# Clientjoy MCP MCP > Clientjoy MCP connects your entire CRM and billing account to any AI agent. You use it to manage the full client lifecycle—from creating initial leads and tracking proposals to checking invoice statuses and managing service items—all through simple conversation. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Tags:** lead-management, invoicing, proposal-management, client-onboarding, contract-management, freelance-tools ## Description Managing a customer relationship used to mean jumping between five different tabs: one for leads, one for contacts, one for billing, and three more for contracts. Now, you can talk to your agent and simply ask it to pull together the full picture. It finds all customer data, reviews past transactions, checks if any invoices are overdue, and even pulls up available services so you know what pricing options exist before sending a quote. This level of centralized oversight is exactly why connecting Clientjoy through Vinkius's catalog works so well—it gives your AI client the full scope of operations management without needing to write complex API calls. ## Tools ### create_new_lead Registers a brand new prospect into your lead database. ### get_customer_details Retrieves comprehensive profile information for one specific customer organization. ### list_customers Retrieves a list of every customer organization currently in your CRM. ### list_billing_invoices Lists all generated invoices and their current payment status. ### list_service_items Lists every product and service item available for billing in your account. ### list_leads Lists all potential sales leads waiting in the pipeline. ### list_sales_proposals Pulls a list of proposals that have been created or sent out. ## Prompt Examples **Prompt:** ``` List all active leads in my Clientjoy account. ``` **Response:** ``` I've retrieved your sales pipeline. You have 3 active leads: 'Acme Corp Expansion', 'New Retail Project', and 'Tech Solutions Lead'. Which one would you like more details on? ``` **Prompt:** ``` Show me the details for customer 'John Miller' (ID: 10293). ``` **Response:** ``` Fetching profile... John Miller is a 'VIP Client' from 'Miller Industries'. He has 2 paid invoices and 1 active proposal. Would you like to see his full transaction history? ``` **Prompt:** ``` Are there any overdue invoices? ``` **Response:** ``` Checking billing... Yes, you have 1 overdue invoice: #INV-88231 ($450.00) from 'Global Logistics'. It was due 5 days ago. Shall I retrieve the contact info for follow-up? ``` ## Capabilities ### Manage Leads The agent can pull lists of potential sales leads and create new prospect profiles right from chat. ### Retrieve Customer Records You get detailed customer metadata, including contact info and full transaction history for any client. ### Review Billing Status The system lists current invoices, allowing you to check payment status and identify overdue accounts instantly. ### Track Proposals You can query the catalog of both drafted and already sent sales proposals. ### Verify Services and Pricing The MCP lists all products and services defined in your account, verifying current pricing and offerings. ## Use Cases ### The Quarterly Review A sales director needs to prepare a quarterly revenue report. Instead of running separate reports in three different systems, they ask their agent to check `list_customers` for all major accounts and then retrieve the latest data from `list_billing_invoices` to get an immediate financial snapshot. ### Following Up on a Cold Lead A consultant gets a new name. Instead of having to remember where to enter it, they just prompt their agent with 'I need a new lead for Acme Corp' and use the `create_new_lead` tool to get the prospect entered immediately. ### Pre-Proposal Check Before sending a quote, an account manager needs to know if the client has existing services they haven't paid for. They ask the agent to review `list_service_items` and cross-reference it with the customer’s history via `get_customer_details`. ### Audit Billing Records A finance lead suspects a payment was missed. Instead of navigating complex reports, they ask their agent to list all invoices and filter them by 'past 60 days' using `list_billing_invoices` for an instant audit trail. ## Benefits - You don't have to manually check the payment status of every client. By using `list_billing_invoices`, your agent automatically flags overdue accounts so you know exactly who needs a follow-up call. - Never lose track of where a potential sale is stuck. The ability to query `list_leads` and create new prospects means you can keep your sales pipeline moving without ever opening the main CRM dashboard. - Drafting proposals gets faster because you don't need to check the service menu manually. You just ask for available items, and it pulls data from `list_service_items` instantly. - When onboarding a new client, instead of clicking through menus, you simply tell your agent to pull up their full history using `get_customer_details`. It’s all in one chat window. - Keep your business development organized by querying your proposal catalog. You can ask the system to list proposals and see exactly which ones are ready for review. ## How It Works The bottom line is you don't have to know which API endpoint to hit; you just talk to your AI client, and it handles the plumbing. 1. Subscribe to this Clientjoy MCP and provide your API token in the Vinkius environment settings. 2. Your AI client connects using that token, giving it read/write access to all core CRM and billing data. 3. You simply ask your agent a question—like 'Show me John Miller's outstanding invoices'—and the tools execute the necessary sequence behind the scenes. ## Frequently Asked Questions **How do I check if a customer paid their bills using list_billing_invoices?** You ask your agent to run the `list_billing_invoices` tool. It pulls all current invoices and highlights which ones are marked as 'Paid' or show an overdue date. **Can I create a new lead using create_new_lead?** Yes, you can use `create_new_lead` to register a prospect. Just tell your agent the name and any basic details, and it handles the initial record creation for you. **What if I need to check all my potential sales proposals?** Use the `list_sales_proposals` tool. Your agent will pull a list of every proposal—drafted or sent—so you can quickly review your business development efforts. **Does get_customer_details give me billing info?** It gives core customer details, and it also summarizes transaction history. For a detailed list of invoices, though, running `list_billing_invoices` is the more precise method. **How do I find out what services are available for billing?** You use `list_service_items`. This tool pulls your entire catalog of products and services, helping you verify pricing before quoting a client. **When I use list_customers, what kind of metadata can I retrieve for each organization?** The tool returns the core organizational details: name, primary contact, and industry. You'll also get a summary of all associated transaction records, letting you see the overall relationship history right away. **Can I filter my potential prospects by status using list_leads?** Yes, you can specify filters to narrow down your search. For example, requesting only 'Stalled' or 'Hot' leads lets you focus immediately on the segments needing attention. **Does list_sales_proposals require me to provide a Client ID?** No, the tool accepts general queries without a mandatory client ID. However, including a date range or specific customer name greatly improves the accuracy of the retrieved proposals. **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.