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ConnectorSuitedash

Suitedash integration for Claude and Codex

Create a Suitedash connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Suitedash from Claude

Add the Suitedash connection to a Space that runs Claude, then use it from every channel in that Space.

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 provides the conversations, permissions, connections, skills, and automations.

Productivity & Project Management

What the Suitedash connector can do

All-in-one business software for client management, CRM, project management, and invoicing

One connection, many Spaces

Connect Suitedash once, then decide which Spaces can use it in threads, skills, automations, and coding work.

Representative actions

  • Create Company

    Tool to create a new company in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect company to the system. You can optionally specify primary contact information when creating the company.

  • Create Contact

    Tool to create a new contact in SuiteDash CRM. Use when you need to add a new Lead, Client, or Prospect contact to the system. Requires first name, last name, role, and email address for all contact types.

  • Get Company

    Tool to retrieve a single company by UID or Name from SuiteDash. Use when you need to fetch detailed information about a specific company including contact details, address, tags, and custom fields.

  • Get Company Meta Attributes

    Tool to retrieve CRM company meta attributes information. Returns a complete schema of all the CRM Company Custom Fields that exist in the account along with all the Meta Attributes including field types, formats, validation rules, and allowed operations.

  • Get Contact by UID or Email

    Tool to retrieve a single contact from SuiteDash by their UID or email address. Use when you need to fetch detailed information about a specific contact including their personal details, contact information, address, and custom fields.

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 catalog metadata
Auth schemes
API key
FAQ

Questions people ask before connecting Suitedash

Can Claude use Suitedash?

Yes. Add a Suitedash connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.

Can Codex work with Suitedash through Type?

Yes. Add a Suitedash connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.

Is this the same as a Suitedash MCP server?

Not exactly. Type 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.

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