# Agile CRM MCP for AI Agents AI Agent Connect > Agile CRM MCP lets your AI agent handle your sales pipeline and marketing data. It lets you find contacts, audit deals, and manage tasks directly through your chat interface. Stop switching tabs between your CRM and your workspace. ## Overview - **Category:** marketing-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/ai-agent-connect - **Tags:** contact-management, deal-tracking, pipeline-management, lead-nurturing, sales-funnel, marketing-campaigns ## Description This Agile CRM MCP lets you manage your sales pipeline and marketing data without jumping between different tabs. Managing a CRM usually involves copy-pasting contact info, manually updating deal statuses, and hunting for lead history. This Connector changes that by letting your agent do the heavy lifting for you. Instead of digging through menus, you just tell your AI client what needs to happen. It pulls your Agile CRM data into your chat, making it easy to spot high-value opportunities or see which tasks are falling behind. If you're looking for a way to keep your sales data organized without the constant context switching, this is how you do it. You can find this in the Vinkius catalog to get your CRM connected to your daily workflow. It works by pulling your live data into the conversation, so you can audit your pipeline or find a contact's details in one go. You'll stop worrying about whether a task was logged and start focusing on the actual conversation with your lead. This is especially useful for high-volume teams where missing a single follow-up can mean losing a deal. By making the data accessible through a natural chat, you remove the friction of traditional CRM management. You can get this connected to keep your sales and marketing operations moving forward without the usual overhead. ## Tools ### list_contacts Get a full list of every contact stored in your Agile CRM. This helps you see your entire database in one view. ### list_deals View your entire sales pipeline to see current opportunities and their values. Use this to monitor revenue. ### list_events List all calendar events ### list_contact_notes List notes for a specific contact ### retrieve_contact Get details of a specific contact ### retrieve_deal Get details of a specific deal ### retrieve_task Get details of a specific task ### update_contact Update an existing contact ### list_tasks Pull up all your team's tasks to see what needs to be finished today. This keeps your team on schedule. ### create_contact Create a new contact ### create_deal Create a new deal ### delete_contact Delete a contact ## Prompt Examples **Prompt:** ``` Show me the status of our biggest deals. ``` **Response:** ``` I've audited your sales pipeline. Here are the high-value opportunities currently in progress: | Deal Name | Value | Stage | | :--- | :--- | :--- | | **Enterprise License** | $12,000 | Negotiation | | **Premium Support Plan** | $8,500 | Proposal Sent | | **Annual Subscription** | $6,000 | Discovery | Total potential revenue from these three deals is **$26,500**. ``` **Prompt:** ``` Find the contact for hello@example.com. ``` **Response:** ``` I've located the contact for **hello@example.com**. * **Name:** Jane Doe * **Status:** Active Lead * **Last Interaction:** 3 days ago * **Notes:** Interested in the premium tier; requested a demo for next Tuesday. Would you like me to list the tasks associated with her profile? ``` **Prompt:** ``` What tasks are due today? ``` **Response:** ``` You have **3 tasks** due today: * **Follow-up Call:** John Smith (Due: Today) * **Send Proposal:** Acme Corp (Due: Today) * **Update CRM Tags:** Marketing Segment A (Due: Today) Would you like me to mark any of these as completed? ``` ## Capabilities ### Find specific leads by email Locate a contact's profile instantly by providing their email address to your agent. ### Pull up a full list of contacts Get a complete overview of every person in your CRM database through a simple chat command. ### View active sales opportunities See all your current deals and their values to monitor your revenue pipeline. ### See all pending and completed tasks Check your team's to-do list to see what needs to be finished today. ### Audit deal stages for revenue Identify high-value opportunities and see where deals are currently stuck in the funnel. ## Use Cases ### Checking a lead's history before a call A rep needs to know a lead's history before a call. They ask the agent to search for the contact using `search_contact_by_email` to get the history immediately. ### Auditing the sales pipeline for revenue A manager needs to see if any big deals are stalled. They use `list_deals` to see the pipeline and identify high-value opportunities. ### Quickly checking team task status A team lead wants to see what's due today. They ask the agent to use `list_tasks` to see what the team is working on. ### Verifying contact counts for marketing A marketing lead needs to see how many contacts are in a segment. They use `list_contacts` to get the data for a new campaign. ## Benefits - Stop manual data entry by using `list_contacts` to pull data into your workspace instantly. - Find leads faster with `search_contact_by_email` so you don't have to hunt through complex menus. - Monitor your revenue pipeline with `list_deals` to see high-value opportunities at a glance. - Keep your team on track by using `list_tasks` to identify overdue follow-ups and daily goals. - Get better sales context by pulling historical interaction logs directly into your active conversation. ## How It Works The bottom line is you get a direct line from your chat interface to your CRM data. 1. Subscribe to the Agile CRM MCP on Vinkius. 2. Provide your Agile CRM Domain, Email, and REST API Key. 3. Ask your agent to find leads, audit deals, or check tasks. ## Frequently Asked Questions **Can the Agile CRM MCP help me manage my sales pipeline?** Yes, it allows your AI agent to pull your live deals and audit your pipeline stages directly in your chat. **How do I find a specific lead's history using Agile CRM MCP?** You can simply ask your agent to search for a contact by their email address to pull up their full profile and logs. **Can I see my team's tasks through the Agile CRM MCP?** Yes, the Connector can pull a list of all tasks, allowing you to see what's due today or what needs to be finished. **Is the Agile CRM MCP good for marketing research?** It's great for auditing your contact list and pulling data points for specific leads to help with your marketing strategy. **How does the Agile CRM MCP save me time on data entry?** It reduces the need to copy and paste information between your CRM and your workspace by letting the agent fetch that data for you. **Can I use the Agile CRM MCP to find contacts by email?** Yes, that's one of the core features. You can ask your agent to find any contact using their email address instantly. **How do I find my Agile CRM REST API Key?** Log in to Agile CRM, go to **Admin Settings** > **Developers & API**. You will find your REST API Key listed there. Use this along with your account email for authentication. **Can I search for a contact by email?** Yes! Use the `search_contact_by_email` tool. It provides a direct way to find a contact profile using their email address, returning their full history and properties. **Does this support custom properties?** Yes, custom properties are included in the contact details retrieved via the API. You can also update them by specifying the property name and value. **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`.