How to Use the Tactile CRM MCP in Cline

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

Run listcontacts first to get the unique ID. Then, pass that specific ID into a wrapper function that calls getcontactdetails. This gives your script all the necessary fields like phone and email in one go.

Q: Can Cline pull data from multiple sales pipelines?

Yeah. You can call listpipelines to see what's available, then use listopportunities with specific filters. This lets your code process deals across various stages without manual intervention.

Q: Does the MCP Server support auditing company changes for Cline?

Absolutely. You can run getcompanydetails(id) to pull current data, and then use listnotes to fetch all recorded activity notes attached to that company record.

Test, build, and validate complex CRM logic directly inside Cline's terminal environment using Tactile CRM data.

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Setup Tactile CRM with Cline

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Validate full pipeline integrity.

Need to test a dashboard component? Use `list_opportunities` to fetch all deals in the system. Then, call `get_opportunity_details(id)` to verify that every required field—like deal value and stage date—is present before you write your rendering logic. This lets you build robust tests for the entire sales process, confirming data integrity across stages using the terminal.

Cross-reference contacts and companies.

Don't trust a single API call. Write a script that first runs `list_companies` to get all org IDs. Next, loop through those IDs and execute `get_contact_details(companyId)` for every key person. This builds a complete dataset you can then use in your code. You instantly cross-reference who works where, giving your local environment the full context of the client base.

Audit historical sales activities.

To build a feature that flags stale accounts, start by calling `list_activities`. This gives you a chronological record of every recorded call and email. From there, use `get_company_details(id)` to pull the company's profile alongside the activity data. You get a precise feed of when things happened, letting your code accurately measure time-to-followup.

Setup guide

Set up Tactile CRM MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type tactile-crm-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Tactile CRM refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

{
  "mcpServers": {
    "tactile-crm-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about Tactile CRM MCP in Cline

Run `list_contacts` first to get the unique ID. Then, pass that specific ID into a wrapper function that calls `get_contact_details`. This gives your script all the necessary fields like phone and email in one go.

Yeah. You can call `list_pipelines` to see what's available, then use `list_opportunities` with specific filters. This lets your code process deals across various stages without manual intervention.

Absolutely. You can run `get_company_details(id)` to pull current data, and then use `list_notes` to fetch all recorded activity notes attached to that company record.

It provides structured JSON output covering companies, contacts, opportunities, and activities. This lets you write unit tests that cover everything from basic contact listing to complex deal flow validation.

The server touches company records (company names, addresses), individual contacts (emails, phone numbers), and opportunity pipelines (deal stages, values).

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