Clientify MCP Server for Claude Code 8 tools — connect in under 2 minutes
Claude Code is Anthropic's agentic CLI for terminal-first development. Add Clientify as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.
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Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Clientify and 2,500+ MCP Servers from a single visual interface.
# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add clientify --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
* 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
About Clientify MCP Server
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.
Claude Code registers Clientify as an MCP server in a single terminal command. Once connected, Claude Code discovers all 8 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Clientify data drives decisions without human intervention.
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
The Clientify MCP Server exposes 8 tools through the Vinkius. Connect it to Claude Code in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Clientify to Claude Code via MCP
Follow these steps to integrate the Clientify MCP Server with Claude Code.
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
Add the MCP Server
Run the command above in your terminal
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
Start using Clientify
Ask Claude: "Using Clientify, show me...". 8 tools are ready
Why Use Claude Code with the Clientify MCP Server
Claude Code provides unique advantages when paired with Clientify through the Model Context Protocol.
Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
Claude Code runs headlessly, enabling unattended batch processing using Clientify tools in cron jobs or deployment scripts
Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Clientify + Claude Code Use Cases
Practical scenarios where Claude Code combined with the Clientify MCP Server delivers measurable value.
CI/CD integration: embed Clientify tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping
Headless batch processing: schedule Claude Code to query Clientify nightly and generate reports without human intervention
Shell scripting: pipe Clientify outputs into other CLI tools for data transformation, filtering, and aggregation
Infrastructure monitoring: run Claude Code in a cron job to query Clientify status endpoints and alert on anomalies
Clientify MCP Tools for Claude Code (8)
These 8 tools become available when you connect Clientify to Claude Code via MCP:
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
Example Prompts for Clientify in Claude Code
Ready-to-use prompts you can give your Claude Code agent to start working with Clientify immediately.
"List my last 5 sales deals in Clientify."
"Show me the details for contact ID '12345'."
"List all active CRM pipelines."
Troubleshooting Clientify MCP Server with Claude Code
Common issues when connecting Clientify to Claude Code through the Vinkius, and how to resolve them.
Command not found: claude
npm install -g @anthropic-ai/claude-codeConnection timeout
Clientify + Claude Code FAQ
Common questions about integrating Clientify MCP Server with Claude Code.
How do I add an MCP server to Claude Code?
claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.Can Claude Code run MCP tools in headless mode?
How do I list all connected MCP servers?
claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.Connect Clientify with your favorite client
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Connect Clientify to Claude Code
Get your token, paste the configuration, and start using 8 tools in under 2 minutes. No API key management needed.