# Berg System CRM MCP

> 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.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** policy-management, client-tracking, sales-pipeline, insurance-agency, customer-data, lead-management

## Description

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.

## Tools

### 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.

## Prompt Examples

**Prompt:** 
```
List all active insurance policies for client 'John Doe'.
```

**Response:** 
```
I've retrieved John Doe's profile. He currently has 2 active policies: 'Auto Platinum' (ID: pol_123) and 'Home Secure'. Would you like the high-fidelity coverage metadata for these?
```

**Prompt:** 
```
Show my recent sales opportunities in Berg System.
```

**Response:** 
```
Accessing pipeline... I found 5 recent opportunities including a high-value Life Insurance lead from 'Acme Corp' and 4 other prospects. Shall I retrieve the high-fidelity transaction history?
```

**Prompt:** 
```
Create a new lead for 'Alice Smith' (alice@example.com) interested in 'Life Insurance'.
```

**Response:** 
```
Lead created! I've successfully registered Alice Smith in your CRM and tagged her as interested in Life Insurance (ID: lead_789). Shall I assign a follow-up task to a specific agent?
```

## Capabilities

### 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.

## Use Cases

### 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`.

## Benefits

- 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.

## How It Works

The bottom line is that you talk to your CRM like it's an employee sitting next to you.

1. Subscribe to this MCP on Vinkius, then provide your Berg System Tenant ID and OAuth Access Token.
2. Connect the credentials to your preferred AI client (like Cursor or Claude).
3. Ask your agent a direct question—for example, 'List all active insurance policies for John Doe.' — and get the data returned conversationally.

## Frequently Asked Questions

**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.