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Vinkius

Platform.ly Connector for AI agents.

12 live capabilities

Manage marketing automation and CRM pipelines through natural conversation.

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AI Agent

Why people use Platform.ly

Platform.ly for Marketing Automation and CRM Management

This Connector changes that by putting your Platform.ly data inside your chat. You can just tell your agent to update a contact's info or move a deal forward. You stop being a data entry clerk and start acting like a strategist who just gives orders.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a natural language interface for your entire marketing and sales operations.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

  1. Real-world use case 01

    Grouping new signups into segments

    A marketing manager asks the agent to use list_project_segments and apply_tag_to_contact to group 500 new users into a 'New User' list.

  2. Real-world use case 02

    Updating lead info after a phone call

    A salesperson tells the agent to add_note_to_contact with a call summary and then uses create_new_sales_deal to move the lead forward.

  3. Real-world use case 03

    Auditing total project reach

    A business owner asks the agent to list_crm_contacts for a specific project to see the total number of active profiles.

Complete set · 12capabilities

The complete Platform.ly capability set.

These are the exact actions your AI can choose when you ask it to work with Platform.ly.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Platform.ly.

  1. 01 Capability

    Add note to contact

    Add a text note to a contact. This ensures your team has the latest context on a lead.

  2. 02 Capability

    Apply tag to contact

    Add a tag to a contact. This helps you organize leads for targeted marketing.

  3. 03 Capability

    Create new sales deal

    Create a new deal in a pipeline. This adds a new record to your sales tracking list.

  4. 04 Capability

    Get contact details

    Get full info for a contact. This pulls up a lead's history at a glance.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Platform.ly.

  1. 05 Capability

    List crm contacts

    List contacts in a project. This is great for auditing your current database.

  2. 06 Capability

    List sales pipelines

    List all sales pipelines. This lets you get an overview of your revenue structure.

  3. 07 Capability

    List project segments

    List all segments in a project. Use this to see how your audience is currently grouped.

  4. 08 Capability

    List project tags

    List all tags in a project. This helps you keep your tagging system organized.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Platform.ly.

  1. 09 Capability

    Remove tag from contact

    Remove a tag from a contact. Use this to clean up your audience data.

  2. 10 Capability

    Search contact by email

    Find a contact by email. This is the fastest way to locate a specific person.

  3. 11 Capability

    Update existing contact

    Modify a contact record. Use this to keep your CRM data fresh.

  4. 12 Capability

    Create new contact

    Add a new contact to the CRM. This automates your lead intake process.

Set up in minutes

One URL. Then ask Platform.ly to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Platform.ly from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_3P8cmFT68vv6fUeXNYBN6G9eFfW5nDllAoesY6tQ/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Platform.ly, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Platform.ly for the conversation.

Where the request belongs

Work Platform.ly can move forward.

Built around the request

This is for marketing ops people who are tired of manual data entry and sales leads who need to keep their pipelines moving without constant tab-switching.

01

Marketing Ops Manager

Handles complex audience segmentation and automated event triggers without leaving their chat app.

02

Sales Coordinator

Moves deals through pipelines and updates contact notes during live calls.

03

Business Owner

Monitors organizational health and high-level revenue growth through quick AI queries.

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Bring your own AI

Change the model, client or framework. Keep Platform.ly connected.

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Before you connect

Questions about Platform.ly.

The practical details behind the request, access and result.

Can I use the Platform.ly MCP to manage my sales pipeline?

Yes. You can ask your agent to create new deals, move them between stages, and list your current pipelines to keep your revenue tracking up to date.

How does Platform.ly help with marketing automation?

It lets you trigger custom events and manage audience segments through natural language, making it much easier to keep your automated workflows running smoothly.

Can the Platform.ly MCP update contact information for me?

It can. You can tell your agent to update existing records, add new contacts, or even search for specific leads by their email address.

Is Platform.ly good for managing large lists of tags and segments?

Definitely. You can quickly list all project tags and segments to see how your audience is organized without clicking through multiple pages.

Can I add notes to my leads using the Platform.ly MCP?

Yes, you can add text notes to any contact record. This helps you keep a running history of your conversations in one central place.

How do I connect Platform.ly to my AI client?

You just need to subscribe to the Connector on Vinkius and enter your Platform.ly API key. Once connected, your agent can manage your CRM directly.

Can my AI automatically find the details for a specific contact just by providing their email?

Yes! Use the get_contact capability. Provide the contact email or ID, and your agent will respond with complete metadata, including tags, custom fields, and pipeline status in seconds.

How do I find my Platform.ly API Key?

Log in to your Platform.ly account, click on your profile name at the top right, navigate to API Docs & Keys, and generate your unique secret key.

Can I use the AI to trigger a specific automation?

Yes, by using the apply_tag_to_contact or fire_event capabilities, you can trigger any automated workflow you have configured in your account.

One connection away

Give your agent a direct line to Platform.ly.

Connect Platform.ly once. Keep it beside 5,900+ managed Connectors when the next task needs more.

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