Integrate Copilot CRM (Assembly) with Claude, Cursor, Chatbots & AI Agents MCP Server
GDPR Free for SubscribersCompatible with every major AI agent and IDE
GeminiCreate client on Copilot CRM (Assembly)
Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal
Get client details on Copilot CRM (Assembly)
Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client
List clients on Copilot CRM (Assembly)
Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM
List companies on Copilot CRM (Assembly)
Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM
List custom fields on Copilot CRM (Assembly)
Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM
List files on Copilot CRM (Assembly)
Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal
List forms on Copilot CRM (Assembly)
Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available
List invoices on Copilot CRM (Assembly)
Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses
List portal messages on Copilot CRM (Assembly)
Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal
Update client on Copilot CRM (Assembly)
Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details
Security & Code Integrity Audit
Every tool in the Copilot CRM (Assembly) MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.
How Vinkius protects your data
Is there a risk of the AI "going crazy" and deleting important company data?
No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.
Can I set different limits for each virtual assistant on my team?
Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.
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.
Does the AI train on my tools or API data?
No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.
What can AI Agents do with Copilot CRM (Assembly)?
Enable conversational interfaces like ChatGPT and Claude to execute programmatic commands against the Copilot CRM (Assembly) infrastructure.
LLM Orchestration for client portal
Build automated workflows involving client portal by connecting Copilot CRM (Assembly). It provides Claude and ChatGPT with direct API hooks into your document management ecosystem.
Connecting invoicing with Cursor
Use Copilot CRM (Assembly) to interface with invoicing via natural language. The toolkit provides Cursor with LLM-friendly schemas for document management tasks.
Copilot CRM (Assembly). Runs on everything.
From IDE to framework. Every connection governed by Vinkius.
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