MCP For Claude Marketplace
Clientify

Clientify MCP Connector for Claude

F

Manage sales and marketing via Clientify CRM — track contacts, monitor deals, and audit CRM activities directly from any AI agent.

8 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Clientify CRM account to any AI agent and take full control of your sales and marketing automation through natural conversation. Streamline how you manage contacts, deals, and daily activities natively.

What you can do

  • Contact Oversight — List and retrieve details for all contacts including tags and status natively
  • Deal Intelligence — Access and monitor sales opportunities and deal values flawlessly
  • Activity Auditing — List and review CRM activities such as calls, emails, and meetings securely
  • Pipeline Logistics — Monitor sales pipelines to understand your revenue flow flawlessly
  • Company Management — List all companies stored in your account to maintain B2B relationships securely
  • User Visibility — Access your own profile and CRM metadata directly within your workspace flawlessly

How it works

  1. Subscribe to this server
  2. Enter your Clientify API Key (obtained from Settings > My Account > API)
  3. Start managing your CRM data from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Representatives — monitor deal progress and review contact history using natural language
  • Marketing Managers — audit lead segments and campaign activities without opening the dashboard
  • Account Executives — quickly look up company details and recent stakeholder interactions straight from their chat interface
  • Sales Ops — verify pipeline stages and monitor team activity
crmdeal-trackingcontact-managementsales-pipelinemarketing-activitieslead-nurturing

8 tools expose this connector's capabilities to your AI agent.

get_contact_crm_details

Get detailed information for a specific contact

get_deal_details

Get detailed information for a specific sales deal

get_my_clientify_profile

Retrieve information about the authenticated CRM user

list_crm_activities

List CRM activities such as calls, emails, and meetings

list_clientify_companies

List all companies stored in Clientify

list_clientify_contacts

List all contacts in Clientify CRM

list_sales_deals

List sales opportunities and deals

list_sales_pipelines

List sales pipelines configured in the account

See how to talk to your AI agent using Clientify.

List my last 5 sales deals in Clientify.

Retrieving your recent deals... I found 5 items: 'Expansion Project' ($5,000), 'New License' ($1,200), and 3 others. Would you like to see the pipeline status for any of these?

Show me the details for contact ID '12345'.

Checking profile for contact 12345... This is John Doe (john@example.com). He is tagged as a 'VIP Lead' and had a follow-up call scheduled for yesterday.

List all active CRM pipelines.

Retrieving pipelines... You have 2 active pipelines: 'Direct Sales' and 'Referral Program'. Each has multiple stages from 'Initial Contact' to 'Closed Won'.

Yes! Use the `list_sales_deals` tool. The agent will return all open deals, and you can ask it to calculate the total value based on the amounts listed in Clientify.

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