How to Use the Clientify MCP in Claude

Q: How do I connect the Clientify MCP Server to Claude Desktop?

Add the server command to your claudedesktopconfig.json file. Save the file and restart the application completely. You can also paste the remote HTTPS URL into the Claude Web integrations panel.

Q: Can Claude Desktop read my Clientify sales pipelines?

Yes, it reads your pipeline structure using the listsalespipelines tool. It then pulls individual opportunities through the deals endpoints to analyze your funnel.

Q: Why isn't Claude Desktop showing my Clientify contacts?

Your agent needs permission to run the listclientifycontacts tool. Check that your configuration file contains the correct Vinkius endpoint token. The hammer icon in your chat input will confirm if the tools loaded correctly.

Pull live CRM contacts and sales pipelines directly into Claude Desktop for instant deal analysis.

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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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Track Deals in Claude Desktop

The `list_sales_pipelines` and `list_sales_deals` tools map your entire Clientify sales funnel into the chat interface. You ask Claude to evaluate your active opportunities, and it reads the raw pipeline data to build its response. Digging deeper requires the `get_deal_details` tool. This pulls the exact value, stage, and history of a specific sales opportunity so your agent can calculate win probabilities or draft update emails based on hard numbers.

Extract Client Accounts

The `list_clientify_companies` tool fetches your complete business directory straight from the CRM. Claude uses this list to cross-reference target accounts against your current marketing lists. Individual prospect data comes through `list_clientify_contacts` and `get_contact_crm_details`. Your AI client reads phone numbers, email addresses, and title information to prepare personalized outreach campaigns without you opening another browser tab.

Audit Activities via MCP Server

Your `list_crm_activities` tool exposes the log of every call, email, and meeting attached to your records. Claude scans these logs to figure out who talked to a prospect last and what they discussed. Context about the user running the queries is handled by `get_my_clientify_profile`. This ensures the agent knows exactly whose account it operates under when pulling reports or summarizing weekly sales efforts.

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-mcp.

json

{
  "mcpServers": {
    "clientify-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.

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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

Add the server command to your claude_desktop_config.json file. Save the file and restart the application completely. You can also paste the remote HTTPS URL into the Claude Web integrations panel.

Yes, it reads your pipeline structure using the list_sales_pipelines tool. It then pulls individual opportunities through the deals endpoints to analyze your funnel.

Your agent needs permission to run the list_clientify_contacts tool. Check that your configuration file contains the correct Vinkius endpoint token. The hammer icon in your chat input will confirm if the tools loaded correctly.

No, this package only reads data. Your AI client can view contacts, companies, and deals, but it cannot write new entries back to the database.

Vinkius executes queries inside an ephemeral V8 Isolate Sandbox. Your prospect emails, meeting logs, and deal values only pass through memory during the request. The sandbox destroys itself the moment the query finishes.

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