Onboard clients & CRM in natural language
The job: get a new client into the system with the right tax details, and keep the CRM alive — contacts, notes, activity — without opening screens.
This works through the Frihet MCP server, which knows fiscal zones and applies the default tax rate for the location. Requires your agent connected.
Onboard a client
"New client: Design Studio SL, tax ID B87654321,
email hello@designstudio.es, Madrid 28001"
Your agent calls create_client with name, tax ID, email and address. From the location, it assigns the correct fiscal zone.
Onboard + first invoice in one flow
When the client arrives with work already agreed:
"Onboard Nordic Labs (Sweden) and their first invoice:
20 hours of design at €90"
The new-client-invoice prompt creates the client — determining its tax treatment by country — and generates the first invoice in the same conversation.
Keep the CRM alive
The MCP includes 8 CRM tools to manage each client's contacts, notes and activity:
"Add Marta López as the primary contact for Design Studio"
"Log a call with Acme: they'll decide in two weeks"
"What notes do I have on Nordic Labs?"
The agent uses create_client_contact, log_client_activity and list_client_notes respectively. All activity stays linked to the client's record.
Move the pipeline
Clients have a stage (sales stage). You can query and filter it:
"List my clients in the negotiation stage"
What's behind it
Five client tools (full CRUD) plus eight CRM tools. Reference in MCP server → Available tools.
Next
Inside the app: Client management and CRM Kanban.