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Vinkius

Clientify Connector for AI agents.

10 live capabilities

Manage your CRM contacts and sales pipelines through natural conversation.

Live agent request Clientify / Connector

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AI Agent

Why people use Clientify

Clientify CRM Data Retrieval for Sales Teams

This Connector changes that. By connecting Clientify to your AI client, you can just ask for the info you need. Your agent pulls the contact history and deal status instantly, keeping you in your flow state. You get the data you need without the manual search.

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

What Vinkius changes

You get a conversational interface for your entire CRM database.

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

One account · 5,900+ Connectors

  1. Real-world use case 01

    Checking a lead's status before a call

    A rep asks the agent for a contact's history.

  2. Real-world use case 02

    Reviewing pipeline health

    A manager asks for all active deals.

  3. Real-world use case 03

    Auditing marketing activity

    A marketer wants to see all recent interactions.

Complete set · 10capabilities

The complete Clientify capability set.

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

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through Clientify.

  1. 01 Capability

    Create activity

    Create a new activity or task

  2. 02 Capability

    Create contact

    Create a new contact in Clientify

  3. 03 Capability

    Create deal

    Create a new sales deal

  4. 04 Capability

    Get contact

    Get details for a specific contact

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through Clientify.

  1. 05 Capability

    List activities

    List all tasks and activities

  2. 06 Capability

    List contacts

    Supports filtering by email for precise lookups. List all contacts from Clientify

  3. 07 Capability

    List deals

    List all deals/opportunities

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through Clientify.

  1. 08 Capability

    List pipelines

    List all deal pipelines

  2. 09 Capability

    List users

    List all account users

  3. 10 Capability

    Update contact

    Update an existing contact

Set up in minutes

One URL. Then ask Clientify to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Clientify 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_RjS91sCrYK1v17G4h91YPxnLXOudBP3OD0qwtrKB/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 Clientify, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Clientify for the conversation.

Where the request belongs

Work Clientify can move forward.

Built around the request

This is for the sales person who hates manual data entry and the marketing manager who needs to audit lead segments without logging into a heavy dashboard.

01

Sales Representative

Checking contact history and deal progress during a live call.

02

Marketing Manager

Auditing lead segments and campaign activities to see what's converting.

03

Account Executive

Quickly looking up company details and stakeholder interactions before a meeting.

04

Sales Ops

Verifying pipeline stages and monitoring team activity across different regions.

Build the capability set

Add more capabilities.

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

Browse Connectors
Clientify logo
01 10 capabilities

Clientify

Grow your sales pipeline with a CRM that combines lead capture, email marketing, and deal tracking for Spanish-speaking markets.

View Connector
Agendor logo
02 6 capabilities

Agendor

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

View Connector
Close logo
03 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
SugarCRM logo
04 12 capabilities

SugarCRM

Intelligent CRM platform for sales and marketing.

View Connector
Zoho CRM logo
05 10 capabilities

Zoho CRM

Manage leads, contacts, and deals on Zoho CRM. the AI-powered sales platform for growing teams.

View Connector
Keap logo
06 11 capabilities

Keap

Manage CRM contacts, marketing campaigns, and sales automation via Keap.

View Connector

Bring your own AI

Change the model, client or framework. Keep Clientify connected.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • VS Code
  • Windsurf
  • ZCode
  • Cline
  • Zed
  • Continue
  • Kiro
  • Roo Code
  • Zencoder
  • Goose
  • Void
  • Augment Code
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  • Qodo
  • Tabnine
  • Pieces
  • Sourcegraph Cody
  • JetBrains
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  • LibreChat
  • TypingMind
  • Chorus
  • 5ire
  • n8n
  • LangChain
  • LlamaIndex
  • CrewAI
  • Vercel AI SDK

Before you connect

Questions about Clientify.

The practical details behind the request, access and result.

Can I use the Clientify MCP to see my sales pipeline?

Yes, you can ask your agent to list all active pipelines and see exactly where your deals sit in the sales cycle.

Does the Clientify MCP work with Claude or Cursor?

It works with any MCP-compatible client, including Claude, Cursor, and Windsurf, as long as you have it connected via Vinkius.

How do I see my company's B2B contacts using Clientify?

Your AI agent can pull a full list of all companies stored in your CRM, making it easy to browse your professional relationships.

Can my agent audit our marketing activities?

Yes, the Connector allows your agent to list all calls, emails, and meetings, so you can review your team's activity without manual filtering.

Is the Clientify MCP good for sales reps?

It's a great capability for reps who want to quickly look up contact details or deal values during a conversation without leaving their chat interface.

How do I connect Clientify to my AI agent?

Just subscribe to the Connector on Vinkius and enter your API key from your Clientify account settings to get started.

Can I see the value of my sales pipeline through the agent?

Yes! Use the list_sales_deals capability. The agent will return all open deals, and you can ask it to calculate the total value based on the amounts listed in Clientify.

How do I check the last interaction with a specific contact?

Use the get_contact_crm_details capability. Your agent will fetch the contact's profile, including recent activities and tags, to give you full context on the relationship.

Where do I find my Clientify API Key?

Log in to your Clientify account, go to Settings, select My Account, and navigate to the API section to generate and copy your token.

Can I search for a contact using only their email address?

Yes. Use the list_contacts capability and provide the email in the optional parameter. The agent will return the specific contact record associated with that email if it exists in your CRM.

How do I move a deal to a different stage in the pipeline?

You can update deal details using our action capabilities. Simply specify the Deal ID and the new Pipeline Stage ID to transition the opportunity instantly.

Does this integration support creating new tasks for follow-ups?

Absolutely. The create_activity capability allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.

One connection away

Give your agent a direct line to Clientify.

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

Explore every Connector No credit card required · Free tier available