Copilot CRM (Assembly) MCP Server for Claude Code 10 tools — connect in under 2 minutes
Claude Code is Anthropic's agentic CLI for terminal-first development. Add Copilot CRM (Assembly) as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.
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Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install Copilot CRM (Assembly) and 2,500+ MCP Servers from a single visual interface.
# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add copilot-crm-assembly --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About Copilot CRM (Assembly) MCP Server
Integrate Copilot (now rebranding to Assembly), the leading client portal and CRM platform for service businesses, directly into your AI workflow.
Claude Code registers Copilot CRM (Assembly) as an MCP server in a single terminal command. Once connected, Claude Code discovers all 10 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Copilot CRM (Assembly) data drives decisions without human intervention.
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.
The Copilot CRM (Assembly) MCP Server exposes 10 tools through the Vinkius. Connect it to Claude Code in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect Copilot CRM (Assembly) to Claude Code via MCP
Follow these steps to integrate the Copilot CRM (Assembly) MCP Server with Claude Code.
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
Add the MCP Server
Run the command above in your terminal
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
Start using Copilot CRM (Assembly)
Ask Claude: "Using Copilot CRM (Assembly), show me...". 10 tools are ready
Why Use Claude Code with the Copilot CRM (Assembly) MCP Server
Claude Code provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.
Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
Claude Code runs headlessly, enabling unattended batch processing using Copilot CRM (Assembly) tools in cron jobs or deployment scripts
Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Copilot CRM (Assembly) + Claude Code Use Cases
Practical scenarios where Claude Code combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.
CI/CD integration: embed Copilot CRM (Assembly) tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping
Headless batch processing: schedule Claude Code to query Copilot CRM (Assembly) nightly and generate reports without human intervention
Shell scripting: pipe Copilot CRM (Assembly) outputs into other CLI tools for data transformation, filtering, and aggregation
Infrastructure monitoring: run Claude Code in a cron job to query Copilot CRM (Assembly) status endpoints and alert on anomalies
Copilot CRM (Assembly) MCP Tools for Claude Code (10)
These 10 tools become available when you connect Copilot CRM (Assembly) to Claude Code via MCP:
create_client
Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal
get_client_details
Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client
list_clients
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
Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM
list_custom_fields
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
Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal
list_forms
Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available
list_invoices
Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses
list_portal_messages
Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal
update_client
Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details
Example Prompts for Copilot CRM (Assembly) in Claude Code
Ready-to-use prompts you can give your Claude Code agent to start working with Copilot CRM (Assembly) immediately.
"List all active clients in my CRM."
"Check the status of my pending invoices."
"Search for any files uploaded by 'Acme Corp'."
Troubleshooting Copilot CRM (Assembly) MCP Server with Claude Code
Common issues when connecting Copilot CRM (Assembly) to Claude Code through the Vinkius, and how to resolve them.
Command not found: claude
npm install -g @anthropic-ai/claude-codeConnection timeout
Copilot CRM (Assembly) + Claude Code FAQ
Common questions about integrating Copilot CRM (Assembly) MCP Server with Claude Code.
How do I add an MCP server to Claude Code?
claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.Can Claude Code run MCP tools in headless mode?
How do I list all connected MCP servers?
claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.Connect Copilot CRM (Assembly) with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
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Anthropic's agentic CLI for terminal-first development.
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Google's framework for building production AI agents.
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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.
Connect Copilot CRM (Assembly) to Claude Code
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.