Bring Multi Channel Marketing
to Claude Code
Learn how to connect Platform.ly 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.
What is the Platform.ly MCP Server?
Connect your Platform.ly account to any AI agent and take full control of your business automation and CRM orchestration through natural conversation. Platform.ly is a powerful multi-channel marketing platform, and this integration allows you to retrieve contact metadata, manage sales pipelines, and trigger automated events directly from your chat interface.
What you can do
- Contact & CRM Orchestration — List, add, and update contacts with detailed profile metadata programmatically to ensure your audience database is always synchronized.
- Sales Pipeline Intelligence — Access and monitor your sales pipelines and create new deals directly from the AI interface to track revenue growth and deal velocity.
- Tag & Segment Control — Apply or remove tags and manage segments via natural language to drive better targeted marketing efficiency.
- Automation & Event Management — Fire custom events and add notes to contacts to ensure your automated workflows are always synchronized.
- Operational Monitoring — Track system status and manage organization metadata using simple AI commands.
How it works
1. Subscribe to this server
2. Enter your Platform.ly API Key from your account settings
3. Start managing your CRM and automation from Claude, Cursor, or any MCP-compatible client
No more manual data entry or missed follow-ups. Your AI acts as a dedicated marketing operations manager or sales coordinator.
Who is this for?
- Marketing Automation Experts — quickly retrieve segment summaries and monitor campaign performance without switching apps.
- Sales Teams — automate the management of deal pipelines and track lead engagement via natural conversation.
- Business Owners — streamline the retrieval of contact metadata and monitor organizational health directly within the chat.
Built-in capabilities (12)
Add a text note to a contact
Add a tag to a contact
Requires project ID and email. Add a new contact to the CRM
Create a new deal in a pipeline
Get full info for a contact
List contacts in a project
List all segments in a project
List all tags in a project
List all sales pipelines
Remove a tag from a contact
Find a contact by email
Modify a contact record
Why Claude Code?
Claude Code registers Platform.ly 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 Platform.ly 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 Platform.ly 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
Platform.ly in Claude Code
Platform.ly and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Platform.ly 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 Platform.ly in Claude Code
The Platform.ly 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.

* 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
Platform.ly for Claude Code
Every tool call from Claude Code to the Platform.ly MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can my AI automatically find the details for a specific contact just by providing their email?
Yes! Use the get_contact tool. Provide the contact email or ID, and your agent will respond with complete metadata, including tags, custom fields, and pipeline status in seconds.
How do I find my Platform.ly API Key?
Log in to your Platform.ly account, click on your profile name at the top right, navigate to API Docs & Keys, and generate your unique secret key.
Can I use the AI to trigger a specific automation?
Yes, by using the apply_tag_to_contact or fire_event tools, you can trigger any automated workflow you have configured 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
Check your internet connection and verify the Edge URL is reachable
