How to Use the Tactile CRM MCP in Claude

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Connect Tactile CRM MCP to Claude Desktop

Create your Vinkius account to connect Tactile CRM 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 Tactile CRM with Claude Desktop

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Accessing Company and Contact Records

You can start by calling `list_companies` to get a list of every organization in Tactile CRM. Then, use `get_company_details` for specific data points on any company ID you find. Need contact info? Just give me the company ID and I'll pull details using `get_contact_details`. It fetches names, emails, phone numbers, and more for individual contacts.

Evaluating Sales Progress

Want to know where a deal stands? The tool `list_opportunities` shows you all the deals currently in your pipeline. You can then drill down with `get_opportunity_details` to see specific stages, values, and owners for any given opportunity. It's also smart enough to show you what’s happening day-to-day by running `list_activities`. This gives you a history of calls, emails, and tasks related to an account.

Analyzing CRM Notes and Pipelines

The server lets me read general notes using `list_notes`, which is key for understanding unstructured context. You can also call `list_pipelines` so I know what sales stages your team even tracks. I can cross-reference all of this with the data from `list_contacts` to build a full profile on anyone connected to Tactile CRM.

Setup guide

Set up Tactile CRM 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 Tactile CRM 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 Tactile CRM 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 tactile-crm-mcp.

json

{
  "mcpServers": {
    "tactile-crm-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 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.

Why Choose Vinkius

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Common questions about Tactile CRM MCP in Claude Desktop

You connect it via your local setup. If you're using the Desktop app, you add the server config to `claude_desktop_config.json`. This makes all the tools available as subprocesses on your machine.

Yes, it queries core record types: companies, contacts, opportunities, and activities. It pulls whatever is logged directly into the system's records.

It accesses company details, individual contact information, opportunity pipelines, and a full history of recent actions like calls and emails recorded in Tactile CRM.

Absolutely. You can combine multiple tool calls—for example, list all contacts for companies that have open opportunities—to build complex reports right in your local environment.

It touches company names, contact emails and phone numbers, opportunity values, and activity logs. All this is protected by the Vinkius sandbox.

Use it with your favorite AI tools

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