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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Berg System with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Close more deals with a CRM built for financial advisors that tracks client relationships, policies, and follow-ups.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 12 capabilities

The complete Berg System capability set.

These are the exact actions your AI can choose when you ask it to work with Berg System.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through Berg System.

  1. 01

    Create new company

    Add a new business client

  2. 02

    Get customer details

    Get details for a customer

  3. 03

    Get sales custom fields

    Retrieve custom sales fields

  4. 04

    List CRM companies

    List corporate clients

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through Berg System.

  1. 05

    List insurance policies

    List active insurance policies

  2. 06

    List stored documents

    List uploaded documents

  3. 07

    List system employees

    List organization employees

  4. 08

    List sales opportunities

    List sales records

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through Berg System.

  1. 09

    Check API health

    Verify Berg System API status

  2. 10

    List CRM customers

    List CRM customers

  3. 11

    List CRM tasks

    List active tasks and reminders

  4. 12

    Create new customer

    Supports forceAdd to bypass duplicates. Add a new customer

Observed, not estimated

844ms average. Fast in production.

Berg System is checked daily against the live service.

Daily averagePeak 1025ms
Aug 20Today
Fastest day
667ms
Slowest day
1025ms
14-day trend
Slowing+18%

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.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 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

FAQ

Questions Berg System owners ask.

  • 01

    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).

  • 02

    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.

  • 03

    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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