clients-crm
Manage Frihet client records, contacts, notes, and CRM activity timelines in ChatGPT. Use when the user asks to list or inspect…
Onboard, orient, and review a connected Frihet workspace and its product and service catalogue in ChatGPT. Use after installing the plugin (onboarding and setup), or when the user asks what Frihet can do, requests a workspace or monthly business overview, checks plan usage or
Claude Code
$ npx -y skills add Frihet-io/frihet-mcp --skill frihet-workspace --agent claude-code
Codex
$ npx skills add Frihet-io/frihet-mcp --skill frihet-workspace -a codex -y
Cursor
$ npx skills add Frihet-io/frihet-mcp --skill frihet-workspace -a cursor -y
Gemini CLI
$ npx skills add Frihet-io/frihet-mcp --skill frihet-workspace -a gemini-cli -y
GitHub Copilot
$ npx skills add Frihet-io/frihet-mcp --skill frihet-workspace -a github-copilot -y
OpenCode
$ npx skills add Frihet-io/frihet-mcp --skill frihet-workspace -a opencode -y
Windsurf
$ npx skills add Frihet-io/frihet-mcp --skill frihet-workspace -a windsurf -y
name: frihet-workspace description: >- Onboard, orient, and review a connected Frihet workspace and its product and service catalogue in ChatGPT. Use after installing the plugin (onboarding and setup), or when the user asks what Frihet can do, requests a workspace or monthly business overview, checks plan usage or workspace defaults, or lists, inspects, creates, or updates catalogue products and services (resumen del negocio, contexto de la empresa, catálogo de productos y servicios). license: MIT
Respond in the user's language (English or Spanish). Use the connected Frihet MCP server as the single source of truth for workspace records.
Always distinguish a **generic capability question** from an **authenticated workspace query**:
1. **Workspace & Catalogue (`frihet-workspace`):** *"Give me an overview of my business this month."* / *"Show me my active products and services."* 2. **Invoices & Quotes (`invoices-and-quotes`):** *"Show me my draft invoices."* / *"Prepare an invoice draft for Acme SL."* 3. **Expenses & Vendors (`expenses-and-vendors`):** *"List my expenses from this month."* / *"Record an office supplies expense."* 4. **Clients & CRM (`clients-crm`):** *"List my clients and show recent CRM activity."* / *"Show notes for client Acme SL."*
1. Call `get_business_context` (takes no arguments) to retrieve `business`, `defaults`, `plan`, `currentMonth`, `recentActivity`, and `topClients`. 2. Present a concise, factual summary of the connected workspace:
3. Do not call additional `list_*` tools unless the user asks to drill into a specific area.
1. Call `list_products` once using optional filters (`isActive`, `q`, `limit`, `offset`, `after`). Do not call `get_business_context` when the user only asked to list products. 2. When the user needs the full description or details of a specific item, call `get_product` with `id`. 3. **Pagination truth (exploratory single-page default vs. exhaustive requests):** Check `total`, `limit`, `offset`, and `nextCursor` on `list_products`. Never present a single page as the entire catalogue when `nextCursor` is present or `total` exceeds the returned `data.length`.
1. **Required inputs:**
2. **Never invent prices or tax rates:** Do not guess `unitPrice` or `taxRate`. If the user asks to add a product without specifying `unitPrice`, or asks for tax advice without specifying `taxRate`, ask for the exact values before calling the tool. 3. **Authorization & external effects:**
Official MCP server for Frihet ERP — 157 tools for AI-powered invoicing, tax & e-invoicing compliance (VeriFactu, TicketBAI, Facturae), banking, CRM, HR/payroll & POS. Works with Claude, ChatGPT, Cursor, Windsurf, Cline, Antigravity, Codex, Copilot, Gemini CLI — and any MCP-compatible client.
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