# Agendor MCP for AI Agents AI Agent Connect > Agendor lets you manage your sales pipeline and CRM data using your AI agent. It handles lead creation, organization tracking, and task management so you don't have to jump between tabs. You can audit deals, find contacts by email, and keep your sales team on track with automated follow-ups. It's designed to keep your data clean by checking for duplicates before you add anything new, making it a core tool for high-volume sales teams. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_HCSSS40E4lsF9bP9oLtnsBYOQCizpd37O7CqoFwe/ai-agent-connect - **Tags:** sales-pipeline, lead-management, task-workflow, contact-database, sales-performance, crm-integration ## Description Agendor lets you manage your sales pipeline and CRM data using your AI agent. This Connector changes the way you handle sales administration by letting your agent do the heavy lifting of CRM maintenance directly from your chat window. Instead of clicking through multiple menus to find a client or manually typing in company details, you just tell your agent what happened. It can grab contact info, create new organization records, and move deals through your sales funnel based on your instructions. If you're worried about messy data, it handles updates based on email addresses or CNPJ numbers to keep your records clean. It's a huge time saver for anyone who needs to keep their sales pipeline accurate without the manual overhead of a traditional interface. When you use this through the Vinkius catalog, you're essentially giving your agent a direct line into your CRM. You can ask about overdue tasks, pull up a summary of high-value opportunities, or create a new lead in seconds. It turns your database into an active tool that works with you in real-time. ## Tools ### list_people Get a full directory of every person profile in your CRM. This makes it easy to see who your contacts are at a glance. ### create_person Add a new person to your CRM and optionally link them to a company. It's the fastest way to register new contacts. ### list_organizations See a list of all companies and business entities in your CRM. Use this to browse your institutional records. ### create_organization Create a new company record in your CRM. This keeps your business entities organized and searchable. ### list_deals See all active sales opportunities and negotiation pipelines. This helps you track what's moving and what's stalled. ### list_tasks View the queue of upcoming activities and follow-ups. Use this to make sure your team stays on top of every deadline. ## Prompt Examples **Prompt:** ``` List the last 5 people added to my Agendor CRM. ``` **Response:** ``` I've retrieved the latest 5 contacts. They include John Smith, Maria Silva, and 3 others. Would you like to see the contact details or associated deals for any of them? ``` **Prompt:** ``` Show me all deals in the 'Qualified' stage of my pipeline. ``` **Response:** ``` I've filtered your pipeline. You have 4 deals in the 'Qualified' stage, totaling $15,000 in potential revenue. Would you like the details for these opportunities? ``` **Prompt:** ``` Create a new organization named 'Tech Innovations' with domain 'techinn.com'. ``` **Response:** ``` I've successfully created 'Tech Innovations' in Agendor. The organization ID is 98765. Would you like to add a primary contact person to this company? ``` ## Capabilities ### Create new person profiles Add new contacts to your CRM and link them to companies instantly. ### List all organization records View a complete directory of all business entities in your CRM. ### Move deals through pipeline stages Track and update active sales opportunities as they progress. ### Generate follow-up tasks Create a chronological queue of upcoming activities for your team. ### Identify contacts by email Find existing records using email addresses or CNPJ numbers to prevent duplicates. ### Summarize sales opportunities Get a quick overview of high-value deals and active negotiations. ## Use Cases ### SDR Lead Entry An SDR gets a new lead and asks the agent to create a person and a linked organization using create_person and create_organization. ### Pipeline Audit A manager asks the agent to list deals in a specific stage to see what's stuck using list_deals. ### Follow-up Check An AE asks what tasks are due today to prioritize their morning outreach using list_tasks. ### Duplicate Prevention A user wants to add a client but is worried about duplicates, so the agent checks the email first before creating the record. ## Benefits - Stop manual data entry by using create_person and create_organization to add new leads and companies instantly. This saves you from typing the same info into multiple fields over and over again. - Keep your pipeline clean by using the upsert logic to prevent duplicate records via email or CNPJ. Your agent will check for existing data before creating anything new, keeping your database accurate. - Never miss a follow-up by using list_tasks to see what needs attention today. You can ask your agent to pull up the chronological queue of all scheduled activities to prioritize your morning. - Get a bird's-eye view of your revenue by using list_deals to monitor active sales opportunities. You can quickly see what's moving through your funnel and what's stalled in specific stages. - Save time on research by using list_people to quickly pull up contact history during sales calls. You can ask your agent to find a specific person's profile without leaving your chat interface. ## How It Works The bottom line is you get a way to manage your entire sales CRM through a simple chat interface. 1. Subscribe to the Agendor MCP on Vinkius. 2. Add your Agendor API Token to your AI client. 3. Ask your agent to list deals or create new leads. ## Frequently Asked Questions **Can I use Agendor MCP to add new leads?** Yes, you can create new person and organization records directly through your agent. This lets you add new leads as they come in without leaving your chat. **How does Agendor MCP prevent duplicate entries?** It uses email and CNPJ data to check for existing records before creating anything new. This keeps your database clean and accurate. **Can Agendor MCP help me track my sales pipeline?** Yes, it can list all active deals and help you monitor specific stages of your funnel. You can ask your agent for summaries of your most active opportunities. **Can I use Agendor MCP to manage my team's tasks?** You can list all upcoming activities and follow-ups to keep your team on schedule. Your agent can pull up the chronological queue of tasks whenever you need it. **Does Agendor MCP work with Claude?** Yes, it works with Claude, Cursor, and any other MCP-compatible client. You just need your API token to get started. **How do I connect Agendor CRM to my agent?** You just need your Agendor API Token and a Vinkius subscription to get started. Once connected, you can manage your entire CRM through your agent. **Where do I find my Agendor API Token?** Log in to Agendor, navigate to **Menu** > **Integrações** (Integrations) > **Token da API**. You can generate and copy your unique token from there. It will be used in the `Authorization` header as `Token your-token`. **What is an 'Upsert' in Agendor?** An Upsert is a combination of Update and Insert. It allows you to send contact data, and Agendor will either create a new record or update an existing one if the email or CNPJ already exists, preventing duplicates. **Can I see my team's tasks via the agent?** Yes! Use the `list_tasks` tool to retrieve upcoming or pending tasks for any user or organization in your CRM.