Tactile CRMをChatGPT、Claude、Geminiに接続

• 01 / 02セールスパイプラインの監査方法
• 02 / 02クライアントの活動履歴を要約する方法

最速日

628ms

最遅日

927ms

14日間の傾向

改善傾向-7%

Tactile CRM Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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 — Tactile CRM capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "tactile-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcp"
    }
  }
}

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Tactile CRMをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  B2Bアカウントエグゼクティブ

  複雑なWebポータルを開くことなく、会議前にクライアントの要約や未整理のノートをAIから即座に取得できます。

• 02

  セールスオペレーションアナリスト

  営業パイプラインの構造化データをプログラム的に検証し、アクティブなファネルを効率的にクロスリファレンスできます。

• 03

  カスタマーサクセスマネージャー

  対話形式で企業の詳細や活動履歴を確認し、リアルタイムで組織の状況を把握できます。

• 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.

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