ClientifyをChatGPT、Claude、Geminiに接続

• 01 / 03連絡先の管理方法
• 02 / 03営業活動のログを記録する方法
• 03 / 03案件を更新する方法

最速日

774ms

最遅日

1084ms

14日間の傾向

安定+4%

Clientify 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_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/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 — Clientify capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "clientify-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/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？ Clientify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

  営業担当者

  CRMへの手動入力を避け、会話だけで案件ステータスの更新や通話メモの記録を行いたい方。

• 02

  マーケティングマネージャー

  ワークスペースから直接、コンタクトセグメントの照会やキャンペーンリードの確認を行いたい方。

• 03

  ビジネスオーナー

  営業パイプラインの状況やチームのアクティビティを、リアルタイムで俯瞰したい経営者。

• 01

  How do I connect my Clientify account?

  You need to provide your Clientify API Token, which you can find in your account settings under the API section.

• 02

  Which AI clients can I use with this MCP?

  You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

• 03

  Can I use this to manage my sales pipeline?

  Yes, you can list pipelines, create deals, and update deal amounts through your agent.

• 04

  Does this work for Spanish-speaking markets?

  Yes, Clientify is specifically designed for sales and marketing in Spanish-speaking markets.

• 05

  Do I need to host the MCP myself?

  No, Vinkius hosts and manages the MCP for you, so it is ready to use immediately after you connect.

• 06

  Can I search for a contact using only their email address?

  Yes. Use the list_contacts capability and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.

• 07

  How do I move a deal to a different stage in the pipeline?

  You can update deal details using our action capabilities. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.

• 08

  Does this integration support creating new tasks for follow-ups?

  Absolutely. The create_activity capability allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.

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