How to Use the Platform.ly MCP in Claude Code

Q: How do I add a new contact to Platform.ly using Claude Code?

Just run the command: claude mcp platformly-mcp createnewcontact --project-id 123 --email "new@dev.com". You'll get the new contact's ID back as JSON, ready to be used in a script.

Q: Can I list all sales pipelines in Platform.ly with a Claude Code command?

Yes. The command is claude mcp platformly-mcp listsalespipelines. You can pipe the JSON output to a tool like jq to filter or format it for your scripts.

Q: How can I automate tagging contacts in Platform.ly with Claude Code?

Write a shell script that gets a contact ID, then calls claude mcp platformly-mcp applytagtocontact --contact-id --tag-name "automated-tag". It's perfect for CI/CD workflows.

Automate your Platform.ly CRM from the command line. A perfect MCP server for CI/CD pipelines and cron jobs with Claude Code.

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Connect Platform.ly MCP to Claude Code

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Setup Platform.ly with Claude Code

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Manage Contacts from the Terminal

Find any contact without leaving your terminal. Just run `claude mcp platformly-mcp search_contact_by_email --email "user@example.com"` and get the result as clean JSON. You can pipe that output to other commands. For instance, find a contact, grab their ID with `jq`, and then use `add_note_to_contact` to log an update. It’s all scriptable.

Automate Sales and Marketing Ops

This is built for automation. Use `create_new_sales_deal` in a script to automatically create deals from an external trigger, like a payment processor webhook. No more manual data entry. You can also manage marketing segments. Run a cron job that periodically calls `list_crm_contacts`, applies logic to sort them, and then uses `apply_tag_to_contact` or `remove_tag_from_contact` to keep your lists clean.

Integrate Platform.ly into Your CI/CD

Use this MCP server in your deployment pipeline. For example, after a new user signs up, a GitHub Action can trigger a Claude Code command to run `create_new_contact` in Platform.ly. You can also pull data for reporting. Schedule a nightly job to run `list_sales_pipelines` and `list_crm_contacts`, format the output, and send it to a metrics service. Your terminal is now your RevOps control center.

Setup guide

Set up Platform.ly MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see platformly-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest Platform.ly transactions." It will automatically discover and invoke the available Platform.ly tools.

Terminal

claude mcp add --transport http platformly-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Platform.ly MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "platformly-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Platform.ly. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Platform.ly MCP in Claude Code

Just run the command: `claude mcp platformly-mcp create_new_contact --project-id 123 --email "new@dev.com"`. You'll get the new contact's ID back as JSON, ready to be used in a script.

Yes. The command is `claude mcp platformly-mcp list_sales_pipelines`. You can pipe the JSON output to a tool like `jq` to filter or format it for your scripts.

Write a shell script that gets a contact ID, then calls `claude mcp platformly-mcp apply_tag_to_contact --contact-id --tag-name "automated-tag"`. It's perfect for CI/CD workflows.

This MCP server handles authentication, endpoint discovery, and parameter formatting for you. You just run `claude mcp add` once, and then you can call tools by name without messing with auth tokens or API docs.

The server only interacts with your Platform.ly CRM data: contacts, emails, tags, and sales pipeline info. Your connection is routed through a zero-trust Vinkius proxy, so your local machine and API keys are never directly exposed.

Use it with your favorite AI tools

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