• CRM UPDATE
  • PIPELINE
  • AUDIT
  • HUMAN

How to log sales activities with your AI

Connect Clientify to your AI client once. After that, you can turn chat conversations into CRM records instantly.

Ask AI about this page

Short answer

How can I log sales activities using my AI?

You tell your AI what happened during a call or meeting, and it uses the Clientify MCP to create a new activity record. This keeps your sales pipeline current without you having to switch tabs to type notes.

Where your data lands.

The results of your chat.

The AI maps your conversation to specific Clientify records.

CRM UPDATE

New activity logs

The AI uses create_activity to turn your meeting summaries into formal logs in Clientify.

PIPELINE

Updated contact history

Every call or task you describe gets attached to the right contact or lead automatically.

AUDIT

Activity lists

You can ask your AI to pull a list of recent interactions using list_activities to see what's pending.

HUMAN

Review and verify

You check the Clientify dashboard to ensure the AI captured the specific details and dates correctly.

The workflow

What your AI does when an activity arrives.

The AI handles the data entry so you can stay focused on the conversation.

  1. Parse the interaction

    Your AI reads your chat to identify the contact, the type of activity, and the notes.

    list_activities

  2. Find existing records

    The AI checks your current Clientify setup to find the right contact or lead for the log.

    list_activities

  3. Create the log

    The AI sends the meeting notes, call details, or task descriptions to Clientify.

    create_activity

  4. Confirm entry

    The AI tells you the activity was successfully recorded in the CRM.

    create_activity

Try it

Copy these to start.

Use these prompts to trigger the Clientify tools.

Starting points

Swap the bracketed info for your actual meeting details.

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.

  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 — Clientify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clientify-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/mcp"
    }
  }
}
Copy into chat04

  • Log a call with [Contact Name] about [Topic] and add these notes: [Notes]

  • Create a follow-up task for [Contact Name] to [Task Description] on [Date]

  • List my recent activities for [Contact Name] so I can see what we discussed

  • Add a meeting note to [Contact Name] regarding the [Project Name] discussion

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Clientify once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you'll be ready to log activities in your favorite AI client immediately.

Connect Clientify to your AI

FAQ

How the task behaves

  • 01

    Can the AI delete old activities in Clientify?

    No. The AI only has the ability to create new activities or list existing ones.

  • 02

    Will the AI change my existing contact details?

    No. This MCP is limited to creating and listing activities, not editing contact profiles.

  • 03

    How does the AI know which contact to log the activity against?

    You should mention the contact's name or ID in your prompt so the AI can find the right record.

  • 04

    Can I use this to update my sales pipeline stages?

    No. The current tools only allow for creating and listing activity logs.

  • 05

    Does the AI automatically record my Zoom calls?

    No. You must manually tell your AI what happened in the call for it to log the activity.

  • More questions about Clientify? The Connector page answers them. See everything the Clientify Connector can do

Connect Clientify to Claude, Cursor, ChatGPT & more