--- title: Manage Clients With Counta AI Connector (MCP) description: Create and update client records in Counta using the new Client management capability in the AI Connector. --- [Skip to content](https://knowledgebase.counta.com/knowledge/manage-clients-with-counta-ai-connector-mcp#main-content) English Show submenu for translations ![Counta\_logo\_fullcolor](https://knowledgebase.counta.com/hubfs/Counta_logo_fullcolor.svg) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Counta Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [AI](https://knowledgebase.counta.com/knowledge/ai?hsLang=en) 3. [MCP Servers](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#mcp-servers) November 8, 2026 # Manage Clients With Counta AI Connector (MCP) ## AI agents can now create and update client records in Counta, reducing manual administration while maintaining existing validation, financial, and access controls.   ### What is it? The Client Management capability allows authorized users to create and maintain client records through a connected AI agent. Supported actions include: - Creating new client records. - Updating existing client information. - Maintaining client settings, including office, manager, currency, tax information, billing and media settings, and reporting preferences. - Validating client information before changes are saved. All actions respect existing employee access restrictions. **Client deletion is not supported through Counta AI Connector.** This capability works within Counta's existing client hierarchy, which supports products, campaigns, jobs, and related financial activity.   ### Why it matters Accurate client information is essential for billing, taxation, reporting, job administration, and media operations. AI-assisted client management reduces repetitive data entry while maintaining the controls that protect client and financial data. For marketing and advertising agencies, this is particularly useful when: - **Onboarding new client accounts:** Create client records with the appropriate office, client manager, currency, payment terms, and billing configuration as part of an onboarding workflow. - **Managing clients across multiple offices:** Maintain client assignments, tax settings, currencies, and reporting preferences as client relationships evolve. - **Supporting changes in account ownership:** Update client management assignments following team restructures or account transitions. - **Maintaining media and billing configurations:** Update relevant client settings as commercial arrangements or operational requirements change. - **Supporting larger finance and project workflows:** Incorporate client creation and maintenance into AI-assisted processes that also manage jobs, estimates, and other financial records. Counta applies validation and access controls to help maintain data integrity, including: - Preventing duplicate client names and codes. - Cleaning and validating client codes. - Rejecting invalid values and unsupported number formats. - Enforcing employee-level client access restrictions. - Validating tax, currency, service fees, and media defaults. - Protecting Freewheel-linked clients from changes that could disrupt integration. These safeguards are particularly important for agencies using Freewheel, where client master data is synchronized between systems. ### How it works An authorized user can instruct a connected AI agent to create or update a client record. Counta validates the information and applies existing business rules before saving changes. #### Creating a client When creating a client, Counta validates the applicable information, including: - Client code and name. - Office and client manager. - Currency, tax information, and payment terms. - State, country, and department. - Reporting language. - Service fee, supplier markup, and credit limit. - Media settings. - Master-client relationships. If no separate master client is selected, the new client becomes its own master client. Media clients receive the same standard creation defaults applied in the web application. **Important:** New clients are inactive by default unless explicitly created as active. #### Updating a client AI agents can update existing client records, subject to the following rules: - **Full replacement:** Updates replace the client information rather than modifying only the supplied fields. Include all values that must be retained; omitted values may be cleared or reset to defaults. - **Client code:** Cannot be changed after creation. - **Master client:** Leaving the master-client selection empty retains the existing relationship. - **Currency and tax:** Existing inactive currency or tax selections can be retained where appropriate. - **Tax defaults:** If tax information is omitted, Counta can apply the applicable office default. An explicitly supplied tax percentage is retained. - **Access restrictions:** Employee permissions continue to determine which clients can be accessed or modified. Tax and Withholding Tax Code restrictions may also apply based on the organization's office and country configuration. #### Freewheel-connected clients Additional restrictions apply to clients linked to Freewheel. To protect synchronized master data, AI agents cannot change the **Office or Client Name** of a Freewheel-linked client. Other permitted client information can still be updated. Counta's Freewheel integration synchronizes media master data and financial activity between the two systems. Freewheel Media enablement remains governed by Counta's media configuration settings. ### Important considerations 1. **Provide complete information when updating clients.** Updates use full replacement, so omitted values may be cleared or reset to defaults. 2. **Set the active status explicitly.** New clients are inactive unless created as active. 3. **Client codes are permanent.** They cannot be changed after creation. 4. **Client deletion is not supported** through Counta AI Connector. 5. **Freewheel-linked clients have additional restrictions.** Their Office and Client Name cannot be changed through this capability. 6. **Existing permissions and validations still apply.** AI-assisted workflows do not bypass employee access restrictions or client configuration rules. - [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content) - [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live) - [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#main-content) - 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