GorillaDesk

@GorillaDesk show me all unpaid invoices from the last 30 days, grouped by customer, and highlight any over $500

Found 47 unpaid invoices from the past 30 days across 23 customers. Top balances: Riverside Property Management ($2,340 across 3 invoices), Martinez Landscaping ($1,890, 2 invoices), Green Valley HOA ($1,450, 1 invoice). 8 invoices exceed $500. The largest single invoice is #INV-8821 for $1,200 to Riverside, issued 12 days ago. 15 invoices are under 7 days old; 32 are 8+ days outstanding. This data reflects your GorillaDesk account state as of this query.

This read-heavy example demonstrates invoice search with date and status filters, plus AI synthesis to surface high-value accounts. Requires API key with invoice read scope. Results depend on your live customer and billing data; the MCP cannot modify invoice records through this query.

@GorillaDesk create a new customer named Oakwood Estates with service address 450 Maple Drive, Austin TX 78701, phone 512-555-0199, and tag them as commercial

Customer created successfully. Oakwood Estates is now in your GorillaDesk account with ID CUST-9847. Primary service location set to 450 Maple Drive, Austin, TX 78701. Contact phone: 512-555-0199. Customer type: Commercial. You can now create jobs, estimates, and invoices for this account. Note: GorillaDesk does not expose a customer-delete API, so this record is permanent unless removed manually through the web interface.

This write example shows customer creation with required service location. The side effect is permanent—the MCP cannot delete customers via API, so test carefully in production environments. Requires API key with customer write scope. The commercial tag and contact details are stored immediately.

@GorillaDesk pull the last 20 estimates marked as accepted, then draft a brief sales summary showing total value, average ticket size, and most common service types

Retrieved 20 accepted estimates from the past 45 days, totaling $34,680 in committed work. Average estimate value: $1,734. Most common services: Lawn Maintenance (9 estimates, $12,400), Tree Removal (5 estimates, $11,200), Irrigation Repair (4 estimates, $6,900), Pest Control (2 estimates, $4,180). Highest single estimate: $4,200 for commercial tree removal at Riverside Property Management. 14 estimates were signed within 48 hours of issue; 6 took 5+ days. This snapshot reflects your recent sales velocity and service mix.

This synthesis example pairs estimate retrieval with AI analysis to surface sales trends. Useful for weekly pipeline reviews or service-mix planning. Requires API key with estimate read scope. The MCP fetches raw estimate data; the AI performs grouping and math. Results vary by your estimate history and date range.

When GorillaDesk wins for lawn care and pest control teams

A 6-person lawn care company runs daily routes and needs to pull customer histories, check open invoices, and log service notes from Slack without opening GorillaDesk on mobile. The MCP handles this well: the Get Customers and Get Invoices tools let dispatchers answer "did we bill the Smith property last month?" in seconds, and Create Customer Note logs completion details or damage reports immediately. The 13-tool scope covers the full service lifecycle—estimates, jobs, documents, credits—so your team can triage most questions without context-switching. The threshold: if you're creating more than 20 customers a week, remember the API has no delete endpoint, so test customer creation in a sandbox first. For field service teams under 15 people who live in Slack or a shared workspace, this MCP cuts GorillaDesk lookups from 8 clicks to one prompt.

Fast invoice and payment status checks for support reps

A 3-person support team at a pest control franchise fields 40+ billing calls a day. Customers ask "did my payment go through?" or "can you email my invoice again?" and reps currently log into GorillaDesk, search by name, and click through to invoices. The MCP collapses that into a single query: Get Invoices filters by customer, payment status, and date, returning the answer in under 3 seconds. Get Documents pulls signed estimates or service agreements if the customer disputes a charge. The API key scopes to one company profile, so multi-location franchises need separate keys per territory. If your support volume is under 100 tickets a week and most questions are "where's my invoice" or "what's my balance," this MCP pays for itself in the first week. For higher-touch support that needs to modify invoices or void payments, you'll still need the GorillaDesk UI.

When to use (and not use) GorillaDesk for CRM intake

A 4-person HVAC startup wants to create GorillaDesk customers from inbound form submissions and immediately log the intake call notes. The MCP's Create Customer tool works, but there's a critical constraint: GorillaDesk exposes no delete API, so every test run or duplicate submission becomes a permanent customer record. If your intake process is still messy—high duplicate rates, frequent data corrections, or you're experimenting with lead qualification—don't automate customer creation yet. Clean up your funnel first, then use the MCP to batch-create vetted leads with Create Customer and tag them with Create Customer Note. The Get Credits and Get Estimates tools let you track the full sales cycle once a customer is in. For teams doing under 10 new customers a week with a stable intake process, this MCP removes the manual GorillaDesk data-entry step entirely.