# Clientjoy MCP MCP > 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. ## Overview - **Category:** customer-relationship-management - **Price:** Free - **Tags:** agency-management, client-lifecycle, invoicing, lead-management, freelance-tools, sales-pipeline ## Description 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. ## Tools ### 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. ### 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. ## Prompt Examples **Prompt:** ``` List all my new leads in Clientjoy. ``` **Response:** ``` Retrieving your leads... I found 5 items: John Doe (Qualified), Jane Smith (New), Mike Scott (Interested), and 2 others. Would you like the details for the new lead? ``` **Prompt:** ``` Show me my unpaid invoices. ``` **Response:** ``` Checking invoices... You have 3 unpaid invoices: #INV-101 ($1,200), #INV-105 ($450), and #INV-108 ($2,100). The first two are currently overdue. ``` **Prompt:** ``` What is the status of the 'Website Redesign' project? ``` **Response:** ``` Checking projects... The 'Website Redesign' project for Acme Corp is 'In Progress'. It has 12 completed tasks and 5 pending items. ``` ## Capabilities ### Check detailed info for any contact You ask about a person, and the MCP retrieves their full history and current details from the CRM. ### Pull data on specific sales leads The agent fetches all necessary information on a potential client or lead you're researching. ### View your personal workspace info You can retrieve metadata about your own user profile and core Clientjoy settings directly in the chat. ### Get a list of all agency invoices The MCP lists every invoice, showing you exactly which ones are paid and which ones are overdue. ### Audit client project status You request an overview of any client's projects to see what tasks are complete versus pending. ### See all saved contacts in the CRM The agent generates a list of every contact and client record stored within your Clientjoy account. ### Review captured sales leads You can get a real-time list of all new sales prospects that have come into the system. ## Use Cases ### 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. ## Benefits - 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`. ## How It Works The bottom line is you stop navigating separate tabs and start talking directly to the system's data. 1. First, subscribe to this MCP and paste your Clientjoy API Token (you grab this from Settings > API in Clientjoy). 2. Next, connect it to any AI client—like Cursor or Claude—so your agent can access the data. 3. Finally, just talk to it. Ask questions like, 'Show me all unpaid invoices,' and watch the details appear. ## Frequently Asked Questions **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.