# 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](/desarrolladores/mcp-server), which knows fiscal zones and applies the default tax rate for the location. Requires [your agent connected](./conectar-tu-agente).

## 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](/desarrolladores/mcp-server#available-tools).

## Next

- [Automate your invoicing with your AI assistant](./automatiza-facturacion)
- [Connect Frihet to Claude, Cursor or ChatGPT](./conectar-tu-agente)

Inside the app: [Client management](/clientes/gestion-clientes) and [CRM Kanban](/clientes/kanban-crm).