ClientFlow Dashboards

ClientFlow dashboard and reporting through MCP. Access comprehensive CRM dashboards, cross-workspace analytics, and client performance metrics.

Open Source — GitScrum MCP Server is open source under the MIT license. Available on npm and GitHub. Model Context Protocol server for GitScrum — Claude, GitHub Copilot, Cursor, and any MCP-compatible client full operational access to your project management stack.

Two tools work together to provide comprehensive CRM analytics: the clientflowdashboard tool for workspace-scoped reports and the clientflowcross_workspace tool for aggregated metrics across all your workspaces. Together, they give agency owners, managers, and executives a complete view of client relationships, revenue performance, and operational health — all accessible through natural language conversation.

The clientflowdashboard tool provides 8 report types that analyze different dimensions of your workspace's CRM data. The clientflowcross_workspace tool aggregates data across all workspaces for portfolio-level insights, requiring a Pro subscription.

ClientFlow Dashboard Tool

The clientflow_dashboard tool retrieves workspace-scoped CRM reports. Each report type returns structured metrics that your AI assistant can summarize, analyze, and compare.

Action Overview

Action	Purpose	Required Parameters
`get`	Retrieve a specific CRM dashboard report	`company_slug`, `report`

Parameters

Parameter	Type	Description
`company_slug`	string	Workspace identifier (from the `workspace` tool)
`report`	string	Report type to retrieve (see available reports below)

Available Reports

Report	Description
`overview`	High-level CRM summary — total clients, active projects, revenue snapshot, proposal pipeline value, and outstanding invoices. The executive dashboard in a single call.
`revenue`	Revenue analytics — total invoiced, total paid, outstanding balance, revenue by client, monthly trends, and average deal size. Financial performance at a glance.
`clients`	Client portfolio analysis — active vs inactive clients, top clients by revenue, engagement frequency, and client acquisition trends over time.
`invoices`	Billing performance — invoice counts by status, average payment time, overdue totals, payment method distribution, and monthly billing volume.
`proposals`	Sales pipeline metrics — proposals by status, conversion rates, average deal size, win/loss trends, and pipeline value by stage.
`pipeline`	Active deal pipeline — proposals in progress, expected close dates, weighted pipeline value, and stage-by-stage conversion funnel.
`at_risk`	At-risk client identification — clients with overdue invoices, stale proposals, inactive projects, or declining engagement. Early warning system for churn.
`pending_tasks`	CRM-related pending tasks — follow-ups due, proposals awaiting response, invoices to send, and client onboarding steps remaining.

Example Prompts

You:  "Show me the CRM overview"
AI:   Calls clientflow_dashboard action=get with report="overview"
      → Returns executive summary with client count, revenue, pipeline value

You:  "How is our revenue this month?"
AI:   Calls clientflow_dashboard action=get with report="revenue"
      → Returns revenue breakdown, monthly trends, and client attribution

You:  "Which clients are at risk?"
AI:   Calls clientflow_dashboard action=get with report="at_risk"
      → Returns clients with overdue payments, stale proposals, or inactivity

You:  "Show the sales pipeline"
AI:   Calls clientflow_dashboard action=get with report="pipeline"
      → Returns deal pipeline with stage-by-stage conversion data

You:  "What's the billing status?"
AI:   Calls clientflow_dashboard action=get with report="invoices"
      → Returns invoice counts by status, overdue totals, payment trends

You:  "Any pending CRM tasks?"
AI:   Calls clientflow_dashboard action=get with report="pending_tasks"
      → Returns follow-ups, proposals awaiting response, invoices to send

You:  "Show client portfolio analysis"
AI:   Calls clientflow_dashboard action=get with report="clients"
      → Returns top clients, engagement trends, acquisition data

You:  "What does our proposal pipeline look like?"
AI:   Calls clientflow_dashboard action=get with report="proposals"
      → Returns proposals by status, conversion rates, pipeline value

Cross-Workspace Tool

The clientflowcrossworkspace tool aggregates CRM data across all your workspaces. This is designed for agency owners and executives who manage multiple brands, teams, or business units — each with its own workspace — and need a consolidated view.

This tool requires a Pro subscription.

Action Overview

Action	Purpose	Required Parameters
`get`	Retrieve aggregated cross-workspace CRM report	`report`

Parameters

Parameter	Type	Description
`report`	string	Report type to retrieve (see available reports below)
`page`	number	Page number for pagination (optional)
`per_page`	number	Results per page (optional)

Note: Unlike clientflowdashboard, this tool does not require companyslug because it aggregates data across all workspaces your account has access to.

Available Reports

Report	Description
`invoices`	Consolidated invoice metrics across all workspaces — total billed, outstanding, overdue, and payment trends aggregated from every workspace.
`proposals`	Portfolio-wide proposal pipeline — total pipeline value, conversion rates, and deal flow aggregated across all workspaces.
`clients`	Global client directory — total client count, cross-workspace client distribution, and engagement metrics spanning all business units.
`change_requests`	Change request overview across workspaces — pending requests, approval rates, and scope change impact on active projects.

Example Prompts

You:  "Show me invoices across all workspaces"
AI:   Calls clientflow_cross_workspace action=get with report="invoices"
      → Returns consolidated billing data from every workspace

You:  "What's the total pipeline value across all my agencies?"
AI:   Calls clientflow_cross_workspace action=get with report="proposals"
      → Returns aggregated proposal pipeline from all workspaces

You:  "How many clients do we have across all business units?"
AI:   Calls clientflow_cross_workspace action=get with report="clients"
      → Returns global client count and workspace distribution

You:  "Any change requests pending across workspaces?"
AI:   Calls clientflow_cross_workspace action=get with report="change_requests"
      → Returns pending change requests aggregated from all workspaces

Strategic Insights Workflow

Combine both dashboard tools to build a complete strategic picture of your agency's performance:

1. Start with the big picture

Get the cross-workspace overview to understand portfolio health.

You:  "Show me the overall business health across all workspaces"
AI:   Calls clientflow_cross_workspace reports for invoices, proposals, and clients
      → Summarizes total revenue, pipeline value, and client count

2. Identify areas of concern

Drill into at-risk clients and overdue invoices.

You:  "Which clients are at risk?"
AI:   Calls clientflow_dashboard with report="at_risk"
      → Lists clients with warning indicators

You:  "Show overdue invoices across all workspaces"
AI:   Calls clientflow_cross_workspace with report="invoices"
      → Highlights overdue totals per workspace

3. Analyze revenue performance

Review financial metrics and trends.

You:  "Show revenue trends for the main workspace"
AI:   Calls clientflow_dashboard with report="revenue"
      → Returns monthly revenue data, top clients, and growth trends

You:  "Compare billing across all workspaces"
AI:   Calls clientflow_cross_workspace with report="invoices"
      → Aggregated billing comparison

4. Review the sales pipeline

Track proposals and conversion rates.

You:  "How is the sales pipeline looking?"
AI:   Calls clientflow_dashboard with report="pipeline"
      → Stage-by-stage conversion funnel with expected revenue

You:  "What's our proposal conversion rate?"
AI:   Calls clientflow_dashboard with report="proposals"
      → Win/loss ratio, average deal size, and trend data

5. Plan next actions

Identify pending tasks and follow-ups.

You:  "What CRM tasks need attention?"
AI:   Calls clientflow_dashboard with report="pending_tasks"
      → Follow-ups due, proposals to send, invoices to generate

You:  "Any change requests I should review?"
AI:   Calls clientflow_cross_workspace with report="change_requests"
      → Pending requests across all workspaces

Report Combinations

The AI assistant can combine multiple reports in a single conversation to answer complex questions:

You:  "Give me a Monday morning briefing"
AI:   Calls overview + at_risk + pending_tasks → synthesizes:
      "You have 23 active clients, $47K outstanding, 3 at-risk accounts,
       and 5 follow-ups due this week."

You:  "How are we doing compared to last month?"
AI:   Calls revenue + proposals → compares current vs previous period

You:  "Prepare data for the quarterly business review"
AI:   Calls revenue + clients + proposals + pipeline →
      comprehensive QBR dataset with trends, conversion rates, and forecasts

Dashboard vs Individual Tool Stats

The ClientFlow dashboard reports and the individual tool stats actions serve different purposes:

Approach	Scope	Best For
`client action=stats`	Client metrics only	Quick client portfolio check
`invoice action=stats`	Billing metrics only	Quick billing health check
`proposal action=stats`	Pipeline metrics only	Quick pipeline status
`clientflow_dashboard report=overview`	All CRM metrics combined	Executive-level summary
`clientflow_dashboard report=revenue`	Deep revenue analysis	Financial planning
`clientflowdashboard report=atrisk`	Churn risk detection	Proactive client management
`clientflowcrossworkspace`	All workspaces combined	Multi-brand portfolio view

Use individual stats actions when you need a quick check on a specific area. Use dashboard reports when you need deeper analysis or cross-domain insights. Use cross-workspace reports when managing multiple business units.

Next Steps

Clients: Manage client records that power these dashboards.
Invoices: Create and manage the invoices tracked in billing reports.
Proposals: Build proposals that feed into pipeline analytics.
Quick Start: Set up the MCP server if you haven't already.