Vinkius

SuiteDash MCP. Manage your entire client lifecycle from one chat.

SuiteDash MCP connects your AI agent directly to an all-in-one business platform for managing everything from leads and contracts to completed projects and invoices. You can automate client portal functions, search contact records, track project status across multiple environments, and monitor billing cycles using natural language commands.

SuiteDash MCP is compatible with Claude Claude
SuiteDash MCP is compatible with ChatGPT ChatGPT
SuiteDash MCP is compatible with Cursor Cursor
SuiteDash MCP is compatible with Gemini Gemini
SuiteDash MCP is compatible with Windsurf Windsurf
SuiteDash MCP is compatible with VS Code VS Code
SuiteDash MCP is compatible with JetBrains JetBrains
SuiteDash MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Manage Client Relationships

The MCP allows you to list and search through all company records, pulling up detailed information for specific contacts or entire organizations.

Track Project Progress

You can retrieve lists of active projects and view specific tasks within those environments to keep your team’s workflow synchronized in real-time.

Handle Financial Records

The system lets you access, list, and monitor all current invoices, pending estimates, and sales deals for a full revenue overview.

Waiting for input…

AI Agent
SuiteDash

What AI agents can do with SuiteDash: 11 Tools for Business Operations

Use these tools to manage every aspect of your business life cycle, from creating contacts to listing overdue invoices.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using SuiteDash MCP

Create Contact

Registers a brand new person's contact record into the system.

Get Company Details

Retrieves specific information about an entire company from its database.

Get Contact Details

Fetches all available data for a single contact person.

Get Schema Metadata

Shows the definitions of custom fields and data structures used in your CRM account.

Get Project Details

Retrieves metadata describing a specific project environment or scope.

List Companies

Pulls a list of all companies currently stored in the CRM.

List Contacts

Retrieves a comprehensive list of all contact people in the CRM.

List Deals

Generates a list showing all active sales opportunities or deals.

List Invoices

Pulls up a detailed listing of generated and pending invoices.

List Projects

Generates an overview list of all ongoing client projects.

List Tasks

Provides a detailed listing of specific tasks assigned within any given project.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

SuiteDash MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The SuiteDash integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with SuiteDash, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
SuiteDash MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by SuiteDash. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The constant app switching is exhausting.

Today, checking on one client means jumping through hoops. You open the CRM to find the contact details; then you switch to the project management board to see if tasks are done; next, you jump over to the billing portal just to check invoice status. It’s a full-time job just staying organized.

With this MCP connection, all that manual clicking and tab switching disappears. You ask your agent a single question—like 'What is Meridian Corp's current project status and payment due date?'—and it pulls the answer from every relevant system in one clean response.

SuiteDash MCP: Get total business visibility.

You don’t have to manually cross-reference `list_contacts` data with project assignments or financial records anymore. The agent knows how those pieces fit together, allowing you to track everything from initial lead capture to final payment.

What's different now is that your AI client doesn't just read the data; it coordinates it. It connects the dots between a contact record and an open deal in one fluid conversation.

What SuiteDash MCP does for your AI

Managing a modern agency means juggling five different tools: one for contacts, one for tasks, another for deals, and so on. This MCP eliminates that friction. By connecting your AI agent through Vinkius, you get a single pane of glass view into your entire business life cycle inside SuiteDash. You can ask your agent to list all active client projects and simultaneously pull up the associated invoices or check if a new contact needs to be created.

It doesn't matter if you need to retrieve historical project details or just find a specific person’s current task assignment; your AI agent handles it instantly, letting you focus on the work that actually matters.

Built · Hosted · Managed by Vinkius SuiteDash MCP - Manage CRM, Projects & Invoices
Server ID 019dd16a-8102-73e9-979c-9f6702bf972f
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about SuiteDash MCP

Can SuiteDash MCP help me create new contacts? +

Yes, you can use the create_contact tool. You simply tell your agent who the new person is and what data to include, and it registers them directly into your CRM.

How do I check project tasks with SuiteDash MCP? +

You ask your agent to list projects first, then specify which one you're interested in. It uses the list_tasks tool to give you a breakdown of every assigned task.

Does SuiteDash MCP handle invoicing? +

It does. You can ask your agent to list invoices, or even check out pending deals using list_deals, giving you a full financial overview without logging into the billing tool.

Is SuiteDash MCP only for new clients? +

No, it handles existing relationships too. You can use the agent to get detailed records for past clients using get_company_details or list_contacts.

What if I need to see custom fields in SuiteDash MCP? +

You use the get_schema_metadata tool. This lets you review all of your CRM's specific data definitions so you know exactly what information is available for logging.