How do I connect my Clientify account?

You need to provide your Clientify API Token, which you can find in your account settings under the API section.

Which AI clients can I use with this MCP?

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

Can I use this to manage my sales pipeline?

Yes, you can list pipelines, create deals, and update deal amounts through your agent.

Does this work for Spanish-speaking markets?

Yes, Clientify is specifically designed for sales and marketing in Spanish-speaking markets.

Do I need to host the MCP myself?

No, Vinkius hosts and manages the MCP for you, so it is ready to use immediately after you connect.

Can I search for a contact using only their email address?

Yes. Use the list_contacts capability 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 capabilities. 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 capability allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.

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Connect Clientify 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 sales pipeline through a simple chat interface.

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 · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Clientify.

01
List activities
View all your scheduled tasks and recent activities.
02
List contacts
Retrieve your contact list, with the ability to filter by email.
03
List pipelines
See all the different sales pipelines you have set up.
04
Get contact
Pull up specific details for a single contact.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Clientify.

05
Update contact
Modify information for an existing contact.
06
Create activity
Log a new task, call, or meeting in the system.
07
Create contact
Add a new contact to your Clientify database instantly.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Clientify.

08
Create deal
Open a new sales opportunity in your pipeline.
09
List deals
Get a full list of all current deals and opportunities.
10
List users
Check the list of users and collaborators on your account.

Real work

What teams actually run

Quick Lead Entry

Tell your agent to create a contact immediately after a networking event.

Pipeline Audits

Ask for a list of all deals in a specific stage to check your progress.

Activity Logging

Log a meeting or a follow-up task right after a client call.

Team Coordination

Check which users are active in the account to manage permissions or assignments.

Automate a task

Put Clientify 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

Clientify 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 Clientify 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

861ms average. Fast in production.

Clientify is checked daily against the live service.

Daily averagePeak 1084ms

Oct 3Today

Fastest day: 774ms
Slowest day: 1084ms
14-day trend: Stable+4%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 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 Clientify, so you can see the experience inside your AI.

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

Clientify Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/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 — Clientify capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "clientify-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/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 Clientify in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Clientify owners hand off.

This MCP is built for sales and marketing professionals who use Clientify to manage their growth.

01
Sales Reps
They use the agent to log call notes and update deal statuses without manual entry.
02
Marketing Managers
They query contact segments and check lead quality directly from their workspace.
03
Business Owners
They get quick views of pipeline health and team activity levels.

FAQ

Questions Clientify owners ask.

01
How do I connect my Clientify account?
You need to provide your Clientify API Token, which you can find in your account settings under the API section.
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 use this to manage my sales pipeline?
Yes, you can list pipelines, create deals, and update deal amounts through your agent.
04
Does this work for Spanish-speaking markets?
Yes, Clientify is specifically designed for sales and marketing in Spanish-speaking markets.
05
Do I need to host the MCP myself?
No, Vinkius hosts and manages the MCP for you, so it is ready to use immediately after you connect.
06
Can I search for a contact using only their email address?
Yes. Use the list_contacts capability 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.
07
How do I move a deal to a different stage in the pipeline?
You can update deal details using our action capabilities. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.
08
Does this integration support creating new tasks for follow-ups?
Absolutely. The create_activity capability allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.

Explore

More in Marketing Automation

Connect Clientify 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

List activities

List contacts

List pipelines

Get contact

05-07

Update contact

Create activity

Create contact

08-10

Create deal

List deals

List users

What teams actually run

Quick Lead Entry

Pipeline Audits

Activity Logging

Team Coordination

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

Clientify Connector

Claude Desktop

Sales Reps

Marketing Managers

Business Owners

How do I connect my Clientify account?

Which AI clients can I use with this MCP?

Can I use this to manage my sales pipeline?

Does this work for Spanish-speaking markets?

Do I need to host the MCP myself?

Can I search for a contact using only their email address?

How do I move a deal to a different stage in the pipeline?

Does this integration support creating new tasks for follow-ups?

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