Clientify (Alternative)をChatGPTとClaudeに接続

• 01 / 02CRM活動履歴の記録方法
• 02 / 02セールスフェーズの更新方法

最速日

663ms

最遅日

1181ms

14日間の傾向

遅延傾向+10%

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_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/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-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/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、商談ステータスの更新や通話メモの記録を迅速に行いたい方。

• 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活動レベルを、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 this with any MCP-compatible client, including Claude, Cursor, and Windsurf.

• 03

  Can I update existing contacts through the AI?

  Yes, you can use the update capability to change information for any contact already in your Clientify account.

• 04

  Does this work for Spanish-speaking markets?

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

• 05

  Can I manage my team through this MCP?

  You can list all account users to see who has access and understand your organizational structure.

• 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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