# HiFlow MCP MCP > HiFlow connects your agent directly to core business operations like jobs, customers, invoices, and estimates. It lets you trigger complex workflows—like onboarding a new client or approving payments—using natural conversation instead of clicking through multiple web dashboards. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** workflow-automation, bpm, process-management, business-processes, task-automation, enterprise-operations ## Description This MCP gives your AI client access to the heart of your company's operational data. Instead of opening ten different tabs to check on status updates, approve invoices, or pull up customer history, you talk to your agent and it handles the calls across all these systems. You can start a complex process—say, setting up a new job—and track every step from creation through final billing. When an approval is needed, you simply ask for the pending steps and get actionable results. For instance, if a customer needs an update on their account, your agent doesn't just pull general contact info; it can retrieve all past jobs, see recent estimates, and confirm who currently owns the record. Vinkius hosts this connection so you connect once to get access to these critical business tools. ## Tools ### create_customer Adds a brand new customer record to your system. ### get_activity Pulls summary data from the activity dashboard. ### get_customer Retrieves all specific details for one customer by ID. ### get_estimate Shows the full details of a single quote or estimate. ### get_invoice Retrieves all billing and payment information for a specific invoice. ### get_job Gets the status, details, and history for one specific job or project. ### get_me Pulls basic information about the user currently connected to the system. ### list_customers Provides a comprehensive list of every customer in your database. ### list_estimates Lists all quotes (estimates) that have been created. ### list_invoices Gives a list of every invoice generated. ### list_jobs Retrieves a full list of all jobs and projects currently on file. ### list_timesheets Pulls a comprehensive history of time entries logged by employees. ## Prompt Examples **Prompt:** ``` List my pending approvals. ``` **Response:** ``` You have 3 pending approvals in the queue. The most urgent is 'Invoice #1042 Approval' assigned 2 days ago. ``` **Prompt:** ``` Start the 'Employee Onboarding' process for John Doe. ``` **Response:** ``` The 'Employee Onboarding' process has been started (Instance ID: 5041). ``` **Prompt:** ``` Approve task ID 9481. ``` **Response:** ``` Task 9481 has been marked as 'Approved' and the workflow has advanced to the next stage. ``` ## Capabilities ### Create customer records Start a new client profile in your system. ### Initiate and track processes Run full business workflows, like employee onboarding or project setup, and monitor their current status. ### Retrieve detailed financial data Get the full history for any specific invoice, estimate, or job record. ### List all primary records Pull comprehensive lists of every customer, job, invoice, or timesheet entry. ### Check user and activity status See information about the current connected user or pull summary dashboard metrics. ## Use Cases ### Onboarding a new client after a meeting The Account Manager needs to start the process. They ask their agent, 'Set up John Doe.' The agent uses `create_customer`, then calls `list_jobs` and suggests starting a new project for him, minimizing manual entry. ### Reconciling job costs at month-end The Project Coordinator needs to know the total billable time. They ask their agent to pull all records from `list_timesheets` and cross-reference them against open jobs using `get_job`. ### Following up on overdue payments The Bookkeeper needs status updates for a client who hasn't paid. They ask the agent to pull `list_invoices`, filter by past due, and then use `get_invoice` to find the last payment date. ### Verifying project scope changes The Coordinator suspects the original estimate was wrong. They ask the agent to compare the initial quote using `get_estimate` against the current job details retrieved via `get_job`, highlighting discrepancies immediately. ## Benefits - You don't have to juggle tabs. Instead of opening separate screens for customer data and job records, your agent combines all necessary details in one response. - Approval work gets faster. If you need to approve a payment or advance a workflow step, the MCP handles the transaction directly through your AI client, eliminating manual confirmation clicks. - No more guessing on status. Need to know what happened with Client X? You can call `list_jobs` and then use `get_job` for specific details, getting a clear timeline every time. - Better data hygiene starts here. When you need to add a new client or project, the agent handles calling `create_customer`, ensuring all required fields are filled out correctly before saving. - Tackle billing history instantly. You can quickly check if an estimate was used for an invoice by chaining calls between `get_estimate` and `list_invoices`. ## How It Works The bottom line is your AI client performs the multi-step lookups and data gathering that used to take several clicks across different software programs. 1. Tell your AI client what you need to achieve, such as 'I need an invoice for Job #123.' 2. The MCP translates that request into the necessary sequence of tool calls (e.g., first calling `get_job`, then calling `get_invoice` with the resulting ID). 3. Your agent receives structured data about the job and the associated financial records, presenting it to you in a single, conversational response. ## Frequently Asked Questions **How do I use the HiFlow MCP with list_invoices?** You simply ask your agent to 'List all invoices for the last quarter.' The agent runs `list_invoices` and provides you with a structured, filtered list of those records. **Can I use get_job to find out who was assigned it?** Yes. Call `get_job` using the ID. The response payload includes all associated metadata, including the job owner and current status. **Does HiFlow MCP allow me to create_customer records in bulk?** The `create_customer` tool handles one customer record at a time. You'll need to run the command for each new client, but it keeps the process contained and accurate. **What is the difference between list_estimates and get_estimate?** Use `list_estimates` when you want a summary of many quotes. Use `get_estimate` only when you know the specific ID and need all the detailed information for that single quote. **What happens if I use get_customer with an ID that doesn't exist?** The API returns a specific 404 error message. Your agent can catch this response to prompt you for clarification or suggest searching by name instead of using the direct customer ID. **Does my account permission level limit what I see when running list_jobs?** Yes, your agent only accesses jobs assigned to or visible within your current user scope. If you need data from another department, an admin must grant specific access permissions before calling list_jobs. **What is the required input when I use the create_customer tool?** You must provide at minimum a name and an email address. If you omit these details, the MCP will reject the request with a validation error, so always verify your inputs first. **How does the list_timesheets tool handle fetching thousands of records?** The MCP uses pagination, returning results in manageable chunks. To get every entry, your agent needs to loop through subsequent pages rather than making a single request to list_timesheets. **Can I start a new workflow from the AI?** Yes, you can trigger new workflow instances by specifying the process ID and required variables. **How do I check pending tasks?** Ask the agent to 'List my pending approvals', and it will retrieve the queue of tasks requiring your attention. **Is it possible to approve a task directly in the chat?** Yes! Provide the task ID and tell the agent to mark it as approved or rejected.