How to Use the ConnectAndSell MCP in Claude

Q: Can I see which sales reps are currently active in my dialer account?

Yes, your agent uses listcasusers to pull the list of registered users. You can then ask it to match those users against current performance metrics.

Get live ConnectAndSell dialer metrics and call history directly inside your Claude Desktop MCP client.

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Connect ConnectAndSell MCP to Claude Desktop

Create your Vinkius account to connect ConnectAndSell 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 ConnectAndSell with Claude Desktop

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Analyze Outbound Dialing Runs in Claude Desktop

Stop jumping back and forth between your dialer dashboard and your chat window. This MCP Server lets Claude Desktop read your outbound dialer performance using `get_performance_summary` to spot exactly where your sales reps are getting stuck. You can ask your agent to pull specific metrics for yesterday or last week. It uses `list_call_attempts` to analyze patterns in your outbound reps' timing and connection rates.

Manage ConnectAndSell Lists and Reps

Give your Claude Desktop MCP client the ability to audit your outbound campaign targets without leaving your workspace. Your agent calls `list_assigned_lists` to see which prospect lists are currently queued up for your active calling sessions. If you need to map performance to specific reps, the agent runs `list_cas_users` to cross-reference dialer IDs. This lets you quickly see who is assigned to what list in your ConnectAndSell setup.

Sync Live Call Conversations

When your reps land a live conversation, you need that data logged. Your Claude Desktop client runs `list_conversations` to fetch the transcripts and notes from actual connected calls. Once you review the call outcomes, you can have the agent execute `sync_to_crm` to push those conversation records straight into HubSpot or Salesforce. No manual data entry required.

Setup guide

Set up ConnectAndSell 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 ConnectAndSell 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 ConnectAndSell 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 connectandsell-mcp.

json

{
  "mcpServers": {
    "connectandsell-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 ConnectAndSell. 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 ConnectAndSell MCP in Claude Desktop

Just ask Claude Desktop to list your active campaigns. The agent will run `list_assigned_lists` to pull the exact prospect pools assigned to your dialers right now.

Yes, it can. Tell your Claude Desktop agent which call ID to update, and it will run `sync_to_crm` to push the dialer logs to your CRM.

When you ask for call history, Claude Desktop passes your date range to `list_call_attempts` or `list_conversations`. Use YYYY-MM-DD format for best results.

Yes, your agent uses `list_cas_users` to pull the list of registered users. You can then ask it to match those users against current performance metrics.

Your dialer metrics and prospect lists never pass through third-party servers. The connection runs locally on your machine via Claude Desktop's secure stdio transport, keeping your sales data entirely under your control.

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