Bring Lead Capture
to Claude Desktop
Learn how to connect Clientify to Claude Desktop and start using 10 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Clientify MCP Server?
Connect your Clientify CRM account to any AI agent and streamline your entire sales process through natural conversation.
What you can do
- Contact Management — List, create, and update contacts with deep inspection of custom fields and social metadata.
- Sales Pipelines — Track deals across different stages, update amounts, and assign opportunities to specific pipelines.
- Task Scheduling — Create and manage activities like calls, meetings, and follow-ups to never miss a lead.
- Team Visibility — List account users and collaborators to understand your organizational structure.
- Automated Insights — Fetch real-time summaries of your sales activities and deal progress.
How it works
1. Subscribe to this server
2. Enter your Clientify API Token (found in your account settings under API)
3. Start managing your sales machine from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Reps — quickly update deal statuses and log call notes without manual CRM data entry.
- Marketing Managers — query contact segments and verify campaign leads directly from your workspace.
- Business Owners — get instant bird's-eye views of your sales pipelines and team activity levels.
Built-in capabilities (10)
Create a new activity or task
Create a new contact in Clientify
Create a new sales deal
Get details for a specific contact
List all tasks and activities
Supports filtering by email for precise lookups. List all contacts from Clientify
List all deals/opportunities
List all deal pipelines
List all account users
Update an existing contact
Why Claude Desktop?
Claude Desktop is the definitive way to connect Clientify to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 10 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Clientify in Claude Desktop
Clientify and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientify to Claude Desktop 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 Clientify in Claude Desktop
The Clientify 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 10 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Desktop 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
Clientify for Claude Desktop
Every tool call from Claude Desktop to the Clientify MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I search for a contact using only their email address?
Yes. Use the list_contacts tool and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.
How do I move a deal to a different stage in the pipeline?
You can update deal details using our action tools. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.
Does this integration support creating new tasks for follow-ups?
Absolutely. The create_activity tool allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.