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Vinkius

SuiteDash Connector for AI agents.

11 live capabilities

Manage CRM, projects, and billing through a conversational interface.

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AI Agent

Why people use SuiteDash

SuiteDash CRM and Project Management for Agency Owners

This Connector changes that. You can just ask your AI client to give you a summary of everything that happened overnight. It pulls the data from your SuiteDash account and puts it in front of you in one place. You get a clear picture of your business without the tab fatigue.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire business backend.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Checking project progress

    A project manager asks 'What's the status of the website redesign?

  2. Real-world use case 02

    Adding a new client

    An agency owner says 'Add a new contact for Meridian Corp' and the agent creates the record instantly.

  3. Real-world use case 03

    Billing audit

    An accountant asks 'List all unpaid invoices' to see what needs to be followed up on today.

Complete set · 11capabilities

The complete SuiteDash capability set.

These are the exact actions your AI can choose when you ask it to work with SuiteDash.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 11 available through SuiteDash.

  1. 01 Capability

    Get schema metadata

    See the specific fields in your CRM. Use this to make sure your data entry stays consistent with your custom setup.

  2. 02 Capability

    Get company details

    Get specific info about a company. This helps you see the full history and details of a business account.

  3. 03 Capability

    Get contact details

    Get specific info about a single contact. It helps you quickly find phone numbers or email addresses during a call.

  4. 04 Capability

    Get project details

    Pull metadata for a specific project. It's great for getting a high-level summary of a client's current work.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 11 available through SuiteDash.

  1. 05 Capability

    List companies

    Show every company in your CRM database. This gives you a quick way to browse your entire B2B lead list.

  2. 06 Capability

    List contacts

    Show all contacts in your CRM. Use this to see who you're currently working with across all accounts.

  3. 07 Capability

    List deals

    Show all sales deals in your pipeline. It helps you keep track of potential revenue and upcoming closings.

  4. 08 Capability

    List invoices

    Show every invoice in your billing system. You can use this to see what's been paid and what's still outstanding.

Capability set03 / 03

09—11

3 capabilities in this set.

Part of 11 available through SuiteDash.

  1. 09 Capability

    List projects

    Show all active projects. This gives you an immediate bird's-eye view of everything your team is currently doing.

  2. 10 Capability

    List tasks

    Show all tasks for a project. It's the fastest way to see what needs to get done next on a specific job.

  3. 11 Capability

    Create contact

    Register a new contact in your CRM. Use this to add a new lead or client directly from a conversation.

Set up in minutes

One URL. Then ask SuiteDash to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use SuiteDash from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_MnyhtmZwTTFAyzPxoQRUSZ79n0ndSj29e6i0D8B1/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it SuiteDash, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable SuiteDash for the conversation.

Where the request belongs

Work SuiteDash can move forward.

Built around the request

This is for agency owners and project managers who are tired of clicking through multiple dashboard tabs to find basic information about clients, tasks, or billing.

01

Agency Owner

Checks the status of all client projects and identifies unpaid invoices during morning coffee.

02

Project Manager

Quickly pulls task lists and project metadata to give status updates during team meetings.

03

Operations Lead

Maintains CRM consistency by adding new contacts and verifying company details via chat.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Copilot CRM (Assembly) logo
01 10 capabilities

Copilot CRM (Assembly)

Equip your AI agent to manage clients, companies, invoices, and files directly within your Copilot (Assembly) portal.

View Connector
GUIDEcx logo
02 10 capabilities

GUIDEcx

Automate customer onboarding via GUIDEcx. manage projects, tasks, and time tracking directly from any AI agent.

View Connector
Productive logo
03 12 capabilities

Productive

Manage your entire agency workflow via Productive. fetch budgets, analyze time entries, track deals, and monitor project health directly from any AI agent.

View Connector
Rocketlane logo
04 11 capabilities

Rocketlane

Deliver customer onboarding projects on time with collaborative workspaces, task tracking, and time-to-value analytics.

View Connector
Attio logo
05 14 capabilities

Attio

Build powerful CRM workflows with flexible data models, relationship tracking, and deal management tailored to your process.

View Connector
Axonaut logo
06 12 capabilities

Axonaut

All-in-one ERP and CRM automation. manage invoices, quotes, tasks, and company relationships via AI.

View Connector

Bring your own AI

Change the model, client or framework. Keep SuiteDash connected.

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Before you connect

Questions about SuiteDash.

The practical details behind the request, access and result.

Can SuiteDash MCP help manage my agency's projects?

Yes, it lets your AI agent pull live project lists and task details directly from SuiteDash. You can get status updates and see what's next on the list without leaving your chat.

How do I use SuiteDash MCP to check my billing?

You can ask your AI client to list your invoices or check the status of specific deals. It retrieves your billing data so you can see what's paid and what's still outstanding.

Does SuiteDash MCP work with my current CRM?

It works with your existing SuiteDash account. It connects to the CRM features you're already using to manage your contacts, companies, and sales pipeline.

Can I add new clients to SuiteDash using an AI agent?

Yes, you can tell your AI client to create a new contact. It will register the new lead or client in your CRM database automatically.

How does SuiteDash MCP handle custom CRM fields?

It can retrieve your specific CRM field definitions. This ensures that when your agent interacts with your data, it follows your custom account setup.

Is SuiteDash MCP good for tracking sales deals?

It's great for that. You can ask your agent to list your sales deals to see what's in your pipeline and track your progress toward closing new business.

How do I find my SuiteDash API credentials?

Log in to your SuiteDash portal, navigate to Integrations > Secure API, and you will find your unique Public ID and Secret Key there.

One connection away

Give your agent a direct line to SuiteDash.

Connect SuiteDash once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available