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Clientify

Clientify MCP Server

clientify.com
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Manage sales and marketing via Clientify CRM — track contacts, monitor deals, and audit CRM activities directly from any AI agent.

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Clientify
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60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
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Ed25519Audit chain
<40msKill switch
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* 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 8 tools. Manage sales and marketing via Clientify CRM — track contacts, monitor deals, and audit CRM activities directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.

Built-in capabilities (8)

get_contact_crm_detailsget_deal_detailsget_my_clientify_profilelist_clientify_companieslist_clientify_contactslist_crm_activitieslist_sales_dealslist_sales_pipelines

Tools for your AI Agents to operate Clientify

Ask your AI agent "List my last 5 sales deals in Clientify." and get the answer without opening a single dashboard. With 8 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 →

Vinkius works with every AI agent you already use

…and any MCP-compatible client

CursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWSCursorClaudeOpenAIVS CodeCopilotGoogleLovableMistralAWS

Clientify MCP Server capabilities

8 tools
get_contact_crm_details

Get detailed information for a specific contact

get_deal_details

Get detailed information for a specific sales deal

get_my_clientify_profile

Retrieve information about the authenticated CRM user

list_clientify_companies

List all companies stored in Clientify

list_clientify_contacts

List all contacts in Clientify CRM

list_crm_activities

List CRM activities such as calls, emails, and meetings

list_sales_deals

List sales opportunities and deals

list_sales_pipelines

List sales pipelines configured in the account

What the Clientify MCP Server unlocks

Connect your Clientify CRM account to any AI agent and take full control of your sales and marketing automation through natural conversation. Streamline how you manage contacts, deals, and daily activities natively.

What you can do

  • Contact Oversight — List and retrieve details for all contacts including tags and status natively
  • Deal Intelligence — Access and monitor sales opportunities and deal values flawlessly
  • Activity Auditing — List and review CRM activities such as calls, emails, and meetings securely
  • Pipeline Logistics — Monitor sales pipelines to understand your revenue flow flawlessly
  • Company Management — List all companies stored in your account to maintain B2B relationships securely
  • User Visibility — Access your own profile and CRM metadata directly within your workspace flawlessly

How it works

1. Subscribe to this server
2. Enter your Clientify API Key (obtained from Settings > My Account > API)
3. Start managing your CRM data from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Representatives — monitor deal progress and review contact history using natural language
  • Marketing Managers — audit lead segments and campaign activities without opening the dashboard
  • Account Executives — quickly look up company details and recent stakeholder interactions straight from their chat interface
  • Sales Ops — verify pipeline stages and monitor team activity

Frequently asked questions about the Clientify MCP Server

01

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.

02

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.

03

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.

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Connect Clientify with your favorite client

Step-by-step setup guides for every MCP-compatible client and framework:

Claude DesktopIDE

Anthropic's native desktop app for Claude with built-in MCP support.

CursorIDE

AI-first code editor with integrated LLM-powered coding assistance.

VS Code CopilotIDE

GitHub Copilot in VS Code with Agent mode and MCP support.

WindsurfIDE

Purpose-built IDE for agentic AI coding workflows.

ClineIDE

Autonomous AI coding agent that runs inside VS Code.

Claude CodeCLI

Anthropic's agentic CLI for terminal-first development.

OpenAI Agents SDKSDK

Python SDK for building production-grade OpenAI agent workflows.

Google ADKSDK

Google's framework for building production AI agents.

Pydantic AISDK

Type-safe agent development for Python with first-class MCP support.

Vercel AI SDKSDK

TypeScript toolkit for building AI-powered web applications.

M
Mastra AISDK

TypeScript-native agent framework for modern web stacks.

CrewAIFramework

Python framework for orchestrating collaborative AI agent crews.

LangChainFramework

Leading Python framework for composable LLM applications.

LI
LlamaIndexFramework

Data-aware AI agent framework for structured and unstructured sources.

AG
AutoGenFramework

Microsoft's framework for multi-agent collaborative conversations.

Give your AI agents the power of Clientify MCP Server

Production-grade Clientify MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.