SuiteDash MCP server

Read and update SuiteDash contacts, companies and projects; create leads and clients. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect SuiteDash50 free tool calls a month

What can I ask?

Turn on the SuiteDash connector, then ask in plain words. The AI picks the tools.

List the contacts created in the last 7 days and tell me which ones are still leads.
Show everything SuiteDash has on the company Acme Corp, including custom fields.
Create a Lead for Jane Doe (jane@example.com) and tag her 'webinar'.
Which projects end this month, and what status are they in?

What you can do with SuiteDash in Claude and ChatGPT

For agencies and service businesses that manage clients, leads and projects in SuiteDash.

Find contacts created lately and see who is still a lead

The AI lists CRM contacts filtered by creation time with name, role, tags and companies. You can tell leads from clients.

See everything about a company

The AI opens a company with its primary contact, category, tags, address and custom fields, or lists companies by creation time.

Check projects, their status and dates

The AI lists projects with status, start and end dates and due time, and opens one with client, team and economics. You see which projects end soon.

Create a lead, client or company

The AI creates a CRM contact with a role such as Lead or Client, or a company. It can link a contact to a company by name and read the field schema first.

Changes data

Update a contact, company or project

The AI changes fields of an existing contact, company or project. Only the fields you pass change, and tags or custom fields you pass replace the old values.

Changes data

Subscribe people to marketing audiences

The AI subscribes people, by email, to marketing audiences by numeric audience id. This enrolls real people in email marketing, so do it only for people who agreed.

Changes data

How do I connect SuiteDash?

Before you connect

The login page asks for your Public ID and Secret Key.

An account admin finds both in SuiteDash → Integrations → Secure API (create a Secret Key there if you have none). The pair acts with full API access to your account and counts against its monthly API-call quota. Your credentials are used only to call the SuiteDash API on your behalf; they are never shown to anyone.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name SuiteDash and this URL, then click Add:
https://suitedash.usefulapi.io/mcp
Claude opens the login page: enter your Public ID and Secret Key.
In a chat, click + → Connectors and turn on SuiteDash.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name SuiteDash and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://suitedash.usefulapi.io/mcp
ChatGPT opens the login page: enter your Public ID and Secret Key.
In Plugins, install SuiteDash, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http suitedash https://suitedash.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "suitedash": {
      "url": "https://suitedash.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "suitedash": {
      "type": "http",
      "url": "https://suitedash.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add suitedash --url https://suitedash.usefulapi.io/mcp

codex mcp login suitedash

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://suitedash.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Public ID and Secret Key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this SuiteDash server only. Ask your AI to run suitedash_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with suitedash_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with suitedash_upgrade before then undoes the cancel. Or write to support@usefulapi.io.

Tools 20

Show all 20 tools (the AI picks them for you)

Read only · 10

List contactssuitedash_list_contacts
List CRM contacts (leads, prospects, clients) 10 per page: name, emails, phones, role, tags, companies, address and custom fields. Filter by creation time and sort by name or creation date.
Get contactsuitedash_get_contact
One CRM contact by UID or primary email, with companies, tags, address and custom fields.
Get contact field schemasuitedash_get_contact_fields
The contact field schema of this account: every default and custom field with its type, whether it is required, and which actions (read/create/update) allow it. Custom fields appear under their UID: use these UIDs in custom_fields.
List companiessuitedash_list_companies
List CRM companies 10 per page (idle companies are not available): name, role, category, phones, website, address, tags, primary contact and custom fields. Filter by creation time and sort by name or creation date.
Get companysuitedash_get_company
One CRM company by UID or exact name, with primary contact, category, tags, address and custom fields.
Get company field schemasuitedash_get_company_fields
The company field schema of this account: every default and custom field (public, private and target custom fields under their UIDs) with type, required flag and the actions allowed.
List projectssuitedash_list_projects
List projects 10 per page: name, status, start/end dates, due time. Filter by creation time and sort by name, creation, start or end date. Use suitedash_get_project for the client, team and economics.
Get projectsuitedash_get_project
One project with its description, client and secondary clients, teammates, team, leader, economics (estimated value, currency, sector) and custom fields. Find it by UID (default), exact name, a name fragment, or the most recent one.
Get project field schemasuitedash_get_project_fields
The project field schema of this account: default and custom fields (under their UIDs) with type, required flag and allowed actions.
List worldssuitedash_list_worlds
List the account's Worlds (client groupings), 10 per page. Only available with the WORLDS Power-Up; otherwise SuiteDash answers 403.

Changes data · 6

Create contactsuitedash_create_contact
WRITE: create a CRM contact in SuiteDash. role and names are required; email is required except for a Lead. Optionally link the contact to a company by name (set create_company_if_not_exists to create it). If send_welcome_email is true SuiteDash EMAILS the contact a portal access invitation: leave it false unless the user asked for that.
Update contactsuitedash_update_contact
WRITE: update fields of an existing CRM contact (found by UID or email); only the fields you pass change, and null clears a field. Tags and custom fields passed here replace the current values. If send_welcome_email is true SuiteDash EMAILS the contact a portal invitation (only if none was sent before): leave it unset unless the user asked.
Create companysuitedash_create_company
WRITE: create a CRM company (name and role are required) with an optional primary contact. With create_primary_contact_if_not_exists the primary contact is created from the given names/email when no contact has that email. If send_welcome_email is true SuiteDash EMAILS the primary contact a portal invitation: leave it false unless the user asked.
Update companysuitedash_update_company
WRITE: update fields of an existing CRM company (found by UID or name); only the fields you pass change, and null clears a field. Tags and custom fields passed here replace the current values.
Update projectsuitedash_update_project
WRITE: update fields of an existing project (found by UID, name, name fragment or most recent); only the fields you pass change. The status must be one of the account's project statuses (see suitedash_get_project_fields). The description and client text accept HTML.
Subscribe contacts to marketing audiencessuitedash_subscribe_to_marketing
WRITE: subscribe people (by email) to one or more marketing audiences (numeric audience ids from SuiteDash > Marketing). Unknown emails may be created as marketing contacts. This enrolls real people in email marketing and can start campaigns or automations tied to those audiences: only do it for people who have consented, and only when the user asked. The reply holds the outcome per person.

Your usefulapi plan · 4

Usage status (free-tier meter)suitedash_usage_status
Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
Request a missing featuresuitedash_request_feature
Tell usefulapi that the user needs something the SuiteDash tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
Upgrade to Pro or Pro+suitedash_upgrade
Get a paid plan for SuiteDash (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place: call without confirm first, as the reply states the exact charge for this account (the price difference for the rest of the period, or in a free Pro trial the full Pro+ price, as the trial ends); then call with confirm: true. Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
Cancel the Pro subscriptionsuitedash_cancel_subscription
Cancel the caller's SuiteDash Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run suitedash_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with SuiteDash in Claude or ChatGPT?

Find contacts created lately and see who is still a lead. See everything about a company. Check projects, their status and dates. Create a lead, client or company. Update a contact, company or project. Subscribe people to marketing audiences. See what you can do for the details.

Is this an official SuiteDash product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by SuiteDash. The server calls the SuiteDash API with your own SuiteDash access, so it sees only the data that your account can see.

Can I connect SuiteDash to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Public ID and Secret Key. See Before you connect for where to find them.

Do I put my SuiteDash key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Public ID and Secret Key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my SuiteDash credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the SuiteDash API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in SuiteDash.

Can the AI change my SuiteDash data?

Yes, if you approve it. 6 of the 16 SuiteDash tools can create or change data. The other 10 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this SuiteDash server only. Cancel any time: your paid plan then runs to the end of the paid period. Run suitedash_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run suitedash_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run suitedash_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a SuiteDash tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with suitedash_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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