Bring Sales Pipeline
to Claude Desktop
Create your Vinkius account to connect Sellsy to Claude Desktop and start using all 12 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Sellsy MCP Server?
Connect the Sellsy CRM API to your AI workflow to unlock conversational oversight over your entire French-designed commercial hub. By providing exactly Read-Only access, your agent can securely map ongoing deals, review invoice payment statuses, and fetch complete dossiers on existing catalog items and contacts.
What you can do
- Client & Prospecting Analysis — Use natural language to search companies, retrieve full metadata via
company_id, and pull associated granular contacts directly into the conversational context - Sales Pipeline Auditing — Ask the agent to list all active 'opportunities' and drill down into a specific Deal ID to review its exact stage and monetary potential
- Billing Integrity — Prompt your LLM to sweep your current draft, sent, and overdue invoices, including exact estimates given out recently to big leads
- CRM Activity Surveillance — Seamlessly extract chronological activity feeds (meetings, calls, tasks) to compile end-of-week reporting automatically
How it works
- Simply subscribe to this Sellsy integration server
- Configure your specific Sellsy V2 API Access token
- Engage your native terminal IDEs (Cursor/Claude) commanding the AI to cross-reference data
Who is this for?
- Sales Managers — have the AI compile a list of all lagging Deals at 5:00 PM without ever clicking into native reports
- B2B Service Account Execs — instantly invoke
get_contactcombined withget_companyto read a client history summary right before entering an urgent Zoom call - Operation & Finance Teams — automatically dump your overdue
list_invoicesmatrix into a text format so it can be pushed for collection workflows
Built-in capabilities (12)
Get detailed information about a specific company
Get detailed information about a specific contact
Get full details of a specific deal (amount, status, pipeline step, company)
Get full details of a specific invoice (amount, status, due date)
List recent CRM activities (calls, emails, meetings, tasks)
List all companies (clients, prospects) in the CRM
List all contacts in the CRM
List all deals (opportunities) in the sales pipeline
List all estimates (quotes) sent to prospects
List all invoices (draft, sent, paid, overdue)
List all products and services in the catalog
Search companies by name or keyword
Why Claude Desktop?
Claude Desktop is the definitive way to connect Sellsy to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 12 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
Sellsy in Claude Desktop
Why run Sellsy with Vinkius?
The Sellsy connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 12 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Sellsy using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Sellsy and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Sellsy to Claude Desktop through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Sellsy for Claude Desktop
Every request between Claude Desktop and Sellsy is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
Can the AI alter invoices or update CRM statuses remotely?
No, it cannot. The agent is explicitly configured to possess pure Read-Only access capability via API V2 GET methodology endpoints (Such as list_companies and get_invoices). Your operational data remains completely immutable regardless of what you prompt.
Can I query a specific estimate document generated for a client?
Yes. While the integration allows sweeping over lists using list_estimates, the LLM can interpret the raw data to give you the summary of any pending quotes directly tied to associated internal pipelines effortlessly.
Does it track sales activities like recent calls?
Yes—by prompting your LLM with the underlying list_activities directive, you immediately gain access to the chronological logs outlining calls, meetings, generic events, and tasks created by your native Sales Development Representatives (SDRs).
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.
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