How to Use the Berg System CRM MCP in Claude Code

Q: How do I configure the Berg System CRM MCP Server in Claude Code?

Run the claude mcp add command with the transport flag set to http, followed by your Vinkius URL. Claude Code saves this configuration inside your /.claude.json file to manage Berg System CRM.

Q: Can I automate Berg System CRM task assignments using Claude Code?

Yes, you can combine Claude Code with listcrmtasks in your shell scripts. This lets you automate daily reviews and assign Berg System CRM follow-ups to your advisory team.

Q: How does Claude Code handle duplicate leads in Berg System CRM?

Claude Code invokes createnewcustomer with the forceAdd parameter to manage duplicate entries. You can control whether to bypass warnings or block duplicates directly from your Claude Code terminal prompts.

Q: Can I pull custom sales fields into my command-line scripts?

Yes, the getsalescustomfields tool lets you export custom Berg System CRM metrics to your terminal. This MCP tool allows Claude Code to easily format output as CSV or JSON.

Control your Berg System CRM pipeline from the terminal with Claude Code, running scripts and auditing policies in seconds.

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Connect Berg System CRM MCP to Claude Code

Create your Vinkius account to connect Berg System CRM to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Berg System CRM with Claude Code

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Audit insurance policies from the terminal

The `list_insurance_policies` tool lets you query active coverage records directly through Claude Code. You can pipe this terminal output into local grep commands to filter for expired Berg System CRM policies instantly. This terminal-first approach means you can script bulk updates to your Berg System CRM without writing custom integration code. Running this MCP Server inside your Claude Code shell keeps your financial advisory workflow lightweight and fast.

Verify API health in Claude Code

The `check_api_health` tool gives you instant visibility into your Berg System CRM connection status right from your Claude Code terminal. If a bash script or automated cron job fails, you can run this diagnostic command to isolate the issue immediately. Because Claude Code operates entirely in the terminal, it parses the Berg System CRM health response faster than any web UI. You get raw status updates in your shell without waiting for heavy browser dashboards to load.

Sync employee directories via command line

The `list_system_employees` tool pulls your entire advisor directory directly into your Claude Code terminal session. You can use this to map open Berg System CRM tasks to active employees or verify user permissions during terminal audits. This MCP setup allows Claude Code to quickly match staff IDs with pending Berg System CRM files. It removes the friction of looking up internal directories when assigning new financial leads from your command line.

Setup guide

Set up Berg System CRM MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see berg-system-crm-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Berg System CRM transactions." It will automatically discover and invoke the available Berg System CRM tools.

Terminal

claude mcp add --transport http berg-system-crm-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Berg System CRM MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "berg-system-crm-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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.

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Common questions about Berg System CRM MCP in Claude Code

Run the `claude mcp add` command with the transport flag set to http, followed by your Vinkius URL. Claude Code saves this configuration inside your ~/.claude.json file to manage Berg System CRM.

Yes, you can combine Claude Code with `list_crm_tasks` in your shell scripts. This lets you automate daily reviews and assign Berg System CRM follow-ups to your advisory team.

Claude Code invokes `create_new_customer` with the forceAdd parameter to manage duplicate entries. You can control whether to bypass warnings or block duplicates directly from your Claude Code terminal prompts.

Yes, the `get_sales_custom_fields` tool lets you export custom Berg System CRM metrics to your terminal. This MCP tool allows Claude Code to easily format output as CSV or JSON.

Your Berg System CRM tasks and insurance policies are secured using end-to-end encryption. This MCP connection communicates directly with the Vinkius sandbox, meaning no Claude Code data is cached or exposed to third-party servers.

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