Sellsy MCP for AI. Audit deals, contacts, and invoices instantly from chat.

Your AI agent reads your whole Sellsy CRM, period. You don't gotta click through a dozen dashboards to get answers. Your AI client connects directly to Sellsy's read-only API. It lets you audit every part of your sales and billing process—from figuring out who these people are to checking the cash flow on old invoices.

Forget clicking; just ask, and it pulls all that data for you.

Getting Your Head Around Prospects and Accounts

When you need to find someone or a company, you don't start from scratch. You use search_companies to narrow down your results fast using a keyword or a name. Once you spot the right place, get_company pulls all the deep-dive info on that whole client or prospect organization. If you need to know who works there, list_contacts generates a complete list of every single person stored in the system; then, for any individual contact, get_contact gives you all their specific details.

If you just want a quick look at everything recorded, list_companies provides you with a full roster of every company in your CRM's database. This setup means that whether you're tracking an old account or hunting for a brand new lead, your agent can pinpoint the right information instantly. It’s like having a super-powered research assistant who never gets tired.

Auditing the Sales Pipeline

Want to see where all the money is supposed to come from? Start with list_deals. This tool spits out an overview of every single open opportunity in your sales pipeline so you can immediately grasp the big picture. If that list shows a deal you need more info on, you just hand over the specific details using get_deal.

That pulls all data points for one particular sales deal—you see exactly how much it's worth and what stage it's currently sitting in. You can audit your entire pipeline this way: check the overview with list_deals, then drill down into any single opportunity with get_deal.

Tracking Cash Flow and Billing Health

Billing shouldn't be a headache. To track how healthy your finances are, you first call list_invoices. This gives you an overview of everything: drafts, what's been sent, paid invoices, and all the overdue junk. If one invoice looks sketchy or you need to verify details on a specific payment, running get_invoice pulls every single detail for that document—the full amount due, the exact date it was supposed to be paid by, and its current status.

You can also see what quotes you've been sending out; list_estimates shows you all the estimates sent to clients, and if you need the details on just one, you use get_invoice for that full financial picture.

Going Deep: History, Inventory, and Activity

You need context. You gotta know what happened before a deal got this far. To compile historical activity reports, list_activities automatically gathers chronological records of calls, meetings, or any tasks that've been logged against an account over time. It gives you the full story. For product stuff—like if you wanna check your catalog or see how much inventory is available for a deal—you use list_items to get a list of every single product and service in your catalog.

If you need to compile quotes, list_estimates shows all those documents. You can also pull specific client data using get_company to nail down the company details or get_contact for individual people's files.

It’s simple: list everything with a 'list' command to get an overview, then use the corresponding 'get' tool if you need the granular, deep-dive specifics on one piece of data. Your agent handles it all in one chat window.