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How to Use the Endear Retail CRM MCP in VS Code Copilot

Manage retail operations in VS Code Copilot using the Endear Retail CRM MCP server for your team.

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VS Code Copilot

Connect Endear Retail CRM MCP to VS Code Copilot

Create your Vinkius account to connect Endear Retail CRM 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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List retail team members in VS Code Copilot

Use `list_retail_team_members` to see your active staff list. It helps you build internal tools that route tasks to the right associate. This keeps your task management logic tied to your actual team structure. You get the data in real-time as you develop.

Audit customer notes in VS Code Copilot

Call `list_customer_clienteling_notes` to see what your team has recorded for a specific client. It gives you the full context of past interactions. This allows your AI-powered features to build on existing relationships. You can create smarter automations that respect history.

List retail customers via VS Code Copilot

Run `list_retail_customers` to get a full view of your CRM database. It is the fastest way to verify your data pipeline during development. This tool makes it simple to test your code against a full set of records. You see how your app handles live data immediately.

Setup guide

Set up Endear Retail CRM 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. 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. 2

    Add the Endear Retail CRM 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. 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. 4

    Verify the connection

    In the Copilot Chat input, type # to list available tools. You should see the Endear Retail CRM tools listed. Try asking: "List my recent Endear Retail CRM transactions" and Copilot will invoke them automatically.

.vscode/mcp.json
{
  "mcpServers": {
    "endear-retail-crm-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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.

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Common questions about Endear Retail CRM MCP in VS Code Copilot

Add a .vscode/mcp.json file to your project root. This allows you to share the server configuration across your entire engineering team via Git.
Yes, it requires VS Code 1.96 or newer. Once configured, you can switch Copilot Chat to Agent mode and start using the tools.
The server acts as a bridge between the API and your editor. Your customer notes and history are handled locally within your session and are not stored by the editor.
Yes, use the MCP: Open User Configuration command in the command palette. This sets the tools up for every project you open.
By committing the mcp.json file, you ensure everyone has the same setup. It is the standard way to maintain consistent tool access across your organization.

Start using the Endear Retail CRM MCP today

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