# Agile CRM MCP for AI Agents AI Agent Connect > Agile CRM lets you connect your sales and marketing data directly to your AI agent. You can manage contacts, update deals, and organize team tasks without switching tabs. It turns your CRM into a conversational workspace for growing sales teams who need to move faster. ## Overview - **Category:** marketing-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/ai-agent-connect - **Tags:** contact-management, deal-tracking, pipeline-management, lead-nurturing, sales-funnel, marketing-campaigns ## Description This Connector lets you connect your Agile CRM account to any AI agent and take control of your sales, marketing, and service workflows through natural conversation. Most teams waste hours jumping between different tabs to see where a deal stands, find a specific contact's history, or manually update a status. This changes that by letting your agent handle the heavy lifting. Instead of clicking through nested menus, you just tell your agent what you need. You can ask for a summary of a pipeline, create a new opportunity, or update a contact's status while you're mid-conversation. It handles the data entry and the status tracking so you can focus on the actual selling. Since Vinkius hosts this Connector, you can plug it into your existing workflow in minutes. You get a dedicated coordinator that knows your contact history, manages your calendar events, and keeps your tasks organized. It removes the friction of manual data management, letting you treat your CRM like a conversational database rather than a complex spreadsheet. You no longer have to dig through complex deal tables or worry about missing a follow-up task. Your agent acts as a bridge between your raw data and your daily actions, making your CRM a tool you actually enjoy using. ## Tools ### create_deal Create a new sales opportunity in your pipeline. This makes it easy to log new business as it happens. ### delete_contact Remove a contact from your CRM database. Use this to keep your directory clean and accurate. ### list_contacts Pull a list of every contact in your Agile CRM account. This is great for quick audits or searches. ### list_deals View all current deals and opportunities in your pipeline. Get a high level view of your sales funnel. ### list_events Retrieve all calendar events from your CRM. Stay on top of your schedule with a quick query. ### list_contact_notes See the history of notes for a specific contact. This helps you prep for meetings with context. ### list_tasks Get a list of all tasks currently assigned to your team. Keep everyone aligned on daily goals. ### retrieve_contact Get the full profile and metadata for a specific contact. Pull all the details you need in one go. ### retrieve_deal Pull the details and value of a specific deal. Quickly check the status of any active opportunity. ### retrieve_task Get the specifics of a single task or to-do item. Check due dates and assignments instantly. ### update_contact Change the information on an existing contact profile. Keep your records fresh with every interaction. ### create_contact Add a new person to your CRM database. Build your directory without leaving your chat window. ## Prompt Examples **Prompt:** ``` What are the top 3 deals in my pipeline right now? ``` **Response:** ``` Here are your top 3 active deals: | Deal Name | Value | Probability | | :--- | :--- | :--- | | **Enterprise License** | $15,000 | 75% | | **Web Redesign** | $5,000 | 40% | | **Mobile App Sync** | $8,500 | 20% | Would you like me to pull the full details for any of these? ``` **Prompt:** ``` Create a new contact for Sarah Jenkins at sarah@example.com and add a note that she's interested in our enterprise plan. ``` **Response:** ``` I've created the profile for **Sarah Jenkins** (ID: cont_982). I also added your note regarding her interest in the enterprise plan to her history. Would you like me to create a follow-up task for you to reach out to her next week? ``` **Prompt:** ``` What tasks do I have for today? ``` **Response:** ``` You have 3 tasks due today: * **Call Acme Corp** (Due: 10:00 AM) * **Send Proposal to TechCorp** (Due: 2:00 PM) * **Internal Team Sync** (Due: 4:30 PM) I can update the status of any of these for you if you're finished with them. ``` ## Capabilities ### Create new deals Add new opportunities to your sales pipeline using natural language commands. ### Update contact info Modify existing profiles to keep your records current without manual editing. ### Pull contact lists Get a full view of your directory for any specific query or filter. ### Track deal status Monitor the probability and value of your active opportunities in real time. ### Manage team tasks Organize daily to-dos and follow-ups automatically through your agent. ### View calendar events Check your schedule and upcoming meetings instantly from your chat interface. ## Use Cases ### Updating a deal after a call A salesperson finishes a call and tells the agent to update the deal value and probability. The agent handles the update instantly. ### New lead entry from a meeting A marketing lead comes in, and the agent creates the contact and a follow-up task immediately. No more manual form filling. ### Pipeline audit for weekly reports An ops manager asks for a list of all deals over a certain value. The agent pulls the data for a quick summary. ### Meeting prep with context A rep asks the agent for the last three notes on a contact before a Zoom call. The agent retrieves the history for quick review. ## Benefits - Stop manual data entry by creating new deals and contacts directly through your chat. - Get instant visibility into your sales funnel by listing all active opportunities at once. - Keep your records accurate by updating contact details on the fly during your conversations. - Stay on top of your schedule by pulling calendar events and task lists into a single view. - Access deep relationship history to prepare for meetings with specific leads more effectively. ## How It Works The bottom line is you get a conversational interface for your entire sales and marketing database. 1. Subscribe to the Agile CRM MCP on the Vinkius Marketplace. 2. Get your API Key, Email, and Domain from your Agile CRM Admin Settings. 3. Connect your credentials to your AI client to start managing your data. ## Frequently Asked Questions **Can the Agile CRM MCP help me manage my sales pipeline?** Yes, it lets you see all deals and update values via chat. You can ask your agent to list active opportunities or pull details on specific ones instantly. **How do I use Agile CRM with an AI agent?** By connecting this Connector to your AI client. It gives your agent the ability to read and write data directly within your Agile CRM account. **Can I update contact information using the Agile CRM MCP?** Yes, your agent can modify existing profiles using natural language. You can update phone numbers, emails, or custom tags without opening the CRM. **Does the Agile CRM MCP support task management?** It allows your agent to list and retrieve tasks to keep your team on track. You can check your daily to-do list or see what's assigned to others. **Can I see my meeting history with the Agile CRM MCP?** Yes, you can pull notes for specific contacts to see past interactions. This is great for getting up to speed before a call. **How do I get started with Agile CRM and AI?** Subscribe to this Connector and add your API credentials. Once connected, you can start asking your AI agent to manage your CRM data for you. **Can I create new leads through the Agile CRM MCP?** Yes, you can create new contacts and deals through your agent. This helps you log new business the moment it happens. **How do I find my Agile CRM API Key?** Log in to your dashboard, navigate to **Admin Settings** > **Developers & API**, and copy your REST API Key. **Can I create new deals via AI?** Yes! The `create_deal` tool allows your agent to register new sales opportunities by providing deal name, value, and probability programmatically. **How do I find my Agile CRM domain?** Your domain is the prefix of your Agile CRM URL. For example, if you log in at `vinkius.agilecrm.com`, your domain is `vinkius`.