# Clientify MCP MCP > 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. ## Overview - **Category:** marketing-automation - **Price:** Free - **Tags:** lead-capture, pipeline-management, email-marketing, contact-management, deal-tracking, crm-integration ## Description 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. ## Tools ### 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. ### get_contact Retrieves all specific details for one known contact record. ### list_activities Pulls a list of every existing task and activity assigned to the account. ### list_contacts Lists all contacts, allowing you to filter results using an email address for fast lookups. ### list_deals Generates a list of every current sales deal or opportunity tracked in the system. ### list_pipelines Displays all defined stages and categories used for tracking deals. ### list_users Lists every user account that has access to the Clientify platform. ### update_contact Changes specific information on an existing contact record, like a phone number or company name. ## Prompt Examples **Prompt:** ``` Show me all active deals in the main pipeline. ``` **Response:** ``` I've retrieved your deals. There are 4 active opportunities including 'Project Alpha' ($5,000) and 'Enterprise License' ($12,000). Both are in the 'Discovery' stage. Would you like more details on any of these? ``` **Prompt:** ``` Create a new contact for John Doe (john@example.com). ``` **Response:** ``` Successfully created! John Doe has been added to Clientify with ID 88923. I've also linked his email address john@example.com. Shall I schedule a follow-up call for tomorrow? ``` **Prompt:** ``` List all team members who have access to this account. ``` **Response:** ``` I've fetched the user directory. There are 3 active users: Sarah (Admin), Mike (Sales), and Elena (Marketing). Let me know if you need to assign a deal to one of them. ``` ## Capabilities ### Manage contact details Fetch specific details for a client, or create and update an entire list of contacts. ### Track sales opportunities List all active deals across any pipeline, or set up new deals with defined amounts and stages. ### Organize follow-up work See a history of past activities or schedule immediate tasks like calls and meetings for the team. ### Get organizational structure List all users in your organization so you know who has access to which parts of the account. ## 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. ## Benefits - Updates become instant. Instead of manually navigating to a contact and clicking save, you just tell your agent to `update_contact` with the new data. - Never lose track of leads again. You can run `list_contacts` or filter by email for precise lookups before creating anything. - Sales pipeline visibility is immediate. Use `list_deals` to get a real-time summary of all opportunities, helping you spot bottlenecks instantly. - Keep your team organized with minimal effort. Running `list_users` gives 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. ## How It Works The bottom line is that you talk to your sales system instead of clicking through multiple tabs and forms. 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. ## Frequently Asked Questions **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.