# GitScrum ClientFlow MCP

> GitScrum ClientFlow manages your entire client lifecycle using an AI agent. It lets you list clients, create proposals, draft invoices, track project budgets in real-time, and log billable hours—all without switching tools. Use this MCP to keep your financial operations contained within one conversation.

## Overview
- **Category:** project-management
- **Price:** Free
- **Tags:** client-management, invoice-generation, proposal-drafting, budget-tracking, time-billing, agency-management

## Description

Handling client accounts used to mean opening a dozen different tabs: the time tracker, the accounting system, the CRM, and the proposal generator. You'd spend half your day copying data just to reconcile who owes what and when. This MCP changes that process entirely. Instead of juggling systems, you talk to your agent. It accesses all necessary records—from listing client details to checking current project budget consumption—and gives you a single view of the financial health. Whether you're generating an invoice or reviewing historical proposals, everything happens through conversation. Connecting this flow via Vinkius allows any MCP-compatible client to treat it like one integrated system, making your agent a true operations partner.

## Tools

### project_budget
Checks the current spending and remaining allocation for any given project budget.

### create_client
Creates a new, formal record for a client in the system.

### get_client
Pulls detailed contact information and history for one specified client.

### list_clients
Provides a comprehensive list of every client record in the system.

### clientflow_dashboard
Retrieves an overview dashboard summarizing overall revenue and key client activities.

### create_invoice
Generates and records an invoice for a specific client account.

### get_invoice
Retrieves the full details of a single, specific invoice.

### list_invoices
Retrieves an index listing all invoices created for any client.

### get_proposal
Shows all details about an existing proposal and its current approval status.

### list_proposals
Shows a list of all proposals that have been drafted or submitted.

### log_time
Records a new block of billable time against a specific task or project.

### list_time_entries
Lists every recorded time entry against various tasks and projects.

## Prompt Examples

**Prompt:** 
```
List all our clients on GitScrum.
```

**Response:** 
```
You have 6 active clients: 1) 'TechCorp Inc.' (3 active projects, $24,500 invoiced), 2) 'Design Studio LLC' (1 project, $8,200 invoiced), 3) 'StartupXYZ' (2 projects, $15,300 invoiced)... Would you like to see invoices for any specific client?
```

**Prompt:** 
```
Show me the ClientFlow dashboard overview.
```

**Response:** 
```
ClientFlow Dashboard: Total revenue this month: $47,800 (+12% vs last month). 4 pending invoices worth $12,400. 2 proposals awaiting approval ($18,000 combined). 3 projects at >80% budget consumption. Shall I drill into any of these areas?
```

**Prompt:** 
```
Create a new client 'Acme Corp' with email billing@acme.com.
```

**Response:** 
```
Client 'Acme Corp' created successfully with billing contact billing@acme.com. The client UUID is c8d9e0f1-2345-6789-abcd-ef0123456789. Ready to create a proposal or invoice for this client?
```

## Capabilities

### Generate Client Profiles
You can list all active clients or create new records with full contact and project history.

### Handle Billing Cycles
The agent creates, reviews, and lists invoices using detailed line items linked directly to client accounts.

### Manage Project Scope Documents
You can view existing proposals for any client and track their current approval status.

### Track Financial Health
The system monitors project budgets, letting you check remaining funds or total consumption in real-time.

### Record Work Time
You can log time entries against specific tasks for accurate billing and historical tracking.

## Use Cases

### Preparing for Quarterly Billing
A finance manager needs to know exactly what was worked on last quarter. They ask the agent to list all time entries, then use that data to create a new invoice, ensuring no hours are missed.

### Onboarding a New Client
An agency owner has a lead and needs to get them set up fast. They first ask to create_client, then review list_proposals to see if a similar proposal exists for comparison.

### Checking Project Viability Mid-Cycle
A project manager realizes the team is burning through resources faster than expected. They check the project_budget tool and immediately flag it up to their boss before the client complains.

### Reviewing Past Work
An accountant needs to audit a major account. They use get_client first, then list_invoices and get_proposal to reconstruct the entire financial history of that single client.

## Benefits

- Instead of manually checking separate time sheets and billing software to see billable hours, you simply ask your agent to log time entries. This action updates the project budget immediately.
- You no longer need to click through multiple tabs to get a financial picture. Asking for the clientflow_dashboard gives you an instant summary of total revenue and pending invoices.
- Drafting new clients is simple. You use create_client, providing all necessary contact details so that billing or proposals can be generated immediately afterward.
- Need to know what's owed? Listing all invoices (list_invoices) gives you a complete accounting overview without having to run reports in an external system.
- When a project is nearing its limit, the project_budget tool alerts you instantly. You prevent overspending by checking budget consumption before work starts.

## How It Works

The bottom line is that you get an entire suite of financial and client tools accessible via natural conversation, eliminating context-switching overhead.

1. Subscribe to the GitScrum ClientFlow MCP on Vinkius and input your GitScrum API token and company slug.
2. Your agent recognizes the need for financial data, accessing client records, time logs, or budget details across the connected tools.
3. The agent returns a consolidated report—whether it's a full list of invoices or the remaining budget on a key project—ready for your next action.

## Frequently Asked Questions

**How do I use clientflow_dashboard? **
You simply ask your agent to show the 'ClientFlow dashboard overview.' It instantly gives you a high-level summary of revenue, pending invoices, and budget risks.

**Can I create an invoice using the get_invoice tool?**
No, the get_invoice tool only lets you pull existing data. To generate new billing documents, you must use the create_invoice tool.

**What if I forget to log time? Does project_budget still work?**
Yes, project_budget checks allocated funds regardless of recent logging activity. However, remember that using log_time ensures your budget data is current and accurate for billing.

**Do I need to list_clients before I can use create_client?**
No. The system allows you to create a client record even if no existing list of clients was required, though listing them first is often helpful contextually.

**If I use `create_invoice` but forget a required field, what kind of error does the MCP return?**
The MCP returns an explicit validation error object. You'll find details in the JSON payload pointing out exactly which mandatory field is missing or incorrectly formatted.

**When I use `list_time_entries`, can the tool handle more than 100 records?**
Yes, the MCP supports pagination. You just need to pass the next page token in subsequent calls until you've retrieved all time entries for your client.

**Does `get_proposal` include the current project budget status for a given client?**
No, the `get_proposal` tool only retrieves proposal details. You must call the dedicated `project_budget` tool separately to check real-time budget consumption.

**When I use `create_client`, what information is required besides a name and email?**
You need a valid company slug for the client. The MCP requires this link so that the new client record belongs to an existing, authorized organization within GitScrum.

**Can the agent create an invoice for a specific client?**
Yes! Use `create_invoice` with the client UUID and line item details. The agent creates the invoice linked to the client account, including amounts, descriptions, and due dates. Use `list_clients` first to find the correct client UUID.

**Can I monitor project budget health conversationally?**
Absolutely. Use `project_budget` to get real-time budget consumption data, including remaining allocation and burn rate. Combine with `clientflow_dashboard` for the full revenue picture across all clients and projects.

**What billing data can the agent access?**
The agent can list and create clients, manage invoices (list and create), browse proposals, track time entries on tasks, and access the consolidated ClientFlow dashboard. All operations respect your GitScrum account permissions and organizational role.