How to Use the Clientify MCP in Cursor

Q: How do I start using the Clientify tools in Cursor?

Add the Clientify server details to your mcp.json file in your project's .cursor directory. Once saved, switch to Agent mode in the chat, and the tools will be available.

Q: Can Cursor's agent create new contacts in Clientify for me?

Absolutely. Instruct the agent to createcontact with the necessary details. It will call the tool and can even generate the code snippet that performs the same action.

Q: Does this Clientify integration for Cursor work with deal pipelines?

Yes, you can use listpipelines to see your sales stages and listdeals to get all current opportunities. This is great for building custom reporting scripts.

Generate code that uses live Clientify data right inside the Cursor editor.

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Connect Clientify MCP to Cursor

Create your Vinkius account to connect Clientify to Cursor 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 Cursor

Ask AI about this MCP

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Claude

Perplexity

Build Integrations with Real Data

Stop coding against mock data. Tell Cursor's agent to `list_contacts` from your Clientify account, and it will generate the code to handle that exact data structure. You're building with real responses from the start. This works for any Clientify object. Need to build a feature that shows sales activity? Use `list_deals` and `list_activities` to get live data and let Cursor write the functions to process it.

Script Your CRM Operations in Cursor

You can automate your sales workflow right from your editor. Need to import a list of leads? Write a script that loops through a CSV and uses the `create_contact` tool for each one. The same goes for managing your pipeline. Use this MCP Server to build custom scripts that `create_deal` or `update_contact` based on external triggers, all from the comfort of your IDE.

Prototype UI with Live Clientify Content

When you're building a new dashboard or a component, you need realistic content. Ask Cursor to `get_contact` for a specific user and then generate the HTML or React component populated with their name and email. It's a huge time-saver. You can see exactly how your UI will look with actual data from Clientify, catching layout bugs and formatting issues before you even commit.

Setup guide

Set up Clientify MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Clientify MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Clientify transactions." If the MCP tools are loaded correctly, Cursor will call the Clientify tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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.

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Common questions about Clientify MCP in Cursor

Add the Clientify server details to your `mcp.json` file in your project's `.cursor` directory. Once saved, switch to Agent mode in the chat, and the tools will be available.

Absolutely. Instruct the agent to `create_contact` with the necessary details. It will call the tool and can even generate the code snippet that performs the same action.

Yes, you can use `list_pipelines` to see your sales stages and `list_deals` to get all current opportunities. This is great for building custom reporting scripts.

You can. Just provide the contact's ID or email and the new information. The agent will use the `update_contact` tool to make the change in your CRM.

Vinkius processes your requests in a sandboxed environment. Your Clientify customer and sales data is streamed directly to the tool for execution and is not logged or retained. Authentication is handled via a single Vinkius token, keeping your CRM credentials isolated.

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