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

Q: How do I share Copilot CRM (Assembly) tools in VS Code Copilot?

You add the server to your .vscode/mcp.json file. Once committed, everyone on your team gets the same access.

Q: Can I check my Copilot CRM (Assembly) invoice status in VS Code Copilot?

Yes, use the listinvoices tool. It displays all payment statuses within your editor workspace.

Sync your team to Copilot CRM (Assembly) using the VS Code Copilot MCP Server.

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Connect Copilot CRM (Assembly) MCP to VS Code Copilot

Create your Vinkius account to connect Copilot CRM (Assembly) to VS Code Copilot 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 VS Code Copilot

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Standardize CRM tools in VS Code Copilot

Commit your configuration to the repo so every dev uses the same `list_forms` or `list_clients` tools. It keeps the whole team aligned. VS Code Copilot treats these as native capabilities. Your engineering team gains uniform access to portal data without manual setup.

Access portal forms via VS Code Copilot

Use `list_forms` to find intake configuration metadata. You can verify submission endpoints without leaving your editor. This gives your team visibility into the portal setup. You check the configuration directly, ensuring your code matches the live environment.

Fetch portal messages in VS Code Copilot

Run `list_portal_messages` to see communication threads. It helps you debug or reference client interactions while working on features. VS Code Copilot pulls the summary and timestamp for each thread. You get the context you need to build better integrations.

Setup guide

Set up Copilot CRM (Assembly) MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Copilot CRM (Assembly) MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Copilot CRM (Assembly) tools listed. Try asking: "List my recent Copilot CRM (Assembly) transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "mcpServers": {
    "copilot-crm-assembly-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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 VS Code Copilot

You add the server to your `.vscode/mcp.json` file. Once committed, everyone on your team gets the same access.

Yes, use the `list_invoices` tool. It displays all payment statuses within your editor workspace.

It is. The server provides a suite of tools that your agent can invoke to read or update portal records.

Data access is restricted to the specific endpoints defined in the server. It only touches the client metadata you authorize.

Access is managed through your organization's environment settings. It transmits only the necessary record identifiers to complete your tasks.

Use it with your favorite AI tools

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

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