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Berg System CRM MCP Server for VS Code CopilotGive VS Code Copilot instant access to 12 tools to Check Api Health, Create New Company, Create New Customer, and more

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GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

Use with Your AI Agent

Ask AI about this App Connector for VS Code Copilot

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The Berg System CRM app connector for VS Code Copilot is a standout in the Sales Automation category — giving your AI agent 12 tools to work with, ready to go from day one.

Vinkius delivers Streamable HTTP and SSE to any MCP client

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Vinkius Desktop App

The modern way to manage MCP Servers — no config files, no terminal commands. Install Berg System CRM and 3,400+ MCP Servers from a single visual interface.

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Download Free Open SourceNo signup required
Classic Setup·json
{
  "mcpServers": {
    "berg-system-crm": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
Berg System CRM
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About Berg System CRM MCP Server

Connect your Berg System account to any AI agent and take full control of your insurance agency operations and customer relationship workflows through natural conversation.

GitHub Copilot Agent mode brings Berg System CRM data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 12 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

What you can do

  • Customer Orchestration — List and search through individual and corporate client directories programmatically, retrieving detailed high-fidelity profile metadata and contact history
  • Sales Pipeline Intelligence — Monitor sales opportunities and track deal progress across your entire agency to maintain a perfectly coordinated sales cycle
  • Insurance Policy Monitoring — Retrieve active insurance policies and access high-fidelity document metadata directly through your agent to oversee coverage status
  • Infrastructure Monitoring — Access system employee lists and manage CRM-related tasks programmatically for instant operational reporting
  • Relationship Intelligence — Retrieve complete historical interactions for any record to maintain high-fidelity oversight of your agency's relationship ecosystem

The Berg System CRM MCP Server exposes 12 tools through the Vinkius. Connect it to VS Code Copilot in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 12 Berg System CRM tools available for VS Code Copilot

When VS Code Copilot connects to Berg System CRM through Vinkius, your AI agent gets direct access to every tool listed below — spanning policy-management, client-tracking, sales-pipeline, and more. Every call is secured with network, filesystem, subprocess, and code evaluation entitlements inside a sandboxed runtime. Beyond a simple connection, you get a full AI Gateway with real-time visibility into agent activity, enterprise governance, and optimized token usage.

check_api_health

Verify Berg System API status

create_new_company

Add a new business client

create_new_customer

Supports forceAdd to bypass duplicates. Add a new customer

get_customer_details

Get details for a customer

get_sales_custom_fields

Retrieve custom sales fields

list_crm_companies

List corporate clients

list_crm_customers

List CRM customers

list_crm_tasks

List active tasks and reminders

list_insurance_policies

List active insurance policies

list_sales_opportunities

List sales records

list_stored_documents

List uploaded documents

list_system_employees

List organization employees

Connect Berg System CRM to VS Code Copilot via MCP

Follow these steps to wire Berg System CRM into VS Code Copilot. The entire setup takes under two minutes — your credentials stay safe behind the Vinkius.

01

Create MCP config

Create a .vscode/mcp.json file in your project root
02

Add the server config

Paste the JSON configuration above
03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
04

Start using Berg System CRM

Ask Copilot: "Using Berg System CRM, help me...". 12 tools available

Why Use VS Code Copilot with the Berg System CRM MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with Berg System CRM through the Model Context Protocol.

01

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

02

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

03

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

04

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

Berg System CRM + VS Code Copilot Use Cases

Practical scenarios where VS Code Copilot combined with the Berg System CRM MCP Server delivers measurable value.

01

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

02

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

03

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

04

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Example Prompts for Berg System CRM in VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot agent to start working with Berg System CRM immediately.

01

"List all active insurance policies for client 'John Doe'."

02

"Show my recent sales opportunities in Berg System."

03

"Create a new lead for 'Alice Smith' (alice@example.com) interested in 'Life Insurance'."

Troubleshooting Berg System CRM MCP Server with VS Code Copilot

Common issues when connecting Berg System CRM to VS Code Copilot through the Vinkius, and how to resolve them.

01

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

Berg System CRM + VS Code Copilot FAQ

Common questions about integrating Berg System CRM MCP Server with VS Code Copilot.

01

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
02

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
03

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
04

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.