Suitedash for AI agents

SuiteDash is all-in-one client management software combining CRM, project management, and invoicing, used by service businesses to run client relationships in one place. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

ProductivityAPI keyMCP + RESTsuitedash.com
AUDIT LOG · SUITEDASHPOLICY: acme-support
09:41:07 · claude · u_8f2read
suitedash.list_contacts
List Contacts✓ allowed · 212ms
09:41:08 · claude · u_8f2read
suitedash.get_company
Get Company✓ allowed · 164ms
09:41:09 · claude · u_8f2write
suitedash.create_company
Create Company✓ approved · approved by user
EVERY SUITEDASH CALL, ON THE RECORD
01 · USE CASES

What agents do in Suitedash.

01

Look up a company's contact record

Retrieve a company's details and meta attributes before an agent drafts a follow-up email to a client.

02

Create a new contact for a company

Add a new contact under an existing company record after confirming the details with the user.

03

List companies before a mailing

Pull the full list of companies in the account as a read-only step before planning outreach.

02 · ACTIONS

8 Suitedash actions, graded by risk.

Every Suitedash action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

6

Look things up. Allowed by default.

  • suitedash.get_company
    Get Company
  • suitedash.get_contact
    Get Contact by UID or Email
  • suitedash.list_contacts
    List Contacts
  • suitedash.list_companies
    List Companies
  • suitedash.get_company_meta
    Get Company Meta Attributes
  • suitedash.get_contact_meta
    Get Contact Meta Attributes

write

2

Create and change things. Allow, or ask the user first.

  • suitedash.create_company
    Create Company
  • suitedash.create_contact
    Create Contact

destructive

0

Delete, cancel or archive. Ask first, or deny outright.

  • No destructive actions.
03 · HOW IT WORKS

Suitedash in three steps.

  1. 01Your users connect SuitedashThey add their Suitedash api key on Arc0 Connect, under your brand. It goes straight into the vault.
  2. 02You set the rulesReads run, and writes like “create Company” can wait for the user to approve.
  3. 03Any agent can actYour agent calls Suitedash through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.
POLICY.TS
await arc0.policies.set('suitedash', {
  read: 'allow',
  write: 'ask',        // create_company
  destructive: 'deny',  
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2
04 · AUTH AND DATA

How Suitedash connects.

Users add their Suitedash api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same Suitedash connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH
API key
CREDENTIALS
Per-tenant encrypted vault
MODEL SEES
Results only, never credentials
AUDIT LOG
Every call, on every plan
05 · WORKS WITH

Use Suitedash from any agent.

Claude
ChatGPT
Cursor
Codex
VS Code
OpenAI Agents SDK
Claude Agent SDK
Vercel AI SDK
Mastra
LangGraph
07 · FAQ

Suitedash and Arc0, answered.

Q01

Can I use Suitedash with Claude, ChatGPT or Cursor?

Yes. Connect Suitedash to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the Suitedash actions you allow.

Q02

How do users connect Suitedash?

Users add their Suitedash api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which Suitedash actions can my agent take?

8 in total: 6 read, 2 write and 0 destructive, such as “create Company”. Your policies decide which of them each agent may call.

Q04

Can I make my agent read-only in Suitedash?

Yes. Allow read actions and deny writes in the Suitedash policy. Your agent can still look things up, and any write it attempts is blocked and logged.

Q05

Can my own backend call Suitedash too?

Yes. The same Suitedash connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug Suitedash into your agent.

Your users connect Suitedash once, under your brand. Your agent gets 8 actions behind your policies, with every call on the record.

Free to build · MCP + REST · Audit log on every plan