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

Q: Can I list my Copilot CRM (Assembly) companies in Claude Desktop?

Yes. You just call the listcompanies tool to see a full directory of your corporate entities. It returns the IDs and legal names you need.

Q: How do I see Copilot CRM (Assembly) invoices in Claude Desktop?

You use the listinvoices tool. This command pulls the current billing status and due dates from your portal into the chat.

Q: Are my Copilot CRM (Assembly) portal messages readable in Claude Desktop?

Absolutely. Use listportalmessages to view your communication threads. It summarizes the content and sender details for you.

Manage clients and billing in your Copilot CRM (Assembly) portal directly from the Claude Desktop interface.

See Vinkius in Action

Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Copilot CRM (Assembly) MCP to Claude Desktop

Create your Vinkius account to connect Copilot CRM (Assembly) 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.

GDPR Free for Subscribers

Setup Copilot CRM (Assembly) with Claude Desktop

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Pull client data into Claude Desktop

Stop switching tabs to check account status. Use `list_clients` or `get_client_details` to bring specific contact profiles directly into your chat workspace. This MCP server gives Claude Desktop instant access to your portal records. You get real-time answers about company linkages and contact info without leaving the application.

Audit portal files and invoices

Keep track of your business operations by running `list_invoices` and `list_files` through the chat interface. It identifies exactly what documents are stored in your portal. Claude Desktop uses these tools to generate summaries of pending payments or uploaded assets. You see the metadata immediately, keeping your project files organized.

Update client records instantly

Modify account information or status changes using `update_client` without opening a dashboard. It handles the record adjustments while you stay in your flow. This tool ensures your Copilot CRM (Assembly) data stays accurate as you work. You provide the updates, and the system reflects the changes in the portal record.

Setup guide

Set up Copilot CRM (Assembly) 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 Copilot CRM (Assembly) 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 Copilot CRM (Assembly) 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 copilot-crm-assembly-mcp.

json

{
  "mcpServers": {
    "copilot-crm-assembly-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 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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Copilot CRM (Assembly) now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

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

Yes. You just call the `list_companies` tool to see a full directory of your corporate entities. It returns the IDs and legal names you need.

You use the `list_invoices` tool. This command pulls the current billing status and due dates from your portal into the chat.

Absolutely. Use `list_portal_messages` to view your communication threads. It summarizes the content and sender details for you.

This server only reads or modifies the client, company, and billing data you explicitly request. Your information remains within the secure Copilot CRM (Assembly) infrastructure.

The server operates through a standard encrypted connection. It only touches PII like client names and email addresses when you trigger a tool.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

OpenAI Agents SDK sdk-python

Google ADK sdk-python

Pydantic AI sdk-python