How to Use the Clientify MCP in Cline

Q: Can I use Clientify data to generate code templates in Cline?

Yes, Cline reads the CRM schema directly. It uses getdealdetails to understand your custom fields and writes matching TypeScript interfaces for your application.

Build CRM dashboards and run end-to-end sales tasks in Cline with Clientify tools.

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Connect Clientify MCP to Cline

Create your Vinkius account to connect Clientify to Cline 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 Cline

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Build live CRM dashboards inside Cline

Ask Cline to write a React component showing your latest sales pipeline, and it uses `list_sales_pipelines` to fetch the real structure. The agent writes the code, imports the live data, and runs local tests to verify the UI works. It updates the layout dynamically by pulling active deals via `list_sales_deals`. You get a functional frontend that talks directly to your CRM without writing boilerplate API clients.

Sync local codebase files using this MCP Server

This MCP Server lets Cline read your local database and match it with CRM entries. The agent invokes `list_clientify_contacts` to find discrepancies and prepares a clean JSON diff for your review. You can ask the agent to generate markdown reports for each contact. It pulls the deep profile data via `get_contact_crm_details` and writes it directly to your workspace files.

Analyze sales activity trends directly in VS Code

Cline inspects your sales performance by fetching log history with `list_crm_activities`. It parses the meetings and calls, then writes a local script to plot your team's weekly output. The agent pairs this analysis with deal outcomes from `get_deal_details` to pinpoint which actions lead to closed sales. You get actionable insights saved straight to your repository.

Setup guide

Set up Clientify MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type clientify-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Clientify refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

{
  "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.

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Common questions about Clientify MCP in Cline

Click the MCP icon in your Cline sidebar. You can install it with one click from the marketplace tab or paste the Vinkius URL into your remote servers configuration.

You control the execution limits. Cline can run multiple MCP tools like `list_clientify_companies` autonomously to build your files, but VS Code will prompt you before it executes any external writes.

Yes, Cline reads the CRM schema directly. It uses `get_deal_details` to understand your custom fields and writes matching TypeScript interfaces for your application.

Cline reads the error output from the server, adjusts its parameters, and retries the call. It handles connection hiccups without crashing your workspace session.

Your credentials and CRM activities remain encrypted end-to-end. Vinkius operates a zero-trust, ephemeral MCP gateway, meaning your sensitive customer contacts never touch persistent external storage.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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