# DebtPayPro MCP > DebtPayPro connects your AI agent directly to a specialized CRM for financial services and debt settlement. It lets you pull up detailed client profiles, track payment history, list all current debts on a contact, and manage active sales opportunities through natural conversation. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** debt-settlement, payment-tracking, financial-services, lead-management, crm-automation, portfolio-management ## Description This MCP integrates DebtPayPro, a dedicated platform for finance and debt management, into your AI workflow. You can ask your agent to find full contact records, check an individual's entire debt portfolio, or see their payment history—all from a single chat window. Need to add a new client? The system handles that too. It’s designed around the core financial operations of debt settlement. You can track pending follow-up tasks and monitor every active sales opportunity in the pipeline. Because this MCP lives on Vinkius, you get access to all these tools from just one connection point, no matter which AI client you're using. Ultimately, you manage your entire customer lifecycle—from lead generation to payment tracking—without ever leaving your chat interface. It turns complex database queries into simple conversational commands. ## Tools ### create_new_contact Adds a new client profile to DebtPayPro using just their name and email address. ### get_account_details Retrieves general information about your connected DebtPayPro account, like the system version or permissions. ### get_contact_details Pulls up a specific person's full profile, including their case number and debt program status. ### list_crm_contacts Returns a list of every existing contact in your DebtPayPro database, including their primary information. ### list_contact_debts Generates a list of all debts tied to one contact, showing the creditor and original balance. ### list_sales_opportunities Lists active sales leads, showing their projected value and where they are in the sales process. ### list_contact_payments Shows both the history of money already paid and the schedule for future payments owed by a contact. ### list_crm_tasks Shows all pending follow-up tasks and to-do items associated with contacts or cases. ### list_upcoming_payments Checks for payments scheduled to happen within the next seven days. ### search_contacts_by_name Finds contacts by matching keywords against their name or email address. ## Prompt Examples **Prompt:** ``` List all active contacts in the 'Settlement' stage. ``` **Response:** ``` I've found 8 contacts currently in the 'Settlement' stage, including 'Alice Johnson' and 'Bob Miller'. Their total enrolled debt is $45,000. Would you like to see their recent payment history? ``` **Prompt:** ``` Show me the debts associated with contact 'John Smith'. ``` **Response:** ``` John Smith has 3 enrolled debts: 'Chase Credit Card' ($5,000), 'Wells Fargo Loan' ($12,000), and 'Citi Bank Card' ($3,500). All are currently 'Active'. Should I check his scheduled payments for next month? ``` **Prompt:** ``` List all CRM tasks assigned to me for today. ``` **Response:** ``` You have 5 tasks assigned for today, including 3 'Follow-up Calls' and 2 'Document Reviews'. The highest priority is a call with 'Global Exports'. Should I pull their contact profile for you? ``` ## Capabilities ### Get detailed client profiles Retrieve a contact's full demographic data, associated case numbers, and their current debt settlement status. ### List all debts for a contact Pull up a comprehensive list of every enrolled debt linked to a specific person or account. ### Review payment records Get a history of processed payments and see the schedule for future installments toward their total debt. ### Manage contact leads Search or create new contacts, and list all existing profiles in the system's CRM database. ### Monitor sales pipelines and tasks View active sales opportunities, their current stage, and review pending follow-up tasks assigned to the team. ## Use Cases ### A client calls asking about their balance, but you can't find their file. Instead of manually searching by name in three different places, you ask your agent to `search_contacts_by_name`. It finds the correct profile and then lets you run `list_contact_debts` immediately to give the client an accurate number. ### You need to audit a client's full financial standing for compliance. Your agent first uses `get_contact_details` to confirm their status, then runs `list_contact_payments` to see all money received and the schedule of future payments. It gathers every piece of required data in one flow. ### The sales team needs a quick update on hot leads. You ask for active opportunities using `list_sales_opportunities`. If a deal looks good, you can then use `create_new_contact` to get the lead into the permanent CRM record. ### The team is planning next month's activity and needs tasks assigned. You instruct your agent to run `list_crm_tasks`. The output shows who owns which follow-up, allowing you to redistribute work instantly without opening the task dashboard. ## Benefits - You stop hunting through multiple tabs. Instead, you ask your agent to `list_contact_debts` and instantly get a clean list of all enrolled debts for a client. - Avoid missed follow-ups. Use the MCP to pull up pending tasks via `list_crm_tasks` so nothing falls through the cracks on your team's daily checklist. - Get quick status updates without logging in. Just ask for `get_contact_details`, and you'll have their entire settlement program status right there. - Manage the pipeline from start to finish. You can track leads using `list_sales_opportunities` and then immediately check if they are ready for a payment plan review. - Save time by not re-entering data. Need a new lead? Use `create_new_contact`, and your agent handles persisting the record instantly. ## How It Works The bottom line is you use natural language to run complex financial and contact database queries. 1. Connect your AI client to this MCP on Vinkius and authorize access using your API key. 2. Ask your agent a question, like 'What are John Smith's debts?' 3. The system runs the query against DebtPayPro and returns structured data about his accounts or payments directly into the chat. ## Frequently Asked Questions **How do I check all debts associated with a contact using list_contact_debts?** Just ask your agent for the `list_contact_debts` tool. It returns every enrolled debt, listing the creditor name and the original balance in one query. **Can DebtPayPro MCP help me find a contact by partial name search?** Yes, you use `search_contacts_by_name`. This tool searches across both names and email addresses, even if you only remember part of the information. **What is list_contact_payments for?** `list_contact_payments` gives you two things: a record of every payment processed in the past and a clear schedule of future installments owed by that client. **How do I monitor sales opportunities with this MCP?** You use `list_sales_opportunities`. This tool shows active leads, their projected value, and exactly where they are in the current sales cycle. **How do I check my API permissions or account status using `get_account_details`?** This tool returns essential metadata about your DebtPayPro setup, including the system version and current API permissions. It's the first step for verifying connectivity before running other operations. **What is the process for adding a new lead using `create_new_contact`?** You send the tool the required name and email, and it persists that information into your database. The function then returns the unique system ID for immediate record keeping. **How can I see my pending follow-up tasks with `list_crm_tasks`?** The tool fetches a list of all pending CRM tasks, providing their descriptions, associated contact identifiers, and due dates. This lets you audit your team's immediate next steps. **What information do I get when I run `list_crm_contacts`?** This command pulls a comprehensive list of all contacts in your CRM. It returns basic metadata, including system IDs, full names, and the primary contact details for every record. **How do I get a DebtPayPro API Key?** Log in to your DebtPayPro account, navigate to the API section in your settings (usually under **Admin > API**), and you can generate or retrieve your API Key from there. **Can the agent update payment schedules?** This integration currently focuses on listing and retrieving contacts, debts, and payments for analysis. Modifying existing payment schedules should be managed via the DebtPayPro dashboard. **Does the integration support custom fields?** Yes, standard contact and opportunity data, including common fields, are retrieved. If your plan includes API access to custom fields, they will be visible in the raw JSON response.