Clients

Client management through MCP. Create, manage, and track client relationships with full CRM capabilities for agencies and service providers.

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.

The client tool provides 5 actions for managing client relationships within GitScrum's ClientFlow CRM. Agencies, consultancies, and service providers use this tool to maintain a centralized client database that connects directly to projects, proposals, and invoices. Every client operation available in the GitScrum web application — creating contacts, updating details, reviewing portfolio metrics — is accessible through natural language conversation with your AI assistant.

Clients are the foundation of ClientFlow CRM. Once a client record exists, it can be linked to projects for delivery tracking, proposals for sales pipeline management, and invoices for billing automation. The MCP Server gives your AI assistant the ability to manage this entire client lifecycle without switching context.

Actions Overview

Action	Purpose	Required Parameters
`list`	List all clients in a workspace	`company_slug`
`get`	Get full details of a specific client	`uuid`, `company_slug`
`create`	Create a new client record	`company_slug`, `name`
`update`	Modify client details	`uuid`, `company_slug`
`stats`	Get client overview metrics for the workspace	`company_slug`

Listing Clients

The list action returns all clients within a workspace. You can optionally filter by status and paginate results. Each client in the response includes its uuid, which is required for all client-specific operations and for linking clients to projects, proposals, and invoices.

Required Parameters

Parameter	Type	Description
`company_slug`	string	Workspace identifier (from the `workspace` tool)

Optional Parameters

Parameter	Type	Description
`status`	string	Filter by client status: `active`, `inactive`, `archived`
`page`	number	Page number for pagination
`per_page`	number	Results per page (default varies by workspace plan)

Example Prompts

You:  "Show all my clients"
AI:   Calls client action=list → returns client list with UUIDs, names, and status

You:  "List active clients only"
AI:   Calls client action=list with status="active"

You:  "Show the second page of clients"
AI:   Calls client action=list with page=2

Getting Client Details

The get action returns the complete client record — name, contact information, company details, associated projects, linked proposals, invoice history, and activity timeline. This is the full client profile view.

Required Parameters

Parameter	Type	Description
`uuid`	string	Client UUID (from `list` response or any client reference)
`company_slug`	string	Workspace identifier

You:  "Show me details for Acme Corp"
AI:   Finds client by name → calls client action=get → returns full client profile

You:  "What's the contact info for our client TechStart?"
AI:   Calls client action=get → extracts email, phone, and address

Creating Clients

The create action adds a new client record to the workspace. All contact and company fields can be set at creation time in a single call — no follow-up updates required.

Required Parameters

Parameter	Type	Description
`company_slug`	string	Workspace identifier
`name`	string	Client contact name

Optional Parameters

Parameter	Type	Description
`email`	string	Client email address
`phone`	string	Client phone number
`company_name`	string	Client's company or organization name
`website`	string	Client's website URL
`address`	string	Client's physical address
`notes`	string	Internal notes about the client (not visible to the client)

Example Prompts

You:  "Add a new client 'Acme Corp' with email contact@acme.com"
AI:   Calls client action=create with name="Acme Corp", email="contact@acme.com"

You:  "Create a client record for John Smith at TechStart, phone 555-0100,
       website techstart.io"
AI:   Calls client action=create with name="John Smith", company_name="TechStart",
      phone="555-0100", website="techstart.io"

You:  "Add client 'Global Media' with a note: 'Referred by Sarah, prefers email contact'"
AI:   Calls client action=create with name="Global Media",
      notes="Referred by Sarah, prefers email contact"

Updating Clients

The update action modifies any field on an existing client record. Only the fields you specify are changed — all other fields remain untouched. This is useful for updating contact details, adding notes, or correcting information.

Required Parameters

Parameter	Type	Description
`uuid`	string	Client UUID
`company_slug`	string	Workspace identifier

All optional parameters from create are available in update.

Example Prompts

You:  "Update Acme Corp's email to hello@acme.com"
AI:   Finds client → calls client action=update with email="hello@acme.com"

You:  "Add a note to Global Media: 'Contract renewed for Q2'"
AI:   Calls client action=update with notes="Contract renewed for Q2"

You:  "Change TechStart's website to www.techstart.com"
AI:   Calls client action=update with website="www.techstart.com"

Client Statistics

The stats action returns workspace-level client metrics — total clients, active vs inactive counts, revenue per client, project distribution, and engagement trends. These are the numbers that power the ClientFlow CRM dashboard.

Required Parameters

Parameter	Type	Description
`company_slug`	string	Workspace identifier

You:  "Get client stats"
AI:   Calls client action=stats → returns total clients, active count, revenue metrics

You:  "How many active clients do we have?"
AI:   Calls client action=stats → extracts active client count

You:  "Show me the client overview for my agency"
AI:   Calls client action=stats → summarizes client portfolio health

CRM Workflow

Clients connect to every part of the ClientFlow CRM ecosystem. Here's how the client tool integrates with other tools for a complete agency workflow:

1. Register the client

Start by creating a client record with all relevant contact information.

You:  "Add a new client 'Acme Corp', email contact@acme.com, company name 'Acme Corporation',
       website acme.com. Note: Enterprise account, 50+ employees"
AI:   Calls client action=create → returns client UUID for linking

2. Create a proposal

Use the client UUID to create a proposal linked to this client.

You:  "Create a proposal for Acme Corp: Website Redesign, $15,000"
AI:   Finds client UUID → calls proposal action=create with contact_company_uuid

3. Convert to project

When the proposal is approved, convert it into an active project.

You:  "Approve the Acme Corp proposal and convert it to a project"
AI:   Calls proposal action=approve → calls proposal action=convert

4. Invoice for work

Generate invoices linked to the client for billing.

You:  "Create an invoice for Acme Corp, $5,000 for Phase 1 delivery"
AI:   Calls invoice action=create with client_uuid → draft invoice ready to send

5. Monitor the relationship

Track client health through stats and dashboards.

You:  "Show me the client overview"
AI:   Calls client action=stats → summarizes portfolio metrics

Linking Clients to Projects

When creating a project through the project tool, you can pass the client's UUID as the client_uuid parameter. This links the project to the client record, enabling:

Client-scoped project listings
Revenue attribution per client
Client portal access (if configured)
Consolidated reporting across all client projects

You:  "Create a project 'Acme Website Redesign' linked to Acme Corp"
AI:   Finds client UUID → calls project action=create with client_uuid

Next Steps

Invoices: Create and manage invoices for your clients.
Proposals: Build and send proposals to convert leads into projects.
ClientFlow Dashboards: Access CRM analytics and cross-workspace reports.
Projects: Manage project delivery for your clients.