# Copilot CRM (Assembly) MCP for AI Agents MCP

> Copilot CRM (Assembly) MCP equips your AI agent to manage client relationships, company records, billing cycles, and project files inside the Copilot portal. It lets you list contacts, check invoice statuses, update profiles, and search historical documents using only natural language.

## Overview
- **Category:** document-management
- **Price:** Free
- **Tags:** client-portal, invoicing, service-business, client-onboarding, file-sharing, crm

## Description

This connector integrates the Copilot client portal directly into your AI workflow. Forget switching between tabs or manually updating spreadsheets; your agent handles the back-office work for service businesses.

You can ask it to list all your active clients or find a specific company's details, even pulling associated contacts and account linkages. Need billing info? You can check invoice statuses, pull payment totals, and confirm due dates just by asking. If you need historical context, the agent searches through files and portal messages for any piece of data.

This entire system runs using natural conversation, letting you manage everything from client onboarding to project tracking without ever leaving your chat window. Because Vinkius hosts this MCP, all compatible AI clients—Claude, Cursor, Windsurf, and others—get instant access to these powerful functions.

## Tools

### create_client
Adds a brand new client profile into the portal using basic identifying details like name and email.

### get_client_details
Pulls comprehensive information about one specific client, including contact info and associated company data.

### list_clients
Generates a list of all clients in your CRM, showing their IDs, names, emails, and current account status.

### list_companies
Retrieves a catalog of corporate entities, including company IDs, legal names, and main contacts.

### list_custom_fields
Shows you the definitions for all custom fields used across different parts of the CRM system.

### list_files
Lists files uploaded to the portal, providing filenames, storage paths, and when they were last accessed.

### list_forms
Retrieves definitions for various intake or feedback forms available in the client workspace.

### list_invoices
Generates a list of all invoices, showing amounts, due dates, payment status, and who they are billed to.

### list_portal_messages
Lists message threads from the client portal, detailing sender, receiver, content summary, and timestamps.

### update_client
Modifies specific attributes of an existing client, like changing their name or updating account status.

## Prompt Examples

**Prompt:** 
```
What are the three biggest companies I deal with that have open invoices?
```

**Response:** 
```
**Client Financial Summary**

| Company Name | Total Due | Overdue Days |
| :--- | :--- | :--- |
| Global Logistics | $12,500.00 | 18 days |
| Beta Systems | $4,500.00 | 5 days |
| Acme Corp | $900.00 | N/A |

*Action:* Do you want me to draft a reminder email for Global Logistics? (Yes/No)
```

**Prompt:** 
```
I need the details and any files related to my client, 'Jane Doe'.
```

**Response:** 
```
**Client: Jane Doe**

*Contact Info:* jane.doe@example.com | Account Status: Active 
*Linked Company:* [Global Solutions Inc.]
*Recent Files:* 📂 Q2-Proposal-Draft.pdf (Uploaded 2024-05-10)
*Messages:* Last message was about the contract review on May 12th.
```

**Prompt:** 
```
What kind of data fields do I have available in the system?
```

**Response:** 
```
**Available Custom Fields:**

We currently use custom fields for:
*   Primary Industry (Dropdown)
*   Contract End Date (Date Picker)
*   Project Lead Name (Text Input)

These definitions let us capture specific business data beyond just name and email.
```

## Capabilities

### Manage Client Records
Creates new client profiles, retrieves detailed contact information, or updates existing account statuses.

### Track Company Entities
Lists and resolves corporate entity data, including legal names and primary contacts associated with clients.

### Handle Billing Inquiries
Checks the status of invoices, pulls total amounts, and confirms due dates for any client account.

### Search Documents and Messages
Retrieves metadata on uploaded files or searches message threads within the client portal workspace.

### Discover System Data
Lists available custom fields, forms, and account settings used across the entire CRM platform.

## Use Cases

### A client needs an account audit.
The Account Manager asks the agent to pull all data for 'Global Logistics'. The agent retrieves their current contact details, lists associated companies, pulls up recent messages, and checks the status of their three last invoices.

### Starting a new client relationship.
The consultant asks the agent to create a brand new client record for 'Acme Corp' with specific initial details. The agent handles the creation and links it to existing company records, getting the account ready.

### Investigating payment delays.
When a user is unsure about payments, they ask the agent to list all invoices for a company. The agent returns a table showing due dates and current 'Paid' or 'Overdue' status at a glance.

### Finding project documentation.
A support team member needs an old contract. They ask the agent to search files for 'Acme Corp' related to Q1 reports. The agent lists available documents and provides download links.

## Benefits

- Checking billing status is instant. Instead of navigating to the invoicing section, you simply ask your agent about overdue invoices or payment totals.
- Client records are always fresh. Need to add a new contact? The agent handles creating a client profile and linking it to existing companies instantly.
- Never lose data again. Your agent searches through all files and messages in one go, finding that 'Q1-Report.pdf' or the specific message thread you need immediately.
- Streamlined operations mean less clicking. You can update client contact details or account statuses using a simple command instead of logging into multiple backend dashboards.
- Better planning for firms. Quickly pulling up all relevant documents, messages, and invoice histories allows accountants to prepare reports faster during review sessions.

## How It Works

The bottom line is that your AI client acts as a unified interface for managing complex business records across multiple CRM functions using only conversation.

1. Connect your AI client to the Copilot CRM MCP and authorize access using your API key.
2. Tell your agent what you need. Instead of clicking through menus, simply ask questions like, 'What are all my overdue invoices?'
3. The agent executes the necessary actions, retrieving structured data (like invoice numbers or contact names) and presenting it back to you in plain language.

## Frequently Asked Questions

**How does the Copilot CRM (Assembly) MCP help me check client billing details?**
It allows you to ask for invoice statuses or payment totals using natural conversation. Instead of navigating complex billing screens, your agent pulls up a summary showing exactly which invoices are due and when they were paid.

**Can I use the Copilot CRM (Assembly) MCP to find old client documents?**
Yes, you can ask it to search through files uploaded in the portal. It retrieves metadata on specific documents, like filenames and upload dates, so you know exactly what history exists for a client.

**What if I need to update an existing client's information?**
You simply tell your agent what change is needed. You can ask it to update the account status or correct a contact detail, and it makes the modification directly within the CRM system.

**Does Copilot CRM (Assembly) MCP help with setting up new client accounts?**
Absolutely. The agent handles creating brand new client records for you. You just provide the basic identity info, and it builds out the profile in the portal.

**Is Copilot CRM (Assembly) MCP good for law firms managing case data?**
Yes, because it manages company associations and client profiles. It lets you track multiple related entities—the client, the associated corporations, and all their project files—in one conversation.

**Does this MCP handle tracking communication history?**
Yes, it lists messages sent through the portal. You can pull up message threads to see who was communicating with whom and when, giving you a clear record of interaction.