# Suitedash — how to use (mcp.ai)

Connect your Suitedash account and use 8 tools for productivity straight from your AI agent. Connect with your own API key. All-in-one business software for client management, CRM, project management, and invoicing.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_suitedash?ms=1787296020000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `suitedash_create_company`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/suitedash`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/suitedash/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/suitedash/create/company` — Tool to create a new company in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect company to the system. You can optionally specify primary contact information when creating the 
  - body: { name: string, role: string, primaryContact?: object }
- `POST https://api.mcp.ai/api/suitedash/create/contact` — Tool to create a new contact in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect contact to the system. Requires first name, last name, role, and email address for all contact t
  - body: { role: string, email: string, last_name: string, first_name: string, send_welcome_email?: boolean }
- `POST https://api.mcp.ai/api/suitedash/get/company` — Tool to retrieve a single company by UID or Name from SuiteDash. Use when you need to fetch detailed information about a specific company including contact details, address, tags, and custom fields.
  - body: { meta?: string, identifier: string }
- `POST https://api.mcp.ai/api/suitedash/get/company/meta` — Tool to retrieve CRM company meta attributes information. Returns a complete schema of all the CRM Company Custom Fields that exist in the account along with all the Meta Attributes including field ty
- `POST https://api.mcp.ai/api/suitedash/get/contact` — Tool to retrieve a single contact from SuiteDash by their UID or email address. Use when you need to fetch detailed information about a specific contact including their personal details, contact infor
  - body: { meta?: string, identifier: string }
- `POST https://api.mcp.ai/api/suitedash/get/contact/meta` — Tool to retrieve CRM contact meta attributes information. Returns a complete schema of all the CRM Contact Custom Fields that exist in the account along with all the Meta Attributes including field ty
- `POST https://api.mcp.ai/api/suitedash/list/companies` — Tool to retrieve all existing companies from SuiteDash. Returns a paginated list with optional filtering by creation date and ordering options. Use this when you need to list, search, or export compan
  - body: { meta?: string, page?: integer, orderBy?: string, createdMax?: string, createdMin?: string }
- `POST https://api.mcp.ai/api/suitedash/list/contacts` — Tool to get all existing contacts from SuiteDash. Returns a paginated list of contacts with optional filtering by creation date and custom ordering. Use when you need to retrieve, browse, or export co
  - body: { meta?: string, page?: integer, orderBy?: string, createdMax?: string, createdMin?: string }

## Example prompts
- "What can I do in Suitedash?"
- "Show me a summary of my Suitedash account"

## More
- Page: https://mcp.ai/suitedash
- Agent spec (llms.txt): https://mcp.ai/suitedash/llms.txt
- Postman collection: https://mcp.ai/suitedash/postman.json