# Sellsy MCP > Sellsy MCP Server gives your AI agent read-only access to your entire Sellsy CRM data. Audit deals, check contact histories, and pull financial records—all from a single prompt. Use it to list active opportunities via `list_deals`, review overdue invoices with `list_invoices`, or find specific contacts using `get_contact`. It turns hours of dashboard clicking into a simple chat command. ## Overview - **Category:** crm-sales - **Price:** Free - **Tags:** sales-pipeline, invoicing, contact-management, billing, lead-management, crm, activity-tracking, revenue-management ## Description **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. ## Tools ### list_companies Provides a list of every company recorded in your CRM's database. ### get_company Retrieves specific, detailed information about one client or prospect company. ### search_companies Searches for companies using a keyword or name to narrow down results quickly. ### list_contacts Generates a complete roster of all contacts stored within the system. ### get_contact Pulls all the details for a single individual contact associated with an account. ### list_deals Lists every single open opportunity in your sales pipeline so you can see the overview. ### get_deal Gets all data points on one specific sales deal, including its amount and current pipeline status. ### list_invoices Generates an overview of every invoice, including draft, sent, paid, and overdue statuses. ### get_invoice Retrieves the full details for a single invoice, showing amounts, due dates, and payment statuses. ### list_estimates Shows a comprehensive list of all quotes or estimates that have been sent out to clients. ### list_items Lists all the products and services that are available in your catalog. ### list_activities Lists recent actions—like calls or meetings—that happened on an account over time. ## Prompt Examples **Prompt:** ``` Identify pending Deals on Sellsy CRM and extract their projected monetary values. ``` **Response:** ``` I've analyzed your pipeline via `list_deals`. You currently hold 8 active deals labeled 'pending'. Their combined projected valuation totals exactly €24,500. Two key deals lie within the 'Closing/Final Negotiation' phase. Would you like to `get_deal` individually for those two top tier accounts? ``` **Prompt:** ``` Pull the contact information and status for the primary user of 'Company XYZ'. ``` **Response:** ``` First, I located the enterprise using `search_companies(query: 'Company XYZ')`, matching ID #1059. Then, querying `list_contacts`, I matched the linked employee: Ms. Sarah Jenkin. Her file indicates an active CRM status with the direct tag: 'Account Sponsor'. ``` **Prompt:** ``` Summarize the overarching status of my Sellsy invoices list. ``` **Response:** ``` I processed `list_invoices`. You possess 32 documented billables in the current view loop. Around 60% are safely flagged as 'PAID'. However, there are 5 critical invoices flagged manually as 'OVERDUE' contributing a gap of near €4,300 to your ledger right now. ``` ## Capabilities ### Audit entire sales pipelines List all active deals and pull specific details, including monetary potential and current stage, for any single opportunity using `list_deals` and `get_deal`. ### Track client financial status Access billing information by listing all invoices (`list_invoices`) or retrieving full details on a specific invoice (amount, due date) using `get_invoice`. ### Research prospects and accounts Find companies by keyword with `search_companies`, then pull detailed information for both the company and its associated contacts (`get_company`, `get_contact`). ### Compile historical activity reports Automatically gather chronological records of meetings, calls, or tasks using the `list_activities` tool. ### Inventory management and quoting View the full product catalog with `list_items` and review all quotes sent to prospects via `list_estimates`. ## Use Cases ### The End-of-Week Status Report A sales manager needs a list of all deals that haven't moved stage in 30 days. Instead of filtering the native CRM dashboard by date and then exporting, they tell their agent to run `list_deals` and filter the output for 'stale opportunities.' The agent provides a clean table with the deal ID and current status. ### The Urgent Pre-Call Prep An AE is about to jump on a Zoom call with 'Company Beta'. They don't want to spend five minutes digging through email folders. They ask their agent to `search_companies` for Beta, then run `get_contact` for the main decision maker. The result gives them the contact's title, last interaction date, and key company identifiers instantly. ### The Cash Flow Triage A finance specialist needs to know which clients owe money *right now*. They prompt their agent with 'show all overdue invoices.' The agent runs `list_invoices`, filtering only for the 'OVERDUE' status and providing a total dollar amount needed, avoiding manual reconciliation. ### The Product Audit An operations team member is building a new quote template and needs to ensure they have the most current product codes. They ask their agent to run `list_items`. The agent returns the full, up-to-date catalog data structured for immediate use in documentation. ## Benefits - See your entire pipeline status with `list_deals`. Instead of opening the dashboard to find open opportunities, you just ask for it, and the agent pulls all active deal IDs and their projected value. - Know exactly where your cash flow stands using `list_invoices`. You can get a summary count of 'PAID' vs. 'OVERDUE' invoices in seconds, without running a formal report. - Never forget client history again. Combining `search_companies` and `get_contact` lets you pull up an account sponsor’s full profile right before a meeting, including their last call date. - Automate reporting with `list_activities`. Instead of manually compiling the week's calls and tasks into a spreadsheet for your manager, prompt the agent to dump the feed directly. - Get immediate product context using `list_items` or review pricing options by checking all sent quotes via `list_estimates`. This keeps you grounded in current catalog data. ## How It Works The bottom line is that your agent acts as a single pane of glass for all your Sellsy data without needing manual logins or report generation. 1. Subscribe to this Sellsy integration server on Vinkius. 2. Configure your specific Sellsy V2 API Access token within your agent's settings. 3. Ask your AI client (Claude, Cursor, etc.) to cross-reference data, referencing the specific tools you need. ## Frequently Asked Questions **How do I find out what products are available using list_items?** Running `list_items` returns every product ID, name, and service type in your catalog. This is useful for ensuring any quotes you pull or manually generate use current pricing information. **What's the difference between list_deals and get_deal?** Use `list_deals` when you want a broad overview—a summary of all open opportunities. Use `get_deal` when you already know the specific deal ID and need every single detail about that one account. **Can I use search_companies to find contacts?** No, not directly. You must first run `search_companies` to get the company ID, and then pass that company context to `get_contact` or `list_contacts` to pull related people. **How do I check if an invoice was paid?** Run `list_invoices`. The output data structure includes a 'status' field; you can filter the results directly in your prompt for 'PAID' or 'OVERDUE'. **Does list_activities show everything that happened?** `list_activities` compiles recent, key interactions like meetings, calls, and tasks. It gives you a chronological summary of client engagement without dumping every single email thread. **After I use `get_company`, how do I get a list of all associated contacts?** You must pass the returned company ID to the `list_contacts` tool. This ensures you only pull people directly linked to that specific organization, filtering out general system entries. **If an invoice has been paid but I use `get_invoice`, will it show a zero balance?** Yes; the tool returns a detailed record of all transactions. If payment cleared successfully, the 'PAID' status flag and corresponding transaction dates will be visible. **When running bulk checks with `list_deals`, should I worry about rate limits?** Yes, the server enforces standard API rate limits per minute. For large data pulls (more than 50 records), you'll need to build a backoff or pagination routine into your agent. **Can the AI alter invoices or update CRM statuses remotely?** No, it cannot. The agent is explicitly configured to possess pure Read-Only access capability via API V2 GET methodology endpoints (Such as `list_companies` and `get_invoices`). Your operational data remains completely immutable regardless of what you prompt. **Can I query a specific estimate document generated for a client?** Yes. While the integration allows sweeping over lists using `list_estimates`, the LLM can interpret the raw data to give you the summary of any pending quotes directly tied to associated internal pipelines effortlessly. **Does it track sales activities like recent calls?** Yes—by prompting your LLM with the underlying `list_activities` directive, you immediately gain access to the chronological logs outlining calls, meetings, generic events, and tasks created by your native Sales Development Representatives (SDRs).