How to Use the Clientjoy MCP in Claude

Q: How does Clientjoy work with Claude Desktop to find contacts?

You just ask Claude Desktop to find a contact. It uses the listclientjoycontacts tool from this MCP Server to search your CRM and returns the results directly in your chat.

Q: Can I manage Clientjoy projects and invoices from Claude Desktop?

You can monitor them. Ask Claude to list projects with listagencyprojects or check invoice statuses with listagencyinvoices. It's for getting data, not changing it.

Pull Clientjoy contacts, invoices, and project status directly into your Claude Desktop chat.

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Connect Clientjoy MCP to Claude Desktop

Create your Vinkius account to connect Clientjoy 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 Clientjoy with Claude Desktop

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Check Invoice Status & Project Health

Your AI client can now check on any client project or invoice for you. Ask Claude Desktop "what's the status of the Acme Corp project?" and it will use the `list_agency_projects` tool to get the answer from Clientjoy. You don't have to switch apps or log into another system. Same goes for money. You can ask about specific invoices or just get a full rundown with `list_agency_invoices`. Claude Desktop will pull the payment status for every invoice right into the chat, so you know exactly where things stand.

Get Full Client Context in Claude Desktop

This MCP Server gives your agent a direct line into your CRM. When you're working on a client issue, you can ask Claude to pull up all their details. The `list_clientjoy_contacts` tool gets you a summary, and `get_contact_crm_details` gives you the full picture on a specific person. It works for new business, too. Before a sales call, just ask Claude Desktop to summarize a lead. It uses `list_clientjoy_leads` and `get_lead_crm_details` to give you their complete history from Clientjoy, right in your chat window.

Draft Proposals and Quotes Faster

Use Claude Desktop to prep for client meetings or draft new proposals. Ask it to "list all quotes for Q4" and it will run `list_sales_quotes` to pull the data from your Clientjoy account. This is way faster than digging through your CRM manually. Because Claude has access to this live data, it can help you write better follow-ups or analyze your sales pipeline. You can ask it to summarize wins and losses based on the quotes it finds, all without leaving the app.

Setup guide

Set up Clientjoy 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 Clientjoy 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 Clientjoy 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 clientjoy-mcp.

json

{
  "mcpServers": {
    "clientjoy-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 Clientjoy. 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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Common questions about Clientjoy MCP in Claude Desktop

You just ask Claude Desktop to find a contact. It uses the `list_clientjoy_contacts` tool from this MCP Server to search your CRM and returns the results directly in your chat.

Yes, it works in both. Vinkius gives you a secure URL that you can add as a Custom Connector on claude.ai for zero-install access from any browser.

Not at all. Vinkius provides a one-click install for the Desktop Extension. Or, you can just paste one line into your `claude_desktop_config.json` file. It takes less than a minute.

You can monitor them. Ask Claude to list projects with `list_agency_projects` or check invoice statuses with `list_agency_invoices`. It's for getting data, not changing it.

The connection is secure. This MCP server only reads Clientjoy data like contact details, project names, and invoice amounts. Vinkius handles the authentication, and the ephemeral server environment means your data isn't stored after the request is done.

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