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Vinkius

Sellsy CRM Connector for AI agents.

12 live capabilities

Get real-time CRM data for sales and invoicing oversight.

Live agent request Sellsy CRM / Connector

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AI Agent

Why people use Sellsy CRM

Sellsy CRM Sales Pipeline Oversight

This Connector changes that. You just ask your agent 'What's the status of the Smith account?' and it pulls the data instantly. You get a summary of their history and current deals without ever leaving your chat window.

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

What Vinkius changes

It turns your CRM into a searchable knowledge base for your AI.

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

One account · 5,900+ Connectors

  1. Real-world use case 01

    Pre-call client briefing

    An account exec asks for a summary of the last three interactions with a specific company.

  2. Real-world use case 02

    Pipeline audit

    A sales manager asks which deals are stuck in the negotiation phase.

  3. Real-world use case 03

    Debt collection check

    A finance team member asks to see all invoices over 30 days late.

Complete set · 12capabilities

The complete Sellsy CRM capability set.

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

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Sellsy CRM.

  1. 01 Capability

    List companies

    Lists all companies, including clients and prospects, in your CRM. Use this to see your entire customer base at once.

  2. 02 Capability

    Get company

    Pulls detailed information about a specific company. This is useful for getting a deep dive into a single account.

  3. 03 Capability

    List invoices

    Shows all invoices, including paid, draft, and overdue ones. This helps you monitor your billing integrity.

  4. 04 Capability

    Get invoice

    Grabs the due date and amount for a specific invoice. Use this to check the details of a single billable item.

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Sellsy CRM.

  1. 05 Capability

    List estimates

    Shows all quotes and estimates sent to your prospects. This helps you track what you've promised to potential clients.

  2. 06 Capability

    List activities

    Pulls recent CRM activities like calls, emails, and tasks. Use this to see how your team is interacting with clients.

  3. 07 Capability

    Search companies

    Searches your CRM for companies by name or keyword. Use this to quickly find a specific lead or client.

  4. 08 Capability

    List contacts

    Lists every contact stored in your CRM. It helps you see who you are dealing with across your entire database.

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Sellsy CRM.

  1. 09 Capability

    Get contact

    Grabs the specific details for a single contact. Use this to see a person's specific history and status.

  2. 10 Capability

    List deals

    Shows all active deals and opportunities in your sales pipeline. This gives you a bird's-eye view of your revenue.

  3. 11 Capability

    Get deal

    Pulls the amount, status, and pipeline step for a specific deal. Use this to audit the details of a single opportunity.

  4. 12 Capability

    List items

    Lists every product and service in your catalog. Use this to quickly reference what you offer to your customers.

Set up in minutes

One URL. Then ask Sellsy CRM to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Sellsy CRM 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_8lecCIoDrZlj3HwbnOvR9aW2lxuxATX8287LHybv/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 Sellsy CRM, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Sellsy CRM for the conversation.

Where the request belongs

Work Sellsy CRM can move forward.

Built around the request

This is for sales leaders and finance teams who are tired of manual data hunting. It's for the account exec who needs a client's history in seconds before a call or the manager who needs a pipeline status update without opening a dashboard.

01

Sales Manager

Uses the Connector to identify lagging deals and generate weekly activity reports without clicking through CRM reports.

02

B2B Account Executive

Pulls company and contact summaries right before a Zoom call to ensure they have the latest context on the client.

03

Finance Operations

Checks for overdue invoices and dumps billing data into text formats for collection workflows.

Build the capability set

Add more capabilities.

Each Connector adds new actions and data without changing how you work.

Browse Connectors
Pipeline CRM logo
01 10 capabilities

Pipeline CRM

Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.

View Connector
Pipeliner logo
02 10 capabilities

Pipeliner

Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.

View Connector
Freshsales logo
03 12 capabilities

Freshsales

Manage your CRM pipelines, track leads, and oversee sales deals via AI agents with Freshsales.

View Connector
Pipedrive Products logo
04 7 capabilities

Pipedrive Products

Manage your product catalog and attach products to deals in Pipedrive.

View Connector
Pipedrive logo
05 12 capabilities

Pipedrive

Automate sales CRM via Pipedrive. manage deals, persons, and activities directly from any AI agent.

View Connector
Nutshell CRM logo
06 10 capabilities

Nutshell CRM

Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.

View Connector

Bring your own AI

Change the model, client or framework. Keep Sellsy CRM connected.

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Before you connect

Questions about Sellsy CRM.

The practical details behind the request, access and result.

Can Sellsy MCP help with sales pipeline auditing?

Yes, it lets your agent list all active deals and drill down into specific ones to see their current stage, amount, and status.

Does Sellsy MCP let my AI agent see my invoices?

Yes, it can pull a list of all invoices, including draft, sent, and overdue ones, so you can check your billing status instantly.

Is my CRM data safe with Sellsy MCP?

Yes, this integration provides read-only access. Your agent can see and summarize your data, but it cannot create, edit, or delete any records.

Can I use Sellsy MCP to find specific contacts?

Yes, you can ask your agent to search for a company or contact and it will pull the relevant metadata and history into your conversation.

How does Sellsy MCP help with prospecting?

It allows your agent to fetch complete dossiers on existing catalog items and contacts, helping you gather context on leads faster.

Does Sellsy MCP work with my current CRM?

This Connector is specifically designed to connect to the Sellsy CRM. It gives your AI agent a direct line into that specific commercial hub.

Can the AI alter invoices or update CRM statuses remotely?

No, it cannot. The agent is explicitly configured to possess pure Read-Only access capability via API V2 GET methodology endpoints (Such as list_companies and get_invoices). Your operational data remains completely immutable regardless of what you prompt.

Can I query a specific estimate document generated for a client?

Yes. While the integration allows sweeping over lists using list_estimates, the LLM can interpret the raw data to give you the summary of any pending quotes directly tied to associated internal pipelines effortlessly.

Does it track sales activities like recent calls?

Yes—by prompting your LLM with the underlying list_activities directive, you immediately gain access to the chronological logs outlining calls, meetings, generic events, and tasks created by your native Sales Development Representatives (SDRs).

One connection away

Give your agent a direct line to Sellsy CRM.

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

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