How to Use the Clientify MCP in Claude Code

Q: Can I run Clientify lookups inside a bash script with Claude Code?

Yes, you can trigger Claude Code headlessly to run getcontact and pipe the output to other CLI tools. This is perfect for cron jobs that need to check lead status daily.

Q: Does Claude Code support pipeline management?

It does, by utilizing listpipelines and listdeals to display your sales funnel in plain text. You can quickly see which deals require attention without leaving your terminal.

Q: How do I update a contact's email using Clientify and Claude Code?

Tell the agent to update the contact, and it will execute updatecontact with the new parameters. The CLI tool returns a success confirmation once the API write completes.

Pipe CRM data directly into shell scripts and manage pipelines from your terminal with Claude Code.

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Connect Clientify MCP to Claude Code

Create your Vinkius account to connect Clientify 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 Clientify with Claude Code

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Pipe CRM contact queries to terminal utilities

The `list_contacts` tool outputs raw JSON that you can pipe directly into grep, jq, or awk. Claude Code runs these queries headlessly, allowing you to filter Spanish-market leads right from your shell. This setup lets you run fast lookups during SSH sessions. You don't need a heavy browser interface to find a prospect's email address.

Command-line deal creation via Claude Code MCP Server

This MCP Server exposes `create_deal` to let you insert new sales opportunities from any terminal prompt. You can pass raw shell arguments to Claude Code, and it formats the API request instantly. It handles the raw network transport in the background. This makes it incredibly easy to script deal creation inside your deployment pipelines.

Automated task logging for terminal-based workflows

The `create_activity` and `list_activities` tools allow you to manage your daily tasks without leaving your tmux session. You ask Claude Code to list your pending items, and it prints a clean CLI table. To close a task, you tell the agent to update the record. It executes the call immediately, keeping your sales tracking up to date while you write backend code.

Setup guide

Set up Clientify 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 clientify-alternative-mcp with a green status indicator.
3

Start using tools

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

Terminal

claude mcp add --transport http clientify-alternative-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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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 Clientify 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": {
    "clientify-alternative-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Clientify MCP in Claude Code

Run the add command with the HTTP transport flag and the server URL provided by Vinkius. This registers the MCP tools directly into your local configuration file.

Yes, you can trigger Claude Code headlessly to run `get_contact` and pipe the output to other CLI tools. This is perfect for cron jobs that need to check lead status daily.

It does, by utilizing `list_pipelines` and `list_deals` to display your sales funnel in plain text. You can quickly see which deals require attention without leaving your terminal.

Tell the agent to update the contact, and it will execute `update_contact` with the new parameters. The CLI tool returns a success confirmation once the API write completes.

All data passing through the server is protected by transport-layer security and runs inside isolated V8 MCP containers. Your sensitive sales activities and contact logs are never stored or logged on our hosting infrastructure.

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