# Platform.ly MCP for AI Agents AI Agent Connect > Platform.ly gives your AI agent direct access to your marketing automation and CRM. You can manage contacts, move deals through sales pipelines, and handle audience segmentation using natural language. It turns your chat interface into a command center for marketing operations and revenue tracking. ## Overview - **Category:** industry-titans - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_3P8cmFT68vv6fUeXNYBN6G9eFfW5nDllAoesY6tQ/ai-agent-connect - **Tags:** multi-channel-marketing, sales-tracking, crm-automation, revenue-analytics, lead-nurturing ## Description Platform.ly lets you connect your account to your AI agent to stop jumping between tabs just to update a lead or check a pipeline status. This Connector lets you handle the heavy lifting of CRM orchestration directly in your chat. You can ask your agent to pull up contact details, create new sales deals, or organize your audience into specific segments without ever touching a dashboard. It's built for people who need to move fast. Instead of manually clicking through menus to tag a thousand contacts or update a deal's stage, you just tell your agent what needs to happen. You can also fire custom events to keep your automated workflows moving and add notes to keep your team in the loop. By bringing these capabilities into your primary workspace, you turn your AI into a dedicated marketing operations manager. This is one of the many ways Vinkius helps you connect your tech stack to your actual daily workflow. You get a cleaner way to manage your revenue data and spend less time on data entry and more time on actual strategy. You can handle lead intake, organize complex marketing segments, and monitor your sales velocity all from one conversation. It removes the friction of manual updates and gives you a direct line to your business data. ## Tools ### add_note_to_contact Add a text note to a contact. This ensures your team has the latest context on a lead. ### apply_tag_to_contact Add a tag to a contact. This helps you organize leads for targeted marketing. ### create_new_sales_deal Create a new deal in a pipeline. This adds a new record to your sales tracking list. ### get_contact_details Get full info for a contact. This pulls up a lead's history at a glance. ### list_crm_contacts List contacts in a project. This is great for auditing your current database. ### list_sales_pipelines List all sales pipelines. This lets you get an overview of your revenue structure. ### list_project_segments List all segments in a project. Use this to see how your audience is currently grouped. ### list_project_tags List all tags in a project. This helps you keep your tagging system organized. ### remove_tag_from_contact Remove a tag from a contact. Use this to clean up your audience data. ### search_contact_by_email Find a contact by email. This is the fastest way to locate a specific person. ### update_existing_contact Modify a contact record. Use this to keep your CRM data fresh. ### create_new_contact Add a new contact to the CRM. This automates your lead intake process. ## Prompt Examples **Prompt:** ``` I just talked to Sarah from Acme Corp. Add a note saying she wants a demo next Tuesday and move her deal to 'Proposal Sent'. ``` **Response:** ``` I've updated Sarah's profile with that note. I also moved her deal in the Acme Corp pipeline to the 'Proposal Sent' stage. Is there anything else you need for her record? ``` **Prompt:** ``` Find the contact with the email marketing@example.com and tell me what their current tag is. ``` **Response:** ``` I found the contact for marketing@example.com. They are currently tagged with: **VIP_Lead** and **Q4_Prospect**. Would you like me to add any other tags or notes? ``` **Prompt:** ``` Create a new segment for all contacts who haven't been contacted in 30 days and tag them as 'Follow_Up'. ``` **Response:** ``` I've analyzed your contact list and identified 42 users who haven't been contacted in over 30 days. I've created a new segment called 'Inactive_30_Days' and applied the **Follow_Up** tag to all of them. You can now target them in your next automation sequence. ``` ## Capabilities ### Update contact records Modify existing profile data with a simple command. ### Move deals through pipelines Advance sales opportunities to the next stage. ### Create audience segments Group contacts based on specific behaviors or traits. ### Search for leads Find specific contacts using their email addresses. ### Add notes to profiles Keep a running history of interactions on any contact. ### List marketing tags View all current tags used across your project. ### Trigger custom events Fire specific actions to kick off automated workflows. ## Use Cases ### Grouping new signups into segments A marketing manager asks the agent to use list_project_segments and apply_tag_to_contact to group 500 new users into a 'New User' list. ### Updating lead info after a phone call A salesperson tells the agent to add_note_to_contact with a call summary and then uses create_new_sales_deal to move the lead forward. ### Auditing total project reach A business owner asks the agent to list_crm_contacts for a specific project to see the total number of active profiles. ### Automating lead intake When a lead comes in, the agent uses create_new_contact to add them and apply_tag_to_contact to mark the source automatically. ## Benefits - Stop manual data entry by using create_new_contact and update_existing_contact to keep your CRM current without clicking through forms. - Organize your audience faster with list_project_segments and apply_tag_to_contact to ensure your marketing hits the right people. - Track revenue growth in real time by using create_new_sales_deal to move opportunities through your list_sales_pipelines. - Get instant context on leads with get_contact_details and add_note_to_contact so you never have to hunt for old conversation notes. - Keep your automated workflows running by using fire custom events to trigger specific actions based on user behavior. - Audit your database easily with list_crm_contacts and search_contact_by_email to find and manage your audience in seconds. ## How It Works The bottom line is you get a natural language interface for your entire marketing and sales operations. 1. Subscribe to the Platform.ly MCP on Vinkius. 2. Input your Platform.ly API Key from your account settings. 3. Start asking your AI client to manage contacts, deals, and segments. ## Frequently Asked Questions **Can I use the Platform.ly MCP to manage my sales pipeline?** Yes. You can ask your agent to create new deals, move them between stages, and list your current pipelines to keep your revenue tracking up to date. **How does Platform.ly help with marketing automation?** It lets you trigger custom events and manage audience segments through natural language, making it much easier to keep your automated workflows running smoothly. **Can the Platform.ly MCP update contact information for me?** It can. You can tell your agent to update existing records, add new contacts, or even search for specific leads by their email address. **Is Platform.ly good for managing large lists of tags and segments?** Definitely. You can quickly list all project tags and segments to see how your audience is organized without clicking through multiple pages. **Can I add notes to my leads using the Platform.ly MCP?** Yes, you can add text notes to any contact record. This helps you keep a running history of your conversations in one central place. **How do I connect Platform.ly to my AI client?** You just need to subscribe to the Connector on Vinkius and enter your Platform.ly API key. Once connected, your agent can manage your CRM directly. **Can my AI automatically find the details for a specific contact just by providing their email?** Yes! Use the `get_contact` tool. Provide the contact email or ID, and your agent will respond with complete metadata, including tags, custom fields, and pipeline status in seconds. **How do I find my Platform.ly API Key?** Log in to your Platform.ly account, click on your profile name at the top right, navigate to **API Docs & Keys**, and generate your unique secret key. **Can I use the AI to trigger a specific automation?** Yes, by using the `apply_tag_to_contact` or `fire_event` tools, you can trigger any automated workflow you have configured in your account.