SuiteDash MCP by usefulapi

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. POST /company.

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. POST /contact.

One CRM company by UID or exact name, with primary contact, category, tags, address and custom fields. GET /company/{identifier}.

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. GET /company/meta.

One CRM contact by UID or primary email, with companies, tags, address and custom fields. GET /contact/{identifier}.

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. GET /contact/meta.

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/{type}/{identifier}.

The project field schema of this account: default and custom fields (under their UIDs) with type, required flag and allowed actions. GET /project/meta.

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 /companies.

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 /contacts.

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 /projects.

List the account's Worlds (client groupings), 10 per page. Only available with the WORLDS Power-Up; otherwise SuiteDash answers 403. GET /worlds.

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. POST /marketing/subscribe.

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. PUT /company/{identifier}.

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. PUT /contact/{identifier}.

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. PUT /project/{type}/{identifier}.