Operations · SpinFlow
SpinFlow PM
Projects, CRM, quotes, invoices, and client portals, operable by AI through MCP.
SpinFlow PM is a project and client operations system from SpinFlow that AI assistants can reach through an MCP server secured with OAuth. SpinFlow PM covers projects, milestones, tasks, clients, CRM contacts and pipeline stages, quotes, invoices, subscriptions and payment plans, a client portal, support tickets, change requests, and a client knowledge base.
Last reviewed
01Capabilities
What SpinFlow PM does
Projects, milestones, and tasks
Client work broken into projects, milestones, and tasks, tracked in one system.
Clients and CRM pipeline
Client records, CRM contacts, and pipeline stages for work that has not started yet.
Quotes
Quotes kept in the same system as the client and the project the quote leads to.
Invoices, subscriptions, and payment plans
One-off invoices, recurring subscriptions, and payment plans for work billed over time.
Client portal
A client-facing portal that runs on the same records as the team's view.
Support tickets and change requests
Tickets and change requests logged as their own items, so post-delivery work and scope changes stay visible.
Client knowledge base
A knowledge base organized per client.
MCP server with OAuth
An MCP server that exposes SpinFlow PM to AI assistants, with access granted through OAuth.
02Engagement
Where it fits in an engagement
- Onboard
During AI onboarding, SpinFlow PM gives AI agents and assistants a governed way into project, client, and billing records. Lingows AI connects assistants to the SpinFlow PM MCP server through OAuth and builds the workflows that run on top of those records.
AI onboarding
Who it is for
Teams that run projects for clients and want project, pipeline, billing, and support records in one system that an AI assistant can work with, instead of spread across tools an assistant cannot reach.
At a glance
| Field | Detail |
|---|---|
| Category | Operations |
| Built by | SpinFlow |
| Engagement stages | AI onboarding |
| Type | Project and client operations system |
| AI access | MCP server |
| Authorization | OAuth |
| Modules | Projects, CRM, quotes, invoices, subscriptions, client portal, support, change requests, knowledge base |
Why an MCP server matters
The Model Context Protocol, usually shortened to MCP, is an open standard for connecting AI assistants to outside systems. An MCP server describes what a system offers as tools an assistant can call, so the assistant works from live records instead of from text pasted into a chat window.
SpinFlow PM ships with an MCP server. An assistant connected to SpinFlow PM reaches project, client, and billing records through that server rather than through screenshots, exports, or browser automation that breaks when a screen changes.
Access through OAuth
OAuth is the authorization standard behind most sign-in-with buttons. In an OAuth flow, a person signs in to SpinFlow PM and approves the connection, and the assistant receives a token instead of a password. Nobody hands credentials to an AI tool.
One record from first contact to final invoice
SpinFlow PM keeps the client lifecycle in one system. A contact enters the CRM pipeline, a quote goes out, the work becomes a project with milestones and tasks, and an invoice, subscription, or payment plan covers the billing. Support tickets and change requests arrive after delivery, and the client portal and client knowledge base sit on the same records.
Because the lifecycle lives in one place, an assistant asked about a client can answer from the pipeline, the open work, the billing, and the support history together, instead of from whichever single tool happened to be connected.
Who builds it
SpinFlow PM is built by SpinFlow, the Lingows group company behind the SpinFlow platform. Lingows AI onboards SpinFlow PM inside client engagements when project and client operations are part of the scope.
03FAQ
SpinFlow PM questions
What is SpinFlow PM?
SpinFlow PM is a project and client operations system from SpinFlow. SpinFlow PM covers projects, milestones, tasks, clients, CRM pipeline stages, quotes, invoices, subscriptions, payment plans, a client portal, support tickets, change requests, and a client knowledge base, and exposes the system to AI assistants through an MCP server secured with OAuth.
What does MCP mean in SpinFlow PM?
MCP, the Model Context Protocol, is an open standard for connecting AI assistants to outside systems. In SpinFlow PM, an MCP server presents the operations system to a connected assistant as callable tools, so the assistant works from live project, client, and billing records instead of copied text.
How do AI assistants get access to SpinFlow PM?
AI assistants get access to SpinFlow PM through OAuth. A person signs in and approves the connection, and the assistant receives a token for the SpinFlow PM MCP server instead of a password. Lingows AI sets up those connections during an AI onboarding engagement when SpinFlow PM is in scope.
How does SpinFlow PM relate to SpinFlow?
SpinFlow PM is built by SpinFlow, the Lingows group company that also builds the SpinFlow platform, the SpinFlow GSC Connector, QuoteCraft Pro, and SpinFlow Academy. SpinFlow PM focuses on project and client operations, while the SpinFlow platform combines a public website and a business application in one custom system.
04Related