# Simplicate MCP > Simplicate connects your Dutch professional services firm's data—CRM, projects, billing, and time tracking—directly into your AI agent. You manage entire business workflows through natural conversation; no more jumping between dashboards or manually updating spreadsheets for client status or hours logged. This server lets your agent list organizations, monitor sales pipelines, check project health, and log billable hours right from the chat window. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** business-automation, time-tracking, sales-pipeline, crm, professional-services, invoicing ## Description **Simplicate** hooks your AI agent right into your firm's core data—your CRM, projects, billing records, and time tracking. You manage entire business workflows through natural conversation; you don't gotta jump between dashboards or manually update spreadsheets for client status or hours logged. This server lets your agent pull every bit of operational data you need directly into the chat window. **Client Data Management:** You can get a full rundown of your organization with `get_my_organization_profile`, which pulls the current profile and basic metadata for your connected company. To see all registered accounts, call `list_crm_organizations` to list every company record in the client database. Need to check on people? Use `list_crm_persons` to get a list of individual contacts, including their names and roles within those managed organizations. If you need employee details specifically, `list_employees` pulls a roster of current staff registered in the system. **Project Oversight:** To see what projects are running right now, your agent uses `list_projects` to generate a list of all active client projects. When you're focused on one job, `get_project_details` retrieves detailed information, including the full scope and current status metrics for that specific project ID. You can check out the catalog of services available for billing or association with projects by running `list_project_services`. **Sales Pipeline Tracking:** You don't gotta open a browser tab just to see if a deal is moving forward. Your agent checks all potential deals in your sales funnel using `list_sales_opportunities`, which lists every single opportunity, no matter the stage they're sitting at. For deep-dive metrics on one specific lead—like the exact deal size, its current stage, or contact info—you run `get_sales_details` against a single sales opportunity ID. **Time and Billing Records:** Managing time and money is critical. To record hours worked, you use `log_time_registration`, attributing those new work hours to a specific project and client. When you need to audit or review past effort, run `list_time_registrations` to retrieve the history of all logged work hours and time entries. For billing, you can pull an overview of your financial activity by running `list_invoices`, which lists all historical and pending invoices. If you're managing staff finances, `list_employees` also provides access to employee contact details. ## Tools ### get_my_organization_profile Pulls the current profile and basic metadata for your connected organization. ### get_project_details Retrieves detailed information, scope, and status metrics for one specific project ID. ### get_sales_details Gets all metadata—including deal size, stage, and contact info—for a single sales opportunity. ### list_employees Retrieves a list of current employees registered in the system. ### list_time_registrations Retrieves a history of logged work hours and time entries for review or auditing. ### list_invoices Lists all historical and pending invoices, giving you an overview of billing activity. ### list_crm_organizations Returns a list of every company or organization record in the client database. ### list_crm_persons Lists all individual contacts, giving you names and roles within the managed organizations. ### list_projects Generates a list of all active, ongoing client projects. ### list_sales_opportunities Lists every potential deal currently in the sales pipeline, regardless of stage. ### list_project_services Provides a catalog of services that can be associated with projects (e.g., 'Strategy Consulting'). ### log_time_registration Records a new set of worked hours, attributing them to a specific project and client. ## Prompt Examples **Prompt:** ``` List all active projects in Simplicate. ``` **Response:** ``` I've retrieved your projects. You have 5 active environments including 'IT Infrastructure Audit', 'Marketing Campaign Q1', and 'HR System Implementation'. Which one would you like to log hours for? ``` **Prompt:** ``` Log 2 hours for project ID 'proj-123' with description 'Code review'. ``` **Response:** ``` Work log registered! I've successfully added 2 hours to project 'proj-123'. Would you like me to check your total logged hours for this week? ``` **Prompt:** ``` Show me the pipeline for my active sales opportunities. ``` **Response:** ``` Fetching sales pipeline... You have 3 opportunities in 'Quotation' stage and 1 in 'Negotiation'. Would you like the full details for the 'Cloud Migration' deal? ``` ## Capabilities ### List and retrieve organizational details You can list all registered companies or individuals associated with the firm using `list_crm_organizations` or `list_crm_persons`, respectively. ### Check project status and scope The agent pulls details for specific projects (`get_project_details`) and lists all current active projects via `list_projects`. ### Manage sales opportunity tracking You can view the full list of deals in your pipeline (`list_sales_opportunities`) or pull detailed metrics on a single deal using `get_sales_details`. ### Record and audit time logs The system lets you record new hours worked using `log_time_registration` and retrieve historical entries with `list_time_registrations`. ### Review billing records You can pull a list of all generated invoices (`list_invoices`) or view employee contact details via `list_employees`. ## Use Cases ### The End-of-Month Audit An Ops Manager needs to reconcile billable time. They ask their agent, 'Show me all projects that have logged hours but no corresponding invoices.' The agent runs `list_time_registrations` and cross-references the data with `list_invoices`, solving a billing gap in minutes. ### The New Client Handover A Project Lead starts a new engagement. They ask, 'What services are available for this client?' The agent runs `list_project_services` and provides the catalog immediately, allowing the team to scope out work without leaving the chat. ### Pipeline Health Check A Sales Manager needs a quick status update on a major deal. They prompt, 'Give me details for the Acme Corp opportunity.' The agent executes `get_sales_details` and provides all necessary metadata—stage, value, next steps—allowing them to follow up right away. ### Staffing Review The firm needs to know who is available for a new project. An Ops Manager asks the agent to list employees (`list_employees`) and then checks that their contact information is up-to-date by using `get_my_organization_profile`. ## Benefits - Stop context switching. Instead of jumping between the CRM for client details and the project dashboard for status updates, you can ask your agent to 'What's the current status on Project X?' and get a consolidated answer using `list_projects` and `get_project_details`. - Billing records are instantly accessible. You don't need to open the invoicing module; just asking your agent to 'List last month's invoices' runs `list_invoices` and provides the data immediately in the chat feed. - Time logging becomes effortless. Instead of navigating complex forms, you simply tell your agent, 'Log 4 hours for Project ABC,' which executes `log_time_registration`, tracking billable time instantly against the correct project ID. - Keep sales momentum visible. Running `list_sales_opportunities` gives you a full pipeline snapshot—from initial lead to negotiation stage—without needing dedicated views or reports. - Get comprehensive client context fast. You can list all associated organizations (`list_crm_organizations`) and persons (`list_crm_persons`) simultaneously, building a 360-degree view of the relationship in one query. ## How It Works The bottom line is that your AI client handles the API calls; you just talk to it like a teammate asking for status updates. 1. First, subscribe to the server and input your Simplicate Domain Prefix, API Key, and API Secret in the Vinkius settings. 2. Next, prompt your AI agent with a business request—for instance, 'List all active projects for Q2.' 3. The agent executes the necessary tools (like `list_projects`), fetches the data from Simplicate, processes it, and presents you with an answer in plain conversation. ## Frequently Asked Questions **How do I find out which projects are active using list_projects?** The agent runs `list_projects` and returns a list of all currently defined, ongoing project IDs. You can then feed those IDs into `get_project_details` for specifics. **Can I view my client contacts using list_crm_persons?** Yes, running `list_crm_persons` pulls all individual contact records associated with the firm. This lets you review names, roles, and organizational links instantly. **What if I need to check billing history? Do I use list_invoices?** Yes, `list_invoices` fetches all invoice records—both paid and pending. This gives you a clean overview of the firm's financial activity for review. **Does log_time_registration handle project assignments correctly?** It does; when you call `log_time_registration`, you must specify the associated project ID. This ensures the hours are accurately attributed to the correct client scope for billing. **When I use get_my_organization_profile, what information does it retrieve about my company?** It pulls your authenticated organizational profile details. This includes core metadata like your business name and primary domain identifier. Your agent uses this to confirm which environment it's working in. **What happens if I call list_sales_opportunities too many times quickly?** The server enforces API rate limits to protect your data integrity. If you exceed the allowed calls, your AI client will stop and receive a specific error code, requiring a mandatory wait period before retrying. **What essential metadata do I get when running list_crm_organizations?** The tool provides key organizational data points. You'll get the organization's name, associated status, and unique ID for every company you manage. This lets your agent keep track of all client entities. **If I give an invalid project ID to get_project_details, what should my AI client expect?** You'll receive a standard 'Not Found' status code (404). This confirms the Project ID you provided doesn't match any active records in your system. Check the ID or confirm the project exists first. **Can my AI automatically log hours for a specific project just by providing the project ID and duration?** Yes! Use the `log_hours` tool. Provide the Project ID, start time, end time, and a description, and your agent will register the work log in Simplicate instantly. **How do I check the current status of a sales opportunity?** Simply ask the agent to run the `get_sales_details` action with the Sale ID. It will retrieve the detailed metadata, including the current stage in your pipeline. **How do I find my Simplicate API credentials and Domain Prefix?** Log in to your Simplicate account, navigate to **Settings** > **General** > **API**, and you will find your Authentication Key and Secret. Your Domain Prefix is the first part of your Simplicate URL (e.g., 'prefix'.simplicate.nl).