SellsyをChatGPT、Claude、Geminiに接続

• 01 / 03セールスパイプラインを監査する方法
• 02 / 03顧客のアクティビティを要約する方法
• 03 / 03未払い請求書の管理方法

最速日

724ms

最遅日

1271ms

14日間の傾向

遅延傾向+59%

Sellsy 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_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/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 — Sellsy CRM capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "sellsy-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/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？ Sellsy 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

  セールスマネージャー

  レポート画面を開くことなく、夕方の定例業務として遅延している案件リストをAIに作成させることができます。

• 02

  B2B営業担当者

  急なZoom会議の直前に、get_contact と get_company を組み合わせてクライアントの履歴を即座に把握できます。

• 03

  財務・オペレーションチーム

  未払いの請求書リストを自動的にテキスト形式で抽出させ、回収ワークフローへ迅速に連携できます。

• 01

  Is my Sellsy data safe with this MCP?

  Yes. This MCP uses read-only access, meaning your agent can see your data to answer questions but cannot change, delete, or create any records in Sellsy.

• 02

  Which AI clients can I use with Sellsy?

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

• 03

  Do I need to host the MCP myself?

  No. Vinkius hosts and manages the MCP for you. You simply connect your client and start working.

• 04

  Can I use this to create new deals?

  No. This specific MCP is designed for read-only access to audit and retrieve information like deals, invoices, and contacts.

• 05

  What happens if I change my Sellsy API token?

  You will need to update your credentials within the Vinkius dashboard to maintain the connection.

• 06

  Can the AI alter invoices or update CRM statuses remotely?

  No, it cannot. The agent is explicitly configured to possess pure Read-Only access capability via API V2 GET methodology endpoints (Such as list_companies and get_invoices). Your operational data remains completely immutable regardless of what you prompt.

• 07

  Can I query a specific estimate document generated for a client?

  Yes. While the integration allows sweeping over lists using list_estimates, the LLM can interpret the raw data to give you the summary of any pending quotes directly tied to associated internal pipelines effortlessly.

• 08

  Does it track sales activities like recent calls?

  Yes—by prompting your LLM with the underlying list_activities directive, you immediately gain access to the chronological logs outlining calls, meetings, generic events, and tasks created by your native Sales Development Representatives (SDRs).

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