crm4 solution Connector for AI agents.
12 live capabilities
Manage leads and automate WhatsApp outreach with your CRM.
Waiting for input…
Why people use crm4 solution
Crm4 solution CRM for faster lead management
With this Connector, your AI agent handles the transition for you. You can ask it to find a lead, pull their details, and send a WhatsApp message in one go. You get a unified way to manage your entire outreach pipeline without ever leaving your chat window.
What Vinkius changes
You get a functional way to execute CRM tasks and messages through a simple chat interface.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Following up on a missed call
Ask your agent to find the lead using search_contacts, check their history with get_contact, and then send a follow-up via send_whatsapp.
- Real-world use case 02
Bulk lead organization
Have your agent identify the new leads and use add_contact_to_list to put them into the correct campaign group.
- Real-world use case 03
Campaign performance review
Ask your agent to list_campaigns to see which ones are active and review the call logs using list_calls.
Complete set · 12capabilities
The complete crm4 solution capability set.
These are the exact actions your AI can choose when you ask it to work with crm4 solution.
01—04
4 capabilities in this set.
Part of 12 available through crm4 solution.
- 01 Capability
Delete contact
Permanently removes a contact from your database. Use this to keep your CRM clean of duplicates or invalid leads.
- 02 Capability
Get contact
Pulls up all the specific details for a single person in your CRM. It's the fastest way to see a customer's full history.
- 03 Capability
List calls
Shows you the full history of call center activity. You can use it to audit team performance or see missed connections.
- 04 Capability
List campaigns
Displays every marketing and calling campaign you have active. It helps you keep track of which outreach efforts are currently running.
05—08
4 capabilities in this set.
Part of 12 available through crm4 solution.
- 05 Capability
List contacts
Gives you a complete list of every lead and contact in your system. Use it to get a high-level view of your entire database.
- 06 Capability
List contact lists
Shows you all the different distribution lists you've created. This is helpful for seeing how your leads are segmented.
- 07 Capability
Search contacts
Lets you find specific people using filters. It's perfect for digging out a specific lead in a massive database.
- 08 Capability
Send sms
Sends a text message to a contact instantly. It's a direct way to handle quick notifications or follow-ups.
09—12
4 capabilities in this set.
Part of 12 available through crm4 solution.
- 09 Capability
Send whatsapp
Sends a WhatsApp message using your approved templates. This is your primary capability for high-engagement mobile messaging.
- 10 Capability
Update contact
Changes the information for an existing lead. Use it to keep your data clean as customers change their details.
- 11 Capability
Add contact to list
Moves a specific contact into one of your distribution lists. It makes segmenting your audience much faster.
- 12 Capability
Create contact
Adds a brand new lead into your CRM system. This is how you start the lifecycle for every new prospect.
Set up in minutes
One URL. Then ask crm4 solution to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use crm4 solution 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_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/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 crm4 solution, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable crm4 solution for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/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 crm4 solution URL.
- Step 03
Save and start
Save the connection and enable crm4 solution in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"crm4-solution": {
"url": "https://edge.vinkius.com/vk_preview_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/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 crm4 solution
Open Agent mode in chat and ask: "Using crm4 solution, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"crm4-solution": {
"url": "https://edge.vinkius.com/vk_preview_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/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 crm4 solution
Ask Copilot: "Using crm4 solution, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"crm4-solution": {
"url": "https://edge.vinkius.com/vk_preview_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/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 crm4 solution
Open Cascade and ask: "Using crm4 solution, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"crm4-solution": {
"url": "https://edge.vinkius.com/vk_preview_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/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 crm4 solution
Ask Cline: "Using crm4 solution, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add crm4-solution --transport http "https://edge.vinkius.com/vk_preview_MkPYkHvat61czNiWopK541BgHm7uyEYFlRvU0Wod/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 crm4 solution
Ask Claude: "Using crm4 solution, show me...". 12 tools are ready
Where the request belongs
Work CRM4 can move forward.
This is for marketing managers and call center leads who are tired of manual data entry and constant tab-switching. If you're managing high-volume outreach and need to keep your leads organized without the headache of manual updates, this is for you.
Marketing Coordinator
Managing multiple SMS and WhatsApp campaigns across different lead lists.
Call Center Supervisor
Monitoring activity logs and checking contact history to improve team performance.
Lead Generation Specialist
Adding new leads to lists and updating contact info as they move through the funnel.
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.
Zoho CRM
Manage leads, contacts, and deals on Zoho CRM. the AI-powered sales platform for growing teams.
SugarCRM
Intelligent CRM platform for sales and marketing.
Nutshell CRM
Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.
Keap
Manage CRM contacts, marketing campaigns, and sales automation via Keap.
Bring your own AI
Change the model, client or framework. Keep CRM4 connected.
-
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 CRM4.
The practical details behind the request, access and result.
Can the crm4 solution MCP send WhatsApp messages automatically?
Yes, it can send WhatsApp messages using your approved templates. This allows your AI agent to handle high-volume outreach without you having to manually type out each message.
How does crm4 solution help with call center management?
It connects your AI client to your call center logs. Your agent can retrieve activity logs to help you monitor team performance or check the history of specific customer interactions.
Can I use crm4 solution to update lead information?
Absolutely. Your AI agent can update contact details like phone numbers or status notes directly in your CRM, keeping your data accurate without manual entry.
Does crm4 solution support SMS for marketing?
Yes, it includes a capability for sending SMS messages. You can have your agent send quick notifications or follow-ups to your leads directly from the chat.
How do I organize my leads using the crm4 solution MCP?
The Connector lets your agent manage distribution lists. You can ask it to add specific leads to different lists based on your marketing criteria, making segmentation much faster.
Can the crm4 solution MCP search through my existing database?
Yes, it includes a search capability with filters. Your agent can find specific contacts based on criteria like name, phone number, or other custom fields in your CRM.
Does it support WhatsApp templates?
Yes, but they must be approved in your CRM4 dashboard before sending via API.
Can I automate outbound call campaigns?
Yes, you can manage and query the status of your call center campaigns directly via the agent.
Is lead management completely available via chat?
Yes, the AI can query, create, and update lead records continuously.
One connection away
Give your agent a direct line to CRM4.
Connect CRM4 once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available