How to Use the Tactile CRM MCP in Claude Code

Q: How do I check contact details for Tactile CRM using Claude Code?

Run listcontacts first. Then, write a simple shell loop that passes each resulting contact ID to the getcontactdetails function. The output streams directly to your log file.

Q: Can I audit all sales opportunities using Claude Code?

Yes. You run listopportunities and then iterate through every deal ID, calling getopportunitydetails(id) for the full details. This is ideal for nightly data validation scripts.

Q: Does the MCP Server support listing all available pipelines for Claude Code?

The toolset includes listpipelines, which gives you a definitive list of every sales stage structure currently used in Tactile CRM. This helps keep your automation scripts accurate.

Automate CRM reporting jobs in the terminal. Run complex Tactile CRM workflows with Claude Code.

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Setup Tactile CRM with Claude Code

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Run nightly opportunity reports.

Need a cron job to check deals? Call `list_opportunities` and pipe the results into a script. Then, for each deal ID, run `get_opportunity_details(id)` to extract current values and owners. This validates your entire sales pipeline at once. You get a clean report of every open deal without needing a GUI or browser.

Batch validate contact records.

Writing a cleanup script? First, use `list_contacts` to fetch all users. Then, loop through the IDs and run `get_contact_details(id)` for each one. This lets your shell script check if key fields like phone or email are populated before deletion. It's perfect for headless execution in a CI/CD pipeline.

Generate company status reports.

Use `list_companies` to get every organization ID. From that list, you can pull detailed data using `get_company_details(id)` which includes the main address and description. You can then pipe this into a CSV report for your team. You automate the creation of status documents that usually take hours to compile.

Setup guide

Set up Tactile CRM 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 tactile-crm-mcp with a green status indicator.
3

Start using tools

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

Terminal

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

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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 Tactile CRM 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": {
    "tactile-crm-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 Tactile CRM. 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 Tactile CRM MCP in Claude Code

Run `list_contacts` first. Then, write a simple shell loop that passes each resulting contact ID to the `get_contact_details` function. The output streams directly to your log file.

Yes. You run `list_opportunities` and then iterate through every deal ID, calling `get_opportunity_details(id)` for the full details. This is ideal for nightly data validation scripts.

The toolset includes `list_pipelines`, which gives you a definitive list of every sales stage structure currently used in Tactile CRM. This helps keep your automation scripts accurate.

It provides structured, machine-readable output covering company metadata, contact records, activity logs, and opportunity pipelines. Everything is ready to be piped into other CLI tools.

The server touches company details (addresses), contact information (emails, phone numbers), and deal flow status (opportunity stages).

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