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Sign up with your email, name the workspace and say where you are. Nyto sets your currency, tax and working week from that, and can fill the workspace with an example agency so you can look around before bringing your own. The first 14 days are free, with no card.

The setup checklist on the inbox walks through the rest: invite the team, connect Stripe so clients can pay, and bring your clients in.

Clients: on Clients, choose Import and pick the CSV your CRM exports. HubSpot company and contact exports and Pipedrive organisation and people exports are recognised as they are; any spreadsheet works too. You see what it would do before anything is written, and a client already here is filled in rather than duplicated.

Work: on Projects, choose Import work and pick the task export from ClickUp, Asana or Notion. Projects are matched by name or started, statuses and due dates are read from each tool's words, and tasks are given to whoever has that email in your workspace.

Every client has one record: contacts, deals, projects, retainers, hosting, invoices, sites, their portal and brand kit. Deals move across a board; a lead form on your site and a booking page both land new leads here. Health is scored hourly from overdue invoices, work waiting for approval, retainer burn and requests left unanswered.

Projects hold tasks and milestones. Time is logged with a timer or by hand, handed in weekly as a timesheet and approved. Rates are frozen onto each entry as it is written, so next year's rates never change last year's invoices. The Capacity page shows six weeks of each person's hours against the estimates planned into them.

An invoice is built from the hours, milestones, retainer months and hosting periods not billed yet, each billed once. Connect your own Stripe account under Settings, Integrations, and every invoice carries a link to pay by card; payments are recorded from Stripe automatically. Reminders go on the due date and after.

Retainers carry hours or a budget each month, with rollover. Each closed month is settled against what the hours cost, and Profitability shows every client, project and retainer month, worst margin first.

Open the portal to someone at a client from their record. They sign in with a link, no password, and see their projects, files to approve, invoices, proposals and a box to ask for anything. A brand kit is published there instead of a PDF, with every logo size generated from one SVG. On the first of each month their report is written from the records and published there too.

Add a client's site and Nyto checks it every five minutes, reads its certificate and domain expiry daily, and tells the client's owner when it goes down, comes back, or is thirty days from expiring.

Under Settings, Automations: when something happens, and a field of it matches, create a task or send an inbox note, with the event's words filled in. Each runs as the person who set it up and is recorded under its own name.

Create a key under Settings, API and webhooks, with only the scopes it needs. The REST API lives at /api/v1 and is described at /api/v1/openapi.json. Webhooks are signed with HMAC SHA-256 in the Nyto-Signature header.

/api/v1/mcp is an MCP server. With a key that has Read projects, Log time and Create and finish tasks, Claude can list your projects, log time and add or finish tasks:

claude mcp add --transport http nyto https://your-nyto/api/v1/mcp --header "Authorization: Bearer nyto_…"