How do I connect my Tactile CRM to this MCP?

You provide your TACTILE_SUBDOMAIN and TACTILE_API_KEY within the Vinkius setup. Once connected, the capabilities are immediately available to your AI client.

Which AI clients can use this Tactile CRM MCP?

Any MCP-compatible client works, including Claude, Cursor, Windsurf, and VS Code.

Can my agent create new records in Tactile?

Yes, the MCP includes capabilities that allow your agent to perform actions like creating new contacts.

Do I need to use the Tactile web interface to see my data?

No, this MCP allows you to query and view your CRM data directly through your AI agent's chat interface.

Is my CRM data secure?

Vinkius manages your credentials and hosts the connection securely, allowing your agent to access only the data permitted by your API key.

Is the integration read-only?

Yes. All capabilities (list_companies, list_contacts, list_opportunities, etc.) are read-only queries. They cannot modify, create, or delete any CRM records.

What is the TACTILE_SUBDOMAIN?

It's the unique prefix of your Tactile CRM URL (e.g., if your URL is acme.tactilecrm.com, the subdomain is acme). You can find it in the address bar when logged in.

What data can the agent access?

Companies, contacts, opportunities with pipeline stages, notes, and activities. The scope is determined by the permissions of the API key you provide.

An astronaut overseeing a futuristic data hub

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Connect Tactile 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. Bring your sales data directly into your AI chat.

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 · 9 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-03

3 capabilities in this set.

Part of 9 available through Tactile CRM.

01
List activities
This capability pulls a list of recent CRM activities like calls, emails, and tasks. Use it to see what has happened with a client lately.
02
List pipelines
This capability retrieves all available sales pipelines. It helps your agent understand the different sales stages you use.
03
Get contact details
This capability fetches specific information for an individual contact. It is how your agent gets direct lead data.

Capability set02 / 03

04-06

3 capabilities in this set.

Part of 9 available through Tactile CRM.

04
List contacts
This capability returns a list of all people in your CRM. Use it to sweep through your employee or lead registers.
05
List opportunities
This capability shows all active sales deals in your pipeline. It is the primary way to check your current sales volume.
06
List notes
This capability retrieves general CRM notes. It allows your agent to read unstructured internal comments and updates.

Capability set03 / 03

07-09

3 capabilities in this set.

Part of 9 available through Tactile CRM.

07
Get company details
This capability pulls full details for a specific organization. Use it to get a deep dive into a company's CRM record.
08
Get opportunity details
This capability fetches specific data for a single sales opportunity. It provides the granular details needed for deal analysis.
09
List companies
This capability lists all organizations stored in your Tactile CRM. It serves as the starting point for company lookups.

Real work

What teams actually run

Pre-Meeting Briefings

Ask your agent to summarize the last three activities for a specific client before you jump on a call.

Pipeline Health Checks

Have your agent list all open opportunities to see which deals are currently in the funnel.

Lead Research

Quickly pull contact details for specific individuals within a target organization.

Data Entry and Updates

Use the agent to create new contact records or add tags to existing ones.

Automate a task

Put Tactile 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

Tactile 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.

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

You don't need a client to put Tactile 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

793ms average. Fast in production.

Tactile CRM is checked daily against the live service.

Daily averagePeak 927ms

Oct 3Today

Fastest day: 628ms
Slowest day: 927ms
14-day trend: Improving-7%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 9 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 Tactile CRM, so you can see the experience inside your AI.

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

Tactile CRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/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 — Tactile CRM capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "tactile-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/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 Tactile CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Tactile CRM owners hand off.

This MCP is built for sales and operations professionals who want to interact with their CRM data through a conversational interface.

01
B2B Account Executives
They use the AI to pull quick client summaries and unformatted notes before meetings.
02
Sales Operation Analysts
They use the agent to programmatically inspect funnel data and structural parameters.
03
Customer Success Managers
They use the AI to verify company details and log recent engagement activities.

FAQ

Questions Tactile CRM owners ask.

01
How do I connect my Tactile CRM to this MCP?
You provide your TACTILE_SUBDOMAIN and TACTILE_API_KEY within the Vinkius setup. Once connected, the capabilities are immediately available to your AI client.
02
Which AI clients can use this Tactile CRM MCP?
Any MCP-compatible client works, including Claude, Cursor, Windsurf, and VS Code.
03
Can my agent create new records in Tactile?
Yes, the MCP includes capabilities that allow your agent to perform actions like creating new contacts.
04
Do I need to use the Tactile web interface to see my data?
No, this MCP allows you to query and view your CRM data directly through your AI agent's chat interface.
05
Is my CRM data secure?
Vinkius manages your credentials and hosts the connection securely, allowing your agent to access only the data permitted by your API key.
06
Is the integration read-only?
Yes. All capabilities (list_companies, list_contacts, list_opportunities, etc.) are read-only queries. They cannot modify, create, or delete any CRM records.
07
What is the TACTILE_SUBDOMAIN?
It's the unique prefix of your Tactile CRM URL (e.g., if your URL is acme.tactilecrm.com, the subdomain is acme). You can find it in the address bar when logged in.
08
What data can the agent access?
Companies, contacts, opportunities with pipeline stages, notes, and activities. The scope is determined by the permissions of the API key you provide.

Explore

More in Productivity

Connect Tactile CRM 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.

01-03

List activities

List pipelines

Get contact details

04-06

List contacts

List opportunities

List notes

07-09

Get company details

Get opportunity details

List companies

What teams actually run

Pre-Meeting Briefings

Pipeline Health Checks

Lead Research

Data Entry and Updates

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

Tactile CRM Connector

Claude Desktop

B2B Account Executives

Sales Operation Analysts

Customer Success Managers

How do I connect my Tactile CRM to this MCP?

Which AI clients can use this Tactile CRM MCP?

Can my agent create new records in Tactile?

Do I need to use the Tactile web interface to see my data?

Is my CRM data secure?

Is the integration read-only?

What is the TACTILE_SUBDOMAIN?

What data can the agent access?

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