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Vinkius

Clientjoy Connector for AI agents.

7 live capabilities

Manage your agency CRM, invoices, and project tasks through a single chat.

Live agent request Clientjoy / Connector

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AI Agent

Why people use Clientjoy

Clientjoy CRM for Agency Revenue and Project Tracking

This Connector changes that by letting you ask your agent for the info you need. Instead of hunting through menus, you just ask about an invoice status or a project's progress. You get the answer in seconds, keeping you in your flow state.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire agency CRM and financial backend.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Checking monthly revenue

    An agency owner wants to know if they hit their monthly goal and asks the agent to list all invoices.

  2. Real-world use case 02

    Live project status updates

    A project manager is in a meeting and needs to know if the 'Website Redesign' tasks are finished.

  3. Real-world use case 03

    Pre-call lead research

    A sales rep needs to know if a specific lead has been contacted recently before making a follow-up call.

Complete set · 7capabilities

The complete Clientjoy capability set.

These are the exact actions your AI can choose when you ask it to work with Clientjoy.

Capability set01 / 02

01—04

4 capabilities in this set.

Part of 7 available through Clientjoy.

  1. 01 Capability

    Create new lead

    Register a new lead

  2. 02 Capability

    Get customer details

    Get details for a specific customer

  3. 03 Capability

    List billing invoices

    List invoices

  4. 04 Capability

    List service items

    List items and services

Capability set02 / 02

05—07

3 capabilities in this set.

Part of 7 available through Clientjoy.

  1. 05 Capability

    List leads

    List Clientjoy leads

  2. 06 Capability

    List sales proposals

    List proposals

  3. 07 Capability

    List customers

    List Clientjoy customers

Set up in minutes

One URL. Then ask Clientjoy to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Clientjoy from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_wN52pYk4dMp2vVLJ67JZgEC0eTUqsHhvY4s78fLx/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Clientjoy, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Clientjoy for the conversation.

Where the request belongs

Work Clientjoy can move forward.

Built around the request

This is for agency owners and project managers who are tired of clicking through multiple dashboards to find basic status updates on revenue, leads, or client tasks.

01

Agency Owner

Checks the health of the sales pipeline and revenue status during morning coffee without opening a browser.

02

Project Manager

Audits project progress and task lists while in meetings to give instant updates to clients.

03

Accountant

Quickly looks up invoice status and payment history during month-end reconciliations.

04

Sales Rep

Verifies lead profiles and proposal statuses before jumping on a discovery call with a prospect.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Clientjoy logo
01 7 capabilities

Clientjoy

Manage your entire client lifecycle from proposals and contracts through invoicing and payments in one streamlined platform.

View Connector
Indy logo
02 12 capabilities

Indy

Manage your freelance business with proposals, contracts, time tracking, and invoicing that covers the entire client lifecycle.

View Connector
Moxie logo
03 12 capabilities

Moxie

Manage your freelance or agency business with client portals, project tracking, time logging, and invoicing in one clean capability.

View Connector
Cashboard logo
04 8 capabilities

Cashboard

Manage time tracking, invoicing, and projects via Cashboard. track expenses, send estimates, and monitor client billing directly from any AI agent.

View Connector
Better Proposals logo
05 10 capabilities

Better Proposals

Create and manage professional proposals via Better Proposals. list proposals, contacts, and templates directly from any AI agent.

View Connector
Dubsado logo
06 12 capabilities

Dubsado

Run your creative business with proposal templates, contract signing, invoicing, and client scheduling in one seamless flow.

View Connector

Bring your own AI

Change the model, client or framework. Keep Clientjoy connected.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
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  • Windsurf
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  • Continue
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  • TypingMind
  • Chorus
  • 5ire
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  • CrewAI
  • Vercel AI SDK

Before you connect

Questions about Clientjoy.

The practical details behind the request, access and result.

How can Clientjoy help me manage my agency's revenue?

It connects your invoicing data directly to your AI agent. You can ask for a list of all invoices, check which ones are paid, and identify overdue payments instantly without opening your accounting dashboard.

Can I use Clientjoy to check my project task lists?

Yes. You can ask your agent to list all active projects or check the specific task progress for a single client project to see what's finished and what's still pending.

Does Clientjoy work for tracking my sales pipeline?

It does. You can use it to list all your current sales leads and view the status of any sales quotes or proposals you've sent to potential clients.

How does Clientjoy help my accounting team?

Accountants can use it to quickly pull up payment history and invoice statuses through a chat interface, making it easier to identify missing payments during month-end reconciliations.

Can I see my client's contact history with Clientjoy?

Yes, you can pull up detailed CRM records for specific contacts to see their relationship history and other important details before you jump on a call.

Can I check my sales quotes with Clientjoy?

You can list all sales quotes and proposals sent to clients. This helps you keep track of what's currently out for review without digging through your sent folders.

Can I see which invoices are still unpaid?

Yes! Use the list_agency_invoices capability. 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 capability. 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.

Can I check the payment status of an invoice via AI?

Yes! Use the list_billing_invoices capability. 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.

One connection away

Give your agent a direct line to Clientjoy.

Connect Clientjoy once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available