Integration

Clientify integration

Clientify is a sales and marketing CRM. Search, create, update and delete contacts and companies, manage contact addresses and tags, log meetings, calls and notes, run deals through pipelines (create, update, involve contacts and companies, close as won or lost), manage tasks, products and e-commerce orders, and read calls, users and the activity wall. Contacts, deals, calls and users carry personal data (names, emails, phone numbers, call recordings). Left out: login and logout, bulk imports, campaigns, automations, quotes (budgets), real estate, account settings and webhooks. Authentication is the account API key, sent as Authorization: Token <key>.

Connect Clientify How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Clientify.Built from the 62 Clientify tools below, on the connection you add once.

What you can do with Clientify

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Company, 8 operations

add_deal_companyAdd deal companyPUTAdds the company to the companies involved in the deal and returns the company.
create_companyCreate companyPOSTCreates a company and returns it.
delete_companyDelete companyDELETEDeletes the company permanently.
get_companyGet companyGETReturns one company with its sector, business name, taxpayer number, size band, owner, emails, phones, websites, addresses, tags and the contacts who work there (employees).
list_companiesList companiesGETLists companies (accounts), one page at a time. Filter by a text query on name and business name, by taxpayer number, or by creation and modification dates.
list_deal_companiesList deal companiesGETLists the companies involved in the deal, as full company records.
remove_deal_companyRemove deal companyDELETERemoves the company from the companies involved in the deal. The company itself is kept.
update_companyUpdate companyPUTUpdates the fields you send on the company and returns the company.

Contact, 8 operations

add_deal_contactAdd deal contactPUTAdds the contact to the contacts involved in the deal and returns the contact.
create_contactCreate contactPOSTCreates a contact. email and phone set the main address and number; emails, phones and addresses take several. Returns the new contact.
delete_contactDelete contactDELETEDeletes the contact permanently.
get_contactGet contactGETReturns one contact with its emails, phones, addresses, tags, custom fields, lead status, owner, related tasks and deals, and website visit counts. Personal data.
list_contactsList contactsGETLists contacts (people) visible to the user, up to 100 per page. Filter by a text query on name, surname and email, by phone, source, type, or creation and modification dates. Returns personal data.
list_deal_contactsList deal contactsGETLists the contacts involved in the deal, as full contact records. Personal data.
remove_deal_contactRemove deal contactDELETERemoves the contact from the contacts involved in the deal. The contact itself is kept.
update_contactUpdate contactPUTUpdates the fields you send on the contact and returns the contact.

Tag, 6 operations

add_company_tagAdd company tagPOSTAdds a tag (by name) to the company.
add_contact_tagAdd contact tagPOSTAdds a tag (by name) to the contact.
add_deal_tagAdd deal tagPOSTAdds a tag (by name) to the deal.
list_all_contact_tagsList all contact tagsGETLists the tags used on contacts across the account, with their ids.
list_contact_tagsList contact tagsGETLists the tags set on the contact, with their ids (needed by remove_contact_tag).
remove_contact_tagRemove contact tagDELETERemoves a tag from the contact.

Deal, 5 operations

create_dealCreate dealPOSTCreates a deal and returns it.
delete_dealDelete dealDELETEDeletes the deal permanently.
get_dealGet dealGETReturns one deal: name, amount, status, probability, pipeline and stage, expected close date, owner, main contact and company, involved contacts and companies, tags, custom fields and linked tasks.
list_dealsList dealsGETLists deals (opportunities), one page at a time. Filter by a text query on deal, company and contact names, by status, amount range, or creation and modification dates.
update_dealUpdate dealPATCHChanges only the deal fields you send and returns the deal.

Product, 5 operations

create_productCreate productPOSTCreates a product in the catalogue and returns it.
delete_productDelete productDELETEDeletes the product from the catalogue.
get_productGet productGETReturns one product with its price, currency, SKU and owner.
list_productsList productsGETLists the products of the catalogue, one page at a time, with price, currency, SKU and owner. Search by name or filter by currency or SKU.
update_productUpdate productPUTReplaces the product details (name, description, price, currency) and returns the product.

Address, 4 operations

add_contact_addressAdd contact addressPOSTAdds a postal address to the contact and returns it.
delete_contact_addressDelete contact addressDELETERemoves one address from the contact.
list_contact_addressesList contact addressesGETLists the contact's postal addresses with their type, street, city, state, country and postal code.
update_contact_addressUpdate contact addressPUTReplaces one of the contact's addresses and returns it.

Task, 4 operations

create_taskCreate taskPOSTCreates a task (a call, email, meeting or other to-do) and returns it, linked to contacts, companies and deals by their API URLs. Clientify's reference also lists start_datetime and end_datetime as required, so send them when known.
get_taskGet taskGETReturns one task with its owner, assignee, due date, type, stage, status and related deals, contacts and companies.
list_tasksList tasksGETLists the tasks of the user, one page at a time, with owner, assignee, due date, type, status and related deals, contacts and companies. Filter by status or by due, creation and modification dates.
update_taskUpdate taskPUTChanges the task and returns it. name and due_date are required on every update.

Call, 3 operations

add_company_callAdd company callPOSTRecords a phone call (direction, outcome, date and time) on the company's activity. It does not place a call.
add_deal_callAdd deal callPOSTRecords a phone call (direction, outcome, date and time) on the deal's activity. It does not place a call.
list_callsList callsGETLists the calls registered for the user: direction, outcome, comment, duration, related contact or company name, and recording URL when there is one.

Stage, 3 operations

get_deal_pipeline_stageGet deal pipeline stageGETReturns one pipeline stage: name, pipeline, position and default probability.
list_deal_pipeline_stagesList deal pipeline stagesGETLists the stages of every pipeline: name, pipeline, position and default probability.
list_task_stagesList task stagesGETLists the stages of each task type with their API URL, used as task_stage.

Note, 2 operations

add_company_noteAdd company notePOSTAdds a note to the company's activity wall.
add_deal_noteAdd deal notePOSTAdds a note to the deal's activity wall.

Order, 2 operations

create_orderCreate orderPOSTStores an order (status ordered) or an abandoned cart (status abandoned) from a shop on a contact, with its items. It charges nothing.
list_ordersList ordersGETLists the e-commerce orders and abandoned carts stored in Clientify, with their contact, shop, status, dates and items.

Wall entry, 2 operations

get_wall_entryGet wall entryGETReturns one activity wall entry with its event type and details.
list_wall_entriesList wall entriesGETLists activity wall entries (record creations and changes, notes, calls), one page at a time, with the event type and its details.

Category, 1 operation

list_product_categoriesList product categoriesGETLists the product categories (id, name, parent category). Search by name or sort by a field.

Checkin, 1 operation

add_contact_meetingAdd contact meetingPOSTRecords a meeting (face to face or virtual) with its outcome on the contact's activity. It does not invite anyone.

Close, 1 operation

close_dealClose dealPOSTCloses the deal as won or lost, with the closing date, final amount, a comment and, when lost, the reason.

Complete, 1 operation

complete_taskComplete taskPOSTMarks the task as completed.

Gdpr, 1 operation

list_gdpr_changes_on_dateList gdpr changes on dateGETLists the contacts whose GDPR consent was accepted or revoked on one date: id, accepted flag, acceptance and revocation dates.

Gdpr between, 1 operation

list_gdpr_changes_betweenList gdpr changes betweenGETLists the contacts whose GDPR consent was accepted or revoked between two dates: id, accepted flag, acceptance and revocation dates.

Pipeline, 1 operation

list_deal_pipelinesList deal pipelinesGETLists the deal pipelines with their stages (name, position, default probability). Use the names as pipeline_desc and pipeline_stage_desc when creating deals.

Sector, 1 operation

list_company_sectorsList company sectorsGETLists the company sectors defined in the account (id and name), used as company_sector.

Type, 1 operation

list_task_typesList task typesGETLists the task types of the account (such as call or email) with their API URL, used as task_type.

User, 1 operation

list_usersList usersGETLists the users of the Clientify account: username (their email, used as owner and assigned_to), name, country, phone and picture.

Use Clientify from Claude Code, Cursor or Codex

Connect Clientify in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Clientify operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Clientify

Create your workspace
Sign up free. Nothing to install.
Connect Clientify once
Add your Clientify connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.