Clientify MCP. Manage your entire sales pipeline via conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Clientify MCP connects your AI client to your sales data, letting you manage contacts, track deals, and log activities using natural conversation.
Stop clicking through dashboards; just talk to your CRM. It’s built for teams running high-volume sales in Spanish-speaking markets.
What your AI agents can do
Create activity
Schedules a new task or follow-up item in Clientify.
Create contact
Adds an entirely new contact record into the system.
Create deal
Initiates a brand-new sales opportunity within Clientify.
Fetch specific details for a client, or create and update an entire list of contacts.
List all active deals across any pipeline, or set up new deals with defined amounts and stages.
See a history of past activities or schedule immediate tasks like calls and meetings for the team.
List all users in your organization so you know who has access to which parts of the account.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
Clientify MCP: 10 Tools Available
These ten tools let you handle every core function of a CRM—from creating new leads to updating team members—all through your AI client's natural language interface.
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 on Vinkius019dd0cfcreate activity
Schedules a new task or follow-up item in Clientify.
019dd0cfcreate contact
Adds an entirely new contact record into the system.
019dd0cfcreate deal
Initiates a brand-new sales opportunity within Clientify.
019dd0cfget contact
Retrieves all specific details for one known contact record.
019dd0cflist activities
Pulls a list of every existing task and activity assigned to the account.
019dd0cflist contacts
Lists all contacts, allowing you to filter results using an email address for fast lookups.
019dd0cflist deals
Generates a list of every current sales deal or opportunity tracked in the system.
019dd0cflist pipelines
Displays all defined stages and categories used for tracking deals.
019dd0cflist users
Lists every user account that has access to the Clientify platform.
019dd0cfupdate contact
Changes specific information on an existing contact record, like a phone number or company name.
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 Clientify, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ 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 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 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 server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
The manual data dance never ends.
Right now, updating a lead's status means logging into Clientify. Then you might open a separate tab to check the contact’s full history. If you need to schedule a follow-up call after that, you switch tabs again. It’s copy-paste, clicking through stages, and jumping between views just to do three simple things.
With this MCP, your agent handles the whole sequence. You simply ask it to update the deal status and book a meeting next week. The conversation takes care of all those clicks and data points in the background. You get back instant confirmation that everything is logged correctly.
Clientify MCP: Seamless Deal Tracking
The most time-consuming part used to be checking if a deal was assigned to the right person or what its current value was. You'd have to manually check `list_pipelines` and then cross-reference that with individual deals.
Now, you just ask your agent for the status of 'Project Alpha.' It pulls all the necessary details using `list_deals`, giving you a single answer without requiring any manual navigation or data lookups.
What you can do with this MCP connector
Manage your entire sales process without ever leaving your chat window. This MCP connects your AI agent directly to Clientify's backend, letting you work with contacts and deals using simple conversation. Need to update a client's phone number or move an opportunity stage? Just ask your AI client to do it.
You can list all team members, pull real-time summaries of deal progress, or even create new tasks for follow-ups—all without logging into the main CRM interface. Because this MCP is hosted on Vinkius, you connect once from any compatible agent and get access to Clientify's entire suite of tools. Sales reps can log notes instantly; marketing managers can pull segment data; business owners get a bird’s-eye view of who's doing what.
019dd0cf-d28d-7292-b09c-74a16fe2ea41 
How Clientify MCP Works
- 1 Subscribe to this MCP and enter your Clientify API Token, found in your main account settings.
- 2 Select your preferred AI client (Cursor, Claude, etc.) and activate the connection through Vinkius.
- 3 Use natural language prompts with your agent. It handles the rest by calling the relevant functions.
The bottom line is that you talk to your sales system instead of clicking through multiple tabs and forms.
Who Is Clientify MCP For?
This MCP is essential for high-volume sales teams, marketing operations staff, or small business owners who spend too much time copying data between systems. If you run a sales operation that lives in Spanish-speaking markets and relies on rapid, accurate updates, this one.
Quickly log call notes or update deal statuses right after a meeting without opening the CRM.
Query contact segments and verify campaign lead data directly within their primary workflow tool.
Get immediate, high-level reports on the overall health of all sales pipelines and team activity levels.
What Changes When You Connect
- Updates become instant. Instead of manually navigating to a contact and clicking save, you just tell your agent to
update_contactwith the new data. - Never lose track of leads again. You can run
list_contactsor filter by email for precise lookups before creating anything. - Sales pipeline visibility is immediate. Use
list_dealsto get a real-time summary of all opportunities, helping you spot bottlenecks instantly. - Keep your team organized with minimal effort. Running
list_usersgives you an instant directory of collaborators and access levels. - Automate task logging. You can tell the MCP to
create_activity, ensuring follow-ups are scheduled without any manual data entry.
Real-World Use Cases
The missed follow-up
A sales rep just finished a pitch but forgot to log the next steps. Instead of remembering to open the CRM and click 'Add Activity,' they ask their agent to create_activity for a call next Tuesday, logging it instantly.
The stale lead
A marketing manager needs to verify if an email address belongs to a known client. Instead of searching through spreadsheets, they prompt the agent to list_contacts, filtering by the specific email for immediate verification.
Pipeline health check
The business owner needs to know how many deals are stuck in 'Discovery.' They ask their agent to list_deals, which instantly returns a filtered count and list of all stalled opportunities.
The Tradeoffs
Over-relying on manual exports
Exporting the entire contact list into Excel every Monday morning to check for missing fields, which is tedious and prone to copy/paste errors.
→
Use list_contacts or list_users directly through your agent. The MCP handles the data retrieval in real time, giving you accurate lists instantly.
Confusing list with get
Asking for 'all deals' but only getting a summary without seeing which specific deal IDs are involved.
→
Use list_deals first to see the overview, then reference the ID when you need to perform an action like creating or updating it.
Ignoring existing data
Creating a new contact only to find out later that similar information already exists for another person in the system.
→
Before calling create_contact, always try running get_contact first, using any known identifier like an email address.
When It Fits, When It Doesn't
Use this MCP if your workflow is built around rapid data updates and conversational interaction. You need to get information (like user lists or deal summaries) and then take action on it (like creating a new contact or scheduling a call). Don't use it if you just want to read static reports; for pure reporting, exporting may still be easier. However, if your process involves multiple steps—check contacts, update deals, then create an activity—this MCP is the only way to keep all those actions in one conversational flow.
Common Questions About Clientify MCP
How do I list contacts using the list_contacts tool? +
You tell your agent to use list_contacts and provide the email address you want to check. It performs a filtered search, giving you an accurate record of that contact.
Can I use create_deal if I don't know the pipeline name? +
You can first run list_pipelines to see all available deal stages. Then, when calling create_deal, you reference the specific pipeline name shown in that list.
What is the difference between get_contact and list_contacts? +
Use get_contact when you know the exact ID or email of a person. Use list_contacts when you want to search or review multiple contacts, often filtered by criteria.
Do I need to use list_users before calling create_activity? +
No. You only need to run list_users if you are trying to assign a task or deal to a specific person. Otherwise, the agent handles it.
When using update_contact, what happens if I only change one piece of information? +
You can partially update a contact record. You just need to provide the unique contact ID and then include only the fields you want to modify (like phone number or title). The agent ignores any data you don't specify.
If I call list_deals, do I have options for filtering by date range? +
Yes, you can filter deals based on dates. You need to pass the start and end dates in your query parameters to narrow down opportunities that progressed within a specific window.
What prerequisite information must I provide when running any write tool, like create_deal? +
You must first connect your Clientify account using an API token. Your AI client uses this secure token to authenticate every action, ensuring the agent has permission to modify data.
How can I filter my results when calling list_activities? +
You don't just get everything; you can narrow it down. You should pass filters like the associated user ID or activity status type so your agent only pulls relevant tasks and meetings.
Can I search for a contact using only their email address? +
Yes. Use the list_contacts tool 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 tools. 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 tool allows you to schedule calls, meetings, or tasks, assign them to contacts, and set due dates directly from the AI agent.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.