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Connect Copilot CRM Assembly 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 client back-office through your AI chat.

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

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.

A futuristic MCP client docking bay
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 Copilot CRM.

  1. 01

    Get client details

    This capability fetches granular profile data for a specific client. It includes contact info and system metadata.

  2. 02

    List clients

    This capability returns a list of all clients in your CRM. It includes their unique IDs, names, and account statuses.

  3. 03

    List files

    This capability pulls metadata for files in your portal. It returns filenames, storage paths, and upload timestamps.

  4. 04

    List custom fields

    This capability retrieves definitions for your custom CRM fields. It shows the keys, data types, and labels used in your portal.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Copilot CRM.

  1. 05

    List portal messages

    This capability accesses message threads from the client portal. It shows sender identities, content summaries, and timestamps.

  2. 06

    Create client

    This capability adds a new client to your portal. You can provide names, emails, and link them to existing companies.

  3. 07

    List companies

    This capability lists all corporate entities in your CRM. It provides company IDs, legal names, and primary contact links.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Copilot CRM.

  1. 08

    List forms

    This capability retrieves available intake or feedback forms. It provides titles and configuration details for each form.

  2. 09

    List invoices

    This capability accesses your billing data. Use it to see invoice amounts, due dates, and current payment statuses.

  3. 10

    Update client

    This capability modifies existing client attributes. You can change names or account statuses without affecting other data.

Real work

What teams actually run

01

Onboarding New Clients

Tell your agent to create a new client record and link it to a company to start the onboarding process.

02

Invoice Auditing

Ask your agent to list all overdue invoices to identify which clients need payment reminders.

03

Document Search

Request specific files uploaded by a client to find contracts or reports without browsing folders.

04

Client Data Updates

Update a client's contact information or account status through a simple text command.

Automate a task

Put Copilot CRM 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

Copilot CRM 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.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

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

You don't need a client to put Copilot CRM 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

896ms average. Fast in production.

Copilot CRM is checked daily against the live service.

Daily averagePeak 1042ms
Oct 3Today
Fastest day
711ms
Slowest day
1042ms
14-day trend
Slowing+27%

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 Copilot CRM, so you can see the experience inside your AI.

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

Copilot CRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_01UlDOBAiyZGnHW1vLPdKKJisI0PDoOyqu7gUAeJ/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 — Copilot CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "copilot-crm-assembly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_01UlDOBAiyZGnHW1vLPdKKJisI0PDoOyqu7gUAeJ/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 Copilot CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Copilot CRM owners hand off.

Professional service providers who use Copilot (Assembly) to manage client relationships and billing.

  • 01

    Agency Owners

    They use the agent to handle client onboarding and track project status.

  • 02

    Accountants

    They use the agent to quickly check invoice statuses or pull client documents.

  • 03

    Support Teams

    They use the agent to retrieve custom fields and portal messages for faster troubleshooting.

FAQ

Questions Copilot CRM owners ask.

  • 01

    What is Copilot CRM?

    Copilot, which is rebranding to Assembly, is a client portal and CRM designed for service businesses to manage client interactions and billing.

  • 02

    How do I authorize this MCP?

    You need to use your Copilot API Key. You can find this in your Copilot/Assembly settings under the API section.

  • 03

    Can I create new clients using my AI?

    Yes. The create_client capability allows your agent to add new client records with names, emails, and company links.

  • 04

    Does this work with any AI client?

    This MCP works with any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 05

    Can I see my invoices through the chat?

    Yes. The list_invoices capability allows your agent to retrieve amounts, due dates, and payment statuses directly.

  • 06

    How do I generate an API Key in Copilot?

    Log in to your Copilot (Assembly) dashboard. Go to Settings > API and click 'Generate API Key'. Copy the key and paste it below.

  • 07

    Can the agent see my internal portal messages?

    Yes, if granted access via the API Key, the agent can list and retrieve messages sent through the client portal to help you keep track of communications.

  • 08

    Is the billing data secure?

    Absolutely. This integration uses standard API protocols and does not store your payment information. It only retrieves statuses and metadata provided by the Copilot API.

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