Clientify MCP Connector for Claude

Connect your Clientify CRM account to any AI agent and streamline your entire sales process through natural conversation.

What you can do

• Contact Management — List, create, and update contacts with deep inspection of custom fields and social metadata.
• Sales Pipelines — Track deals across different stages, update amounts, and assign opportunities to specific pipelines.
• Task Scheduling — Create and manage activities like calls, meetings, and follow-ups to never miss a lead.
• Team Visibility — List account users and collaborators to understand your organizational structure.
• Automated Insights — Fetch real-time summaries of your sales activities and deal progress.

How it works

1. Subscribe to this server
2. Enter your Clientify API Token (found in your account settings under API)
3. Start managing your sales machine from Claude, Cursor, or any MCP-compatible client

Who is this for?

• Sales Reps — quickly update deal statuses and log call notes without manual CRM data entry.
• Marketing Managers — query contact segments and verify campaign leads directly from your workspace.
• Business Owners — get instant bird's-eye views of your sales pipelines and team activity levels.