How to Use the Custify MCP in VS Code Copilot

Q: Can I search for customers using Custify in VS Code Copilot?

Use searchcustomersbykeyword to find profiles by name or email. It queries your search and indexing boundary to find the right record for your code.

Connect Custify to VS Code Copilot to give your entire team shared access to customer health data.

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Connect Custify MCP to VS Code Copilot

Create your Vinkius account to connect Custify 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 Custify with VS Code Copilot

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Shared Custify tools for VS Code Copilot

Commit your server config to the repo using `.vscode/mcp.json`. Now every developer on your team has access to `list_people` for contact details. This ensures everyone works with the same account associations. No one has to manually configure their local environment.

Get customer profiles in VS Code Copilot

Your agent can use `get_customer_details` to pull health scores directly into the chat. It helps the team understand account status without leaving the IDE. It makes the behavioral analytics boundary accessible to every contributor. You get immediate clarity on account health.

Create customer profiles with VS Code Copilot

Trigger `create_customer_profile` to update your database state right from the editor. It resolves the new ID and validation status for you. You verify the record creation in your chat logs. It is the fastest way to sync your CRM from your development environment.

Setup guide

Set up Custify 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 Custify 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 Custify tools listed. Try asking: "List my recent Custify transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "mcpServers": {
    "custify-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 Custify. 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 Custify MCP in VS Code Copilot

Create a .vscode/mcp.json file in your project root. Add your server configuration there, and your team can access the tools once they switch to Agent mode.

Use `search_customers_by_keyword` to find profiles by name or email. It queries your search and indexing boundary to find the right record for your code.

Yes. By committing the config file to your repository, you provide the same tools to all developers. It keeps your team's access consistent and managed.

Your CRM records are handled through a secure Vinkius proxy. We ensure that only your authenticated agent can access your account-specific data.

We treat email addresses as highly sensitive data points. Your contact information is never logged or cached, remaining strictly within the ephemeral tool call boundary.

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