# Lancerkit MCP > Lancerkit connects your AI agent to structured client records, project details, time logs, and billing data. Instead of jumping between dashboards, your agent handles complex operations like drafting invoices or compiling total hours tracked across multiple clients in one go. It gives your AI the full context needed for accurate CRM and financial reporting. ## Overview - **Category:** crm-sales - **Price:** Free - **Tags:** automation, integrations ## Description Dealing with client accounts means bouncing between five different tabs: projects, time sheets, contacts, billing history, and service catalogs. Lancerkit changes that. You connect this MCP to your preferred AI client, giving it direct access to all your account data. Now, when you ask your agent something—like 'What's the total billed amount for Acme Corp this quarter?'—it doesn't guess; it runs a query across all relevant records and gives you one clean answer. It manages everything from listing every client in your workspace to pulling specific payment details for an invoice ID. This level of detailed, structured access is what makes Vinkius the go-to place for connecting specialized data sources like this. ## Tools ### get_client Retrieves specific metadata for one client account. ### get_invoice Pulls all data, payments, and billings linked to a single invoice ID. ### get_project Gets the full details for one specific project by its unique ID. ### get_status Checks the overall connection and operational status of your account integration. ### get_time_logs Examines all recorded time logs detailing hours spent on tasks. ### list_clients Lists every client associated with your workspace for an overview. ### list_invoices Fetches global statistics and pipelines related to invoices. ### list_projects Lists all standard projects currently set up in the system. ### list_services Fetches every billable service item configured online for reference. ### list_tasks Checks and lists all currently assigned working tasks. ## Prompt Examples **Prompt:** ``` Draft an invoice for the Acme Corp redesign project. ``` **Response:** ``` I have drafted an invoice for Acme Corp. The invoice includes 40 hours of UI/UX design at $75/hr and a fixed fee of $1,000 for the logo, totaling $4,000. Would you like me to send it? ``` **Prompt:** ``` How many billable hours have I tracked this week? ``` **Response:** ``` You have tracked 28 billable hours this week across 3 clients. The breakdown is: 15 hours for Delta Tech, 8 hours for Acme Corp, and 5 hours for Omega Inc. ``` **Prompt:** ``` Create a new project named Mobile App Development for Delta Tech. ``` **Response:** ``` I have successfully created the new project 'Mobile App Development' and assigned it to the client Delta Tech. I've also set up the default hourly rate of $85/hr for this project. ``` ## Capabilities ### List all clients Get a full roster of every client associated with your workspace. ### Check specific client details Pull detailed metadata for one single client using their ID or name. ### Compile billing history Fetch all payment and billing data associated with a specific invoice number. ### Review project status Get the full details for any single, active project ID. ### Track billable hours Check recorded time logs to see how many hours were spent on specific accounts or tasks. ### View all available services Get a list of every billable service item configured in your account. ## Use Cases ### The Quarterly Review An Account Manager needs to prepare a review for Delta Tech. They ask their agent, 'What was billed last quarter and how many hours were tracked?' The agent runs `list_clients` (to confirm the ID), uses `get_time_logs`, and then pulls billing totals via `list_invoices` to give one cohesive summary. ### Starting a New Project A Project Lead gets a new client. They ask their agent, 'List all available services and create a project for them.' The agent uses `list_services` for reference, then executes the necessary steps to set up the initial data structure. ### Dispute Resolution A client calls about an invoice. Instead of searching through multiple systems, the Account Manager asks their agent, 'Show me everything on Invoice X.' The agent uses `get_invoice` to pull all payment details and billing items instantly. ### Daily Task Management A Project Lead needs to know what's pending. They ask the agent to check 'current working tasks'. The agent runs `list_tasks`, which gives an immediate status update across all active projects. ## Benefits - Instantly compile project financials. Instead of checking `list_projects` and then cross-referencing invoices, your agent can pull all necessary data into one summary report. - Automate time tracking reports. Use `get_time_logs` to instantly show a client exactly how many hours they've billed this quarter, without running manual reports. - Quickly verify account health. The `get_status` tool lets your agent confirm the connection is good before attempting any complex billing query. - Build invoices fast. Combining `list_services` with data from a specific client allows your agent to draft a detailed invoice and ask if you want it sent out. - Maintain a clear view of relationships. You can run `list_clients` and then drill down using `get_client` to find the contact person for any account. ## How It Works The bottom line is your AI client operates like an internal admin assistant that already has login access to all your core business systems. 1. You connect Lancerkit to your AI agent through Vinkius. This grants the necessary permissions for the agent to interact with your client data. 2. When you give a prompt, the agent decides which specific tool is needed—for instance, checking `get_time_logs` first. 3. The MCP executes the function call, pulls the raw structured data (like 28 billable hours), and hands it back to the agent for it to format into a natural response. ## Frequently Asked Questions **How do I check the connection status using Lancerkit MCP?** You use the `get_status` tool. This immediately confirms that your integration is live, which saves you from wasting time running complex queries when the system might be down. **Can I list all projects and clients together with Lancerkit MCP?** You can run `list_projects` and `list_clients` separately. Your agent will handle the sequence, allowing you to compare lists or use a client ID found in one tool to enrich data from another. **Does Lancerkit MCP help with drafting invoices?** Yes. By combining `list_services` and specific client information, the agent can draft a detailed invoice, which you then review before sending it out. **What is the difference between list_invoices and get_invoice in Lancerkit MCP?** `list_invoices` gives you global stats and pipeline overviews for many invoices. `get_invoice` requires a specific ID, pulling every single detail—payments, dates, line items—for just that one invoice. **How much specific metadata does `get_client` pull?** It pulls a comprehensive snapshot of the client record, including contact details, billing status, and any associated custom fields. You get all the core data you need to understand the client before building an action. **How do I find out what billable items are available using `list_services`?** The tool fetches every specific service item configured in your account. You use this list when setting up new projects or drafting invoices to make sure the rates match your catalog. **What does the output mean if I run `get_time_logs` and get no results?** No result means that you haven't logged any time in your connected system yet. You must ensure time tracking is active or manually log hours before the MCP can retrieve data. **What kind of information does `list_tasks` provide about current work?** This function pulls a list of all currently assigned working tasks across your workspace. It helps you quickly check what needs attention, which is key before starting new data retrieval. **What is Lancerkit?** Lancerkit is an all-in-one platform for freelancers to manage projects, track time, send invoices, and handle client communication from a single dashboard. **Where do I find my API key?** You can find your API key in the Lancerkit dashboard under Account Settings > Developer API. Generate a new token with appropriate permissions. **Can I create invoices automatically using natural language?** Yes, you can instruct the AI to draft, review, and send invoices to your clients based on your tracked time or fixed project milestones.