MCP For Claude Marketplace
SuiteDash

SuiteDash MCP Connector for Claude

A+

Manage CRM, projects, tasks, and invoices on SuiteDash with AI agents.

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

Connect your SuiteDash account to any AI agent to automate your client portal and business management. SuiteDash provides a comprehensive all-in-one platform for CRM, project management, and billing, and this integration allows you to retrieve contact metadata, monitor project progress, and track invoices through natural conversation.

What you can do

  • CRM & Contact Orchestration — List and search through your contact and company database, including creating new records programmatically.
  • Project & Task Lifecycle Management — List all managed projects and tasks to ensure your team's workflow is always synchronized directly from the AI interface.
  • Billing & Financial Monitoring — Access and monitor invoices, estimates, and deals to maintain a clear overview of your business revenue.
  • Custom Schema Intelligence — Retrieve contact metadata schemas to ensure your data entry is always consistent with your account's custom fields.
  • Operational Oversight — Track project health and manage business relationships via natural language commands.

How it works

  1. Subscribe to this server
  2. Enter your SuiteDash Public ID and Secret Key from your Secure API settings
  3. Start managing your business portal from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Agency Owners — quickly retrieve client details and monitor project statuses without switching apps.
  • Project Managers — automate the retrieval of task lists and monitor team assignments via natural conversation.
  • Operations Teams — streamline the management of invoices and monitor deal progress directly within the chat.
client-portalall-in-onetask-trackinginvoicingbusiness-operationsproject-collaboration

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

create_contact

Register a new contact

get_company_details

Get details for a company

get_contact_details

Get details for a contact

get_schema_metadata

Get CRM field definitions

get_project_details

Get metadata for a project

list_companies

List CRM companies

list_contacts

List CRM contacts

list_deals

List sales deals

list_invoices

List invoices

list_projects

List active projects

list_tasks

List project tasks

See how to talk to your AI agent using SuiteDash.

List all active projects in SuiteDash.

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?

Show me all active client projects with their task progress and billing status.

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.

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

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.

Log in to your SuiteDash portal, navigate to **Integrations** > **Secure API**, and you will find your unique **Public ID** and **Secret Key** there.

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