Copilot CRM AssemblyをChatGPTとClaudeに接続

• 01 / 02未払請求書の監査方法
• 02 / 02クライアントのファイルを検索する

最速日

711ms

最遅日

1042ms

14日間の傾向

遅延傾向+27%

Copilot 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_01UlDOBAiyZGnHW1vLPdKKJisI0PDoOyqu7gUAeJ/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 — Copilot CRM capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "copilot-crm-assembly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_01UlDOBAiyZGnHW1vLPdKKJisI0PDoOyqu7gUAeJ/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？ Copilot 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

  代理店・コンサルティング会社

  チャット画面から離れることなく、クライアントのオンボーディングやプロジェクトの進捗管理を効率化できます。

• 02

  会計事務所・法律事務所

  計画業務の最中に、請求書のステータス確認やクライアント文書の抽出を迅速に行えます。

• 03

  カスタマーサポートチーム

  クライアントのカスタムフィールドやポータル内のメッセージを素早く取得し、迅速なサポートを提供できます。

• 01

  What is Copilot CRM?

  Copilot, which is rebranding to Assembly, is a client portal and CRM designed for service businesses to manage client interactions and billing.

• 02

  How do I authorize this MCP?

  You need to use your Copilot API Key. You can find this in your Copilot/Assembly settings under the API section.

• 03

  Can I create new clients using my AI?

  Yes. The create_client capability allows your agent to add new client records with names, emails, and company links.

• 04

  Does this work with any AI client?

  This MCP works with any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 05

  Can I see my invoices through the chat?

  Yes. The list_invoices capability allows your agent to retrieve amounts, due dates, and payment statuses directly.

• 06

  How do I generate an API Key in Copilot?

  Log in to your Copilot (Assembly) dashboard. Go to Settings > API and click 'Generate API Key'. Copy the key and paste it below.

• 07

  Can the agent see my internal portal messages?

  Yes, if granted access via the API Key, the agent can list and retrieve messages sent through the client portal to help you keep track of communications.

• 08

  Is the billing data secure?

  Absolutely. This integration uses standard API protocols and does not store your payment information. It only retrieves statuses and metadata provided by the Copilot API.

• 

  Invoice Ninja (Invoicing & Billing) AIコネクタ

  Manage invoicing via Invoice Ninja — create clients, track payments, and manage invoices and balances.

  表示
• 

  InvoiceXpress (Online Invoicing) AIコネクタ

  Manage invoicing via InvoiceXpress — create clients, track payments, and manage invoices and estimates in Port

  表示
• 

  Wayfront AIコネクタ

  Manage your parking operations with digital permits, enforcement tracking, and revenue analytics for parking f

  表示
• 

  Zoho CRM Service AIコネクタ

  Manage support cases and knowledge base solutions — customer service operations through Zoho CRM.

  表示

おすすめ

• 

  Accelerator Shared Services Efficiency AIコネクタ

  Calculate cost savings, service utilization, and economic value for venture studio shared services.

  表示
• 

  GitScrum ClientFlow AIコネクタ

  Streamline client operations via GitScrum ClientFlow — manage clients, create invoices, draft proposals, and m

  表示
• 

  Dropbox AIコネクタ

  Manage cloud storage via Dropbox — list folders, search files, handle shared links, and monitor space usage di

  表示
• 

  vCita AIコネクタ

  Run your small business with online scheduling, payment collection, and client management that keeps everythin

  表示