Dialog Insight Connector for AI agents.
10 live capabilities
Manage marketing contacts and track campaign performance in one place.
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Why people use Dialog Insight
Dialog Insight for Solving Manual CRM Data Entry
This Connector puts all that data into one place. You can just ask your agent to summarize your latest campaign results or find out how many people are in a specific segment. It turns a ten-minute research task into a five-second conversation, letting you spend more time on strategy and less time on tabs.
What Vinkius changes
You get a chat-based interface for your entire marketing automation and CRM suite.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick Campaign Audits
A manager asks their agent to compare the open rates of last month's SMS blasts against their emails using get_campaign_performance.
- Real-world use case 02
Customer Support Research
A specialist finds a user's history by asking the agent to search_contacts_by_email and pull their profile.
- Real-world use case 03
Audience Size Checks
A marketer asks the agent to list_audience_segments to see how many people are currently in the VIP group.
Complete set · 10capabilities
The complete Dialog Insight capability set.
These are the exact actions your AI can choose when you ask it to work with Dialog Insight.
01—04
4 capabilities in this set.
Part of 10 available through Dialog Insight.
- 01 Capability
Search contacts by email
Find a specific contact using their email address. This is the fastest way to pull up a profile when you only have an email.
- 02 Capability
Add new marketing contact
Create a new record in your Dialog Insight database. This helps you keep your contact list updated without manual entry.
- 03 Capability
Get account metadata
Retrieve your account settings and limits. Use this to check what your current plan allows.
- 04 Capability
Get campaign performance
Get detailed metrics for a specific campaign. You can use this to see exactly how well an email or SMS performed.
05—07
3 capabilities in this set.
Part of 10 available through Dialog Insight.
- 05 Capability
List audience segments
See all your configured audience segments. This helps you understand how you are grouping your customers.
- 06 Capability
List high performing campaigns
Identify campaigns with the best engagement rates. This quickly highlights your most successful marketing efforts.
- 07 Capability
Get contact profile
View a specific contact's profile and history. This is great for getting a quick summary of a customer's interactions.
08—10
3 capabilities in this set.
Part of 10 available through Dialog Insight.
- 08 Capability
List active automations
See all your running marketing workflows. Use this to keep an eye on your active customer journeys.
- 09 Capability
List marketing campaigns
List every email and SMS campaign in your account. This is your go-to for a high-level view of your marketing efforts.
- 10 Capability
List marketing contacts
Pull a list of all contacts in your organization. Use this to see your total reach at a glance.
Set up in minutes
One URL. Then ask Dialog Insight to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Dialog Insight 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_no1UmR4MrfEbjUFeQVWTlUhnNwqrcxs94osgHNfk/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 Dialog Insight, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Dialog Insight for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_no1UmR4MrfEbjUFeQVWTlUhnNwqrcxs94osgHNfk/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 Dialog Insight URL.
- Step 03
Save and start
Save the connection and enable Dialog Insight in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"dialog-insight": {
"url": "https://edge.vinkius.com/vk_preview_no1UmR4MrfEbjUFeQVWTlUhnNwqrcxs94osgHNfk/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 Dialog Insight
Open Agent mode in chat and ask: "Using Dialog Insight, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"dialog-insight": {
"url": "https://edge.vinkius.com/vk_preview_no1UmR4MrfEbjUFeQVWTlUhnNwqrcxs94osgHNfk/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 Dialog Insight
Ask Copilot: "Using Dialog Insight, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"dialog-insight": {
"url": "https://edge.vinkius.com/vk_preview_no1UmR4MrfEbjUFeQVWTlUhnNwqrcxs94osgHNfk/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 Dialog Insight
Open Cascade and ask: "Using Dialog Insight, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"dialog-insight": {
"url": "https://edge.vinkius.com/vk_preview_no1UmR4MrfEbjUFeQVWTlUhnNwqrcxs94osgHNfk/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 Dialog Insight
Ask Cline: "Using Dialog Insight, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add dialog-insight --transport http "https://edge.vinkius.com/vk_preview_no1UmR4MrfEbjUFeQVWTlUhnNwqrcxs94osgHNfk/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 Dialog Insight
Ask Claude: "Using Dialog Insight, show me...". 10 tools are ready
Where the request belongs
Work Dialog Insight can move forward.
This is for marketing teams who are tired of digging through complex CRM dashboards to find simple answers about their campaigns or customer segments.
Marketing Manager
Checks campaign open rates and audience sizes during weekly planning meetings without opening a browser.
CRM Specialist
Researches specific customer profiles and interaction histories to resolve support issues or personalize outreach.
Digital Marketer
Monitors active automation workflows and identifies high-performing campaigns to inform content strategy.
Build the capability set
Add more capabilities.
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Campaign Monitor
Design branded email campaigns, segment subscriber lists, and measure engagement with professional marketing analytics.
Bring your own AI
Change the model, client or framework. Keep Dialog Insight 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 Dialog Insight.
The practical details behind the request, access and result.
What can the Dialog Insight MCP do for my marketing team?
It lets your team query your CRM and marketing automation data using natural language. You can get campaign stats, find contact profiles, and see your active workflows without leaving your chat app.
How does Dialog Insight MCP help with campaign tracking?
It pulls real-time metrics like open and click rates for both email and SMS. You can ask your agent to compare different campaigns or find your best-performing ones instantly.
Can I use Dialog Insight MCP to manage my customer list?
Yes, you can use it to list all your contacts, search for specific people by email, and even add new marketing contacts directly through your AI client.
How do I see my audience segments with Dialog Insight MCP?
Your agent can list all your configured segments and tell you the estimated member counts. This makes it easy to see how your targeting is distributed.
Can Dialog Insight MCP track my automated workflows?
It can list all your active marketing automations. This helps you keep track of which customer journeys are currently running without checking the main dashboard.
Is Dialog Insight MCP good for CRM research?
It's great for that. You can pull up a detailed profile and history for any contact, making it easy to see their previous interactions and subscription preferences.
How does Dialog Insight MCP handle SMS and email performance?
It treats both equally, pulling performance metrics for both types of campaigns so you can see your full marketing reach in one view.
How do I get Dialog Insight API credentials?
Log in to your Dialog Insight account, navigate to Configuration > API, and you will find your API Key (AuthKey) and Account ID (idAccount) there.
Can the agent see real-time campaign engagement?
Yes, you can use the get_campaign_performance capability to retrieve the latest reported metrics for any of your active email or SMS campaigns.
Does the integration support segment searching?
Yes, you can list all configured audience segments, allowing the agent to provide information on segment definitions and sizes.
One connection away
Give your agent a direct line to Dialog Insight.
Connect Dialog Insight once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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