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.
What agents do in Suitedash.
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.
Create a new contact for a company
Add a new contact under an existing company record after confirming the details with the user.
List companies before a mailing
Pull the full list of companies in the account as a read-only step before planning outreach.
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
6Look things up. Allowed by default.
- suitedash.get_companyGet Company
- suitedash.get_contactGet Contact by UID or Email
- suitedash.list_contactsList Contacts
- suitedash.list_companiesList Companies
- suitedash.get_company_metaGet Company Meta Attributes
- suitedash.get_contact_metaGet Contact Meta Attributes
write
2Create and change things. Allow, or ask the user first.
- suitedash.create_companyCreate Company
- suitedash.create_contactCreate Contact
destructive
0Delete, cancel or archive. Ask first, or deny outright.
- No destructive actions.
Suitedash in three steps.
- 01Your users connect SuitedashThey add their Suitedash api key on Arc0 Connect, under your brand. It goes straight into the vault.
- 02You set the rulesReads run, and writes like “create Company” can wait for the user to approve.
- 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.
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
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
Use Suitedash from any agent.
Suitedash and Arc0, answered.
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.
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.
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.
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.
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.
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