Copilot CRM (Assembly) MCP Server
Equip your AI agent to manage clients, companies, invoices, and files directly within your Copilot (Assembly) portal.
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What is the Copilot CRM MCP Server?
The Copilot CRM MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to Copilot CRM via 10 tools. Equip your AI agent to manage clients, companies, invoices, and files directly within your Copilot (Assembly) portal. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (10)
Tools for your AI Agents to operate Copilot CRM
Ask your AI agent "List all active clients in my CRM." and get the answer without opening a single dashboard. With 10 tools connected to real Copilot CRM data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
Copilot CRM (Assembly) MCP Server capabilities
10 toolsCreates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal
Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client
Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM
Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM
Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM
Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal
Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available
Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses
Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal
Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details
What the Copilot CRM (Assembly) MCP Server unlocks
Integrate Copilot (now rebranding to Assembly), the leading client portal and CRM platform for service businesses, directly into your AI workflow.
What you can do
- Client Management — List, retrieve, and update client profiles and company associations.
- Billing Automation — Monitor invoices, check statuses, and pull payment details via chat.
- Portal Discovery — Search for files, messages, and custom fields within your client workspace.
How it works
1. Connect the Copilot integration to your AI assistant.
2. Authorize using your Copilot API Key (found in Settings > API).
3. Manage your entire client back-office using natural language.
Who is this for?
- Agencies & Consultancies — Streamline client onboarding and project tracking without leaving the chat.
- Accountants & Law Firms — Quickly check invoice statuses or pull client documents during planning.
- Support Teams — Retrieve client custom fields and portal messages to provide faster assistance.
Frequently asked questions about the Copilot CRM (Assembly) MCP Server
How do I generate an API Key in Copilot?
Log in to your Copilot (Assembly) dashboard. Go to Settings > API and click 'Generate API Key'. Copy the key and paste it below.
Can the agent see my internal portal messages?
Yes, if granted access via the API Key, the agent can list and retrieve messages sent through the client portal to help you keep track of communications.
Is the billing data secure?
Absolutely. This integration uses standard API protocols and does not store your payment information. It only retrieves statuses and metadata provided by the Copilot API.
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Connect Copilot CRM (Assembly) with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
Leading Python framework for composable LLM applications.
Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Give your AI agents the power of Copilot CRM MCP Server
Production-grade Copilot CRM (Assembly) MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.