Berg System CRM MCP. Manage policies, leads, and client history in conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Berg System CRM. This server gives your AI agent full control over your insurance agency operations. You can programmatically list and search client directories, monitor active policies, track sales opportunities, and manage tasks without leaving your conversation.
It connects your AI client directly to your CRM data.
What your AI agents can do
Check api health
Verifies if the Berg System API is currently running and available.
Create new company
Adds a new business client record to the CRM.
Create new customer
Registers a brand new individual customer in the CRM.
You can list and search for both individual and corporate client records, getting detailed metadata and contact history for each one.
Monitor all active sales opportunities across your agency, seeing which deals are progressing and where they stall.
Retrieve a list of active insurance policies, accessing associated document metadata to verify coverage details.
Fetch every historical interaction record tied to a specific client to maintain a complete view of the relationship.
List and manage all active CRM tasks and reminders across the organization.
Ask AI about this MCP
Supported MCP Clients
Gemini Waiting for input…
Berg System CRM: 12 Tools for Client & Policy Management
Use these 12 tools to manage client records, policies, and sales opportunities directly through your AI agent.
019dd0c1check api health
Verifies if the Berg System API is currently running and available.
019dd0c1create new company
Adds a new business client record to the CRM.
019dd0c1create new customer
Registers a brand new individual customer in the CRM.
019dd0c1get customer details
Retrieves all specific information associated with a named customer.
019dd0c1get sales custom fields
Fetches specialized, custom data fields related to sales opportunities.
019dd0c1list crm companies
Lists all existing corporate client accounts in the CRM.
019dd0c1list crm customers
Lists all existing individual customer accounts in the CRM.
019dd0c1list crm tasks
Retrieves a list of all active tasks and reminders set up in the system.
019dd0c1list insurance policies
Lists all current and active insurance policies for clients.
019dd0c1list sales opportunities
Lists all current sales records and opportunities in the pipeline.
019dd0c1list stored documents
Retrieves a list of documents previously uploaded to the system.
019dd0c1list system employees
Lists all employees registered within the organization's directory.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Berg System CRM, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Berg System CRM gives your AI agent full control over your insurance agency operations. You'll use the check_api_health tool to verify if the Berg System API is running and available. You can use list_crm_companies to pull up all existing corporate client accounts, and you'll use list_crm_customers to pull up all existing individual customer accounts.
To get specific client data, you'll use get_customer_details to retrieve all specific information for a named customer. You'll use create_new_company to add a new business client record, and you'll use create_new_customer to register a brand new individual customer. You'll use list_system_employees to pull up all employees registered in the organization's directory.
You can use list_crm_tasks to pull up a list of all active tasks and reminders set up in the system. You'll use list_sales_opportunities to list all current sales records and opportunities in the pipeline, and you'll use get_sales_custom_fields to fetch specialized, custom data fields related to those sales opportunities. To check policies, you'll use list_insurance_policies to list all current and active insurance policies for clients, and you'll use list_stored_documents to get a list of documents previously uploaded to the system.
You can also pull up every historical interaction record tied to a specific client using get_customer_details. You'll use list_crm_tasks to manage all active CRM tasks and reminders across the organization.
How Berg System CRM MCP Works
- 1 Subscribe to the Berg System CRM server.
- 2 Pull your Tenant ID and OAuth Access Token from your Berg System instance.
- 3 Use your AI client (Claude, Cursor, etc.) to issue commands, managing your insurance business directly in the chat.
The bottom line is, your AI agent acts as your dedicated agency administrator, running commands against your live CRM data.
Who Is Berg System CRM MCP For?
Anyone working in an insurance agency that struggles with manual data entry and siloed client views. This is for the agent who needs instant policy details; the manager who needs to track team sales trends without logging into a dashboard; or the operations lead who needs to automate directory oversight.
Instantly retrieve client coverage details and update lead statuses using natural language commands.
Monitor team productivity and track agency-wide sales trends without leaving your workspace.
Automate the oversight of corporate client directories and task management through simple AI queries.
What Changes When You Connect
- Track entire client histories without jumping tabs. Use
list_crm_customersandget_customer_detailsto pull every historical interaction record into one chat response. - Keep your sales cycle perfectly visible.
list_sales_opportunitiesgives you a real-time view of the pipeline, letting you know exactly where every deal stands. - Oversee all client policies instantly. Running
list_insurance_policiesretrieves active policies and access to their document metadata, so you always know the coverage status. - Automate basic operations. Use
list_crm_tasksto see all team reminders and manage pending items without manual reporting. - Build the client profile.
create_new_customerandcreate_new_companylet you register new leads instantly, keeping your CRM current as you talk to prospects.
Real-World Use Cases
Client needs policy verification
A client calls and asks about their coverage. Instead of manually searching the portal, you prompt your agent: 'List all active insurance policies for this client.' The agent runs list_insurance_policies and returns the policy ID and coverage metadata immediately.
Manager needs sales overview
The manager needs to know the state of the quarter's deals. They prompt: 'Show me all open sales opportunities.' The agent runs list_sales_opportunities, giving a full count and details, allowing the manager to follow up with the sales team.
Agent needs to onboard a new lead
You meet a new prospect. You tell your agent: 'Create a new customer for Jane Doe.' The agent runs create_new_customer, registers her, and then you can immediately ask for her contact details using get_customer_details.
Ops team needs directory audit
The ops team needs to check who has access to certain records. They prompt: 'List all system employees.' The agent runs list_system_employees, providing a structured roster without needing to navigate employee portals.
The Tradeoffs
Switching between tabs
You manually click the 'Customers' tab, then copy the ID, then switch to the 'Policies' tab, and paste the ID to check coverage. This takes minutes and is prone to copy-paste errors.
→
Tell your agent: 'Get details for customer X and list their policies.' The agent runs get_customer_details and list_insurance_policies in sequence, giving you all the data in one chat response.
Guessing the right tool
You know a customer exists but aren't sure if they are a company or an individual. You waste time searching multiple menus and running redundant manual lookups.
→
Use list_crm_companies to check corporate records, then use list_crm_customers to check individual records. This narrows your scope immediately.
Forgetting to check status
You assume a policy is active because it was mentioned last month. You don't check the current status, leading to potential coverage gaps.
→
Always run list_insurance_policies first. This gives you a definitive, current list of active policies tied to the client.
When It Fits, When It Doesn't
Use this server if you need to manage client relationships, policies, and sales opportunities across multiple functional areas—all from a single chat window. It works best when your process involves cross-referencing data (e.g., linking a new lead to a policy status). Don't use it if your only need is to read a single, static document (use a file storage tool instead). If you only need to check API uptime, check_api_health is enough. If you need to write complex reports that don't involve CRM data, look for a dedicated document generation tool.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Berg System. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Juggling client data across tabs and spreadsheets is a nightmare.
Today, checking one client's status means clicking through the CRM tab, pulling up their profile, then opening the Policies tab, and finally exporting a CSV to check their full history. It takes five minutes and requires three different screens.
With this MCP server, you just talk to your agent. You ask for a client's full profile, and the agent runs the necessary tools (`get_customer_details`, `list_insurance_policies`, etc.) and gives you the entire history in one response. Period.
The Berg System CRM MCP Server makes client data actionable.
You don't need to run separate reports for leads, policies, and tasks. You can ask the agent to 'List all sales opportunities and cross-reference them with active policies.' The agent coordinates the data from `list_sales_opportunities` and `list_insurance_policies` for you.
This means your AI client becomes your dedicated agency administrator. You manage complex client lifecycles using simple natural language commands—no more manual toggling, no more data silos.
Common Questions About Berg System CRM MCP
How do I check the status of policies using the list_insurance_policies tool? +
The list_insurance_policies tool retrieves all active policies. You can then ask your agent to filter this list by date range or policy type for more specific information.
Can I list all clients using the list_crm_customers tool? +
Yes, list_crm_customers pulls a list of all individual clients. If you need corporate clients, use list_crm_companies instead.
What is the difference between list_crm_customers and list_crm_companies? +
The list_crm_customers tool handles individual people. The list_crm_companies tool handles business accounts or corporations.
How do I create a new client record using create_new_customer? +
You simply ask your agent to create the record, providing the name, email, and basic details. The agent runs create_new_customer and registers the lead in your CRM.
Does the Berg System CRM MCP Server help with sales tracking? +
Yes. Use list_sales_opportunities to view the current sales pipeline and get_sales_custom_fields to pull in specialized deal data.
How do I manage active tasks and reminders using the list_crm_tasks tool? +
You use list_crm_tasks to retrieve a list of active tasks and reminders. This lets you see what follow-up items are due and manage your team's current to-do list without logging into Berg System.
What data can I retrieve by calling the get_customer_details tool? +
The get_customer_details tool provides comprehensive information on a specific customer. You get their full profile metadata, contact history, and high-fidelity details directly through your AI agent.
How can I list corporate clients using the list_crm_companies tool? +
To list corporate clients, call list_crm_companies. This tool specifically pulls records for business entities, allowing you to manage and track larger corporate accounts separately from individual customers.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
More in this category
MiiTel Alternative
Automate MiiTel voice intelligence — list export queues, generate CSVs, and import call or meeting records via AI.
Harmonic
Automate company and startup intelligence via Harmonic — enrich domains, track funding, and discover investors directly from any AI agent.
MagicDrip
Run LinkedIn outreach campaigns on autopilot with connection requests, follow-ups, and message sequences that feel personal.
You might also like
SAMHSA Treatment Locator
Find substance use and mental health treatment facilities across the US using official SAMHSA locator data.
PAN-OS
Connect PAN-OS to any AI agent via MCP.
D2L Brightspace
Manage your D2L Brightspace LMS — administer courses, track student grades, and manage enrollments directly through your AI agent.