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Here is everything you can do by talking to your AI assistant once connected to Klark MCP. Copy and paste these phrases as-is, or adapt them to your situation.

Invoices & Quotes

Create

View

Manage


Clients

Create

View

Update


Products & Services

Create

View

Update


Prospecting & Pipeline

Create prospects

Track the pipeline


Documents & Templates

View templates

Generate documents


Banking & Finances


Profile & Company


Full scenarios

Here are examples of complete workflows you can accomplish in a single conversation:

Onboarding a new client

Follow-up and sales tracking

End-of-month closing

New product and first sale