MCP For Claude Marketplace
Copilot CRM (Assembly)

Copilot CRM (Assembly) MCP Connector for Claude

A+

Equip your AI agent to manage clients, companies, invoices, and files directly within your Copilot (Assembly) portal.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Integrate Copilot (now rebranding to Assembly), the leading client portal and CRM platform for service businesses, directly into your AI workflow.

What you can do

  • Client Management — List, retrieve, and update client profiles and company associations.
  • Billing Automation — Monitor invoices, check statuses, and pull payment details via chat.
  • Portal Discovery — Search for files, messages, and custom fields within your client workspace.

How it works

  1. Connect the Copilot integration to your AI assistant.
  2. Authorize using your Copilot API Key (found in Settings > API).
  3. Manage your entire client back-office using natural language.

Who is this for?

  • Agencies & Consultancies — Streamline client onboarding and project tracking without leaving the chat.
  • Accountants & Law Firms — Quickly check invoice statuses or pull client documents during planning.
  • Support Teams — Retrieve client custom fields and portal messages to provide faster assistance.
client-portalinvoicingservice-businessclient-onboardingfile-sharingcrm

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

get_client_details

Resolves granular profile data, including contact information, associated company linkages, and system-level metadata. Get detailed information about a specific client

list_clients

Resolves client identity properties including unique identifiers, names, emails, and account status across the portal system boundary. List all clients in your Copilot CRM

list_files

Resolves file metadata including filenames, storage paths, upload timestamps, and access permissions. List files uploaded to the Copilot portal

list_custom_fields

Resolves custom field definitions, including field keys, data types, and display labels used across various entities. Retrieve definitions for custom fields used in CRM

list_portal_messages

Resolves portal message threads, including sender/receiver identity, message content summary, and timestamps. List messages sent through the client portal

create_client

Creates a new client record with identity properties (name, email) and optional company linkages. Create a new client in the portal

list_companies

Resolves corporate entity properties such as company IDs, legal names, and primary contact associations. List all companies in your Copilot CRM

list_forms

Resolves form definitions, including titles, submission endpoints, and configuration metadata. List intake or feedback forms available

list_invoices

Resolves billing data including amounts, due dates, payment status, and client/company bill-to associations. List all invoices and their statuses

update_client

Modifies specific attributes like name or account status while preserving other entity properties. Update existing client details

See how to talk to your AI agent using Copilot CRM (Assembly).

List all active clients in my CRM.

I found 15 active clients. Some of the most recent ones are 'Acme Corp', 'Global Logistics', and 'John Smith'. Would you like to see the contact details for any of them?

Check the status of my pending invoices.

You have 3 pending invoices totaling $4,500. Invoice #1024 for 'Beta Systems' is overdue by 5 days. Should I send a reminder?

Search for any files uploaded by 'Acme Corp'.

I found 2 files for 'Acme Corp': 'Q1-Report.pdf' and 'Contract-Signed.docx'. Would you like the links to download them?

Log in to your Copilot (Assembly) dashboard. Go to **Settings > API** and click 'Generate API Key'. Copy the key and paste it below.

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