How do I connect my Berg System account?

You need to provide your Tenant ID and OAuth Access Token from your Berg System instance to the MCP configuration.

Which AI clients can I use with this MCP?

You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

Can I create new clients through the AI?

Yes, you can use the create_new_customer and create_new_company capabilities to add clients directly via your agent.

Does this MCP handle insurance policy details?

Yes, it includes capabilities to list active insurance policies and retrieve document metadata.

Is my data hosted by Vinkius?

Yes, Vinkius hosts the MCP and manages the connection and credentials so it is ready to use immediately.

How do I find my Berg System Tenant ID?

Your Tenant ID is the unique identifier for your agency instance, found in your Berg System sub-domain (e.g., yourcompany.bergsystem.pl).

Can I check for duplicates via AI?

Yes! The system automatically checks for existing records, and you can use the forceAdd parameter in creation capabilities to decide how to handle them.

How do I retrieve insurance policies?

Use the list_insurance_policies capability to retrieve a comprehensive summary of all active policies managed within your CRM programmatically.

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Connect Berg System CRM to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire insurance agency through your AI client.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 12 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through Berg System.

01
Create new company
This capability adds a new business client to your CRM.
02
List sales opportunities
Use this to view all current sales records and pipeline entries.
03
List CRM tasks
Use this to view all active tasks and reminders assigned in the system.
04
List system employees
This capability retrieves the list of employees within your organization.

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through Berg System.

05
Create new customer
This capability registers a new customer, with an option to bypass duplicates via forceAdd.
06
Get customer details
Use this to pull specific profile information for a single customer.
07
Get sales custom fields
This capability retrieves your specific custom sales fields from the system.
08
List CRM companies
This capability provides a list of all your corporate clients.

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through Berg System.

09
List CRM customers
This capability generates a list of all customers in your CRM.
10
List stored documents
This capability pulls a list of all uploaded documents in the system.
11
List insurance policies
Use this to see all active insurance policies currently on file.
12
Check API health
This capability checks the current connection status of the Berg System API.

Real work

What teams actually run

Rapid Lead Entry

Tell your agent to create a new lead with contact info and interest type to bypass manual forms.

Policy Audits

Ask your agent to list all active policies for a specific client to verify coverage instantly.

Sales Monitoring

Query your agent for recent sales opportunities to see where your pipeline stands.

Task Management

Check your active reminders and tasks through a simple chat interface.

Automate a task

Put Berg System to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Berg System works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Berg System to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

888ms average. Fast in production.

Berg System is checked daily against the live service.

Daily averagePeak 1116ms

Oct 3Today

Fastest day: 668ms
Slowest day: 1116ms
14-day trend: Stable+2%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 12 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Berg System, so you can see the experience inside your AI.

It does not authenticate your account with Berg System. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Berg System Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_38Ou6z2VwFYPNzOYD34SPPc0TIQFIqGWcIb6eDF1/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Berg System capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "berg-system-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_38Ou6z2VwFYPNzOYD34SPPc0TIQFIqGWcIb6eDF1/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Berg System in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Berg System owners hand off.

This MCP is designed for insurance professionals who need to manage high volumes of client data and policies without manual data entry.

01
Insurance Agents
They use the agent to quickly pull coverage details and update lead statuses.
02
Agency Managers
They use the agent to monitor team productivity and agency-wide sales trends.
03
Operations Leads
They use the agent to automate corporate client directory oversight and task management.

FAQ

Questions Berg System owners ask.

01
How do I connect my Berg System account?
You need to provide your Tenant ID and OAuth Access Token from your Berg System instance to the MCP configuration.
02
Which AI clients can I use with this MCP?
You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.
03
Can I create new clients through the AI?
Yes, you can use the create_new_customer and create_new_company capabilities to add clients directly via your agent.
04
Does this MCP handle insurance policy details?
Yes, it includes capabilities to list active insurance policies and retrieve document metadata.
05
Is my data hosted by Vinkius?
Yes, Vinkius hosts the MCP and manages the connection and credentials so it is ready to use immediately.
06
How do I find my Berg System Tenant ID?
Your Tenant ID is the unique identifier for your agency instance, found in your Berg System sub-domain (e.g., yourcompany.bergsystem.pl).
07
Can I check for duplicates via AI?
Yes! The system automatically checks for existing records, and you can use the forceAdd parameter in creation capabilities to decide how to handle them.
08
How do I retrieve insurance policies?
Use the list_insurance_policies capability to retrieve a comprehensive summary of all active policies managed within your CRM programmatically.

Explore

More in Sales Automation

Connect Berg System to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Create new company

List sales opportunities

List CRM tasks

List system employees

05-08

Create new customer

Get customer details

Get sales custom fields

List CRM companies

09-12

List CRM customers

List stored documents

List insurance policies

Check API health

What teams actually run

Rapid Lead Entry

Policy Audits

Sales Monitoring

Task Management

Building your own app? The connector is yours to use.

Berg System Connector

Claude Desktop

Insurance Agents

Agency Managers

Operations Leads

How do I connect my Berg System account?

Which AI clients can I use with this MCP?

Can I create new clients through the AI?

Does this MCP handle insurance policy details?

Is my data hosted by Vinkius?

How do I find my Berg System Tenant ID?

Can I check for duplicates via AI?

How do I retrieve insurance policies?

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