How to Use the Copilot CRM (Assembly) MCP in Claude Code

Q: How do I add the Copilot CRM (Assembly) MCP Server to Claude Code?

Run claude mcp add --transport http copilot-crm-assembly-mcp -- in your terminal. This registers the server in your /.claude.json configuration file immediately.

Q: How does Claude Code handle custom fields from Copilot CRM (Assembly)?

Claude Code runs listcustomfields to fetch your CRM's specific field keys. It uses these keys to ensure that any updates made via updateclient match your portal's custom schema.

Manage your client portal, invoices, and files directly from your terminal using Claude Code and fast MCP commands.

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Connect Copilot CRM (Assembly) MCP to Claude Code

Create your Vinkius account to connect Copilot CRM (Assembly) 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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Setup Copilot CRM (Assembly) with Claude Code

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Query CRM Data Directly from the Command Line

The `list_clients` tool lets you search and filter your entire client base with simple terminal prompts. Claude Code runs the query, parses the JSON payload, and formats the active records as clean CLI output. If you need to drill down, the agent uses `get_client_details` to pull specific contact info and metadata. You can pipe this output directly into local scripts or shell utilities for bulk processing.

Automate Billing and Invoice Audits in CI/CD

The `list_invoices` tool exposes payment statuses, amounts, and due dates to your terminal agent. You can run automated cron jobs that check for overdue accounts and flag them in your slack channel. Claude Code combines this with `list_companies` to associate outstanding debts with corporate entities. It handles the cross-referencing in seconds, keeping your accounting accurate without manual lookup.

Script Portal File and Form Audits via MCP Server

The `list_files` tool retrieves file metadata, including upload timestamps and paths, directly within your terminal session. This allows your agent to audit client uploads without opening a web browser. It also queries `list_forms` to verify which feedback or intake forms are active. You can quickly check if a client has completed their paperwork and update their profile status with `update_client`.

Setup guide

Set up Copilot CRM (Assembly) 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

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

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see copilot-crm-assembly-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Copilot CRM (Assembly) transactions." It will automatically discover and invoke the available Copilot CRM (Assembly) tools.

Terminal

claude mcp add --transport http copilot-crm-assembly-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Copilot CRM (Assembly) MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "copilot-crm-assembly-mcp": {
      "type": "url",
      "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 Copilot CRM. 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.

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Common questions about Copilot CRM (Assembly) MCP in Claude Code

Run `claude mcp add --transport http copilot-crm-assembly-mcp -- ` in your terminal. This registers the server in your `~/.claude.json` configuration file immediately.

Yes. You can tell Claude Code to create a client, and it will invoke `create_client` with the name and email you provide, returning the new client's ID to your terminal.

Claude Code runs `list_custom_fields` to fetch your CRM's specific field keys. It uses these keys to ensure that any updates made via `update_client` match your portal's custom schema.

Yes. You can ask Claude Code to list your portal messages using `list_portal_messages` and redirect the output directly into a local Markdown or log file on your machine.

Vinkius processes all data through secure, ephemeral V8 isolates. Your client emails, invoice amounts, and portal messages are protected by single-token authentication, ensuring they never leak into shell history or external servers.

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