How to Use the Platform.ly MCP in Claude

Connect Platform.ly to Claude Desktop to manage your CRM contacts and sales deals directly from your chat interface.

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MCP Servers — Included with Plan

Connect Platform.ly MCP to Claude Desktop

Create your Vinkius account to connect Platform.ly to Claude Desktop — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup Platform.ly with Claude Desktop

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Manage CRM contacts in Claude Desktop

Stop jumping between browser tabs to look up customer info. Use `search_contact_by_email` to pull up records instantly and `get_contact_details` to verify what your team knows about a lead. Updating records is just as quick. You can call `update_existing_contact` or `add_note_to_contact` to log new developments without leaving your conversation.

Automate your sales pipeline workflows

Keep your deal tracking consistent by using `create_new_sales_deal` directly inside your chat. It saves you from manual data entry and ensures every deal is captured in your pipeline. You can also run `list_sales_pipelines` to check the current status of your projects. This MCP Server keeps your sales logic synced with your daily discussions.

Segment and tag your customer list

Organize your outreach by calling `list_project_tags` to see your current segmentation strategy. It helps you keep your database clean and actionable. Once you find the right group, use `apply_tag_to_contact` or `remove_tag_from_contact` to update contact statuses based on your latest meeting notes. This keeps your marketing data accurate and ready for your next campaign.

Setup guide

Set up Platform.ly MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Platform.ly MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Platform.ly MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under platformly-mcp.

json

{
  "mcpServers": {
    "platformly-mcp": {
      "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.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Platform.ly now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Platform.ly MCP in Claude Desktop

Open your configuration file via Settings, Developer, and Edit Config in the app. Add this MCP Server under the mcpServers key using the provided command and arguments, then restart the application.

Yes, you can script multiple tool calls in a single prompt. If you need to tag a list of contacts, you can ask your agent to loop through them using the available tools.

Your credentials remain local to your machine. The server interacts with your account using an endpoint token, ensuring your sensitive data never leaves your control.

It supports the primary contact and deal fields exposed by the API. You can check the available schema for any specific field requirements.

Your contact names, email addresses, and deal values are processed through a secure, ephemeral sandbox. No data is stored on external servers outside of your authorized Platform.ly account.

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