# Clientify MCP for AI Agents MCP

> 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.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Tags:** crm, deal-tracking, contact-management, sales-pipeline, marketing-activities, lead-nurturing

## Description

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.

## Tools

### 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 value.

### 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 your account.

### 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.

## Prompt Examples

**Prompt:** 
```
What's the status on AlphaTech? List their contacts, deals, and any recent activity.
```

**Response:** 
```
**AlphaTech CRM Snapshot**

*   **Current Status:** High Priority Lead (Tag: VIP)
*   **Key Contact:** Jane Doe (jane.doe@alphatech.com). Last call was yesterday.
*   **Open Deal:** Project Phoenix ($15,000) is currently in the 'Proposal Submitted' stage.
*   **Recent Activity:** John Smith sent a follow-up email on 2026-06-11.
```

**Prompt:** 
```
List all open sales deals over $10k and tell me their current pipeline status.
```

**Response:** 
```
Here are the high-value opportunities currently in your funnel:

| Deal Name | Value | Stage |
| :--- | :--- | :--- |
| Mega Corp Upgrade | $25,000 | Negotiation |
| Beta Launch Package | $12,500 | Needs Review |
| Gamma System Integration | $18,000 | Initial Contact |

Three deals are currently stalled in the 'Initial Contact' stage.
```

**Prompt:** 
```
Show me a list of all companies we track and who is the main contact for each.
```

**Response:** 
```
**Company Directory**

*   **Acme Solutions:** Primary Contact: Mark Jones (mark.j@acmesol.com). Tags: Enterprise.
*   **Global Dynamics:** Primary Contact: Sarah Lee (sarahl@globaldyn.net). Tags: Mid-Market.
*   **Riverbend Group:** Primary Contact: David Kim (davidk@riverbengroup.org). Tags: New Lead.
```

## Capabilities

### 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.

## Use Cases

### An Account Executive needs pre-call intelligence
The AE asks their agent, 'What's the background on Acme Corp?' The agent runs `list_clientify_companies` and then `get_contact_crm_details`, returning recent interactions and key contacts instantly for a better pitch.

### Marketing needs to review lead health
A Marketing Manager asks the agent to 'Show me all leads tagged VIP who haven't been contacted this month.' The agent aggregates data from `list_clientify_contacts` and `list_crm_activities`, saving hours of spreadsheet work.

### Sales Ops needs pipeline verification
A Sales Operations team member asks, 'What are our top 5 deals in the initial stage?' The agent uses `list_sales_deals` and filters by stage, giving a clear overview of where revenue is stuck.

### Team lead needs an activity audit
A team lead asks the agent to 'List all calls made by John last week.' The agent executes `list_crm_activities`, providing a chronological log of every interaction for performance review.

## Benefits

- Instantly view contact details. Instead of searching the Clientify interface, asking your agent to use `get_contact_crm_details` gives you a single block of information immediately.
- Keep track of revenue flow without logging in. You can use `list_sales_deals` and `list_sales_pipelines` to get an instant summary of all open opportunities right in the chat window.
- Never miss communication context. Use `list_crm_activities` to audit calls, emails, and meetings across your team's history without having to manually navigate through folders.
- Maintain a clear B2B view. Running `list_clientify_companies` gives you an immediate list of all associated businesses in the account, helping keep your records clean.
- Know who you are working with. You can use `get_my_clientify_profile` to verify the connected user's information directly through your agent.

## How It Works

The bottom line is that once connected, your AI client uses your credentials to speak directly to Clientify and pull data into our chat window.

1. First, subscribe to the Clientify MCP on Vinkius.
2. Next, provide your API Key, which you'll find in Clientify’s Settings > My Account > API section.
3. Finally, use your AI client to ask questions about contacts or deals. Your agent handles the rest.

## Frequently Asked Questions

**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.