Vinkius
Berg System CRM

Berg System CRM MCP for AI. Manage client policies, sales, and contacts via chat.

Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Works with every AI agent you already use

…and any MCP-compatible client

Berg System CRM MCP on Cursor AI Code EditorBerg System CRM MCP on Claude Desktop AppBerg System CRM MCP on OpenAI Agents SDKBerg System CRM MCP on Visual Studio CodeBerg System CRM MCP on GitHub Copilot AI AgentBerg System CRM MCP on Google Gemini AIBerg System CRM MCP on Lovable AI DevelopmentBerg System CRM MCP on Mistral AI AgentsBerg System CRM MCP on Amazon AWS Bedrock

Connect to your AI in seconds.

Berg System CRM MCP connects your AI agent directly to your insurance agency's core data. It lets you manage client records, track policies, and monitor sales pipelines using natural conversation.

You get full control of client relationships and operations without leaving your chat window.

What your AI can do

Check api health

Verifies if the Berg System API is currently operational.

Create new company

Adds a completely new business client record to the system.

Create new customer

Registers a brand-new individual customer account.

+ 9 more capabilities included
Client Directory Management

List and search through both corporate company records and individual customer profiles to get detailed contact histories.

Coverage Status Check

Retrieve active insurance policies for any client, pulling up full coverage metadata instantly.

Sales Cycle Oversight

Monitor every stage of the sales funnel and track deal progress across all your agency's opportunities.

Lead Creation and Task Management

Add new company or customer records, and assign follow-up tasks to keep operations running smoothly.

Team and System Reporting

Access lists of organization employees and stored documents for quick operational reporting.

Included with Plan

Waiting for input…

AI Agent

Berg System CRM: 12 Tools for Agency Management

Use these tools to manage everything from creating new accounts to retrieving detailed policy status and tracking team tasks.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Berg System CRM on Vinkius

Check Api Health

Verifies if the Berg System API is currently operational.

Create New Company

Adds a completely new business client record to the system.

Create New Customer

Registers a brand-new individual customer account.

Get Customer Details

Retrieves all detailed profile information for a specific customer.

Get Sales Custom Fields

Pulls advanced, customized data fields related to sales records.

List Crm Companies

Generates a list of all corporate clients stored in the CRM.

List Crm Customers

Provides a comprehensive list of individual customers registered with the system.

List Stored Documents

Retrieves a list of all documents uploaded to the system.

List System Employees

Accesses and lists all employees registered within the organization's account.

List Insurance Policies

Lists every active insurance policy associated with a client.

List Sales Opportunities

Shows records for all current sales prospects and opportunities in the pipeline.

List Crm Tasks

Displays all active tasks and pending reminders across the agency.

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Berg System CRM integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on every call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Berg System CRM, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,100+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Every connection is secured and compliant automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog every week
Berg System CRM MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Berg System. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This connection provides 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.

Keeping track of every policy detail feels like a full-time job.

Today, managing an account means jumping between tabs: one for contacts, another for policies, and maybe a third for recent tasks. You spend time clicking, cross-referencing IDs, and copying details just to get a clear picture of where a client stands.

With this MCP, you eliminate the manual clicks entirely. Your agent acts as your dedicated administrator. Just tell it what you need—for example, 'What policies does John Doe have?'—and it pulls the high-fidelity metadata immediately, all from one chat window.

List Insurance Policies MCP: See Client Coverage Status Instantly

You no longer need to remember which tab holds the most current policy information or who was responsible for the last follow-up task. The agent pulls all that data together, combining `list_insurance_policies` with `list_crm_tasks` on demand.

The difference is simple: you stop managing tabs and start having conversations. It’s instant operational oversight.

What your AI can actually do with this

You can take charge of complex insurance workflows by talking to your CRM through your agent. Forget logging into separate tabs for contacts, policies, or tasks—your AI handles it all in one conversation. Need to know a policy status? Ask about active coverage details and get the high-fidelity metadata instantly.

Want to update a client lead? Create new records or monitor existing opportunities across the sales cycle with simple commands. The system even tracks team activity and lists current employee accounts, giving you full visibility into operations. Because this MCP is hosted on Vinkius, your agent connects once from any compatible client application, making it the single source for all your agency data.

Built · Hosted · Managed by Vinkius Berg System CRM MCP - Manage Policies & Clients
Server ID 019dd0c1-527b-71b1-8699-a10742acb0ff
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Questions you might have

How do I list active insurance policies using the list_insurance_policies tool? +

Simply ask your agent to 'list all active policies for X client.' The MCP uses list_insurance_policies to retrieve real-time, detailed coverage information without you needing any IDs or complex queries.

What is the best way to add a new lead using create_new_customer? +

Use create_new_customer and provide all necessary details in your prompt. The agent handles the record creation, ensuring the data lands correctly in the CRM.

Does list_sales_opportunities show me old deals or just active ones? +

It shows records of current sales prospects and opportunities across your agency's pipeline. It helps you focus on what needs action now.

Can I check API health before using any tool? +

Yes, you can run check_api_health first. This confirms the connection to Berg System is active and ready for whatever task you plan next.

How do I use list_crm_companies to find all my corporate clients? +

The tool retrieves a comprehensive list of all business entities. You get high-fidelity profile metadata for each company record, making it easy for your agent to identify key contacts or associated policies.

After finding a client with list_crm_customers, how do I use get_customer_details to see everything about them? +

This tool pulls the complete record for a single customer. You access their full contact history, associated policies, and detailed profile information in one request.

Can list_stored_documents help me find specific policy paperwork or signed agreements? +

Yes, it lists every document uploaded to the system. You get crucial metadata for these files, letting your agent know what documents exist and where they are stored.

How does list_crm_tasks help me manage follow-ups and reminders? +

It displays a full roster of active tasks and scheduled reminders. You can instantly review who owns the task, when it's due, and which client record it relates to.

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 tools to decide how to handle them.

How do I retrieve insurance policies? +

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

Built & Managed by Vinkius 30s setup 12 tools

We've already built the connector for Berg System CRM. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 12 tools are live and waiting. You're up and running in seconds.

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