Client projects and invoices
SmartFlow brings its client portal into the conversation, so the work between a service provider and its clients happens in the conversation instead of in a browser tab. Clients read their project board stage by stage, see what is waiting on them, declare it done or ask about it, read and download their documents and invoices, tell their provider an invoice was paid, read announcements, raise requests, message their provider and search their conversations, manage who in their organization has access, ask for a change to their organization's details, and export the personal data SmartFlow holds on them. More
MCP connector Server URL https://portal.smartflowsa.ch/mcpCopy Login OAuth Tools Reads data44 admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ export_ get_ get_ get_ get_ get_ get_ get_ get_ list_ list_ list_ list_ list_ list_ list_ list_ list_ list_ read_ search_
Changes data10 admin_ admin_ admin_ admin_ admin_ admin_ create_ mark_ mark_ open_
Deletes or can't be undone64 admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ admin_ announce_ ask_ create_ delete_ delete_ invite_ remove_ request_ send_ submit_ update_ update_ update_ withdraw_
Skills 2 in the ChatGPT listing
Smartflow portal Use SmartFlow when the user wants to read or run a SmartFlow client portal from the conversation, as a client (project board, actions to do, documents, invoices, requests, messages, team) or as a service provider's staff (clients and their teams, projects, phases and steps, client actions, documents and signatures, invoices, recurring billing, meetings, announcements, requests, messages, logged time, workspace settings and integrations), through the authenticated SmartFlow MCP server. Smartflow start Use when someone has just connected SmartFlow or asks how to get started with it. 
Smartsheet US#68