Bring Lead Capture
to Cursor
Learn how to connect Clientify to Cursor 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 Cursor?
Cursor's Agent mode turns Clientify into an in-editor superpower. Ask Cursor to generate code using live data from Clientify and it fetches, processes, and writes. all in a single agentic loop. 10 tools appear alongside file editing and terminal access, creating a unified development environment grounded in real-time information.
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Agent mode turns Cursor into an autonomous coding assistant that can read files, run commands, and call MCP tools without switching context
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Cursor's Composer feature can generate entire files using real-time data fetched through MCP. no copy-pasting from external dashboards
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MCP tools appear alongside built-in tools like file reading and terminal access, creating a unified agentic environment
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VS Code extension compatibility means your existing workflow, keybindings, and extensions all work alongside MCP tools
Clientify in Cursor
Clientify and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientify to Cursor 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 Cursor
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 Cursor 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 Cursor
Every tool call from Cursor 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.
What is Agent mode and why does it matter for MCP?
Agent mode is Cursor's autonomous execution mode where the AI can perform multi-step tasks: reading files, editing code, running terminal commands, and calling MCP tools. Without Agent mode, Cursor operates in a simpler ask-and-answer mode that doesn't support tool calling. Always ensure you're in Agent mode when working with MCP servers.
Where does Cursor store MCP configuration?
Cursor looks for MCP server configurations in a mcp.json file. You can configure servers at the project level (.cursor/mcp.json in your project root) or globally (~/.cursor/mcp.json). Project-level configs take precedence.
Can Cursor use MCP tools in inline edits?
No. MCP tools are only available in Agent mode through the chat panel. Inline completions and Tab suggestions do not trigger MCP tool calls. This is by design. tool calls require user visibility and approval.
How do I verify MCP tools are loaded?
Open Settings → Features → MCP and look for your server name. A green indicator means the server is connected. You can also check Agent mode's available tools by clicking the tools dropdown in the chat panel.
Tools not appearing in Cursor
Ensure you are in Agent mode (not Ask mode). MCP tools only work in Agent mode.
Server shows as disconnected
Check Settings → Features → MCP and verify the server status. Try clicking the refresh button.