Suitedash
All-in-one business software for client management, CRM, project management, and invoicing
Verdict
Common use cases
- Log new leads from Slack or email threads
- Look up client history during support calls
- Export filtered contact lists for campaigns
- Add companies and contacts from meeting notes
- Retrieve custom field schemas for data audits
Integration
- Vendor
- Suitedash
- Category
- productivity
- Auth
- API_KEY
- Tools
- 8
- Composio slug
suitedash
Tools
- Create Company
Tool to create a new company in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect company to the system. You can optionally specify primary contact information when creating the company.
- Create Contact
Tool to create a new contact in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect contact to the system. Requires first name, last name, role, and email address for all contact types.
- Get Company
Tool to retrieve a single company by UID or Name from SuiteDash. Use when you need to fetch detailed information about a specific company including contact details, address, tags, and custom fields.
- Get Company Meta Attributes
Tool to retrieve CRM company meta attributes information. Returns a complete schema of all the CRM Company Custom Fields that exist in the account along with all the Meta Attributes including field types, formats, validation rules, and allo
- Get Contact by UID or Email
Tool to retrieve a single contact from SuiteDash by their UID or email address. Use when you need to fetch detailed information about a specific contact including their personal details, contact information, address, and custom fields.
- Get Contact Meta Attributes
Tool to retrieve CRM contact meta attributes information. Returns a complete schema of all the CRM Contact Custom Fields that exist in the account along with all the Meta Attributes including field types, formats, validation rules, and allo
- List Companies
Tool to retrieve all existing companies from SuiteDash. Returns a paginated list with optional filtering by creation date and ordering options. Use this when you need to list, search, or export companies. Note that idle companies are not in
- List Contacts
Tool to get all existing contacts from SuiteDash. Returns a paginated list of contacts with optional filtering by creation date and custom ordering. Use when you need to retrieve, browse, or export contact lists.
Setup
Setup guide
- 11. In Switchy, open your workspace settings and navigate to the Integrations tab. 2. Search for Suitedash and click Connect. 3. Log in to your Suitedash account, go to Settings > API, and generate a new API key with CRM read and write scopes enabled. 4. Copy the key and paste it into the Switchy connection dialog, then click Authorize. 5. Return to any Space in Switchy and type '@Suitedash list contacts' to confirm the connection works — you should see a paginated list of your CRM contacts. 6. To invoke a tool, @mention Suitedash in a message and describe what you need in plain language, like '@Suitedash create a contact for Jane Doe at Acme Corp with email jane@acme.com'. The MCP will map your request to the appropriate tool and return results inline.
What teammates see: by default, memories from Suitedash are scoped to the Space (PROJECT visibility) - you can mark any memory PRIVATE or share it ORG-wide.
Works well with
Top models
Compatibility data appears once enough Spaces have used this MCP together with a given model.
How Switchy teams use it
Starter prompts
Add Lead from Chat
@Suitedash create a contact for Alex Rivera, role Business Development Manager, email alex.rivera@techcorp.io, and tag them as LeadOpen in a Space →
Find Client Details
@Suitedash get the company record for Acme Industries and show me their primary contact, address, and any custom fieldsOpen in a Space →
Export Recent Contacts
@Suitedash list all contacts created since 30 days ago, ordered by creation date descendingOpen in a Space →
Create Company Record
@Suitedash create a company called Bright Solutions LLC with primary contact Maria Chen, email maria@brightsolutions.com, and mark them as ProspectOpen in a Space →
Inspect Custom Fields
@Suitedash get the contact meta attributes and show me all custom field names, types, and whether they're requiredOpen in a Space →
Example outputs
Illustrative - representative of the model's voice and quality, not literal recordings.
@suitedash list all companies created in the last 30 days and show me their primary contacts
Found 12 companies created since January 15th. Here's a summary: Acme Corp (Lead, contact: Sarah Chen, sarah@acme.com), Brightwave Solutions (Client, contact: Marcus Johnson, mjohnson@brightwave.io), TechStart Inc (Prospect, contact: Lisa Park, lisa@techstart.com)... The list includes company status, primary contact details, and creation dates. All companies are sorted by most recent first.
This example demonstrates the read-heavy list operation combined with contact lookup. Note that pagination applies — accounts with hundreds of companies will need multiple requests or date-range filtering. The MCP requires an API key with read access to both companies and contacts scopes.
@suitedash create a new client company called 'Horizon Analytics' with primary contact David Kim at david@horizonanalytics.com
Successfully created Horizon Analytics as a Client in your SuiteDash CRM. Company UID: cmp_8x9k2m4n. Primary contact David Kim has been added with email david@horizonanalytics.com and assigned contact UID: cnt_5p7q8r2s. The company record is now active and visible in your CRM dashboard under Clients.
This write operation creates both a company and contact record in a single action. Be aware this is a live write — the company and contact will immediately appear in your SuiteDash account. If your account has required custom fields configured, you may need to provide those values or the creation will fail.
@suitedash pull all prospect companies and draft a prioritized outreach list based on their creation dates and contact info completeness
Retrieved 18 Prospect companies. High-priority outreach targets (complete contact info, added in last 14 days): Quantum Labs (contact: Alex Rivera, full phone/email), NexGen Systems (contact: Priya Patel, full details). Medium-priority (older or partial info): 8 companies with email-only contacts. Low-priority: 8 companies missing primary contact details — recommend updating CRM data before outreach.
This synthesis example shows the AI reasoning over CRM data to produce actionable insights. The MCP fetches raw company and contact records; the AI evaluates completeness and recency. Useful for sales teams, but remember the analysis reflects a point-in-time snapshot — CRM data may change between query and action.
Use-case deep-dives
When Suitedash MCP streamlines new client intake
A 6-person creative agency onboards 3-4 new clients monthly and needs AI to auto-create CRM records from signed contracts. This MCP is the right call if your team already uses Suitedash as the system of record—the Create Company and Create Contact tools let you pipe intake form data or email threads straight into structured client profiles without manual data entry. The custom field schema tools mean you can map agency-specific fields (retainer tier, project start date) programmatically. If you're evaluating CRMs and don't have Suitedash yet, this integration won't justify the platform cost alone. But for existing users tired of copy-pasting client details from DocuSign to CRM, it cuts onboarding admin from 20 minutes to 2. Worth enabling if you close more than one client per week.
Using this MCP to triage inbound leads before first call
A 3-person B2B SaaS sales team gets 40-60 inbound leads weekly and wants AI to enrich contact records before the first outreach. The List Contacts and Get Contact tools let you pull lead data into a shared chat, cross-reference it with external signals (LinkedIn, company size), then update custom fields or add tags in Suitedash. This works if your lead volume is under 100/week—above that threshold, the pagination and single-record retrieval pattern gets slow compared to a bulk-export workflow. The meta attributes tools are clutch here: you can teach the AI your lead scoring schema (industry, employee count, budget signals) and have it write back scores automatically. Enable this if your reps spend more than 10 minutes per lead doing pre-call research. Skip it if you need real-time webhook triggers or sub-second response times.
When Suitedash MCP speeds up support ticket resolution
A 4-person support team handles 20-30 tickets daily and needs instant access to client history without tab-switching. The Get Company and Get Contact by Email tools let support reps ask AI 'show me this customer's account details' mid-conversation and get back contact info, tags, and custom fields in seconds. This is a win if your support workflow lives in Slack or a shared AI workspace—agents stay in one window instead of opening Suitedash for every ticket. The trade-off: this MCP only reads data, it doesn't update tickets or log interactions, so you'll still need a separate tool for writing notes back. Worth the API key if your team opens Suitedash more than 15 times per day just to look up client context. Not worth it if you need two-way sync or automated ticket creation.
Frequently asked
What does the Suitedash MCP do in Switchy?
It connects your Suitedash CRM so AI agents can read and write company and contact records without leaving the conversation. You can create new leads, look up client details, pull custom field schemas, and list contacts or companies with filters. Think of it as giving your AI direct access to your CRM database for routine data entry and lookups.
Do I need admin access to connect Suitedash?
You need an API key from Suitedash, which typically requires admin or account owner permissions to generate. The key grants full read-write access to companies and contacts, so only connect it if you trust the team members who'll use this workspace. Suitedash doesn't offer scoped API keys, so the MCP sees everything your account can see.
Can the Suitedash MCP create invoices or manage projects?
No. This integration only touches CRM data—companies, contacts, and their custom fields. If you need to bill clients or track project tasks, you'll still open Suitedash directly or use their separate API endpoints. The MCP is deliberately scoped to contact management, not the full platform feature set.
Why use this instead of just opening Suitedash in a browser tab?
Speed and context. An AI agent can pull a contact's details, check custom field values, and create a follow-up company record in one prompt—no tab-switching or form-filling. It's faster for bulk lookups and repetitive data entry, but you'll still want the Suitedash UI for complex workflows or visual dashboards.
Who on the team should connect the Suitedash MCP?
Whoever owns your CRM hygiene—usually a sales ops lead or office manager. Since the API key has full CRM access, don't hand it to junior team members who shouldn't edit client records. Once connected, anyone in the Switchy workspace can ask the AI to query or update Suitedash data.