MCP For Claude Marketplace
Clientjoy

Clientjoy MCP Connector for Claude

A+

Manage your entire client lifecycle from proposals and contracts through invoicing and payments in one streamlined platform.

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

Connect your Clientjoy CRM and billing account to any AI agent and simplify how you coordinate your sales pipeline, client directory, and invoicing through natural conversation.

What you can do

  • Lead Management — List and query potential sales leads, and create new prospect profiles programmatically via AI.
  • Client CRM — List all customer organizations and retrieve detailed metadata, contact info, and transaction histories.
  • Billing Oversight — List and monitor generated invoices and their payment status to keep your finances organized.
  • Sales Proposals — Query your catalog of sent and drafted proposals to track your business development efforts.
  • Service Catalog — List available products and services defined in your account to verify pricing and offerings.
  • Lifecycle Control — Manage the entire journey from lead to paid customer directly from Claude, Cursor, or any MCP client.

How it works

  1. Subscribe to this server
  2. Enter your Clientjoy API Token (found in your account settings under API)
  3. Start managing your business ecosystem from your favorite AI assistant

Who is this for?

  • Agency Owners & Freelancers — quickly retrieve client details and check invoice statuses via simple AI commands.
  • Sales & BD Teams — monitor lead progress and verify proposal availability directly from the workspace.
  • Ops & Finance Leads — track received payments and manage the service directory via the AI assistant.
lead-managementinvoicingproposal-managementclient-onboardingcontract-managementfreelance-tools

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

create_new_lead

Register a new lead

get_customer_details

Get details for a specific customer

list_customers

List Clientjoy customers

list_billing_invoices

List invoices

list_service_items

List items and services

list_leads

List Clientjoy leads

list_sales_proposals

List proposals

See how to talk to your AI agent using Clientjoy.

List all active leads in my Clientjoy account.

I've retrieved your sales pipeline. You have 3 active leads: 'Acme Corp Expansion', 'New Retail Project', and 'Tech Solutions Lead'. Which one would you like more details on?

Show me the details for customer 'John Miller' (ID: 10293).

Fetching profile... John Miller is a 'VIP Client' from 'Miller Industries'. He has 2 paid invoices and 1 active proposal. Would you like to see his full transaction history?

Are there any overdue invoices?

Checking billing... Yes, you have 1 overdue invoice: #INV-88231 ($450.00) from 'Global Logistics'. It was due 5 days ago. Shall I retrieve the contact info for follow-up?

Yes! Use the `list_billing_invoices` tool. Your agent will retrieve the history of invoices, including whether they are Paid, Overdue, or Unpaid.

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