How to Use the Clientify MCP in VS Code Copilot

Q: Can VS Code Copilot read Clientify CRM activities?

Yes, the AI uses the listcrmactivities tool to pull meeting and call logs. It reads the raw JSON to help you format data extraction scripts.

Give your engineering team access to Clientify CRM data directly inside VS Code Copilot.

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Connect Clientify MCP to VS Code Copilot

Create your Vinkius account to connect Clientify to VS Code Copilot 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 VS Code Copilot

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Access Companies in VS Code

The `list_clientify_companies` tool pulls your corporate directory straight into your IDE. Copilot reads this live data to help you write integration tests that validate against real account structures. Deep prospect information is accessible through `list_clientify_contacts` and `get_contact_crm_details`. Your AI client inspects the actual phone and email fields to generate accurate data models for your internal marketing tools.

Read Pipelines via MCP Server

Your `list_sales_pipelines` and `list_sales_deals` tools expose your active revenue channels to the editor. Copilot analyzes these structures to help you build custom reporting scripts that track funnel progression. Granular opportunity data comes from the `get_deal_details` tool. The agent retrieves the exact financial values and stage histories needed to debug synchronization issues between your CRM and billing platforms.

Audit Sales Activities

The `list_crm_activities` tool fetches logs of every meeting, email, and call. Copilot uses this historical data to write analytical queries that measure sales team performance. System context relies on the `get_my_clientify_profile` tool. This ensures your code references the correct authenticated user ID when testing new API endpoints or webhooks.

Setup guide

Set up Clientify MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Clientify MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Clientify tools listed. Try asking: "List my recent Clientify transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "mcpServers": {
    "clientify-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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 VS Code Copilot

Add the server configuration to a .vscode/mcp.json file in your project root. Commit this file to your repository so your whole team gets the tools automatically. You need VS Code version 1.96 or higher.

Yes, the AI uses the list_crm_activities tool to pull meeting and call logs. It reads the raw JSON to help you format data extraction scripts.

Check your project configuration for the correct Vinkius endpoint token. Switch your chat panel to Agent mode so Copilot has permission to execute the list_clientify_contacts command.

Access depends on who holds the Vinkius token. You can provide the token via local environment variables rather than hardcoding it in the shared repository file.

Financial data and sales opportunities process through stateless memory buffers on Vinkius infrastructure. The system retains absolutely zero logs of your API payloads once the response reaches your local machine.

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