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AI agent integrationSuitedash

Suitedash integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Suitedash never means pasting credentials into a prompt.

Use Suitedash from Claude Code

Bring Suitedash context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Suitedash with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Productivity & Project Management

What the Suitedash integration exposes

All-in-one business software for client management, CRM, project management, and invoicing

One connection, many teammates

Connect Suitedash once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • 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 allowed operations.

  • 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.

Connection

API and auth details

SuiteDash exposes a Secure API through live Swagger documentation for authorized admins. The API supports client-portal and business-management automation around contacts, companies, custom fields, projects, files, and related CRM or operations data, with account-specific secure API credentials required for real data access.

Source
Type catalog metadata
Auth schemes
API key
FAQ

Questions people ask before connecting Suitedash

Can Claude Code use Suitedash?

Yes. Type lets an AI teammate use connected Suitedash actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Suitedash through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Suitedash catalog entry includes public integration details and example capabilities where available.

Is this the same as a Suitedash MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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