# Kylas MCP for AI Agents AI Agent Connect

> Kylas MCP lets you manage your Indian SMB sales pipeline directly through your AI client. It handles leads, deals, and contacts without you having to click through a separate CRM dashboard. It's built for sales teams who need to move fast and keep their data in sync with WhatsApp and other communication channels.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_RgvoQ5AS9kf2V0vgEtjqSiy6yn8CTfbHZ6Mq5lzJ/ai-agent-connect
- **Tags:** pipeline-management, deal-tracking, lead-management, sales-crm, contact-database, whatsapp-integration

## Description

You spend your day jumping between tabs to check lead statuses, update deal stages, and hunt down contact info. It's a friction-heavy process that slows down your sales cycle. This Connector changes that by letting your agent do the heavy lifting. Instead of manual data entry, you can just tell your agent to find a specific lead or update a deal's progress. It pulls in your contact history and shows you exactly where every deal stands in your pipeline. You can see conversion rates and deal velocity in real-time, making it easier to spot where prospects are getting stuck. Because it's part of the Vinkius catalog, you get this functionality tied directly into the tools you already use every day, like Claude or Cursor. It turns your CRM from a static database into an active part of your conversation. You'll stop worrying about whether you updated the right field and start focusing on closing the next deal.

## Tools

### create_contact
Add a new person to your CRM database. This keeps your records organized as you meet new prospects.

### create_lead
Generate a new lead with specific details. You can pass data as a JSON string to keep everything accurate.

### get_lead
Fetch specific details for a single lead. This lets you quickly check a prospect's status without searching.

### list_contacts
View every contact currently in your CRM. This is useful for getting a bird's-eye view of your entire database.

### list_tasks
View all CRM tasks. This keeps your daily to-do list visible to your agent for better follow-ups.

### list_deals
See every deal across all pipeline stages. It helps you track your current sales volume and upcoming closures.

### list_leads
Pull a list of all Kylas leads. Use this to see who's currently in your top-of-funnel pipeline.

## Prompt Examples

**Prompt:** 
```
Show me all the deals we have in the negotiation stage right now.
```

**Response:** 
```
**Negotiation Stage Deals**

| Deal Name | Value | Probability |
| :--- | :--- | :--- |
| Acme Corp | $45,000 | 90% |
| GlobalInc | $28,000 | 75% |
| TechCo | $35,000 | 80% |

**Total Pipeline Value:** $108,000
```

**Prompt:** 
```
I just talked to a new lead from Acme Corp. Create a lead for them with a 'New' status.
```

**Response:** 
```
Done! I've created a new lead for **Acme Corp** with the status set to **New**. I've also noted it as a web source. Would you like me to add them to your active follow-up tasks?
```

**Prompt:** 
```
Who are my top contacts for the TechCo account?
```

**Response:** 
```
Here are the primary contacts for **TechCo**:

*   **John Smith** (CTO) - 4 deals, $120K total
*   **Lisa Park** (VP Eng) - 2 deals
*   **Mike Torres** (Director) - 1 deal

*Last activity was recorded today.*
```

## Capabilities

### Create new leads with specific data
Add new prospects to your CRM by providing details through your agent.

### Update deal stages in your pipeline
Move deals forward or backward in your sales funnel using natural language.

### Pull contact history and activity
Get a full history of interactions for any contact in your database.

### List all active deals for review
See every active opportunity and its current value in one place.

### Track lead conversion metrics
Check conversion rates and deal velocity to see where your pipeline is moving.

### Add new contacts to your database
Log new people into your CRM to keep your contact list organized.

## Use Cases

### Checking historical contact context
A BDR wants to know if a prospect has been contacted before. They ask the agent to check the contact history for a specific company.

### Monitoring pipeline bottlenecks
A manager needs to see which deals are stuck in the negotiation phase. They ask the agent to list deals with a specific status.

### Instant lead creation from calls
A rep just finished a call and needs to log a new lead. They tell the agent to create a lead using the notes they just took.

### Reviewing team conversion metrics
A sales lead wants to see the team's win rate. They ask the agent to pull conversion metrics from the current pipeline.

## Benefits

- Stop manual data entry by using create_lead to add prospects instantly while you're still talking to them.
- Get a clear view of your sales volume by using list_deals to see every active opportunity in one place.
- Save time on research by using get_lead to pull specific prospect details into your chat window immediately.
- Keep your team on track by using list_tasks to let your agent remind you of upcoming follow-ups and deadlines.
- Improve your closing rate by using list_leads to identify which prospects need a nudge to move to the next stage.
- Maintain a clean database by using create_contact to ensure every new person you meet is logged correctly.

## How It Works

The bottom line is you get a conversational interface for your entire sales pipeline.

1. Get your Kylas API key from your account settings.
2. Add the Connector to your client and input your API key.
3. Ask your agent to list leads, update deals, or create new contacts.

## Frequently Asked Questions

**How does the Kylas MCP help my sales team?**
It lets your team manage leads and deals through a chat interface. You can create contacts, update deal stages, and check pipeline status without ever opening the CRM dashboard.

**Can I use this to see my team's sales performance?**
Yes. You can ask your agent to list all deals or check conversion metrics to see how many leads are moving through your pipeline.

**Does this work for Indian SMBs?**
Yes, it's specifically designed to help Indian SMBs manage their sales CRM, including lead management and deal tracking.

**Can my agent create new leads for me?**
Absolutely. You can provide the details, and the agent will use the tool to add the lead to your Kylas account automatically.

**How do I keep my contact list updated?**
You can tell your agent to create a new contact whenever you meet someone new, ensuring your database stays current without manual entry.

**Can I see my tasks in the Kylas CRM?**
Yes, your agent can list all CRM tasks so you can stay on top of your follow-ups and daily sales activities.

**Can I manage leads and track deals?**
Yes. List, create, and update leads with status tracking. Browse deals across pipeline stages with deal values and probability.

**Can I monitor pipeline conversion rates?**
Yes. Track pipeline metrics including deal counts per stage, conversion rates, average deal size, and velocity.

**What API endpoint does Kylas use?**
Bearer authentication against `api.kylas.io/v1`.