How to Use the Clientify MCP in Claude Code

Q: How do I add the Clientify MCP Server to Claude Code?

Run the claude mcp add command in your terminal. Pass the Vinkius HTTP transport URL and your token as arguments to register the CRM tools instantly.

Q: Can I check my own CRM user status from the terminal?

Yes, run a quick query and the agent will call getmyclientifyprofile to output your CRM user ID, permissions, and active session details.

Pipe Clientify CRM data through your terminal and automate pipelines 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 Clientify CRM data directly to terminal tools

Run Claude Code to fetch active deals using `list_sales_deals` and pipe the raw output straight into grep or jq. This CLI integration lets you filter high-value opportunities without opening a browser or writing custom python scripts. Your agent formats the output on the fly. You can chain it with `get_deal_details` to extract specific deal sizes and export them to a CSV in one terminal command.

Automate pipeline audits with this MCP Server

Run automated checks on your sales pipelines by calling `list_sales_pipelines` inside your GitHub Actions. This MCP Server allows Claude Code to run headless checks and flag stalled deals during scheduled cron runs. The agent sends alerts directly to your team's Slack or logging systems. It uses `list_crm_activities` to verify if reps are following up on stale accounts before closing the audit ticket.

Run bulk company and contact validations via CLI

Claude Code handles batch verification of your customer directories. The agent calls `list_clientify_companies` and compares the list against your production database to find missing records. It retrieves precise details via `get_contact_crm_details` to verify that your active contacts have matching company associations. You manage your entire CRM hygiene program using simple terminal commands.

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

Get your connection token →

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-mcp": {
      "type": "url",
      "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 Claude Code

Run the `claude mcp add` command in your terminal. Pass the Vinkius HTTP transport URL and your token as arguments to register the CRM tools instantly.

Yes, you can run Claude Code in non-interactive mode within your CI/CD pipelines to execute MCP tools like `list_crm_activities` and export the results.

The agent manages API pacing automatically. If a bulk call like `list_clientify_contacts` hits a rate limit, the CLI tool handles the backoff and retries until the data is fully fetched.

Yes, run a quick query and the agent will call `get_my_clientify_profile` to output your CRM user ID, permissions, and active session details.

Vinkius uses secure V8 isolates to run the MCP Server in a sandbox. Your deals, activities, and contact details are processed in memory and never written to disk, keeping your sales pipeline confidential.

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