SuiteDash has a Secure API for Super Admins and Admins, with monthly call caps, but its Zapier app only covers contacts, companies, projects and tasks (checked 11 Oct 2026). Cotlet is a hosted MCP server and REST API for SuiteDash with 14 endpoints (6 read, 8 write): your AI agent signs in as you and does the work.
SuiteDash has a Secure API for Super Admins and Admins, with monthly call caps, but its Zapier app only covers contacts, companies, projects and tasks (checked 11 Oct 2026). No official endpoint or Zapier action creates invoices, records payments, sends portal messages or shares files.
What SuiteDash's own tools do compared with Cotlet
Cotlet is best for agencies and freelancers on SuiteDash who want their AI agent to handle invoices, payments, portal messages and client onboarding without running or fixing a server.
Invoice Acme Studio for the 10 design hours from last week at $90, due in 14 days. Check I have not billed them for it already, then send it. Your agent calls find_contact, list_invoices and create_invoice.
Chase overdue invoices Runs: Weekly
Which invoices are still open and past due, and who owes the most? Your agent calls list_invoices and get_invoice.
Here are this week's bank deposits. Match them to my open SuiteDash invoices, record the payments as Bank Transfer, and list who is still past due. Your agent calls list_invoices, get_invoice and record_payment.
Onboard a new client
New client Jane from client@example.com: add her, open a Website Redesign project and add the kickoff tasks. Your agent calls create_contact, create_project and add_task.
Go through my unread SuiteDash messages, answer the deadline questions from the task due dates, and show me drafts before anything is sent. Your agent calls list_message_threads, list_tasks and send_message.
Endpoints
What is the SuiteDash API?
Cotlet's SuiteDash API exposes 14 endpoints for your own SuiteDash account: find contact, list projects, list tasks, list invoices, get invoice, list message threads, create contact, create project, add task, complete task, create invoice, record payment, send message and share file. The find_contact endpoint returns contacts and companies by name or email, with role, company and custom fields. Each endpoint takes simple JSON inputs like client_id, role or project_id and works both as an MCP tool for agents and as a REST call for scripts.
Contacts and companies by name or email, with role, company and custom fields.
read
Searches your CRM by name, company name or email and returns the matches with their UID, role and company. Use the UID as client_id or contact_id in the other tools. Role is Lead, Prospect or Client as in your CRM.
Invoices with number, client, title, total, amount paid, due date and status.
read
Lists invoices from Office, newest first. Filter by status, client or due date to find what is overdue. Total and amount paid are in the invoice currency, so a partial payment shows what is still owed.
POST /api/v1/suitedash/list_invoices
Input
Input: list_invoices
Parameter
Type
Description
status
enum
draft, open, partially_paid or paid. Default: open.
Full invoice: line items, discounts, taxes, payments, notes and payment link.
read
Returns one invoice with its line items, payments recorded so far and the payment link your client uses. Read it before record_payment to check what is still owed.
Secure Messaging threads with subject, participants, last message and unread flag.
read
Lists Secure Messaging threads in a folder, most recent first, with the last message and an unread flag. The folder is Inbox unless you name another. Use thread_id to reply with send_message.
POST /api/v1/suitedash/list_message_threads
Input
Input: list_message_threads
Parameter
Type
Description
folder
string
Folder name. Default: Inbox.
unread_only
boolean
Only threads with unread messages.
limit
integer
1 to 50. Default: 20.
Example response
{
"threads": [
{
"thread_id": "th_3a91",
"subject": "Deadline for the logo files",
"participants": [
"Ana Lopez"
],
"last_message": "Can we move the deadline to Friday?",
"unread": true,
"updated_at": "2026-10-09T15:40:00Z"
}
]
}
POST
create_contact
New Lead, Prospect or Client in your CRM. No portal invitation is sent.
write
Adds one contact to your CRM and links it to a company, creating the company if it does not exist. No portal invitation or email goes out, and one edit in SuiteDash undoes it, so this tool runs without asking.
New project for a client, optionally from a Task Template.
write
Creates a project for one client. With task_template, the project gets that template's tasks and phases. Nothing is sent to the client, and the project can be archived afterwards, so this tool runs without asking.
New task in a project or standalone, assigned to a teammate.
write
Adds a task to a project, or a standalone task when project_id is empty. It is assigned to you unless you give a staff email. Priority uses the names in your account. Runs without asking: the task reaches only your team and complete_task closes it.
POST /api/v1/suitedash/add_task
Input
Input: add_task
Parameter
Type
Description
title required
string
Task title.
project_id
string
Project from list_projects. Empty: standalone task.
assigned_to
string
Staff email. Default: you.
due_date
date
Due Date.
priority
string
Priority as named in your account. Default: Normal.
Marks one task as Completed. It runs without asking, because it reaches no client and one edit in SuiteDash reopens the task.
POST /api/v1/suitedash/complete_task
Input
Input: complete_task
Parameter
Type
Description
task_id required
string
Task ID from list_tasks.
Example response
{
"task_id": "t_8841",
"status": "completed"
}
POST
create_invoice
Invoice for a client from your Office items. Saved as Draft unless you open and send it.
asks first write
Creates an invoice for one client from items set up in Office, with a due date. The total is the sum of quantity times rate. With status draft nothing is sent. With status open the client can pay it, and notify_client sends the New Invoice notification. By default you confirm each call; you can switch that off for this tool.
POST /api/v1/suitedash/create_invoice
Input
Input: create_invoice
Parameter
Type
Description
client_id required
string
Client UID from find_contact.
title required
string
Title visible to the client.
items required
object
List of { item, quantity, rate }. item is an Item from Office settings.
due_date required
date
Due Date.
status
enum
draft or open. Default: draft.
notify_client
boolean
Send the New Invoice notification when open. Default: true.
Record a payment made outside SuiteDash against an open invoice.
asks first write
Records a manual payment on one invoice, with a Payment Type from your account and an optional note. A partial amount leaves the invoice partially paid. send_confirmation emails the standard payment confirmation to the client. By default you confirm each call; you can switch that off for this tool.
POST /api/v1/suitedash/record_payment
Input
Input: record_payment
Parameter
Type
Description
invoice_id required
string
Invoice ID from list_invoices.
amount required
string
Amount paid, e.g. "900.00".
payment_type required
string
Payment Type as named in your account, e.g. Bank Transfer.
New Secure Messaging thread, or a reply in an existing one.
asks first write
Sends a Secure Messaging message: a reply when thread_id is set, otherwise a new thread to the contacts or staff in to, with a subject. Messages go out under your name. By default you confirm each call; you can switch that off for this tool.
POST /api/v1/suitedash/send_message
Input
Input: send_message
Parameter
Type
Description
to
string[]
Contact UIDs or staff emails. Required for a new thread.
Uploads one file from a URL to the dedicated Sharing Folder of one client. With notify, the client is told about the new file. By default you confirm each call; you can switch that off for this tool.
POST /api/v1/suitedash/share_file
Input
Input: share_file
Parameter
Type
Description
contact_id required
string
Contact UID from find_contact.
file_url required
string
Public or signed URL of the file to upload.
notify
boolean
Notify the contact about the new file. Default: true.
How do I connect SuiteDash to Claude Code, Codex or Cursor?
Connecting SuiteDash takes three steps: request access, sign in to SuiteDash once, then add one MCP server or call the REST API with the same key.
Connect SuiteDash over MCP
1
Create an account
Sign up and add SuiteDash in the console. Your API key is there too.
2
Sign in to SuiteDash once
Open the connect page from the console and sign in to SuiteDash the way you always do. We keep the session, never your password, and you can revoke it anytime.
Paste the snippet for your client. The same server and key serve every app you connect, so you do this once.
4
Ask your agent
Prompt
Invoice Acme Studio for the 10 design hours from last week at $90, due in 14 days. Check I have not billed them for it already, then send it.
Ask in plain words. Your agent finds the SuiteDash tools on the server and calls them for you; anything that reaches other people waits for your OK unless you switch that off for a tool.
Call SuiteDash over REST
1
Export your API key
Shell
export COTLET_API_KEY="cotlet_..."
Your scripts use the same API key as your agent. Keep it in an environment variable, never in your code.
You get plain JSON back, ready for your script. A failed call costs nothing.
Why Cotlet
Why use Cotlet for SuiteDash? Hosted, safe and kept working.
Built for agents
One MCP server for every app you connect.
The same tools as a REST API for scripts and cron jobs.
Works with Claude Code, Codex and Cursor.
Your login stays yours
You sign in to SuiteDash yourself. We keep only the session, encrypted with AES-256.
The model never sees a login.
No stored passwords, no CAPTCHA solving, no MFA bypass.
You stay in control
Pick read only, or read and write.
Anything that reaches other people waits for your OK, unless you switch it off per tool.
Revoke access in one click.
Kept working for you
We test every integration daily.
When SuiteDash changes, the tool pauses until we fix it.
Failed calls cost nothing.
Alternatives
Is there a SuiteDash MCP server on GitHub?
The SuiteDash Zapier app creates and updates contacts, companies, projects and tasks with your Secure API keys, and hosted connectors from other platforms cover contacts and companies. None of them touch invoices, payments, messages or files, so for those jobs the realistic option is doing it by hand in the portal.
Cotlet compared with a Zapier
Zapier
Cotlet
Setup
Paste your Secure API Public ID and Secret Key into Zapier, then build each Zap
Request access, sign in to SuiteDash once, add one MCP server or API key
Invoices and payments
No action for them
List, create and send invoices and record payments, each send confirmed by you
Messages and files
No action for them
Read threads, send portal messages and share files, confirmed by you
Agent use
Fixed Zaps you build ahead of time
Your agent picks the tools: Claude Code, Codex, Cursor, n8n and scripts
API call cap
Secure API calls count toward your plan cap (400 a month on Start)
Works in your account like you do; no Secure API keys needed
When SuiteDash changes
Maintained by SuiteDash and Zapier
Our team tests it daily and fixes it for you; failed calls are free
Price
Free Zapier tier, paid plans for multi-step Zaps
Free 7-day trial with 5,000 credits, then credits per call
Which one fits you
Pick Cotlet if
you are not a developer, or you do not want to maintain a server
you need it to keep working when SuiteDash changes, without checking it yourself
your agent or a script should run it on a schedule, also while your computer is off
Pick an open-source server if
you are comfortable installing, updating and fixing it yourself
you want the session to stay on your own computer
you only need it now and then, from one MCP client
For AI agents
Cotlet for SuiteDash in plain text The facts on this page in one block: status, endpoints, access, pricing, contact.
Endpoint health
verified 2h ago
find_contactpassing
list_projectspassing
list_taskspassing
list_invoicespassing
get_invoicepassing
+ 9 more endpoints
14/14 passing latest checkself-healing
suitedash.txt
SuiteDash has a Secure API for Super Admins and Admins, with monthly call caps, but its Zapier app only covers contacts, companies, projects and tasks (checked 11 Oct 2026). No official endpoint or Zapier action creates invoices, records payments, sends portal messages or shares files.
Cotlet provides a hosted MCP server and REST API for SuiteDash: 14 tools (6 read, 8 write).
Access Request access at https://cotlet.dev/app/signup?app=suitedash; we email the API key.
MCP server https://cotlet.dev/mcp/v1
REST base https://cotlet.dev/api/v1/suitedash
Auth Authorization: Bearer <COTLET_API_KEY>. Listing endpoints and schemas needs no key; calling an endpoint needs one.
Tools find_contact, list_projects, list_tasks, list_invoices, get_invoice, list_message_threads, create_contact, create_project, add_task, complete_task, create_invoice, record_payment, send_message, share_file
Confirm create_invoice, record_payment, send_message, share_file (by default the user approves each call; the user can switch this off per tool, e.g. for scheduled automations)
Markdown https://cotlet.dev/integrations/suitedash-api-mcp-server.md
How access works:
1. The user requests access at https://cotlet.dev/app/signup?app=suitedash (SuiteDash is pre-selected). Each request is reviewed and the API key is sent by email.
2. The user signs in to SuiteDash once in a browser. An agent cannot do this step.
3. The API key goes into the MCP client or the REST call as a bearer token.
Fits: people who want a hosted SuiteDash server that someone else maintains, including non-developers.
Policy: Cotlet never stores passwords, never solves CAPTCHAs, never bypasses MFA.
Company: legal details in the Terms of service at https://cotlet.dev/terms. Contact contact@cotlet.dev.
Session: the user signs in to SuiteDash in a browser; Cotlet keeps only the session, AES-256 encrypted, revocable in the dashboard at any time.
Terms: the user stays responsible for following SuiteDash's terms; Cotlet is not affiliated with SuiteDash.
Can SuiteDash automations run on a schedule in n8n, Make or Zapier?
Yes. Cotlet does not replace your automation platform: it gives it a SuiteDash connection it does not have, with the same API key as your agent. Write actions ask for your OK by default; switch that off in your dashboard for the tools you choose, for example to create and send client invoices, and the schedule runs on its own. Cotlet runs in the cloud, so it keeps going while your computer is off.
Where to run SuiteDash automations through Cotlet, and how to schedule them
Where
How to connect
How to schedule
Your AI agent
Add https://cotlet.dev/mcp/v1 with your API key.
A scheduled agent run, for example a Claude Code routine.
n8n
MCP Client node with https://cotlet.dev/mcp/v1, or an HTTP Request node to https://cotlet.dev/api/v1/suitedash/{tool}.
Schedule Trigger node.
Make
HTTP module: POST https://cotlet.dev/api/v1/suitedash/{tool} with an Authorization: Bearer header and a JSON body.
Scenario schedule.
Zapier
Webhooks by Zapier: POST https://cotlet.dev/api/v1/suitedash/{tool} with the same header and body.
Schedule by Zapier trigger.
Your own script
POST https://cotlet.dev/api/v1/suitedash/{tool} with your API key.
cron or GitHub Actions.
Pricing & limits
How much does the SuiteDash API cost?
Free 7-day trial with 5,000 credits, no card needed. After that, the SuiteDash API comes with the Cotlet plan, from $29 a month for 3,000 credits, with no limit on apps. Each month's credits stay valid for 3 months, so unused credits add up.
Cotlet plan sizes: price, monthly credits and price per credit
Size
Price
Credits / month
Per credit
Solo
$29/mo
3,000
about $0.0097
Pro
$99/mo
12,000
about $0.0083
Agency
$299/mo
40,000
$0.0075
Each successful call uses credits for the work it takes; failed calls and timeouts cost nothing. A hard spend cap is on by default. Authenticate with the Authorization: Bearer header.
About Cotlet
How Cotlet holds your access
Cotlet hosts MCP servers and REST APIs for apps with no usable API. Your agent works in your own SuiteDash account.
Company details
The legal name, address and registration numbers of the company behind Cotlet are in the Terms of service. Terms
Your session
You sign in to SuiteDash yourself, in your browser. We keep only the session, never your password: encrypted with AES-256 in an EU vault, isolated to your account and used only when your agent calls a SuiteDash tool you allowed. When it expires, your agent gives you a link to sign in again. Security
Revoking access
Disconnect SuiteDash in your dashboard: the session is deleted and access ends at once. Actions that reach other people wait for your OK unless you switch that off per tool.
What we never do
Store passwords, solve CAPTCHAs or bypass MFA.
SuiteDash's terms
You use your own SuiteDash account and stay responsible for following SuiteDash's terms. Cotlet is independent and not affiliated with SuiteDash. Terms
Request access and pick SuiteDash. Cotlet reviews each request and emails you your API key.
Do I need to be technical?
No. You sign in to SuiteDash once in your browser and paste one command into your agent, or one URL into n8n. Your agent can walk you through it. There is no server to install, update or fix.
Is a hosted server safe? My SuiteDash session would leave my computer.
Cotlet keeps your SuiteDash session encrypted with AES-256 in an EU vault, isolated to your account and used only for the tools you allow: read only, or read and write. The AI model never sees it, and you revoke it in one click. A local server keeps the same session in a file on your computer, readable by any program you run, and needs a fresh sign-in whenever it expires.
Do I need Secure API keys or a higher SuiteDash plan?
No. Cotlet works in your own SuiteDash account after you sign in once, so it does not use the Secure API Public ID and Secret Key or count against its monthly call cap (80 on Free Trial, 400 on Start, 2,000 on Thrive, 20,000 on Pinnacle). Invoices and payments need an admin role.
Can my agent post or send messages in SuiteDash without asking me?
No. Every call to create_invoice, record_payment, send_message or share_file waits for your OK by default. For scheduled automations you can switch confirmation off per tool in your dashboard, for example only for approvals. create_contact, create_project, add_task, complete_task runs without asking, because it sends nothing to anyone and one call undoes it.
Can I use the SuiteDash API in n8n?
Yes. Add https://cotlet.dev/mcp/v1 with your API key in n8n's MCP Client node, or call https://cotlet.dev/api/v1/suitedash/{tool} from the HTTP Request node.
