Use Suitedash from Claude
Add the Suitedash connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorSuitedash
Suitedash integration for Claude and Codex
Connect Suitedash once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use Suitedash from Codex
Add the Suitedash connection to a Space that runs Codex, then use it from every channel in that Space.
Use Suitedash from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Productivity & Project Management
What the Suitedash connector can do
Suitedash combines a client portal, CRM, project management, and invoicing in one system for service businesses. A Suitedash connection in type.com lets the agent add a new lead or client company, create a contact tied to that company, or pull the schema of custom fields set up on the account, so client intake and CRM upkeep happen in the thread where the team is already discussing the account.
One connection, many Spaces
Connect Suitedash once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with Suitedash in type.com
Add a new lead to the CRM
Ask the agent to create a company record as soon as a new lead comes in, with primary contact details attached.
Create a Suitedash company for Acme Corp as a new Lead, with Jordan as the primary contact.
Add a contact to an existing company
Have the agent create a contact under a company when a new stakeholder joins the conversation on an account.
Create a Suitedash contact for Priya at Acme Corp, she's the new Prospect-side decision maker.
Check available custom fields before an update
Get the agent to pull the custom field schema so the team knows which fields exist before editing a company record.
Get the Suitedash company custom field schema so I know what fields are available before updating Acme's record.
Representative actions
- Create Company
Registers a company record in SuiteDash's CRM as a lead, client, or prospect, with an optional primary contact.
- Create Contact
Adds a new Lead, Client, or Prospect contact with name, role, and email.
- Get Company
Retrieves a company's details, including contacts, address, tags, and custom fields.
- Get Company Meta Attributes
Returns the schema of custom fields configured for companies on the account.
- Get Contact by UID or Email
Retrieves a contact's details by their unique ID or email address.
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.com catalog metadata
- Auth schemes
- API key
- Official site
- https://suitedash.com/
Source links
FAQ
Questions people ask before connecting Suitedash
Can Claude manage Suitedash CRM records from type.com?
Yes. With a Suitedash connection shared to a Space, the agent can create companies and contacts and check custom fields in any thread, visible to the whole team.
How does type.com authenticate with Suitedash?
Suitedash uses a secure API key issued to authorized admins. An admin adds it once when creating the connection and chooses which Spaces can use it.
Can client intake tasks run on a schedule?
Yes. A Suitedash prompt can become a type.com automation, such as a daily check for new leads needing a contact record, posted to a channel.
Is this the same as an MCP server for Suitedash?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
More productivity & project management connectors
All Productivity & Project Management integrationsConnect Airtable to Claude in type.com to create bases, add fields, write records, and comment on data from a shared thread.
Connect Google Tasks to Claude in type.com to create task lists, batch update tasks, and clear completed items from a thread.
Connect Wrike to Claude in type.com to copy project folders, manage group members, and set up webhooks from a shared project thread.
Connect Trello to Claude in type.com to spin up boards, add cards and lists, comment with mentions, and attach links or files from a shared thread.