How to Use the Endear Retail CRM MCP in Claude

Q: Can Claude Desktop see my full Endear Retail CRM history?

It sees exactly what you ask for via the tools. By running listcustomerpurchasehistory, you get the order data you need for your current analysis.

Get real-time retail insights directly in Claude Desktop by connecting the Endear Retail CRM MCP server.

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Connect Endear Retail CRM MCP to Claude Desktop

Create your Vinkius account to connect Endear Retail CRM 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 Endear Retail CRM with Claude Desktop

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Audit your retail performance

Run `quick_retail_performance_audit` to see exactly how your store is performing right now. You get the numbers on customers, orders, and products without digging through dashboards. This keeps your data current while you chat. Use it to check your daily metrics before you start your outreach tasks.

Manage clienteling tasks with Claude Desktop

Pull your active to-do list using `list_clienteling_tasks` to see who needs a follow-up. It puts your daily sales targets right in front of you. Stop switching windows to find your work. Your AI client handles the heavy lifting so you can focus on writing better messages.

Access deep customer profiles

Use `get_customer_profile` to pull up specific history for any client you are helping. You can see their past interactions and notes instantly. This gives your agent the context needed to personalize every conversation. It turns generic outreach into a real relationship.

Setup guide

Set up Endear Retail CRM 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 Endear Retail CRM 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 Endear Retail CRM 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 endear-retail-crm-mcp.

json

{
  "mcpServers": {
    "endear-retail-crm-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 Endear Retail CRM. 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

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Endear Retail CRM now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Endear Retail CRM MCP in Claude Desktop

Open your Claude Desktop config file and add the server settings under the mcpServers key. Once you save and restart the app, the tools become available immediately.

It sees exactly what you ask for via the tools. By running `list_customer_purchase_history`, you get the order data you need for your current analysis.

Yes, it works on both macOS and Windows versions. You just need to point your config file to the correct server command.

Your data stays private to your session. The server only touches the specific customer records or purchase logs you request through the API.

Since this is an MCP server, you just update the version in your config file. Restart the application to refresh the tool definitions.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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