Copilot CRM (Assembly) MCP Server for VS Code Copilot 10 tools — connect in under 2 minutes
GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.
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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.
GitHub Copilot Agent mode brings Copilot CRM (Assembly) data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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 VS Code Copilot 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 VS Code Copilot via MCP
Follow these steps to integrate the Copilot CRM (Assembly) MCP Server with VS Code Copilot.
Create MCP config
Create a .vscode/mcp.json file in your project root
Add the server config
Paste the JSON configuration above
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Start using Copilot CRM (Assembly)
Ask Copilot: "Using Copilot CRM (Assembly), help me...". 10 tools available
Why Use VS Code Copilot with the Copilot CRM (Assembly) MCP Server
GitHub Copilot for Visual Studio Code provides unique advantages when paired with Copilot CRM (Assembly) through the Model Context Protocol.
VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Copilot CRM (Assembly) + VS Code Copilot Use Cases
Practical scenarios where VS Code Copilot combined with the Copilot CRM (Assembly) MCP Server delivers measurable value.
Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step
DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review
Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses
Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples
Copilot CRM (Assembly) MCP Tools for VS Code Copilot (10)
These 10 tools become available when you connect Copilot CRM (Assembly) to VS Code Copilot 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 VS Code Copilot
Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot
Common issues when connecting Copilot CRM (Assembly) to VS Code Copilot through the Vinkius, and how to resolve them.
MCP tools not available
Copilot CRM (Assembly) + VS Code Copilot FAQ
Common questions about integrating Copilot CRM (Assembly) MCP Server with VS Code Copilot.
Which VS Code version supports MCP?
How do I switch to Agent mode?
Can I restrict which MCP tools Copilot can access?
Does MCP work in VS Code Remote or Codespaces?
.vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.Connect Copilot CRM (Assembly) with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
AI-first code editor with integrated LLM-powered coding assistance.
GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
Autonomous AI coding agent that runs inside VS Code.
Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
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 VS Code Copilot
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.