Suitedash MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Suitedash MCP or direct API to manage clients, track projects, review invoices, and organize CRM records through natural language.

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Api Key

Suitedash is an all-in-one business platform for client management, CRM, projects, invoicing, and operations. It helps teams manage client work, billing, and collaboration from one shared workspace.

8 Tools

Try Suitedash now

Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
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TOOLS

Supported Tools

Every Suitedash action and event your agent gets out of the box.

Create Company

Tool to create a new company in SuiteDash CRM.

Create Contact

Tool to create a new contact in SuiteDash CRM.

Get Company

Tool to retrieve a single company by UID or Name from SuiteDash.

Get Company Meta Attributes

Tool to retrieve CRM company meta attributes information.

Get Contact by UID or Email

Tool to retrieve a single contact from SuiteDash by their UID or email address.

Get Contact Meta Attributes

Tool to retrieve CRM contact meta attributes information.

List Companies

Tool to retrieve all existing companies from SuiteDash.

List Contacts

Tool to get all existing contacts from SuiteDash.

SETUP GUIDE

Connect Suitedash MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["suitedash"],
  mcp: true,
});
Create a session scoped to Suitedash and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List all open Suitedash projects and their assigned clients",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Suitedash request
SETUP GUIDE

Connect Suitedash API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["suitedash"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Suitedash
3

Run Suitedash tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List all open Suitedash projects and their assigned clients" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Suitedash tool calls through the session, and print the final answer

Why Use Composio?

AI Native Suitedash Integration

  • Supports both Suitedash MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable client, project, CRM, and invoice actions
  • Rich coverage for reading, writing, and querying your Suitedash business data

Managed Auth

  • Secure API key handling without hard-coding Suitedash credentials in your agent code
  • Central place to manage, scope, and revoke Suitedash access
  • Per user and per environment credentials so your production workflows stay clean and safe

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Clear, agent-friendly actions for common Suitedash workflows like client lookup, project updates, and invoice review
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Suitedash
  • Scoped, least privilege access to Suitedash client, CRM, project, and billing resources
  • Full audit trail of agent actions to support review and compliance
FRAMEWORKS

Use Suitedash with any AI Agent Framework

Choose a Framework you want to connect Suitedash with

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Suitedash requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Suitedash connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Suitedash account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Suitedash actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Suitedash at any time.

When you connect a Suitedash account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Suitedash as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Suitedash. If Suitedash lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Suitedash at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Suitedash connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Suitedash rejects the old key. Create a new key in Suitedash and reconnect the account from the Composio dashboard or by asking your agent to reconnect Suitedash. Nothing else changes.

Composio's free plan includes 100,000 tool calls per month with no credit card, which covers most personal Suitedash use. Paid plans add higher limits and team features. Your Suitedash plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Suitedash accounts).

With Composio, you connect Suitedash once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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