How to Use the crm4 solution MCP in Claude

Manage your Italian CRM leads and send messages directly from the Claude Desktop app.

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Connect crm4 solution MCP to Claude Desktop

Create your Vinkius account to connect crm4 solution to Claude Desktop 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 crm4 solution with Claude Desktop

Ask AI about this MCP

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Claude

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Manage CRM Contacts in Chat

This server gives your AI client direct access to your CRM contacts. Ask Claude to find a specific person, and it uses `get_contact` or `search_contacts` to pull their info. Tell it to add a new lead, and it runs `create_contact` right from the chat prompt. You don't have to log into the crm4 solution web app for simple tasks. You can ask Claude to modify a record using `update_contact` or get rid of a bad entry with `delete_contact`. It's a direct line from your request to your database, no clicks required.

Run Campaigns with this MCP Server

Get a quick overview of your marketing efforts without leaving your chat. Ask Claude to show you all active campaigns, and it runs `list_campaigns` to get you the list. You can do the same for your distribution lists with `list_contact_lists`. Once you have the context, managing lists is simple. Just tell Claude, "add this person to the 'Q3 Newsletter' list," and it uses `add_contact_to_list`. It's much faster than navigating through web menus to get the same thing done.

Send SMS and WhatsApp Messages

You can use Claude to send messages directly to your leads. Just say, "send an SMS to Jane Doe saying her appointment is confirmed," and the agent will use the `send_sms` tool. The same goes for WhatsApp via `send_whatsapp`, as long as you're using an approved template. To get the full picture before reaching out, ask Claude to pull recent call center activity with `list_calls`. This gives you all the context you need to have a relevant conversation, all within the same Claude window you're already working in.

Setup guide

Set up crm4 solution MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The crm4 solution MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the crm4 solution MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under crm4-solution-mcp.

json

{
  "mcpServers": {
    "crm4-solution-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by CRM4. 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.

Why Choose Vinkius

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Common questions about crm4 solution MCP in Claude Desktop

Just ask Claude in plain English, like "find the contact with email 'info@example.com' in crm4 solution." Your agent will use the `search_contacts` tool to get the details and show them to you.

Yes. Tell Claude the contact's details, for example, "create a new contact named Jane Smith with phone 555-1234." It invokes the `create_contact` tool on the MCP server to add the lead to your CRM.

First, you can ask Claude to show you all your distribution lists using the `list_contact_lists` tool. Then, just tell it which contact to add to which list, and it'll handle it with `add_contact_to_list`.

It does if you're using the Claude web interface. You can connect this server as a Custom Connector on any plan. For the local process features in the Claude Desktop app, you'll need the app itself installed.

Your CRM credentials are encrypted and managed by Vinkius, not the server. The server itself is ephemeral; it spins up for a request and then shuts down, leaving no trace of your `contact` or `call log` data. All communication is encrypted over HTTPS.

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