# SuiteDash MCP

> 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.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Tags:** client-portal, all-in-one, task-tracking, invoicing, business-operations, project-collaboration

## Description

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.

## Tools

### 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.

## Prompt Examples

**Prompt:** 
```
List all active projects in SuiteDash.
```

**Response:** 
```
I've retrieved your projects. You have 4 active environments including 'Website Redesign', 'Marketing Strategy 2024', and 'New Product Launch'. Which one would you like to see tasks for?
```

**Prompt:** 
```
Show me all active client projects with their task progress and billing status.
```

**Response:** 
```
12 active client projects. By status: On Track (7): avg 65% complete. "Meridian Corp Rebrand" (82%, billing current, $45K invoiced of $60K). "TechVentures App" (71%, $23K of $35K). At Risk (3): "DataFlow Migration" (34%, 2 weeks behind, resource gap). Overdue (2): "ScaleUp Website" (90% complete, final review pending). Total billable hours this month: 890. Unbilled time: 45 hours ($6,750). Client portal logins this week: 34. File shares: 123 documents across all projects.
```

**Prompt:** 
```
Create a new client workspace for Meridian Corp with CRM, project, and billing modules enabled.
```

**Response:** 
```
Client workspace created: Meridian Corp. Modules enabled: CRM (contacts, pipeline), Projects (tasks, Gantt, Kanban), Billing (invoices, estimates, payments). Portal URL: app.yourdomain.com/meridian-corp. Admin users: 2 (David Chen CEO, Sarah Williams PM). Client portal access: enabled with branded login page. File storage: 10 GB allocated. Integration: Stripe connected for online payments. Automation: welcome email sent, onboarding checklist created (8 tasks). Template applied: "Enterprise Client" workflow.
```

## Capabilities

### 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.

## Use Cases

### Getting a full project health report
A PM needs to know if three projects are behind schedule and what they cost. They ask their agent to list active projects, which automatically triggers checks on task progress and pulls billing data to show unbilled time.

### Onboarding a brand-new client
An agency owner needs to set up Meridian Corp in the system. They use the MCP to create a new workspace, ensuring CRM contacts, projects, and billing modules are all ready for immediate use.

### Following up on overdue payments
The ops team sees an invoice is late. They ask their agent to list invoices, identify the specific amount owed, and then find the contact details so they can send a polite reminder email.

### Checking a client's history before a call
Before calling TechVentures App, an agency owner asks their agent to get company details for that firm. The agent returns key contacts and lists all open deals so the owner is prepared.

## Benefits

- Instead of opening three different tabs to track a project, you ask your agent to list projects and immediately get the associated tasks for review. You see the whole picture without switching screens.
- You can maintain precise records by requesting contact metadata schemas before creating new entries, ensuring every piece of client data is entered consistently from the start.
- Need to follow up on a payment? Ask your agent to list invoices and check which deals are nearing their due date. You keep billing and sales tracked side-by-side in one conversation.
- The MCP lets you automate record creation, such as using `create_contact` when a new lead comes in, so you never forget to manually log basic client information again.
- Project visibility is total. By listing projects and tasks, your agent shows you exactly where every team member stands on their assignments, eliminating the need for daily status meetings.

## How It Works

The bottom line is, you tell your agent what business question you have, and it uses all of SuiteDash's internal tools to give you one consolidated answer.

1. Subscribe to the SuiteDash MCP on Vinkius.
2. Provide your unique SuiteDash Public ID and Secret Key in the connection settings.
3. Use natural language commands within any compatible AI client—like Claude or Cursor—to pull data or trigger actions.

## Frequently Asked Questions

**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.