Bring Lead Capture
to VS Code Copilot
Learn how to connect Clientify to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Clientify data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 10 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
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VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Clientify in VS Code Copilot
Clientify and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientify to VS Code Copilot 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 VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every tool call from VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.