MCP For Claude Marketplace
Clientjoy

Clientjoy MCP Connector for Claude

F

Manage agency CRM and invoicing via Clientjoy — track leads, monitor invoices, and manage client projects directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Clientjoy account to any AI agent and take full control of your agency operations through natural conversation. Streamline how you manage the entire lifecycle from lead capture to final invoicing natively.

What you can do

  • Lead Oversight — List and retrieve details for all sales leads and their capture status natively
  • Contact Intelligence — Access and monitor all client contacts and relationship history flawlessly
  • Invoicing Logistics — List all agency invoices and monitor their payment status flawlessly
  • Project Management — Access and monitor all client projects and their constituent tasks securely
  • Sales Pipelines — List and review quotes and proposals sent to potential clients flawlessly
  • Profile Visibility — Access your own user profile and core workspace metadata directly within your workspace flawlessly

How it works

  1. Subscribe to this server
  2. Enter your Clientjoy API Token (obtained from Settings > API)
  3. Start managing your agency CRM from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Agency Owners — monitor sales pipelines and revenue status using natural language
  • Project Managers — audit project progress and task lists without opening the dashboard
  • Accountants — quickly look up invoice status and payment history straight from their chat interface
  • Sales Teams — verify lead profiles and proposal statuses
agency-managementclient-lifecycleinvoicinglead-managementfreelance-toolssales-pipeline

8 tools expose this connector's capabilities to your AI agent.

get_contact_crm_details

Get detailed information for a specific contact

get_lead_crm_details

Get detailed information for a specific lead

get_my_clientjoy_profile

Retrieve information about the authenticated workspace user

list_clientjoy_contacts

List all contacts and clients stored in the CRM

list_agency_invoices

List all invoices and their payment status

list_clientjoy_leads

List all sales leads captured in Clientjoy

list_agency_projects

List all client projects tracked in Clientjoy

list_sales_quotes

List sales quotes and proposals sent to clients

See how to talk to your AI agent using Clientjoy.

List all my new leads in Clientjoy.

Retrieving your leads... I found 5 items: John Doe (Qualified), Jane Smith (New), Mike Scott (Interested), and 2 others. Would you like the details for the new lead?

Show me my unpaid invoices.

Checking invoices... You have 3 unpaid invoices: #INV-101 ($1,200), #INV-105 ($450), and #INV-108 ($2,100). The first two are currently overdue.

What is the status of the 'Website Redesign' project?

Checking projects... The 'Website Redesign' project for Acme Corp is 'In Progress'. It has 12 completed tasks and 5 pending items.

Yes! Use the `list_agency_invoices` tool. The agent will return all invoices, and you can ask it to filter for those with an 'Unpaid' or 'Overdue' status.

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