# Clientify MCP for AI Agents AI Agent Connect

> Clientify MCP lets you manage your CRM directly through your AI agent. It gives your agent the ability to pull contact info, track deal progress, audit sales activities, and monitor your entire pipeline without you having to switch tabs. It's built for teams who need to stay in their chat interface while keeping their CRM data accurate and updated.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/ai-agent-connect
- **Tags:** lead-capture, pipeline-management, email-marketing, contact-management, deal-tracking, crm-integration

## Description

Stop jumping between tabs every time you need to check a lead's status or see who you spoke to last week. When you connect your account to this Connector, you're giving your AI client a direct line into your sales and marketing data. Instead of manually searching for a specific company or digging through a cluttered history of emails and calls, you can just ask your agent to summarize the situation. You can pull up a list of all your active deals, see which pipeline they're sitting in, and get the exact details on a specific contact's history. It handles the heavy lifting of data retrieval so you can focus on actually closing deals. It's one of the many ways Vinkius helps you bridge the gap between your daily tools and your AI workflow. You get a cohesive way to manage your B2B relationships and marketing activities without the friction of traditional CRM navigation.

## Tools

### create_activity
Create a new activity or task

### create_contact
Create a new contact in Clientify

### create_deal
Create a new sales deal

### get_contact
Get details for a specific contact

### list_activities
List all tasks and activities

### list_contacts
Supports filtering by email for precise lookups.

List all contacts from Clientify

### list_deals
List all deals/opportunities

### list_pipelines
List all deal pipelines

### list_users
List all account users

### update_contact
Update an existing contact

## Prompt Examples

**Prompt:** 
```
What's the status of our biggest deals right now?
```

**Response:** 
```
Here are your current top deals:

| Deal Name | Value | Status |
| :--- | :--- | :--- |
| Expansion Project | $5,000 | Negotiation |
| New License | $1,200 | Closed Won |
| Enterprise Tier | $25,000 | Review |

You have 3 deals in the Negotiation stage with a total value of $45,000.
```

**Prompt:** 
```
Give me a summary of my recent interactions with John Doe.
```

**Response:** 
```
I've pulled the history for John Doe. Here is a summary of recent activity:

* **Last Interaction:** Follow-up call on Tuesday.
* **Email Volume:** 3 emails exchanged last week.
* **Status:** He is currently tagged as a **Hot Lead**.
```

**Prompt:** 
```
Are there any active pipelines for our referral program?
```

**Response:** 
```
Yes, you have the **Referral Program** pipeline active. It currently has 4 stages:

1. Initial Contact
2. Review
3. Agreement
4. Closed

Would you like to see the deals currently in the Review stage?
```

## Capabilities

### Pull contact details
Get specific details for a single contact, including their tags and current status.

### View deal information
See all the relevant info for a specific sales deal in your pipeline.

### Review activity history
Look through a full history of calls, emails, and meetings logged in your CRM.

### Monitor sales pipelines
See all the different sales pipelines configured in your account.

### List company records
Get a complete list of all companies currently stored in your Clientify account.

### Access profile metadata
Retrieve your own profile information and CRM metadata from your account.

## Use Cases

### Checking a lead's status before a call
A rep asks the agent for a contact's history. The agent uses get_contact_crm_details to show recent tags and notes.

### Reviewing pipeline health
A manager asks for all active deals. The agent uses list_sales_deals and list_sales_pipelines to summarize the current revenue status.

### Auditing marketing activity
A marketer wants to see all recent interactions. The agent uses list_crm_activities to pull a summary of emails and meetings.

### Onboarding a new account exec
A teammate asks for a list of all companies. The agent uses list_clientify_companies to provide a full directory of B2B relationships.

### Deep diving into a specific deal
An executive wants to know the specifics of a high-value opportunity. The agent uses get_deal_details to provide the full overview.

## Benefits

- Stop clicking through menus to find a lead's history because get_contact_crm_details puts that info right in your chat.
- Keep your sales team updated on revenue flow by using list_sales_pipelines to see every active stage.
- Audit your marketing efforts faster by pulling a full history of calls and emails with list_crm_activities.
- Manage B2B relationships more effectively by listing every account with list_clientify_companies.
- Get a bird's-eye view of your money with list_sales_deals to see all active opportunities in one place.
- Simplify your personal workspace by using get_my_clientify_profile to see your own account metadata.

## How It Works

The bottom line is you get a conversational interface for your entire CRM database.

1. Subscribe to the Clientify MCP on Vinkius.
2. Paste your Clientify API Key from your account settings.
3. Ask your AI client to list your contacts or check a deal's status.

## Frequently Asked Questions

**Can I use the Clientify MCP to see my sales pipeline?**
Yes, you can ask your agent to list all active pipelines and see exactly where your deals sit in the sales cycle.

**Does the Clientify MCP work with Claude or Cursor?**
It works with any MCP-compatible client, including Claude, Cursor, and Windsurf, as long as you have it connected via Vinkius.

**How do I see my company's B2B contacts using Clientify?**
Your AI agent can pull a full list of all companies stored in your CRM, making it easy to browse your professional relationships.

**Can my agent audit our marketing activities?**
Yes, the Connector allows your agent to list all calls, emails, and meetings, so you can review your team's activity without manual filtering.

**Is the Clientify MCP good for sales reps?**
It's a great tool for reps who want to quickly look up contact details or deal values during a conversation without leaving their chat interface.

**How do I connect Clientify to my AI agent?**
Just subscribe to the Connector on Vinkius and enter your API key from your Clientify account settings to get started.

**Can I see the value of my sales pipeline through the agent?**
Yes! Use the `list_sales_deals` tool. The agent will return all open deals, and you can ask it to calculate the total value based on the amounts listed in Clientify.

**How do I check the last interaction with a specific contact?**
Use the `get_contact_crm_details` tool. Your agent will fetch the contact's profile, including recent activities and tags, to give you full context on the relationship.

**Where do I find my Clientify API Key?**
Log in to your Clientify account, go to **Settings**, select **My Account**, and navigate to the **API** section to generate and copy your token.

**Can I search for a contact using only their email address?**
Yes. Use the `list_contacts` tool and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.

**How do I move a deal to a different stage in the pipeline?**
You can update deal details using our action tools. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.

**Does this integration support creating new tasks for follow-ups?**
Absolutely. The `create_activity` tool allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.