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Clientify

Clientify MCP Server with 10 Tools Ready for AI Agents

MCP Inspector GDPR Free for Subscribers

Grow your sales pipeline with a CRM that combines lead capture, email marketing, and deal tracking for Spanish-speaking markets. Unlock 10 tools ready out of the box. Connect this App Connector to instantly empower AI agents like Claude Code, Cursor, or any MCP-compatible client with advanced capabilities.

Built for AI Agents by Vinkius

Vinkius delivers Streamable HTTP and SSE to any MCP client

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Clientify
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

What is the Clientify MCP Server?

The Clientify MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Clientify via 10 tools. Grow your sales pipeline with a CRM that combines lead capture, email marketing, and deal tracking for Spanish-speaking markets. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (10)

create_activitycreate_contactcreate_dealget_contactlist_activitieslist_contactslist_dealslist_pipelineslist_usersupdate_contact

Tools for your AI Agents to operate Clientify

Ask your AI agent "Show me all active deals in the main pipeline." and get the answer without opening a single dashboard. With 10 tools connected to real Clientify data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.

Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.

Why teams choose Vinkius

One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.

Build your own MCP Server with our secure development framework →

The Clientify App Connector works with every AI agent you already use

…and any MCP-compatible client

CursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWSCursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWS

Use all 10 Clientify tools with your AI agents right now

Empower your AI agents to connect to Clientify and securely perform advanced actions on Vinkius infrastructure. Beyond a simple connection, you gain an advanced AI Gateway that provides complete visibility into agent activity, ensuring maximum governance and optimized token usage.

create_activity

Create a new activity or task

create_contact

Create a new contact in Clientify

create_deal

Create a new sales deal

get_contact

Get details for a specific contact

list_activities

List all tasks and activities

list_contacts

Supports filtering by email for precise lookups. List all contacts from Clientify

list_deals

List all deals/opportunities

list_pipelines

List all deal pipelines

list_users

List all account users

update_contact

Update an existing contact

What the Clientify MCP Server unlocks

Connect your Clientify CRM account to any AI agent and streamline your entire sales process through natural conversation.

What you can do

  • Contact Management — List, create, and update contacts with deep inspection of custom fields and social metadata.
  • Sales Pipelines — Track deals across different stages, update amounts, and assign opportunities to specific pipelines.
  • Task Scheduling — Create and manage activities like calls, meetings, and follow-ups to never miss a lead.
  • Team Visibility — List account users and collaborators to understand your organizational structure.
  • Automated Insights — Fetch real-time summaries of your sales activities and deal progress.

How it works

1. Subscribe to this server
2. Enter your Clientify API Token (found in your account settings under API)
3. Start managing your sales machine from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Reps — quickly update deal statuses and log call notes without manual CRM data entry.
  • Marketing Managers — query contact segments and verify campaign leads directly from your workspace.
  • Business Owners — get instant bird's-eye views of your sales pipelines and team activity levels.

Frequently asked questions about the Clientify MCP Server

01

Can I search for a contact using only their email address?

Yes. Use the list_contacts tool and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.

02

How do I move a deal to a different stage in the pipeline?

You can update deal details using our action tools. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.

03

Does this integration support creating new tasks for follow-ups?

Absolutely. The create_activity tool allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.

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