Suitedash MCP integration
Finds contacts by email, creates lead and client records for people and companies, and reads your custom field schema before writing to it.
8actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Get contact by uid or email
Ayro finds a contact in SuiteDash by their UID or email during the conversation. Your team retrieves customer history and linked records without manual lookup.
Create contact
Ayro creates a new contact in SuiteDash CRM when you encounter a prospect. Your team adds contacts on the fly and never loses a lead.
Get company
Ayro looks up a company by UID or name to show account details in context. Your team sees company hierarchy and ownership instantly.
How businesses use Suitedash + Ayro
Each card is one request a support team gets, and the Suitedash actions Ayro runs to close it.
Match the person in chat to their SuiteDash record
Ayro looks up the contact by email or UID, pulls the company they belong to, and reads the address and custom fields already on file, so the conversation starts with the account history rather than a blank slate.
Get Contact by UID or EmailGet CompanyList ContactsCreate the lead record while the conversation is live
When a new enquiry arrives, Ayro adds the person as a Lead, Prospect, or Client contact and opens the company record alongside it, so the account exists in SuiteDash before anyone follows up.
Create ContactCreate CompanyGet CompanyFill the custom fields your account actually uses
Ayro reads the CRM contact and company meta attributes first, so a record it creates carries the right custom fields, formats, and validation rules instead of a half-filled entry someone has to correct.
Get Contact Meta AttributesGet Company Meta AttributesCreate ContactPull a filtered slice of the client book
Ayro lists companies or contacts filtered by creation date and ordered how you ask, so a question like which accounts came in last month is answered from the CRM rather than a manual export.
List CompaniesList ContactsGet Company
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Ayro reads the Suitedash actions it has and picks the ones a request needs.
Connect Suitedash
Authorize the Suitedash account your team already uses — one consent screen, no API keys, no mapping tables. Ayro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Ayro maps it to the Suitedash actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Suitedash · Ayro
What can you do in Suitedash without me setting anything up?
These, right away:
- Create company
- Get company
- Create contact
Great, let's start with the first one.
FAQ
Everything else about Suitedash
Setup, permissions, and the limits of what Ayro can do inside Suitedash.
This toolkit covers CRM contacts and companies only. There is no action for projects, invoices, files, or client portals, and no update or delete, so Ayro can run Create Company, Create Contact, and the matching Get and List actions - existing records are read, not edited.
Every action available in Suitedash
All 8 actions your agent can call on Suitedash, straight from the live MCP connection.
Create company
Create a new company in SuiteDash CRM.
Create contact
Create a new contact in SuiteDash CRM.
Get company
Retrieve a single company by UID or Name from SuiteDash.
Get company meta attributes
Retrieve CRM company meta attributes information.
Get contact by uid or email
Retrieve a single contact from SuiteDash by their UID or email address.
Get contact meta attributes
Retrieve CRM contact meta attributes information.
List companies
Retrieve all existing companies from SuiteDash.
List contacts
Get all existing contacts from SuiteDash.
The tools Suitedash sits next to
Same connection, same setup. Pick the next one your team already uses.
Attio
Searches records across custom objects, creates people, deals, and notes, asserts records to avoid duplicates, and moves list entries along a process.
Close
Creates leads with their contacts, logs calls and SMS activities against them, adds follow-up tasks, and reads back note history.
Follow Up Boss
Books and reschedules appointments, logs calls and inbound events, moves deals through pipeline stages, and starts the action plan that follows up.
NetHunt CRM
Finds records across readable folders, reports what changed since a given time, and pulls recent call logs, comments, and linked Drive files.
Pipeline crm
Opens deals and company records, corrects account details, and reads the booked follow-up straight from the live pipeline.
Zixflow
Checks whether a campaign email, SMS, or WhatsApp message was delivered, opened, or bounced, and keeps custom fields and their options in order.
Ready to connect Suitedash?
Authorize the account and your agent has all 8 actions from the first conversation.