How to Use the Clientify MCP in Claude

Q: Will listing contacts with Clientify in Claude Desktop show everyone?

The listcontacts tool pulls all contacts from your account. You can also ask your agent to filter by email for a more specific search if you're looking for one person.

Manage your Clientify sales pipeline and contacts directly from your Claude Desktop chat.

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…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Clientify MCP to Claude Desktop

Create your Vinkius account to connect Clientify to Claude Desktop 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 Desktop

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Claude

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Query and Manage Contacts Instantly

Pull contact details from Clientify without switching apps. Just ask Claude to `get_contact` by email or `list_contacts` to see everyone. It's faster than logging into the CRM. When a new lead comes in, you don't have to break your flow. Tell your agent to `create_contact` or `update_contact` with new information. Claude handles the API call; you keep working.

Track Your Sales Pipeline in Claude Desktop

Get a quick status update on your sales efforts. You can ask Claude to `list_deals` to see everything in the pipeline or `list_pipelines` to check the stages you've configured in Clientify. This isn't just about viewing data. Create tasks for your team by using `create_activity` or add a new opportunity with `create_deal`. Your AI client becomes a direct interface to your sales operations.

A Full CRM View, No Browser Needed

This MCP Server connects your chat directly to your core Clientify data. See who's on your team with `list_users` or check your upcoming schedule with `list_activities`. The connection gives your agent the context it needs to answer questions accurately. It’s not guessing; it’s querying your live CRM data right when you ask.

Setup guide

Set up Clientify MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Clientify MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Clientify MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under clientify-alternative-mcp.

json

{
  "mcpServers": {
    "clientify-alternative-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 Clientify. 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 Clientify 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 Clientify MCP in Claude Desktop

You have two options. For local access, add the server to your `claude_desktop_config.json` file. For a zero-install setup, paste the MCP Server URL into the Custom Connectors section on claude.ai.

Yes. Just tell Claude what the deal is about, who it's for, and the value. It will use the `create_deal` tool to add it directly to your Clientify account.

The `list_contacts` tool pulls all contacts from your account. You can also ask your agent to filter by email for a more specific search if you're looking for one person.

This MCP connection lets the AI itself perform actions. Instead of you clicking buttons, you tell the agent what to do, and it executes the task in Clientify for you.

Your Clientify contact, deal, and activity data is passed through Vinkius's ephemeral, zero-trust environment. The server only processes the data needed for a specific tool call, and nothing is stored after the operation completes. Your credentials are managed by your Vinkius token, not exposed to the server.

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