Integrate Berg System CRM with Claude, Cursor, Chatbots & AI Agents MCP Server

Close more deals with a CRM built for financial advisors that tracks client relationships, policies, and follow-ups.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

check

Check api health on Berg System CRM

Verify Berg System API status

create

Create new company on Berg System CRM

Add a new business client

create

Create new customer on Berg System CRM

Supports forceAdd to bypass duplicates. Add a new customer

get

Get customer details on Berg System CRM

Get details for a customer

get

Get sales custom fields on Berg System CRM

Retrieve custom sales fields

list

List crm companies on Berg System CRM

List corporate clients

list

List crm customers on Berg System CRM

List CRM customers

list

List crm tasks on Berg System CRM

List active tasks and reminders

list

List insurance policies on Berg System CRM

List active insurance policies

list

List sales opportunities on Berg System CRM

List sales records

list

List stored documents on Berg System CRM

List uploaded documents

list

List system employees on Berg System CRM

List organization employees

Security & Code Integrity Audit

Every tool in the Berg System CRM MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

How does the AI access my passwords and credentials?

It simply doesn't. On Vinkius, your passwords, API keys, and login details are kept in a secure vault. The AI (like ChatGPT or Claude) merely "asks" Vinkius to perform the task. Vinkius opens the door, does the work, and hands the result back to the AI. Your credentials are never seen, read, or learned by the artificial intelligence.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

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.

Automated Workflows using Berg System CRM

Securely interface Claude Code, ChatGPT, and Cursor with the Berg System CRM API through semantic routing and standardized natural language triggers.

Streamlining policy management

The Berg System CRM server supports direct MCP connections for policy management. This provides Claude with the required permissions to execute sales automation functions.

Autonomous client tracking Strategies

The Berg System CRM connection gives ChatGPT direct access to client tracking tools. The integration handles the logic required for continuous sales automation operations.