Copilot CRM (Assembly) MCP Server for Cline 10 tools — connect in under 2 minutes
Cline is an autonomous AI coding agent inside VS Code that plans, executes, and iterates on tasks. Wire Copilot CRM (Assembly) through Vinkius and Cline gains direct access to every tool. from data retrieval to workflow automation. without leaving the terminal.
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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.
{
"mcpServers": {
"copilot-crm-assembly": {
"url": "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.
Cline operates autonomously inside VS Code. it reads your codebase, plans a strategy, and executes multi-step tasks including Copilot CRM (Assembly) tool calls without waiting for prompts between steps. Connect 10 tools through Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.
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 Cline 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 Cline via MCP
Follow these steps to integrate the Copilot CRM (Assembly) MCP Server with Cline.
Open Cline MCP Settings
Click the MCP Servers icon in the Cline sidebar panel
Add remote server
Click "Add MCP Server" and paste the configuration above
Enable the server
Toggle the server switch to ON
Start using Copilot CRM (Assembly)
Ask Cline: "Using Copilot CRM (Assembly), help me...". 10 tools available
Why Use Cline with the Copilot CRM (Assembly) MCP Server
Cline provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.
Cline operates autonomously. it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts
Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window
Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation
Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing
Copilot CRM (Assembly) + Cline Use Cases
Practical scenarios where Cline combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.
Autonomous feature building: tell Cline to fetch data from Copilot CRM (Assembly) and scaffold a complete module with types, handlers, and tests
Codebase refactoring: use Copilot CRM (Assembly) tools to validate live data while Cline restructures your code to match updated schemas
Automated testing: Cline fetches real responses from Copilot CRM (Assembly) and generates snapshot tests or mocks based on actual payloads
Incident response: query Copilot CRM (Assembly) for real-time status and let Cline generate hotfix patches based on the findings
Copilot CRM (Assembly) MCP Tools for Cline (10)
These 10 tools become available when you connect Copilot CRM (Assembly) to Cline 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 Cline
Ready-to-use prompts you can give your Cline 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 Cline
Common issues when connecting Copilot CRM (Assembly) to Cline through the Vinkius, and how to resolve them.
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Copilot CRM (Assembly) + Cline FAQ
Common questions about integrating Copilot CRM (Assembly) MCP Server with Cline.
How does Cline connect to MCP servers?
Can Cline run MCP tools without approval?
Does Cline support multiple MCP servers at once?
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Connect Copilot CRM (Assembly) to Cline
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.