Tactile CRM Connector for AI agents.
9 live capabilities
Query your CRM records and sales pipelines to prep for client meetings.
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Why people use Tactile CRM
Tactile CRM for Faster Sales Intelligence
This Connector changes that by putting your CRM data right into your conversation. Instead of hunting for info, you just ask your agent to summarize the account history or find a specific lead. You get the answers you need in seconds, letting you focus on closing deals instead of clicking buttons.
What Vinkius changes
It turns your CRM data 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
- Real-world use case 01
Prepping for a client call
An Account Executive needs to know why a deal stalled.
- Real-world use case 02
Auditing pipeline value
Sales Ops wants to see the total value of the Enterprise pipeline.
- Real-world use case 03
Finding a primary contact
A CSM needs to find the main contact for a new account.
Complete set · 9capabilities
The complete Tactile CRM capability set.
These are the exact actions your AI can choose when you ask it to work with Tactile CRM.
01—03
3 capabilities in this set.
Part of 9 available through Tactile CRM.
- 01 Capability
Get company details
Retrieve specific metadata for a single company. This provides the deep context needed for account planning.
- 02 Capability
List contacts
Browse all individual people and leads in your CRM. This helps you quickly find the right person to reach out to.
- 03 Capability
Get contact details
Pull specific info for an individual contact. This retrieves the direct lead data you need for outreach.
04—06
3 capabilities in this set.
Part of 9 available through Tactile CRM.
- 04 Capability
List opportunities
See every deal currently in your sales pipeline. This helps you keep a pulse on your active deals.
- 05 Capability
Get opportunity details
Get the specific value and status of a single sales deal. Use this to drill into individual contract values.
- 06 Capability
List activities
View recent tasks, calls, and emails tied to your records. This keeps your recent engagement history visible.
07—09
3 capabilities in this set.
Part of 9 available through Tactile CRM.
- 07 Capability
List pipelines
See the different sales funnels available in your CRM. This provides a high level view of your sales structure.
- 08 Capability
List notes
Pull general CRM notes for context on specific accounts. This helps your agent understand the history of a lead.
- 09 Capability
List companies
Get a full list of organizations stored in your Tactile CRM. This is the starting point for any corporate lookup.
Set up in minutes
One URL. Then ask Tactile CRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Tactile CRM from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Tactile CRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Tactile CRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Tactile CRM URL.
- Step 03
Save and start
Save the connection and enable Tactile CRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"tactile-crm": {
"url": "https://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Tactile CRM
Open Agent mode in chat and ask: "Using Tactile CRM, help me...". 9 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"tactile-crm": {
"url": "https://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Tactile CRM
Ask Copilot: "Using Tactile CRM, help me...". 9 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"tactile-crm": {
"url": "https://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Tactile CRM
Open Cascade and ask: "Using Tactile CRM, help me...". 9 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"tactile-crm": {
"url": "https://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Tactile CRM
Ask Cline: "Using Tactile CRM, help me...". 9 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add tactile-crm --transport http "https://edge.vinkius.com/vk_preview_GWOH9uaN0mKw81R6onJyuuSyhWW8ooZd4mGbKkEc/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Tactile CRM
Ask Claude: "Using Tactile CRM, show me...". 9 tools are ready
Where the request belongs
Work Tactile CRM can move forward.
This is for sales teams who are tired of the tab fatigue that comes with managing high-volume B2B accounts. It's for the people who need to know the who, what, and when of a deal without clicking through five different screens.
B2B Account Executive
Pulls client summaries and notes to prep for calls without leaving the chat.
Sales Ops Analyst
Audits active funnels and structural data parameters to spot bottlenecks.
Customer Success Manager
Checks real-time organizational footprints and activity history to stay ahead of issues.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Capsule CRM
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Nimble CRM
Manage relationships and deals via Nimble CRM. track contacts, deals, and activities directly from your AI agent.
Agendor
CRM for sales teams. manage leads, organizations, and pipelines via AI.
Twenty CRM
Manage your CRM data directly from AI. list people, companies, and opportunities, and create or update records in Twenty CRM.
Bring your own AI
Change the model, client or framework. Keep Tactile CRM connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Tactile CRM.
The practical details behind the request, access and result.
Can the Tactile CRM MCP find my leads for me?
Yes, it can browse your entire contact list to find specific people or leads based on your request.
Does Tactile CRM MCP work with my existing data?
It connects directly to your live Tactile CRM environment, so it always uses your most up-to-date records.
Can I use Tactile CRM MCP to summarize my sales notes?
Yes, your agent can pull all notes associated with a company or contact and provide a concise summary of the history.
Is Tactile CRM MCP good for pipeline tracking?
It's great for this. Your agent can list all opportunities and tell you exactly where each deal stands in the funnel.
How do I get my API key for Tactile CRM MCP?
You can find your API key and subdomain in your Tactile CRM account settings under the Integrations tab.
Does Tactile CRM MCP support multiple pipelines?
Yes, it can identify and list all the different sales pipelines available in your CRM.
Is the integration read-only?
Yes. All capabilities (list_companies, list_contacts, list_opportunities, etc.) are read-only queries. They cannot modify, create, or delete any CRM records.
What is the TACTILE_SUBDOMAIN?
It's the unique prefix of your Tactile CRM URL (e.g., if your URL is acme.tactilecrm.com, the subdomain is acme). You can find it in the address bar when logged in.
What data can the agent access?
Companies, contacts, opportunities with pipeline stages, notes, and activities. The scope is determined by the permissions of the API key you provide.
One connection away
Give your agent a direct line to Tactile CRM.
Connect Tactile CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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