How to Use the Formilla MCP in Claude Code

Q: How do I configure the Formilla MCP Server in Claude Code?

Run claude mcp add --transport http formilla-mcp -- in your terminal. Use claude mcp list to confirm that all 12 tools are active and ready for headless execution.

Q: How do I check if my Formilla integration is online via CLI?

Ask your agent to run checkformillastatus. It will ping the API and confirm whether your credentials and connection are working correctly.

Q: Can Claude Code filter my Formilla users by segment?

Yes, the agent calls listsegments to retrieve your active marketing segments, then cross-references them with your contact list to filter out specific groups of users.

Q: Where is my Formilla conversation history stored during CLI runs?

Transcripts fetched via getconversation are processed in memory and never stored locally by the server. All data transfers use HTTPS to communicate directly with the chat API.

Run terminal commands to query Formilla chat logs and sync contact records via Claude Code.

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Search customer records directly from your terminal

The `search_contacts` tool queries your CRM database using specific search parameters to locate matching profiles. Claude Code runs this MCP tool headless, letting you pipe the output into grep, jq, or local text files for rapid analysis. This is perfect for terminal-bound developers who need to check user details fast. You don't have to open a browser; just ask your agent to find the user, and it returns their profile data to your shell.

Audit your live chat support queues via CLI

The `list_conversations` tool retrieves a list of active and closed chat sessions from your widget. Claude Code monitors this list via cron jobs or shell scripts, alerting you to spikes in support volume or unassigned chats. When a critical chat comes in, the agent calls `get_conversation` to output the transcript directly to your terminal. This lets you troubleshoot system outages with live feedback from users who are currently experiencing the issue.

Script automated CRM updates with this MCP Server

The `upsert_contact` tool creates a new contact record or updates an existing one if the email already exists. Claude Code uses this tool inside terminal-based workflows to sync backend database events with your marketing platform. For example, you can set up a shell script that triggers whenever a user upgrades their plan. The agent catches the event, updates their profile status, and ensures your support team sees their correct tier during live chats.

Setup guide

Set up Formilla MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see formilla-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Formilla transactions." It will automatically discover and invoke the available Formilla tools.

Terminal

claude mcp add --transport http formilla-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Formilla MCP

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

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "formilla-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

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Common questions about Formilla MCP in Claude Code

Run `claude mcp add --transport http formilla-mcp -- ` in your terminal. Use `claude mcp list` to confirm that all 12 tools are active and ready for headless execution.

Yes, you pipe a list of emails to your agent and have it loop through `upsert_contact` calls. It will process each record sequentially right inside your terminal.

Ask your agent to run `check_formilla_status`. It will ping the API and confirm whether your credentials and connection are working correctly.

Yes, the agent calls `list_segments` to retrieve your active marketing segments, then cross-references them with your contact list to filter out specific groups of users.

Transcripts fetched via `get_conversation` are processed in memory and never stored locally by the server. All data transfers use HTTPS to communicate directly with the chat API.

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