3,400+ MCP servers ready to use
Vinkius

Bring Policy Management
to Claude Code

Learn how to connect Berg System CRM to Claude Code and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

Check Api HealthCreate New CompanyCreate New CustomerGet Customer DetailsGet Sales Custom FieldsList Crm CompaniesList Crm CustomersList Crm TasksList Insurance PoliciesList Sales OpportunitiesList Stored DocumentsList System Employees
Use with Your AI Agent
Ask AI about this MCP Server
ChatGPT Claude Perplexity

What is the Berg System CRM MCP Server?

Connect your Berg System account to any AI agent and take full control of your insurance agency operations and customer relationship workflows through natural conversation.

What you can do

  • Customer Orchestration — List and search through individual and corporate client directories programmatically, retrieving detailed high-fidelity profile metadata and contact history
  • Sales Pipeline Intelligence — Monitor sales opportunities and track deal progress across your entire agency to maintain a perfectly coordinated sales cycle
  • Insurance Policy Monitoring — Retrieve active insurance policies and access high-fidelity document metadata directly through your agent to oversee coverage status
  • Infrastructure Monitoring — Access system employee lists and manage CRM-related tasks programmatically for instant operational reporting
  • Relationship Intelligence — Retrieve complete historical interactions for any record to maintain high-fidelity oversight of your agency's relationship ecosystem

How it works

1. Subscribe to this server
2. Retrieve your Tenant ID and OAuth Access Token from your Berg System instance
3. Start managing your insurance business from Claude, Cursor, or any MCP client

No more manual toggling between CRM tabs or digging through paper policy files. Your AI acts as your dedicated agency administrator and sales coordinator.

Who is this for?

  • Insurance Agents — instantly retrieve client coverage details and update lead statuses using natural language commands
  • Agency Managers — monitor team productivity and track agency-wide sales trends without leaving your workspace
  • Operations Leads — automate the oversight of corporate client directories and task management through simple AI queries

Built-in capabilities (12)

check_api_health

Verify Berg System API status

create_new_company

Add a new business client

create_new_customer

Supports forceAdd to bypass duplicates. Add a new customer

get_customer_details

Get details for a customer

get_sales_custom_fields

Retrieve custom sales fields

list_crm_companies

List corporate clients

list_crm_customers

List CRM customers

list_crm_tasks

List active tasks and reminders

list_insurance_policies

List active insurance policies

list_sales_opportunities

List sales records

list_stored_documents

List uploaded documents

list_system_employees

List organization employees

Why Claude Code?

Claude Code registers Berg System CRM as an MCP server in a single terminal command. Once connected, Claude Code discovers all 12 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Berg System CRM data drives decisions without human intervention.

  • —

    Single-command setup: claude mcp add registers the server instantly. no config files to edit or applications to restart

  • —

    Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks

  • —

    Claude Code runs headlessly, enabling unattended batch processing using Berg System CRM tools in cron jobs or deployment scripts

  • —

    Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features

See it in action

Berg System CRM in Claude Code

AI Agent→Vinkius
High Security·Kill Switch·Plug and Play
Why Vinkius

Berg System CRM and 3,400+ other MCP servers. One platform. One governance layer.

Teams that connect Berg System CRM to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.

3,400+MCP Servers ready
<40msCold start
60%Token savings
Raw MCP
Vinkius
Server catalogFind and host yourself3,400+ managed
InfrastructureSelf-hostedSandboxed V8 isolates
Credential handlingPlaintext in configVault + runtime injection
Data loss preventionNoneConfigurable DLP policies
Kill switchNoneGlobal instant shutdown
Financial circuit breakersNonePer-server limits + alerts
Audit trailNoneEd25519 signed logs
SIEM log streamingNoneSplunk, Datadog, Webhook
HoneytokensNoneCanary alerts on leak
Custom domainsNot applicableDNS challenge verified
GDPR complianceManual effortAutomated purge + export
Use with Your AI Agent View step-by-step setup guide for Claude Code →
Enterprise Security

Why teams choose Vinkius for Berg System CRM in Claude Code

The Berg System CRM MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 12 tools execute in hardened sandboxes optimized for native MCP execution.

Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

Use with Your AI Agent View full Berg System CRM details →
Berg System CRM
Fully ManagedVinkius Servers
60%Token savings
High SecurityEnterprise-grade
IAMAccess control
EU AI ActCompliant
DLPData protection
V8 IsolateSandboxed
Ed25519Audit chain
<40msKill switch
Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

The Vinkius Advantage

How Vinkius secures Berg System CRM for Claude Code

Every tool call from Claude Code to the Berg System CRM MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

How do I find my Berg System Tenant ID?

Your Tenant ID is the unique identifier for your agency instance, found in your Berg System sub-domain (e.g., yourcompany.bergsystem.pl).

02

Can I check for duplicates via AI?

Yes! The system automatically checks for existing records, and you can use the forceAdd parameter in creation tools to decide how to handle them.

03

How do I retrieve insurance policies?

Use the list_insurance_policies tool to retrieve a comprehensive summary of all active policies managed within your CRM programmatically.

04

How do I add an MCP server to Claude Code?

Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.

05

Can Claude Code run MCP tools in headless mode?

Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.

06

How do I list all connected MCP servers?

Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.

07

Command not found: claude

Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code

08

Connection timeout

Check your internet connection and verify the Edge URL is reachable