Berg System CRM MCP Connector for Claude

Connect your Berg System account to any AI agent and take full control of your insurance agency operations and customer relationship workflows through natural conversation.

What you can do

• Customer Orchestration — List and search through individual and corporate client directories programmatically, retrieving detailed high-fidelity profile metadata and contact history
• Sales Pipeline Intelligence — Monitor sales opportunities and track deal progress across your entire agency to maintain a perfectly coordinated sales cycle
• Insurance Policy Monitoring — Retrieve active insurance policies and access high-fidelity document metadata directly through your agent to oversee coverage status
• Infrastructure Monitoring — Access system employee lists and manage CRM-related tasks programmatically for instant operational reporting
• Relationship Intelligence — Retrieve complete historical interactions for any record to maintain high-fidelity oversight of your agency's relationship ecosystem

How it works

1. Subscribe to this server
2. Retrieve your Tenant ID and OAuth Access Token from your Berg System instance
3. Start managing your insurance business from Claude, Cursor, or any MCP client

No more manual toggling between CRM tabs or digging through paper policy files. Your AI acts as your dedicated agency administrator and sales coordinator.

Who is this for?

• Insurance Agents — instantly retrieve client coverage details and update lead statuses using natural language commands
• Agency Managers — monitor team productivity and track agency-wide sales trends without leaving your workspace
• Operations Leads — automate the oversight of corporate client directories and task management through simple AI queries