Clientify Connector for AI agents.
10 live capabilities
Manage your CRM sales pipeline and lead tracking through natural conversation.
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Why people use Clientify
Clientify CRM Integration for Faster Sales Tracking
With this Connector, you can handle those updates through a simple conversation with your AI agent. Just tell your agent what happened in a meeting, and it handles the heavy lifting of updating the record in Clientify for you. You get a clean CRM without the manual labor.
What Vinkius changes
You can manage your entire sales pipeline through a chat interface instead of manual data entry.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Logging a new deal after a call
A sales rep finishes a discovery call and tells their agent to 'Create a new deal for $5,000 in the Active pipeline' using create_deal.
- Real-world use case 02
Querying specific lead segments
A marketing manager asks their agent to list contacts with a specific email domain to verify a campaign's reach using list_contacts.
- Real-world use case 03
Getting a bird's-eye view of sales
A business owner asks for a summary of all current deals to see the total pipeline value using list_deals.
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.
01—04
4 capabilities in this set.
Part of 10 available through Clientify.
- 01 Capability
Create deal
Create a new sales deal in your chosen pipeline. This helps you track new opportunities as they come in.
- 02 Capability
List activities
See all tasks and activities scheduled in your account. Use this to keep your schedule on track.
- 03 Capability
List contacts
Pull a list of all contacts, including filtering by email. This helps you find specific people quickly.
- 04 Capability
List deals
View all current deals and opportunities across your CRM. Use this to get a high-level view of your sales.
05—07
3 capabilities in this set.
Part of 10 available through Clientify.
- 05 Capability
List pipelines
See all available deal pipelines in your Clientify account. This helps you understand your sales structure.
- 06 Capability
List users
Get a list of all users and collaborators with account access. Use this to manage your team's visibility.
- 07 Capability
Update contact
Modify existing contact details and custom fields. This keeps your lead data accurate and fresh.
08—10
3 capabilities in this set.
Part of 10 available through Clientify.
- 08 Capability
Create activity
Add a new task, call, or meeting to your schedule. Use this to ensure no follow-up ever slips through the cracks.
- 09 Capability
Create contact
Add a new contact to your CRM database. This is the easiest way to log new leads from your conversations.
- 10 Capability
Get contact
Pull specific details for a single contact record. Use this to quickly check a lead's history before a call.
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 previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Clientify, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Clientify for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Clientify URL.
- Step 03
Save and start
Save the connection and enable Clientify in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"clientify-alternative": {
"url": "https://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Clientify
Open Agent mode in chat and ask: "Using Clientify, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"clientify-alternative": {
"url": "https://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Clientify
Ask Copilot: "Using Clientify, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"clientify-alternative": {
"url": "https://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Clientify
Open Cascade and ask: "Using Clientify, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"clientify-alternative": {
"url": "https://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Clientify
Ask Cline: "Using Clientify, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add clientify-alternative --transport http "https://edge.vinkius.com/vk_preview_waSKAszsA3nuuNM4skyeXqgmyTkKHk6wWOo6wxnS/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Clientify
Ask Claude: "Using Clientify, show me...". 10 tools are ready
Where the request belongs
Work Clientify can move forward.
This is for sales reps who hate manual data entry and marketing managers who need to query lead segments without digging through complex filters.
Sales Representative
Updates deal statuses and logs call notes instantly after meetings without opening a new tab.
Marketing Manager
Queries specific contact segments to verify campaign leads directly from their workspace.
Business Owner
Gets a high-level view of sales pipelines and team activity levels to monitor growth.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsClientify
Grow your sales pipeline with a CRM that combines lead capture, email marketing, and deal tracking for Spanish-speaking markets.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Close
Close more deals with a CRM that puts calling, emailing, and pipeline management in one fast interface built for inside sales.
SugarCRM
Intelligent CRM platform for sales and marketing.
Zoho CRM
Manage leads, contacts, and deals on Zoho CRM. the AI-powered sales platform for growing teams.
Keap
Manage CRM contacts, marketing campaigns, and sales automation via Keap.
Bring your own AI
Change the model, client or framework. Keep Clientify connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
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.
How does the Clientify MCP help my sales team?
It allows your team to manage the CRM through a conversational interface. Instead of manual data entry, reps can tell their AI agent to log calls, update deals, and create contacts instantly.
Can I use Clientify MCP to schedule follow-ups?
Yes. You can ask your agent to create a new activity or task, which will then appear in your Clientify schedule for you to track.
Does the Clientify MCP work for Spanish-speaking leads?
Yes, it's designed to work perfectly with Clientify, which is a leading CRM for Spanish-speaking markets.
How do I connect Clientify to my AI agent?
Once you subscribe to the Connector on Vinkius, you just need to paste your Clientify API Token into your AI client's configuration settings.
Can I update contact info with the Clientify MCP?
Absolutely. You can ask your agent to update specific contact details, like phone numbers or status levels, without leaving your chat window.
Can I see my sales pipeline summary?
Yes, your agent can pull a list of all your deals and pipelines to give you a real-time summary of your sales progress.
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