Berg System CRM MCP for AI. Manage client policies, sales, and contacts via chat.
Works with every AI agent you already use
…and any MCP-compatible client








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.
List and search through both corporate company records and individual customer profiles to get detailed contact histories.
Retrieve active insurance policies for any client, pulling up full coverage metadata instantly.
Monitor every stage of the sales funnel and track deal progress across all your agency's opportunities.
Add new company or customer records, and assign follow-up tasks to keep operations running smoothly.
Access lists of organization employees and stored documents for quick operational reporting.
Ask an AI about this
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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 VinkiusCheck 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.
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
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
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.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
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.
019dd0c1-527b-71b1-8699-a10742acb0ff Here's how it actually works
The bottom line is that you talk to your CRM like it's an employee sitting next to you.
Subscribe to this MCP on Vinkius, then provide your Berg System Tenant ID and OAuth Access Token.
Connect the credentials to your preferred AI client (like Cursor or Claude).
Ask your agent a direct question—for example, 'List all active insurance policies for John Doe.' — and get the data returned conversationally.
Who is this actually for?
This MCP targets financial advisors, agency managers, and operations leads who waste time toggling between dozens of tabs or searching through old paper files. It gives them a single command center for all client data.
Needs to instantly pull up coverage details for an existing policy or create a new lead record during a meeting without breaking flow.
Must monitor team productivity, track agency-wide sales trends, and see who needs follow-up tasks assigned this week.
Needs to automate the oversight of corporate client directories by running programmatic reports on system data or stored documents.
What Changes When You Connect
Instant Policy Review: Instead of manually checking paper files or digging through tabs, you can ask for a client's active insurance policies using list_insurance_policies and get the full coverage metadata immediately.
Streamlined Data Entry: Need to add a new prospect? Use create_new_customer or create_new_company. The AI handles formatting and initial data tagging, saving you manual input time.
Full Relationship History: Never lose context again. Retrieve complete historical interactions for any record using the agent, giving you high-fidelity oversight of every client relationship.
Sales Pipeline Monitoring: Keep your sales cycle perfectly coordinated by asking the agent to list all opportunities with list_sales_opportunities, helping you prioritize follow-ups.
Operational Transparency: Get a clear picture of internal operations. You can pull employee lists via list_system_employees or review outstanding tasks using list_crm_tasks—all in one query.
See it in action
Auditing Client Coverage
The agent needs to know if a client has adequate coverage before quoting a new policy. Instead of manually searching the dedicated policies tab, they simply ask the agent to list_insurance_policies and review all active coverages in seconds.
Closing Out an Account
A deal just closed. The sales team needs to update the client record with final details and create a follow-up task for next quarter. They use get_customer_details to pull existing info, then prompt the agent to assign a follow-up task.
Onboarding a New Client
A new corporate client needs to be added and given initial policies. The manager uses create_new_company, followed by asking for the relevant documents using list_stored_documents to complete the setup.
Quick Team Reporting
The operations lead needs a quick headcount of who is working on what. They ask the agent to list all active tasks (list_crm_tasks) and simultaneously check which employees are assigned those tasks using list_system_employees.
The honest tradeoffs
Switching Between Tabs
Trying to get a client's policy status, then switching tabs to find their contact info, and finally opening another tab for tasks.
Ask the agent directly: 'What are John Doe's active policies and what follow-up task is assigned?' The agent uses list_insurance_policies and combines it with get_customer_details in one response.
Forgetting Historical Context
Starting a conversation about a client without checking their past interactions, leading to missed details or incorrect advice.
Before discussing anything, prompt the agent: 'Show me all historical interactions for this customer.' This uses relationship intelligence to ground your entire discussion.
Manual Data Duplication
Creating a new lead and then having to manually copy/paste their details into multiple internal tracking sheets.
Use the MCP tools. First, create_new_customer registers the person correctly, and you can immediately use that record ID for all subsequent tasks or opportunity tracking.
When It Fits, When It Doesn't
Use this MCP if your core business challenge is managing data across disparate functions (sales, policies, contacts) within a single system. It's ideal because it treats the entire CRM as one conversational endpoint. Don't use this if you only need to run simple reports on raw database tables; in that case, a pure read-only SQL tool might be better. Also, don't rely on it for financial calculations (like tax advice); it manages data retrieval and state changes, not complex mathematics. When managing leads, always start by using list_crm_companies or list_crm_customers to confirm the client exists before trying to create a record.
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.
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