# Berg System CRM MCP for AI Agents AI Agent Connect > Berg System CRM connects your insurance agency's data to your AI agent. It lets you manage client relationships, track insurance policies, and oversee your sales pipeline without switching tabs. Whether you're an agent looking for policy details or an operations lead managing corporate clients, this Connector puts your CRM data into a natural conversation. It's about moving faster on leads and getting accurate info for your clients instantly. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_38Ou6z2VwFYPNzOYD34SPPc0TIQFIqGWcIb6eDF1/ai-agent-connect - **Tags:** policy-management, client-tracking, sales-pipeline, insurance-agency, customer-data, lead-management ## Description Managing an insurance agency usually means jumping between dozens of tabs to find a policy number, check a lead status, or see who's assigned to a specific task. It's a fragmented way to work that slows down your response time and makes it easy to miss a follow-up. This Connector changes that by letting your AI agent handle the heavy lifting of data retrieval and record management. Instead of digging through folders or scrolling through endless rows in a CRM, you just ask your agent for what you need. You can pull up a client's history, see which policies are active, or add a new business lead in seconds. Because Vinkius hosts this connector, you can plug it into your existing workflow and start using your AI as a dedicated agency administrator. It turns your CRM from a static database into an active assistant that knows your clients as well as you do. You get to spend less time on data entry and more time actually closing deals and helping people with their coverage needs. ## Tools ### check_api_health Check if the Berg System API is currently online. Use this to ensure your connection is active. ### create_new_company Register a new business client in your CRM. This helps you add new corporate accounts quickly. ### get_customer_details Pull specific information for a single customer record. Use this to get a deep dive into a client's history. ### get_sales_custom_fields See the specific custom data points for your sales records. This helps you track unique agency metrics. ### list_crm_companies View a list of all corporate clients in your system. This is great for auditing your business accounts. ### list_crm_customers Browse your full list of individual CRM customers. Use this to see your entire client base at once. ### list_stored_documents See a list of all files and documents uploaded to the system. This helps you find policy files quickly. ### list_system_employees Get a list of everyone employed by your organization. Use this for internal reporting and staff oversight. ### list_insurance_policies View all active insurance policies currently in your system. This gives you a bird's eye view of coverage. ### list_sales_opportunities See your current sales records and pipeline. Use this to identify high-value leads that need attention. ### list_crm_tasks View all active tasks and reminders for your team. This keeps your agency on schedule every day. ### create_new_customer Add a new individual customer to your records. This tool includes an option to force add if duplicates exist. ## Prompt Examples **Prompt:** ``` What policies does John Doe have? ``` **Response:** ``` I found 2 active policies for John Doe: * **Auto Platinum** (ID: pol_123) * **Home Secure** Would you like to see the specific coverage details for either of these? ``` **Prompt:** ``` Show me my current sales pipeline. ``` **Response:** ``` Here are your current sales opportunities: | Prospect | Value | Status | | :--- | :--- | :--- | | Acme Corp | $15,000 | High-Value Lead | | Smith Residence | $2,500 | Follow-up | | Global Logistics | $50,000 | Negotiation | I can also pull the full transaction history for any of these if you'd like. ``` **Prompt:** ``` Add a new lead for Sarah Miller, she's interested in life insurance. ``` **Response:** ``` I've added Sarah Miller to your CRM as a new lead. I've also tagged her with an interest in Life Insurance (ID: lead_789). Should I create a follow-up task for her? ``` ## Capabilities ### Pull up client profiles Get specific information for a single customer record instantly. ### Add new business clients Register a new business client in your CRM via a simple command. ### Track sales progress See your current sales records and pipeline to keep deals moving. ### Check active policies View all active insurance policies currently in your system. ### Manage agency tasks View all active tasks and reminders for your team in one place. ### View organization staff Get a list of everyone employed by your organization for quick reference. ## Use Cases ### The Need It Now Agent An agent is on the phone and needs to know a client's policy status. They ask the AI to check it, and it pulls the data instantly using list_insurance_policies. ### The Pipeline Review A manager wants to see what the team is working on. They ask for a list of sales opportunities to see high-value leads using list_sales_opportunities. ### The New Lead Entry A new prospect calls in. Instead of opening a new tab, the user tells the AI to create a new customer and record their interest using create_new_customer. ### The Corporate Audit An ops lead needs to see all corporate clients. They use list_crm_companies to verify the directory for a report. ## Benefits - Stop switching tabs by using list_crm_customers to see your entire client base in one chat. - Keep your pipeline moving by using list_sales_opportunities to see what's next. - Get instant coverage info by using list_insurance_policies to check status without manual searching. - Speed up onboarding with create_new_customer to add leads during a live conversation. - Keep your team organized by using list_crm_tasks to see what needs to be done today. - Maintain high-fidelity records by using get_customer_details to pull deep history on any record. ## How It Works The bottom line is you get a conversational interface for your entire insurance agency's operations. 1. Subscribe to the Connector on Vinkius. 2. Grab your Tenant ID and OAuth Access Token from your Berg System instance. 3. Connect it to Claude, Cursor, or any Connector client to start managing your agency. ## Frequently Asked Questions **Can the Berg System CRM MCP help me manage my insurance leads?** Yes, it lets you list and create leads directly through your AI agent. This means you can add new prospects and track their progress without ever leaving your chat window. **How does the Berg System CRM MCP handle policy lookups?** You can ask about specific clients and see their active policies instantly. The AI retrieves the data from your Berg System account and summarizes it for you. **Can I use Berg System CRM MCP to see my agency's employees?** Yes, it can pull a list of your organization's staff. This is useful for quickly checking who is assigned to different roles or departments. **Does the Berg System CRM MCP support corporate clients?** Yes, it includes tools to list and manage your corporate client directory. You can manage both individual and business accounts through the same interface. **Can I use Berg System CRM MCP to see my team's tasks?** Yes, it retrieves all active tasks and reminders from your CRM. You can ask your agent to show you what needs to be done today or by a specific deadline. **Can the Berg System CRM MCP help with document management?** Yes, it can list all uploaded documents in your system. This helps you find specific policy files or signed contracts without digging through folders. **How do I find my Berg System Tenant ID?** Your Tenant ID is the unique identifier for your agency instance, found in your Berg System sub-domain (e.g., yourcompany.bergsystem.pl). **Can I check for duplicates via AI?** Yes! The system automatically checks for existing records, and you can use the `forceAdd` parameter in creation tools to decide how to handle them. **How do I retrieve insurance policies?** Use the `list_insurance_policies` tool to retrieve a comprehensive summary of all active policies managed within your CRM programmatically.