How to Use the Platform.ly MCP in VS Code Copilot

Use Platform.ly with VS Code Copilot to manage your marketing automation and CRM data across your entire engineering team.

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Connect Platform.ly MCP to VS Code Copilot

Create your Vinkius account to connect Platform.ly to VS Code Copilot — 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 VS Code Copilot

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Standardize Platform.ly in VS Code

Share your CRM tools across the team by committing your configuration to the repo. Every developer gets the same `list_crm_contacts` capability. It eliminates the need for individual setup. You get a unified way to handle lead data while working in VS Code.

Automate tagging in VS Code

Keep your marketing segments accurate by using `apply_tag_to_contact` directly through your chat window. It ensures your CRM stays updated as you build. Your team can query tags with `list_project_tags` to confirm the right segments are applied. It keeps your marketing and engineering logic perfectly aligned.

Sync deal info in VS Code

Use `list_sales_pipelines` to keep your development priorities aligned with active sales deals. It helps you see which deals need the features you're building. If you need to log a specific update, use `add_note_to_contact` to record your progress. Your sales team will see the update in the CRM immediately.

Setup guide

Set up Platform.ly MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Platform.ly MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Platform.ly tools listed. Try asking: "List my recent Platform.ly transactions" and Copilot will invoke them automatically.

.vscode/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.

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

Built-in savings

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lower AI costs

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Common questions about Platform.ly MCP in VS Code Copilot

Add the server configuration to a .vscode/mcp.json file in your repository. This allows every team member to access the tools once they open the project.

Yes, once configured, you can call the tools directly from the chat interface. Just switch to agent mode to start using the CRM functions.

You can define different configurations for each project. This lets you connect to separate instances or environments as needed.

The server architecture supports secure, authenticated connections required for enterprise environments. It works with your existing SOC 2 policies.

Your sensitive contact and deal records are transmitted over encrypted channels. The MCP server ensures that only authorized requests can access or modify your CRM information.

Use it with your favorite AI tools

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