Clientify MCP. Manage your CRM data through conversation.
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…and any MCP-compatible client
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Clientify. Connect your CRM data to any AI agent to manage sales and marketing. Use the Clientify MCP Server to list contacts, track deal values, and audit activities directly from your chat interface.
You can retrieve details for contacts, list all companies, monitor sales pipelines, and review historical CRM activities without leaving your AI client.
What your AI agents can do
Get contact crm details
Gets detailed information for a single contact record.
Get deal details
Gets detailed information for a specific sales deal.
Get my clientify profile
Retrieves information about the authenticated CRM user.
Retrieves full information for one specific contact.
Pulls detailed information for a single sales deal.
Generates a list of every contact stored in the CRM.
Retrieves a list of every company record in the account.
Lists historical records of calls, emails, and meetings.
Lists all sales pipelines configured in the account, showing their stages.
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Clientify MCP Server: 8 Tools for CRM & Deal Management
Use these 8 tools to query, list, and retrieve every piece of data from your Clientify CRM. Track contacts, monitor deals, and audit all historical activities with your AI agent.
019d7572get contact crm details
Gets detailed information for a single contact record.
019d7572get deal details
Gets detailed information for a specific sales deal.
019d7572get my clientify profile
Retrieves information about the authenticated CRM user.
019d7572list clientify companies
Lists every company record stored in Clientify.
019d7572list clientify contacts
Lists all contacts available in the Clientify CRM.
019d7572list crm activities
Lists historical CRM actions like calls, emails, and meetings.
019d7572list sales deals
Lists all current sales opportunities and deals.
019d7572list sales pipelines
Lists all sales pipelines configured in the account.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Clientify, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
You're gonna connect your Clientify CRM right into your AI agent. This lets your agent read and manage all your sales and marketing data without you ever having to open the actual Clientify dashboard. You'll have full control over your core CRM data—contacts, deals, and activities—straight from your chat interface.
Get Contact Details
Need the full scoop on one contact? You'll use get_contact_crm_details to pull all the deep info on a single record. You can also get your own info with get_my_clientify_profile, which grabs details about the user who's authenticated to the CRM.
List All Contacts
Want to see everyone? list_clientify_contacts gives you a rundown of every contact stored in the CRM. For companies, list_clientify_companies lists every company record in the account.
View Sales Deals
Checking out a specific sale? You can use get_deal_details to pull detailed information on one deal. To see everything, list_sales_deals lists all current sales opportunities and deals. You can also monitor your revenue flow by running list_sales_pipelines, which lists all sales pipelines configured in the account, showing their stages.
Audit CRM Activity
Want to track what's been going down? list_crm_activities lists historical CRM actions like calls, emails, and meetings.
List All Companies
Use list_clientify_companies to pull a list of every company record in the account.
So, when you're working with your AI agent, you can list all contacts using list_clientify_contacts, grab detailed info on a specific contact with get_contact_crm_details, or check out every company record with list_clientify_companies. You can keep an eye on all your current sales with list_sales_deals and track the stages of your entire business flow by calling list_sales_pipelines.
You'll also get a history of every call, email, or meeting using list_crm_activities.
How Clientify MCP Works
- 1 Subscribe to the Clientify MCP Server and enter your Clientify API Key.
- 2 Your AI client sends a natural language query (e.g., 'Show me the deals over $10k').
- 3 The server translates that query into specific tool calls (e.g.,
list_sales_deals) and returns the structured data to your agent.
The bottom line is, you talk to your agent, and it talks to Clientify, giving you the data you need.
Who Is Clientify MCP For?
Sales Representatives who need to review contact history on the fly. Marketing Managers who must audit lead segments without opening the full dashboard. Account Executives who need to quickly look up company details and recent interactions. Sales Operations staff who verify pipeline stages and track team activity.
Checks deal progress and reviews contact history using natural language prompts.
Audits lead segments and campaign activity without switching tabs.
Looks up company details and recent stakeholder interactions straight from their chat interface.
Verifies pipeline stages and monitors team activity logs.
What Changes When You Connect
- See a contact's full history. Use
get_contact_crm_detailsto pull all data points for a specific contact, eliminating the need to navigate deep into the CRM UI. - Monitor deal flow instantly. Run
list_sales_dealsto get a list of all opportunities and their current values, giving you a quick view of the entire pipeline's health. - Audit client interactions. Run
list_crm_activitiesto pull a timeline of every call, email, and meeting, letting you quickly understand the relationship context. - Understand company structure. Use
list_clientify_companiesto list all B2B company records, making it easy to track your corporate relationships. - Get a high-level view of the pipeline.
list_sales_pipelinesshows all defined sales stages, letting you verify if a deal is in the right place. - Know your user status.
get_my_clientify_profilelets you check your own account details and metadata directly in the chat.
Real-World Use Cases
Client needs a quick overview of a prospect.
A sales rep needs to call a prospect but can't remember the last follow-up date. They ask their agent to check the history. The agent runs get_contact_crm_details and list_crm_activities to find the last meeting date, letting the rep make a much more informed call.
Checking deal status across multiple departments.
A marketing manager needs to know which leads are stuck. They ask the agent to list deals and pipelines. The agent runs list_sales_deals and list_sales_pipelines, quickly showing the stalled opportunities and the specific pipeline stage they are stuck in.
Preparing for a meeting with a key account.
An account executive needs to quickly understand the company's relationship history. They ask the agent to list all associated companies and contacts. The agent runs list_clientify_companies and list_clientify_contacts, giving the AE a complete background before the call.
Verifying team activity and compliance.
A sales ops employee needs to audit team behavior. They ask the agent to pull all activity logs. The agent runs list_crm_activities, providing a chronological list of calls, emails, and meetings to verify compliance.
The Tradeoffs
Manual Dashboard Clicking
The user has to open the Clientify dashboard, click the 'Contacts' tab, search for the client, then open the 'Activities' sub-tab, and finally copy the deal value from the 'Deals' tab. This takes 10+ clicks and loses context.
→
Ask your agent to combine the data. Prompt: 'Give me the history and status for John Doe.' The agent runs get_contact_crm_details and list_crm_activities in one go, providing the combined context immediately.
Using the wrong list tool
The user tries to find a specific deal by listing all contacts, wasting time filtering contacts for deal information. This is slow and inaccurate.
→
Use list_sales_deals first. This tool is designed only for opportunities. Then, if needed, use get_deal_details for the specific ID. Don't mix the two types of data.
Ignoring the pipeline structure
A rep thinks a deal is 'almost closed' because the contact is marked 'VIP,' but they don't know what stage it's actually in. They might push for a close prematurely.
→
Always check the pipeline status first. Use list_sales_pipelines to see the stages, then run get_deal_details to confirm the deal's exact stage. This prevents premature action.
When It Fits, When It Doesn't
Use this server if you need to query, list, or retrieve structured data from Clientify CRM without opening the dedicated web application. It’s best for cross-referencing data points (e.g., 'What are the contacts associated with this company, and what deals are they involved in?').
Don't use it if you need to create new records (e.g., log a new call or update a contact's status). For that, you need the native Clientify UI. If you only need a general overview of all contacts, list_clientify_contacts is sufficient. If you need to check the corporate structure, list_clientify_companies is the right tool; don't use list_clientify_contacts for that.
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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 8 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Checking a client's history shouldn't require jumping between tabs.
Today, to get a full picture of a client, you open the CRM. You click on the company name. Then you switch to the 'Contacts' tab. You scroll through the list. Then you click on the 'Activities' tab to see emails. Finally, you have to go to the 'Deals' tab to check the dollar value. This process is slow and you lose context when you copy and paste data.
With the Clientify MCP Server, you just ask your agent. You prompt it: 'Give me the status and history for Acme Corp.' It runs the necessary tools—like `list_clientify_contacts` and `list_crm_activities`—and returns the full, synthesized data set in a single chat response. You get the full view, instantly.
Clientify MCP Server: Get deal status and contact details from chat.
Previously, checking a deal's worth meant pulling up the deal record, finding the value, and then opening the contact record to see who was involved. These were two separate, manual data pulls that required context switching.
Now, your agent runs `get_deal_details` and `get_contact_crm_details` together. It links the deal to the person, giving you the full context—who is responsible for the $50k deal and what were the last three interactions with them. It's immediate.
Common Questions About Clientify MCP
How do I use the list_clientify_contacts tool? +
The list_clientify_contacts tool lists every contact in the CRM. You use it when you need a broad view of your entire contact database, such as needing to check tags or status across all leads.
What is the difference between list_sales_deals and get_deal_details? +
list_sales_deals shows you a list of all opportunities and their values. get_deal_details pulls deep, specific information for one deal ID you already know.
Can I use list_crm_activities to track calls? +
Yes. list_crm_activities is the tool for reviewing historical actions. It pulls records for calls, emails, and meetings, giving you a full activity log for a client.
Do I need to use get_contact_crm_details for every contact? +
No. Use list_clientify_contacts to see the list. Use get_contact_crm_details only when you need the full, deep data set for a single contact ID.
How do I check company information with list_clientify_companies? +
The list_clientify_companies tool retrieves all company records. Use this when you need to track B2B relationships or list all corporate accounts in your system.
When should I use list_clientify_contacts versus get_contact_crm_details? +
Use list_clientify_contacts when you need a summary of many contacts. This tool returns a list of contacts, including key details and statuses. Use get_contact_crm_details when you need the full, granular information for a single contact, like their complete history or specific tags.
Does list_sales_deals track deal value or just the name? +
Yes, list_sales_deals provides both the deal name and its current monetary value. You can see the dollar amount associated with each listed opportunity. This helps you quickly audit your total potential revenue.
What do I do if list_clientify_companies returns an error? +
If list_clientify_companies returns an error, first check your Clientify API Key. Most connection errors relate to expired keys or incorrect scope permissions. Verify the key in your Clientify settings.
Can I see the value of my sales pipeline through the agent? +
Yes! Use the list_sales_deals tool. The agent will return all open deals, and you can ask it to calculate the total value based on the amounts listed in Clientify.
How do I check the last interaction with a specific contact? +
Use the get_contact_crm_details tool. Your agent will fetch the contact's profile, including recent activities and tags, to give you full context on the relationship.
Where do I find my Clientify API Key? +
Log in to your Clientify account, go to Settings, select My Account, and navigate to the API section to generate and copy your token.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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