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How to Use the Clientjoy MCP in Claude Code

Pipe Clientjoy CRM data straight into your terminal via this MCP Server using Claude Code.

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Claude Code

Connect Clientjoy MCP to Claude Code

Create your Vinkius account to connect Clientjoy 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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Clientjoy MCP Server for terminal users

The `list_clientjoy_contacts` tool lets your CLI agent dump your entire client list directly into standard output. You can pipe this data into jq or grep to find specific accounts fast. When a cron job needs to verify an account, Claude Code executes `get_contact_crm_details`. It pulls the exact metadata required for your backend synchronization scripts.

Script invoice verification steps

DevOps teams use `list_agency_invoices` to block deployments for clients with unpaid bills. Your terminal agent checks the payment status before allowing the CI/CD pipeline to proceed. You map these financial checks to specific deliverables using `list_agency_projects`. The CLI script cross-references the GitHub repository with the active CRM project to ensure alignment.

Extract leads and quotes instantly

Generating weekly sales reports happens entirely in the shell via `list_clientjoy_leads`. Claude Code fetches the pipeline data and formats it into a clean markdown table. For deeper analysis, the agent chains `get_lead_crm_details` with `list_sales_quotes`. It builds a complete text-based summary of proposal conversion rates without you ever touching a web browser.

Setup guide

Set up Clientjoy 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. 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. 2

    Verify the connection

    Start a Claude Code session and type /mcp to list connected servers. You should see clientjoy-mcp with a green status indicator.

  3. 3

    Start using tools

    Ask Claude Code something like "Check my latest Clientjoy transactions." It will automatically discover and invoke the available Clientjoy tools.

Terminal
claude mcp add --transport http clientjoy-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Why Choose Vinkius

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Common questions about Clientjoy MCP in Claude Code

Run claude mcp add --transport http clientjoy -- . Make sure all flags come before the server name.
The get_my_clientjoy_profile tool returns your authenticated user data. Your bash scripts can use this to tag log files with the correct CRM user ID.
Type claude mcp list to see your active connections. If the server appears, your CLI agent is ready to query invoices and contacts.
Speed and automation. Terminal agents let you embed CRM checks directly into your deployment scripts and cron jobs.
Auth is handled entirely by the Vinkius platform using a single endpoint token. Your lead details, project scopes, and sales quotes are never exposed to unauthorized terminal sessions.

Start using the Clientjoy MCP today

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Built & Managed by Vinkius 30s setup 8 tools

We've already built the connector for Clientjoy. Just plug in your AI agents and start using Vinkius.

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