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MCP Integrations Clientify
MCP & AI Agent Integration

Clientify
automation.

19 AI agent actions for Clientify — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Clientify to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

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No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
19
actions
100%
governed
<200ms
latency
19
AI agent actions
8
Read operations
11
Write operations
1
High-risk actions (approval gated)
CRM Clientify is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Clientify.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Get Company
clientify:get_company
Fetch a single company by ID with all details including custom fields.
Read Low risk
Get Contact
clientify:get_contact
Fetch a single contact by ID with all details including custom fields.
Read Low risk
Get Deal
clientify:get_deal
Fetch a single deal by ID with all details including stage and contact info.
Read Low risk
Get Task
clientify:get_task
Fetch a single task by ID with all details including assignee and related records.
Read Low risk
List Companies
clientify:list_companies
List companies with optional filtering and pagination.
Read Low risk
List Contacts
clientify:list_contacts
List contacts with optional filtering and pagination.
Read Low risk
List Deals
clientify:list_deals
List deals with optional filtering and pagination.
Read Low risk
List Tasks
clientify:list_tasks
List tasks with optional filtering and pagination.
Read Low risk
Add Note
clientify:add_note
Add a note to a contact, company, or deal in Clientify.
Write Medium risk
Complete Task
clientify:complete_task
Mark a task as completed in Clientify.
Write Low risk
Create Company
clientify:create_company
Create a new company in Clientify.
Write Medium risk
Create Contact
clientify:create_contact
Create a new contact in Clientify.
Write Medium risk
Create Deal
clientify:create_deal
Create a new deal in Clientify.
Write Medium risk
Create Task
clientify:create_task
Create a new task in Clientify.
Write Medium risk
Delete Contact
clientify:delete_contact
Delete a contact from Clientify. This action cannot be undone.
Write High risk
Send Email
clientify:send_email
Send an email through Clientify and log it to the associated contact/company/deal.
Write Medium risk
Update Contact
clientify:update_contact
Update an existing contact in Clientify.
Write Medium risk
Update Deal
clientify:update_deal
Update an existing deal in Clientify.
Write Medium risk
Update Task
clientify:update_task
Update an existing task in Clientify.
Write Medium risk
MCP & Runtime API

Call Clientify
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Clientify actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

clientify:get_company READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "clientify:get_company",
    "args": {},
    "execution_id": "agent-001"
  }'
clientify:add_note WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "clientify:add_note",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Clientify.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Clientify data
Call clientify:get_company via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Clientify
Dry-run validates clientify:add_note before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Clientify action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Clientify — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Clientify action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Clientify action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Clientify works best
alongside these.

Build multi-step workflows that connect Clientify to the rest of your stack. All governed. All audited.

Hubspot Salesforce Pipedrive Gmail Slack
Clientify integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Clientify in minutes, dry-run every action before it touches production, full audit trail on everything.

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