How to Use the Funil de Vendas MCP in Claude

Manage Funil de Vendas pipelines, update deals, and log activities directly from Claude Desktop.

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Connect Funil de Vendas MCP to Claude Desktop

Create your Vinkius account to connect Funil de Vendas 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 Funil de Vendas with Claude Desktop

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Read Funil de Vendas data in Claude Desktop

Claude accesses your sales methodologies instantly using `list_sales_funnels`. You ask for the current pipeline status, and the agent pulls active deals via `list_crm_opportunities`. It filters the output by date or funnel code without requiring you to log into the web dashboard. Need context on why deals drop? The agent runs `list_loss_motives` to categorize lost revenue. It maps those failures against specific team members pulled from `list_sales_vendors`, giving you a clear view of performance bottlenecks.

Write and update CRM records

You drop a meeting transcript into the chat. The AI extracts the action items and calls `create_crm_activity` to log the follow-up tasks. It automatically attaches them to the right opportunity ID. If a meeting gets rescheduled, you just tell the agent. It executes `update_crm_activity` to push the new date. New prospects from an email thread get converted immediately through `create_new_deal_lead`.

Audit custom fields and origins

Marketing needs to know where leads come from. You prompt the agent, and it triggers `list_lead_origins` to group incoming prospects by source. It crosses this data with `list_crm_products` to see which services sell best from Facebook versus referrals. System administrators use this MCP Server to check schema alignment. The agent fires `list_crm_custom_fields` to verify that newly created web forms match the exact field definitions required by the database. It confirms the connection status first with `check_crm_api_health`.

Setup guide

Set up Funil de Vendas 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 Funil de Vendas 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 Funil de Vendas 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 funil-de-vendas-alternative-mcp.

json

{
  "mcpServers": {
    "funil-de-vendas-alternative-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 Funil de Vendas. 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.

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Common questions about Funil de Vendas MCP in Claude Desktop

Open your Claude Desktop settings and click Developer. Edit the claude_desktop_config.json file to include the server command. Restart the application completely to load the tools.

Yes. Go to Settings, click Integrations, and add a custom connector. Paste the remote HTTPS URL for your server and authenticate.

Only when you tell it to. You provide the opportunity ID and subject, and it executes the request. It never guesses when to log a follow-up.

Tell the agent exactly what you want to see. It applies date ranges, funnel codes, or text searches to the API request before returning the deals.

The server processes your customer names, contact details, and custom fields in memory. Vinkius isolates this execution within a V8 sandbox. Zero data persists on disk after the session ends.

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