if you only need general knowledge or want to manage internal company documents; those require different tools. If your goal is pure document generation (like writing reports), stick to standard file processing services, not this CRM data tool.
Questions you might have
How do I check my unpaid invoices using the Clientjoy MCP? +
You simply ask your agent to list agency invoices. The tool runs list_agency_invoices and provides a direct breakdown of which invoices are currently overdue.
Can I get details on a specific lead using the Clientjoy MCP? +
Yes, you use the agent to run get_lead_crm_details. This tool pulls all available information about that single prospect into your chat window.
Is this better than just looking at the Clientjoy dashboard? +
It’s faster. The MCP lets you pull specific data points—like project tasks via list_agency_projects—without leaving your current conversation or opening any tabs.
What if I only want to see contacts, not leads? +
Use the list_clientjoy_contacts tool. This specifically pulls records of established clients and contacts from your CRM, keeping them separate from new prospects listed by list_clientjoy_leads.
What steps are needed to use the `get_my_clientjoy_profile` tool? +
You must subscribe to this MCP and provide your Clientjoy API Token. This token authorizes your agent to access your specific workspace data, ensuring all reads come from your account.
Does running `list_clientjoy_contacts` expose sensitive client data? +
No. The MCP only accesses the fields permitted by the API Token you provide. Data remains secured within Clientjoy and is only surfaced to your agent for immediate use.
Can the MCP track all my client projects using `list_agency_projects`? +
Yes, this tool pulls a list of every project tracked in your account. You can then ask your agent follow-up questions about specific tasks or status updates within those projects.
Are there any rate limits when running the `list_sales_quotes` tool? +
Vinkius manages most platform access throttling. However, for high-volume usage, check Clientjoy's official API documentation to understand their specific call limits.
Can I see which invoices are still unpaid? +
Yes! Use the list_agency_invoices tool. The agent will return all invoices, and you can ask it to filter for those with an 'Unpaid' or 'Overdue' status.
How do I check the status of a specific sales proposal? +
Use the list_sales_quotes tool. Your agent will fetch all quotes and proposals, showing their current status (e.g., Sent, Viewed, Accepted).
Where do I find my Clientjoy API Token? +
Log in to your Clientjoy account, navigate to Settings, and select API. You can generate and copy your API token from that section.
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