Use ClientPoint MCP to take action in your AI tools

Add Link (Embed)

Add a new Link whether its a webpage or youtube video to embed in ClientPoint.

Approve ClientPoint

Mark ClientPoint as Approved so it can be sent, print, signed

Clientpoint Notes

Create a Clientpoint Notes. This will add a note to the clientpoint.

Create ClientPoint

Creates a new ClientPoint in the app.

Document Generation

Generates a document from a template and replaces merge fields with data if provided.

Update ClientPoint

Updates an existing ClientPoint in the app.

Upload File

Uploads a file to a ClientPoint in the app. This is useful for adding documents or files to a specific ClientPoint.