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Use Copilot CRM with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Equip your AI agent to manage clients, companies, invoices, and files directly within your Copilot (Assembly) portal.

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 · 10 capabilities

The complete Copilot CRM capability set.

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

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Copilot CRM.

  1. 01

    List files

    Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal

  2. 02

    List forms

    Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available

  3. 03

    List invoices

    Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses

  4. 04

    Update client

    Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Copilot CRM.

  1. 05

    List companies

    Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM

  2. 06

    List custom fields

    Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM

  3. 07

    List portal messages

    Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Copilot CRM.

  1. 08

    Create client

    Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal

  2. 09

    Get client details

    Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client

  3. 10

    List clients

    Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM

Observed, not estimated

856ms average. Fast in production.

Copilot CRM is checked daily against the live service.

Daily averagePeak 1001ms
Aug 20Today
Fastest day
692ms
Slowest day
1001ms
14-day trend
Slowing+29%

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

FAQ

Questions Copilot CRM owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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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