Bring Lead Management
to VS Code Copilot
Learn how to connect Clientjoy to VS Code Copilot and start using 7 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Clientjoy MCP Server?
Connect your Clientjoy CRM and billing account to any AI agent and simplify how you coordinate your sales pipeline, client directory, and invoicing through natural conversation.
What you can do
- Lead Management — List and query potential sales leads, and create new prospect profiles programmatically via AI.
- Client CRM — List all customer organizations and retrieve detailed metadata, contact info, and transaction histories.
- Billing Oversight — List and monitor generated invoices and their payment status to keep your finances organized.
- Sales Proposals — Query your catalog of sent and drafted proposals to track your business development efforts.
- Service Catalog — List available products and services defined in your account to verify pricing and offerings.
- Lifecycle Control — Manage the entire journey from lead to paid customer directly from Claude, Cursor, or any MCP client.
How it works
1. Subscribe to this server
2. Enter your Clientjoy API Token (found in your account settings under API)
3. Start managing your business ecosystem from your favorite AI assistant
Who is this for?
- Agency Owners & Freelancers — quickly retrieve client details and check invoice statuses via simple AI commands.
- Sales & BD Teams — monitor lead progress and verify proposal availability directly from the workspace.
- Ops & Finance Leads — track received payments and manage the service directory via the AI assistant.
Built-in capabilities (7)
Register a new lead
Get details for a specific customer
List invoices
List Clientjoy customers
List Clientjoy leads
List proposals
List items and services
Why VS Code Copilot?
GitHub Copilot Agent mode brings Clientjoy data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 7 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
- —
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
- —
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
- —
GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Clientjoy in VS Code Copilot
Clientjoy and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Clientjoy 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 Clientjoy in VS Code Copilot
The Clientjoy 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 7 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
Clientjoy for VS Code Copilot
Every tool call from VS Code Copilot to the Clientjoy MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I check the payment status of an invoice via AI?
Yes! Use the list_billing_invoices tool. Your agent will retrieve the history of invoices, including whether they are Paid, Overdue, or Unpaid.
How do I add a new sales lead using the agent?
Use the create_new_lead action. Provide the lead's name and email address to register them instantly in your Clientjoy sales pipeline.
Is it possible to list all my active customers via AI?
Absolutely. Use the list_customers query. The agent will retrieve the complete directory of organizations and clients managed in your account.
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.