Bring Lead Management
to Claude Code
Learn how to connect Clientjoy to Claude Code and start using 7 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Clientjoy MCP Server?
Connect your Clientjoy CRM and billing account to any AI agent and simplify how you coordinate your sales pipeline, client directory, and invoicing through natural conversation.
What you can do
- Lead Management — List and query potential sales leads, and create new prospect profiles programmatically via AI.
- Client CRM — List all customer organizations and retrieve detailed metadata, contact info, and transaction histories.
- Billing Oversight — List and monitor generated invoices and their payment status to keep your finances organized.
- Sales Proposals — Query your catalog of sent and drafted proposals to track your business development efforts.
- Service Catalog — List available products and services defined in your account to verify pricing and offerings.
- Lifecycle Control — Manage the entire journey from lead to paid customer directly from Claude, Cursor, or any MCP client.
How it works
1. Subscribe to this server
2. Enter your Clientjoy API Token (found in your account settings under API)
3. Start managing your business ecosystem from your favorite AI assistant
Who is this for?
- Agency Owners & Freelancers — quickly retrieve client details and check invoice statuses via simple AI commands.
- Sales & BD Teams — monitor lead progress and verify proposal availability directly from the workspace.
- Ops & Finance Leads — track received payments and manage the service directory via the AI assistant.
Built-in capabilities (7)
Register a new lead
Get details for a specific customer
List invoices
List Clientjoy customers
List Clientjoy leads
List proposals
List items and services
Why Claude Code?
Claude Code registers Clientjoy as an MCP server in a single terminal command. Once connected, Claude Code discovers all 7 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Clientjoy data drives decisions without human intervention.
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Single-command setup:
claude mcp addregisters 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
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Claude Code runs headlessly, enabling unattended batch processing using Clientjoy tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Clientjoy in Claude Code
Clientjoy and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientjoy 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.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Clientjoy in Claude Code
The Clientjoy 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 7 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.
* 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
How Vinkius secures
Clientjoy for Claude Code
Every tool call from Claude Code to the Clientjoy MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I check the payment status of an invoice via AI?
Yes! Use the list_billing_invoices tool. Your agent will retrieve the history of invoices, including whether they are Paid, Overdue, or Unpaid.
How do I add a new sales lead using the agent?
Use the create_new_lead action. Provide the lead's name and email address to register them instantly in your Clientjoy sales pipeline.
Is it possible to list all my active customers via AI?
Absolutely. Use the list_customers query. The agent will retrieve the complete directory of organizations and clients managed in your account.
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.
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.
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.
Command not found: claude
Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
Connection timeout
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