Skip to content
Vinkius

Berg System CRM Connector for AI agents.

12 live capabilities

Manage insurance policies and client relationships through natural conversation.

Live agent request Berg System CRM / Connector

Waiting for input…

AI Agent

Why people use Berg System CRM

Berg System CRM Insurance Policy Management

This Connector changes that by letting you just ask. You can get a full summary of a client's coverage or find a specific policy in seconds. You get to stay focused on the conversation while your agent handles the data retrieval.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire insurance agency's operations.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    The Need It Now Agent

    An agent is on the phone and needs to know a client's policy status.

  2. Real-world use case 02

    The Pipeline Review

    A manager wants to see what the team is working on.

  3. Real-world use case 03

    The New Lead Entry

    A new prospect calls in.

Complete set · 12capabilities

The complete Berg System CRM capability set.

These are the exact actions your AI can choose when you ask it to work with Berg System CRM.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Berg System CRM.

  1. 01 Capability

    Check api health

    Check if the Berg System API is currently online. Use this to ensure your connection is active.

  2. 02 Capability

    Create new company

    Register a new business client in your CRM. This helps you add new corporate accounts quickly.

  3. 03 Capability

    Get customer details

    Pull specific information for a single customer record. Use this to get a deep dive into a client's history.

  4. 04 Capability

    Get sales custom fields

    See the specific custom data points for your sales records. This helps you track unique agency metrics.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Berg System CRM.

  1. 05 Capability

    List crm companies

    View a list of all corporate clients in your system. This is great for auditing your business accounts.

  2. 06 Capability

    List crm customers

    Browse your full list of individual CRM customers. Use this to see your entire client base at once.

  3. 07 Capability

    List stored documents

    See a list of all files and documents uploaded to the system. This helps you find policy files quickly.

  4. 08 Capability

    List system employees

    Get a list of everyone employed by your organization. Use this for internal reporting and staff oversight.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Berg System CRM.

  1. 09 Capability

    List insurance policies

    View all active insurance policies currently in your system. This gives you a bird's eye view of coverage.

  2. 10 Capability

    List sales opportunities

    See your current sales records and pipeline. Use this to identify high-value leads that need attention.

  3. 11 Capability

    List crm tasks

    View all active tasks and reminders for your team. This keeps your agency on schedule every day.

  4. 12 Capability

    Create new customer

    Add a new individual customer to your records. This capability includes an option to force add if duplicates exist.

Set up in minutes

One URL. Then ask Berg System CRM to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Berg System CRM from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_38Ou6z2VwFYPNzOYD34SPPc0TIQFIqGWcIb6eDF1/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Berg System CRM, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Berg System CRM for the conversation.

Where the request belongs

Work Berg System can move forward.

Built around the request

Insurance agency owners and managers who are tired of manual data entry and want to spend more time on client relationships.

01

Insurance Agent

Checks policy status and updates lead information while on live calls with clients.

02

Agency Manager

Monitors team productivity and tracks agency-wide sales trends from a single chat window.

03

Operations Lead

Manages corporate client directories and oversees task assignments for the entire office.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Agency Elephant logo
01 8 capabilities

Agency Elephant

Track insurance agency performance, manage agent commissions, and monitor policy renewals for better business intelligence.

View Connector
Applied Epic logo
02 9 capabilities

Applied Epic

Manage insurance clients, policies, and activities with Applied Epic. track renewals and compliance via AI.

View Connector
Attio logo
03 14 capabilities

Attio

Build powerful CRM workflows with flexible data models, relationship tracking, and deal management tailored to your process.

View Connector
Close logo
04 6 capabilities

Close

Close more deals with a CRM that puts calling, emailing, and pipeline management in one fast interface built for inside sales.

View Connector
Nutshell CRM logo
05 10 capabilities

Nutshell CRM

Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.

View Connector
Agendor logo
06 6 capabilities

Agendor

CRM for sales teams. manage leads, organizations, and pipelines via AI.

View Connector

Bring your own AI

Change the model, client or framework. Keep Berg System connected.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • VS Code
  • Windsurf
  • ZCode
  • Cline
  • Zed
  • Continue
  • Kiro
  • Roo Code
  • Zencoder
  • Goose
  • Void
  • Augment Code
  • Amp
  • Qodo
  • Tabnine
  • Pieces
  • Sourcegraph Cody
  • JetBrains
  • Warp
  • Amazon Q
  • Antigravity
  • BoltAI
  • Raycast
  • Jan
  • LM Studio
  • AnythingLLM
  • Open WebUI
  • Msty
  • Cherry Studio
  • LibreChat
  • TypingMind
  • Chorus
  • 5ire
  • n8n
  • LangChain
  • LlamaIndex
  • CrewAI
  • Vercel AI SDK

Before you connect

Questions about Berg System.

The practical details behind the request, access and result.

Can the Berg System CRM MCP help me manage my insurance leads?

Yes, it lets you list and create leads directly through your AI agent. This means you can add new prospects and track their progress without ever leaving your chat window.

How does the Berg System CRM MCP handle policy lookups?

You can ask about specific clients and see their active policies instantly. The AI retrieves the data from your Berg System account and summarizes it for you.

Can I use Berg System CRM MCP to see my agency's employees?

Yes, it can pull a list of your organization's staff. This is useful for quickly checking who is assigned to different roles or departments.

Does the Berg System CRM MCP support corporate clients?

Yes, it includes capabilities to list and manage your corporate client directory. You can manage both individual and business accounts through the same interface.

Can I use Berg System CRM MCP to see my team's tasks?

Yes, it retrieves all active tasks and reminders from your CRM. You can ask your agent to show you what needs to be done today or by a specific deadline.

Can the Berg System CRM MCP help with document management?

Yes, it can list all uploaded documents in your system. This helps you find specific policy files or signed contracts without digging through folders.

How do I find my Berg System Tenant ID?

Your Tenant ID is the unique identifier for your agency instance, found in your Berg System sub-domain (e.g., yourcompany.bergsystem.pl).

Can I check for duplicates via AI?

Yes! The system automatically checks for existing records, and you can use the forceAdd parameter in creation capabilities to decide how to handle them.

How do I retrieve insurance policies?

Use the list_insurance_policies capability to retrieve a comprehensive summary of all active policies managed within your CRM programmatically.

One connection away

Give your agent a direct line to Berg System.

Connect Berg System once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available