Use Clientjoy MCP to take action in your AI tools

Convert Lead to Client

Auto converts a Clientjoy Lead to a Client in Clientjoy.

Convert Proposal to Invoice

Convert your Proposal's to Invoice directly

Add a New Activity (Todo, Meeting, Event, Etc.)

Creates a new activity on your Clientjoy Calendar.

Create Client

Creates a new Client in your Clientjoy workspace

Create Invoice

Creates a new Invoice. You can choose to auto send the Invoice on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new client.

Create Lead

Create a new Lead in your Clientjoy's Sales Pipeline.

Create Proposal

Creates a new Proposal from the templates. You can choose to auto send the Proposal on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new Lead.

Update Client

Update the information of Client