> ## Documentation Index
> Fetch the complete documentation index at: https://mcp.klark.app/llms.txt
> Use this file to discover all available pages before exploring further.

# What can I do?

> A complete list of everything you can ask your AI with Klark MCP

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

<AccordionGroup>
  <Accordion title="Create an invoice">
    ```
    Create an invoice for the client Dupont SAS with:
    - 3 hours of consulting at 150€/h
    - 1 software license at 500€
    VAT at 20%
    ```
  </Accordion>

  <Accordion title="Create a quote">
    ```
    Make a quote for Martin & Co:
    - Website package: 3000€
    - Monthly maintenance: 200€/month over 12 months
    ```
  </Accordion>

  <Accordion title="Create an invoice from an existing product">
    ```
    Create an invoice for the client Lemaire with 5 units of the product "Pack Premium"
    ```
  </Accordion>

  <Accordion title="Duplicate an invoice for another client">
    ```
    Take the line items from my last invoice for Dupont and create a new one for the client Bernard
    ```
  </Accordion>
</AccordionGroup>

### View

<AccordionGroup>
  <Accordion title="List invoices">
    ```
    Show me all my invoices from last month
    ```

    ```
    List my unpaid invoices
    ```

    ```
    Which invoices are overdue?
    ```
  </Accordion>

  <Accordion title="View invoice details">
    ```
    Show me the details of invoice #2024-0042
    ```
  </Accordion>

  <Accordion title="Download a PDF">
    ```
    Give me the PDF download link for my last invoice
    ```
  </Accordion>

  <Accordion title="View revenue">
    ```
    What is my revenue this month?
    ```

    ```
    Compare my revenue for January and February
    ```
  </Accordion>
</AccordionGroup>

### Manage

<AccordionGroup>
  <Accordion title="Mark as paid">
    ```
    Mark invoice #2024-0042 as paid
    ```
  </Accordion>

  <Accordion title="Send an invoice">
    ```
    Send invoice #2024-0042 via e-invoicing
    ```
  </Accordion>

  <Accordion title="Check e-invoicing status">
    ```
    What is the e-invoicing status of my invoice #2024-0042?
    ```
  </Accordion>

  <Accordion title="Delete a draft">
    ```
    Delete the draft invoice I just created
    ```
  </Accordion>

  <Accordion title="Cancel an invoice">
    ```
    Set invoice #2024-0042 to cancelled status
    ```
  </Accordion>
</AccordionGroup>

***

## Clients

### Create

<AccordionGroup>
  <Accordion title="Create an individual client">
    ```
    Add a new client: Jean Martin, email jean@martin.fr, address 12 rue de Paris 75001 Paris
    ```
  </Accordion>

  <Accordion title="Create a business client">
    ```
    Create the client Dupont SAS, SIRET 12345678900012, address 45 avenue des Champs-Elysees 75008 Paris, contact: Pierre Dupont, pierre@dupont-sas.fr
    ```
  </Accordion>

  <Accordion title="Create a foreign client">
    ```
    Add the client Acme Ltd, 123 Oxford Street, London W1D 1LL, UK, VAT number GB123456789
    ```
  </Accordion>
</AccordionGroup>

### View

<AccordionGroup>
  <Accordion title="List clients">
    ```
    List all my clients
    ```

    ```
    Search for the client "Dupont"
    ```

    ```
    How many clients do I have in total?
    ```
  </Accordion>

  <Accordion title="View a client record">
    ```
    Show me the full record for the client Dupont SAS
    ```
  </Accordion>

  <Accordion title="View a client's invoices">
    ```
    Show all invoices for the client Dupont SAS
    ```

    ```
    How much does the client Martin owe me in total?
    ```

    ```
    Who is my best client in terms of revenue?
    ```
  </Accordion>
</AccordionGroup>

### Update

<AccordionGroup>
  <Accordion title="Update contact details">
    ```
    Change the email of the client Dupont SAS to nouveau@dupont-sas.fr
    ```

    ```
    Update the address of the client Martin: 15 rue de Lyon, 69001 Lyon
    ```
  </Accordion>

  <Accordion title="Add notes">
    ```
    Add a note to the client Dupont: "Prefers to be contacted in the morning"
    ```
  </Accordion>
</AccordionGroup>

***

## Products & Services

### Create

<AccordionGroup>
  <Accordion title="Create a product">
    ```
    Create a product "Pack Premium" at 99€ excl. VAT, 20% VAT, description "All-inclusive monthly subscription"
    ```
  </Accordion>

  <Accordion title="Create a service">
    ```
    Add a service "Consulting" at 150€/hour, 20% VAT
    ```
  </Accordion>

  <Accordion title="Create a product with a reference">
    ```
    Create the product ref SKU-001 "Widget Pro", price 49.90€ excl. VAT, 20% VAT, unit: piece
    ```
  </Accordion>
</AccordionGroup>

### View

<AccordionGroup>
  <Accordion title="List products">
    ```
    List all my products
    ```

    ```
    Which products do I have over 100€?
    ```

    ```
    Search for the product "Premium"
    ```
  </Accordion>

  <Accordion title="Product details">
    ```
    Show the details of the product Pack Premium
    ```
  </Accordion>
</AccordionGroup>

### Update

<AccordionGroup>
  <Accordion title="Change a price">
    ```
    Increase the price of the Pack Premium to 119€
    ```
  </Accordion>

  <Accordion title="Change the description">
    ```
    Change the description of the product Widget Pro to "Next-generation professional widget"
    ```
  </Accordion>
</AccordionGroup>

***

## Prospecting & Pipeline

### Create prospects

<AccordionGroup>
  <Accordion title="Add a prospect">
    ```
    Add a prospect: company TechCorp, contact Marie Leroy, email marie@techcorp.fr, phone 06 12 34 56 78
    ```
  </Accordion>

  <Accordion title="Add a prospect with scoring">
    ```
    Create a hot prospect for DataFlow SAS, urgent contact, estimated budget 50k€
    ```
  </Accordion>
</AccordionGroup>

### Track the pipeline

<AccordionGroup>
  <Accordion title="View pipeline stats">
    ```
    Show my prospecting stats
    ```

    ```
    What is my conversion rate this month?
    ```

    ```
    How many hot prospects do I have right now?
    ```
  </Accordion>

  <Accordion title="List prospects">
    ```
    List all my prospects awaiting follow-up
    ```

    ```
    Which are my hot prospects?
    ```

    ```
    Show the prospects I added this week
    ```
  </Accordion>

  <Accordion title="Update a prospect">
    ```
    Set the prospect TechCorp to "In negotiation" status
    ```

    ```
    Add a note to the prospect DataFlow: "Follow up after their March 15 meeting"
    ```

    ```
    Raise the score of the prospect TechCorp to "hot"
    ```
  </Accordion>

  <Accordion title="Convert to client">
    ```
    Convert the prospect TechCorp into a client
    ```
  </Accordion>
</AccordionGroup>

***

## Documents & Templates

### View templates

<AccordionGroup>
  <Accordion title="List available templates">
    ```
    What document templates do I have available?
    ```

    ```
    Show my personal templates
    ```
  </Accordion>

  <Accordion title="Analyze a template">
    ```
    Analyze the "Service agreement" template and tell me which fields I need to fill in
    ```
  </Accordion>
</AccordionGroup>

### Generate documents

<AccordionGroup>
  <Accordion title="Generate a contract">
    ```
    Generate a service agreement for the client Dupont SAS with:
    - Start date: April 1, 2025
    - Duration: 12 months
    - Monthly amount: 2000€ excl. VAT
    ```
  </Accordion>

  <Accordion title="Generate a certificate">
    ```
    Generate an employment certificate for Jean Martin, position Developer, hire date 15/03/2023
    ```
  </Accordion>

  <Accordion title="Generate a detailed proposal">
    ```
    Use the "Business proposal" template to create a document for TechCorp with the following services: audit, development, training
    ```
  </Accordion>

  <Accordion title="View a generated document">
    ```
    Show me the last document I generated
    ```

    ```
    Give me the download link for the Dupont contract
    ```
  </Accordion>
</AccordionGroup>

***

## Banking & Finances

<AccordionGroup>
  <Accordion title="View accounts">
    ```
    List my connected bank accounts with their balances
    ```

    ```
    What is the balance of my main account?
    ```
  </Accordion>

  <Accordion title="View transactions">
    ```
    Show my bank transactions from this week
    ```

    ```
    List transactions over 1000€ this month
    ```

    ```
    What are my latest expenses?
    ```
  </Accordion>

  <Accordion title="Analyze finances">
    ```
    How much did I spend this month vs last month?
    ```

    ```
    Summarize my income and outgoings for the week
    ```
  </Accordion>
</AccordionGroup>

***

## Profile & Company

<AccordionGroup>
  <Accordion title="View profile">
    ```
    Show my profile
    ```

    ```
    What is my company information?
    ```
  </Accordion>

  <Accordion title="Update profile">
    ```
    Change my phone number to 06 98 76 54 32
    ```
  </Accordion>

  <Accordion title="Update company">
    ```
    Update my company address: 20 rue de la Paix, 75002 Paris
    ```
  </Accordion>

  <Accordion title="View licenses">
    ```
    How many seats do I have on my subscription? How many are in use?
    ```
  </Accordion>
</AccordionGroup>

***

## Full scenarios

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

<Card title="Onboarding a new client" icon="rocket">
  ```
  1. Create the client "NovaTech SAS", SIRET 98765432100011, contact Sophie Blanc, sophie@novatech.fr
  2. Add the product "Pack Startup" at 299€/month excl. VAT
  3. Generate a 12-month service agreement with the "Annual contract" template
  4. Create the first invoice with 1 month of Pack Startup
  ```
</Card>

<Card title="Follow-up and sales tracking" icon="chart-line">
  ```
  1. List my prospects pending for more than 2 weeks
  2. Show my pipeline stats
  3. Set cold prospects with no activity to "lost" status
  4. Create a prospect for the company I met yesterday: BlueTech, contact Marc Durand, marc@bluetech.io
  ```
</Card>

<Card title="End-of-month closing" icon="calendar-check">
  ```
  1. List all my unpaid invoices
  2. What is my revenue for the month?
  3. Show my bank transactions for the month
  4. Which clients owe me money?
  ```
</Card>

<Card title="New product and first sale" icon="box">
  ```
  1. Create a product "React Training" at 1500€ excl. VAT per session
  2. Create a quote for the client TechCorp with 2 training sessions
  3. Send the quote as a PDF
  ```
</Card>
