MCP For Claude Marketplace
DebtPayPro

DebtPayPro MCP Connector for Claude

A+

Equip your AI agent to manage contacts, track payments, and monitor sales opportunities via the DebtPayPro API.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Integrate DebtPayPro, the specialized CRM for the debt settlement and financial services industry, directly into your AI workflow. Manage your customer database, track scheduled payments and debt portfolios, and monitor sales opportunities using natural language.

What you can do

  • Contact Management — List and retrieve detailed profiles for your CRM contacts and leads.
  • Payment Tracking — Monitor payment history and upcoming scheduled payments for specific clients.
  • Debt Portfolio Oversight — List and review debts associated with your contacts.
  • Sales & Task Monitoring — Track active sales opportunities and manage pending CRM tasks and follow-ups.

How it works

  1. Connect the DebtPayPro integration to your AI assistant.
  2. Authorize using your DebtPayPro API Key (found in your admin settings).
  3. Optimize your debt settlement operations through intuitive conversation.

Who is this for?

  • Debt Settlement Agents — Quickly check client balances and payment statuses on the go.
  • Compliance Officers — Audit contact profiles and debt records via chat.
  • Sales Managers — Monitor lead pipelines and team task completion during planning.
debt-settlementpayment-trackingfinancial-serviceslead-managementcrm-automationportfolio-management

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

list_crm_tasks

Returns task descriptions, due dates, and associated contact or case identifiers. List pending tasks and follow-ups in the system

create_new_contact

Persists a new contact record with the provided name and email, returning the newly generated system ID. Add a new contact to the DebtPayPro database

get_account_details

Returns account-level metadata such as company name, API permissions, and system version. Retrieve metadata for your DebtPayPro account

get_contact_details

Resolves demographic data, associated case numbers, and the current status of their debt settlement program. Get detailed profile information for a specific contact

list_crm_contacts

Returns contact metadata including system IDs, names, and primary contact information. List all contacts in your DebtPayPro CRM

list_contact_debts

Returns a list of enrolled debts, including creditor names, original balances, and current settlement status. List all debts associated with a specific contact

list_sales_opportunities

Returns a list of active opportunities including projected case value, current stage in the sales cycle, and assigned sales representative. List active sales opportunities and leads

list_contact_payments

Returns a history of processed payments and a schedule of future installments towards their debt settlement plan. List payment history and scheduled payments for a contact

search_contacts_by_name

Matches the search term against names and email addresses using partial case-insensitive matching. Search for a contact by name or email keyword

list_upcoming_payments

Returns upcoming transaction metadata for proactive account management. List payments scheduled for the next 7 days (mock logic)

See how to talk to your AI agent using DebtPayPro.

List all active contacts in the 'Settlement' stage.

I've found 8 contacts currently in the 'Settlement' stage, including 'Alice Johnson' and 'Bob Miller'. Their total enrolled debt is $45,000. Would you like to see their recent payment history?

Show me the debts associated with contact 'John Smith'.

John Smith has 3 enrolled debts: 'Chase Credit Card' ($5,000), 'Wells Fargo Loan' ($12,000), and 'Citi Bank Card' ($3,500). All are currently 'Active'. Should I check his scheduled payments for next month?

List all CRM tasks assigned to me for today.

You have 5 tasks assigned for today, including 3 'Follow-up Calls' and 2 'Document Reviews'. The highest priority is a call with 'Global Exports'. Should I pull their contact profile for you?

Log in to your DebtPayPro account, navigate to the API section in your settings (usually under **Admin > API**), and you can generate or retrieve your API Key from there.

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