Vinkius

Clientify MCP for AI Agents. Manage contacts, deals, and activities across your entire CRM platform

Clientify connects your CRM to your AI agent, letting you manage sales and marketing data through natural conversation. You can list contacts, monitor deal pipelines, audit activities (calls, emails), and access company details instantly—all without opening the Clientify dashboard.

Clientify MCP for AI Agents MCP is compatible with Claude Claude
Clientify MCP for AI Agents MCP is compatible with ChatGPT ChatGPT
Clientify MCP for AI Agents MCP is compatible with Cursor Cursor
Clientify MCP for AI Agents MCP is compatible with Gemini Gemini
Clientify MCP for AI Agents MCP is compatible with Windsurf Windsurf
Clientify MCP for AI Agents MCP is compatible with VS Code VS Code
Clientify MCP for AI Agents MCP is compatible with JetBrains JetBrains
Clientify MCP for AI Agents MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Retrieve detailed customer profiles

You can pull specific information about any contact in your CRM by providing their identifier.

Track and analyze sales opportunities

Get full details on individual sales deals, including current values and status updates.

Review company relationships

List all associated companies in your Clientify account to maintain a clear view of B2B relationships.

Audit communication history

List and review past CRM activities, such as recorded calls, sent emails, or scheduled meetings.

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AI Agent
Clientify MCP for AI Agents

What AI agents can do with Clientify: 8 Tools for CRM Contact and Deal Tracking

Use these tools to retrieve specific contact details, list all open sales opportunities, check company records, or review historical CRM activities.

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 Clientify MCP

Get Contact Crm Details

Retrieves comprehensive data for one specific contact ID in Clientify.

Get Deal Details

Fetches detailed information about a single sales deal, including its stage and...

Get My Clientify Profile

Retrieves details about the current user who is connected to Clientify.

List Crm Activities

Lists all recorded activities, like calls, emails, and meetings, associated with...

List Clientify Companies

Retrieves a list of all companies stored within the Clientify system.

List Clientify Contacts

Provides a list of every contact in your CRM, including their status and tags.

List Sales Deals

Generates a summarized view of all open sales opportunities and deals.

List Sales Pipelines

Lists the different sales pipelines you have set up in your Clientify account.

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.

Clientify MCP for AI Agents MCP is compatible with Claude

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 Clientify MCP for AI Agents 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 each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Clientify, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Clientify MCP for AI Agents 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 Clientify. 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 CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Clientify MCP for AI Agents: Tracking CRM Contact Oversight

Right now, checking on a key client's status means logging into Clientify and manually navigating through tabs. You have to cross-reference the contact record with the activity feed and then jump back out to see company tags. It’s slow, it requires multiple clicks.

With this MCP, you simply ask your agent, 'What's the status of Acme Corp?' The tool runs `get_contact_crm_details` and pulls all that information—tags, deal stage, last email date—into one cohesive answer. You get instant context without opening a single new tab.

Clientify MCP for AI Agents: Auditing Sales Deals and Pipelines

Managing sales requires constant monitoring, but compiling the full picture is painful. You'd have to run separate reports on 'Deals,' then manually check which ones are in a specific pipeline stage across multiple dashboards. It’s a tedious comparison process.

Now, your agent uses `list_sales_deals` and `list_sales_pipelines`. You can ask it to show all opportunities currently stuck between stages A and B, getting a filtered, actionable list instantly. Your team knows exactly where the bottlenecks are.

What Clientify MCP for AI Agents MCP does for your AI

This MCP gives your AI client full control over your Clientify CRM account, turning complex dashboards into simple chat commands. Instead of navigating tabs to check on leads or deals, you just ask your agent, and it retrieves the data for you. You can list all contacts and get details on specific people, track every open sales opportunity, or audit recent activities like calls and meetings.

Whether you're a marketing manager needing to quickly review lead segments or an account executive checking company background before a call, this connection keeps your core CRM information right where you are. It lets you monitor everything from the initial contact list through the final deal closure. With Vinkius managing the catalog, you connect once and get instant access to Clientify’s full suite of data within any compatible AI agent.

Built · Hosted · Managed by Vinkius Clientify MCP for AI Agents — CRM Contact Management
Server ID 019d7572-ef1f-7114-ab48-ca0e65c00d3d
Vinkius Inspector
Compliance Grade F
Score 3.6/100
Vinkius Inspector Badge — Score 3.6/100

Frequently asked questions about Clientify MCP for AI Agents MCP

How do I use the Clientify MCP for AI Agents to see contacts? +

You can list all contacts or pull specific details on any individual person by asking your agent. This gives you immediate access to tags, status, and contact history without leaving your chat window.

Can I use the Clientify MCP for AI Agents to track my sales pipeline? +

Yes. You can list all active pipelines and check deal statuses instantly. This lets you monitor revenue flow across different stages of opportunity development conversationally.

Is the Clientify MCP for AI Agents good for marketing audits? +

It's excellent for auditing. You can use it to list CRM activities, allowing you to see all calls and emails logged against a client over time for campaign review.

Does the Clientify MCP for AI Agents require I know API keys? +

No. Once the connection is established by providing your key, you interact with it only through natural language prompts to your agent. You never see or use the raw keys again.

Can this MCP tell me about a company I've never worked with? +

Yes, if the company exists in Clientify, you can list all client companies and get an overview of their stored details. This helps maintain your B2B relationship map.