How to Use the Berg System CRM MCP in VS Code Copilot

Deploy Berg System CRM across your engineering team in VS Code Copilot to access financial records directly from your editor.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Berg System CRM MCP to VS Code Copilot

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

GDPR Free for Subscribers

Setup Berg System CRM with VS Code Copilot

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Shared Access in VS Code Copilot

Rolling out Berg System CRM across an engineering team requires standardized environments. Committing your MCP Server configuration to the repository ensures every developer has the exact same API access. Nobody wastes an afternoon figuring out how they're supposed to authenticate. The `list_stored_documents` tool lets the entire team pull up technical specs or client contracts right inside their editor. When someone needs to verify the structure of a corporate account, `list_crm_companies` returns the shared data instantly.

Berg System CRM MCP Server Integration

Financial software requires testing against complex, real-world scenarios. Mocking insurance contracts is tedious and prone to errors. Your Copilot agent bypasses the fake data and pulls actual active deals into your workspace. Developers use `list_sales_opportunities` to see how the sales pipeline formats currency and date fields. If they are working on the compliance module, `list_insurance_policies` provides the live contract parameters needed to write accurate validation rules.

API Monitoring and Record Generation

Building a resilient application means knowing when your upstream dependencies are failing. Instead of checking a separate status dashboard, you can ask your editor if the connection is stable. The AI handles the diagnostic check for you. Firing off `check_api_health` immediately verifies that the endpoint is accepting requests. Once confirmed, you can test your database write logic by having the agent execute `create_new_customer`, completely bypassing the web interface.

Setup guide

Set up Berg System CRM MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Berg System CRM MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Berg System CRM tools listed. Try asking: "List my recent Berg System CRM transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "mcpServers": {
    "berg-system-crm-mcp": {
      "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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Berg System CRM now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Berg System CRM MCP in VS Code Copilot

Create a .vscode/mcp.json file in your project root and commit it to version control. Everyone who pulls the repository gets the tools automatically. You just need VS Code version 1.96 or higher.

Yes, the agent has full access to your specific schema. It runs the get_sales_custom_fields command to understand exactly how your organization tracks deals.

Organization-wide rollouts are fully supported. Administrators can manage the MCP Server configuration centrally, ensuring SOC 2 compliance while giving developers the access they need.

A REST client just shows you the JSON response. This integration feeds the data directly to your AI agent, which then writes the necessary code to parse and display it.

Every request happens inside an isolated, ephemeral sandbox environment. When the agent pulls corporate client lists or sensitive insurance policies, the MCP Server drops the connection immediately after execution to maintain strict data privacy.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python

Vercel AI SDK sdk-typescript