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Vinkius

SugarCRM (Enterprise CRM & Customer Success API) Connector for AI agents.

10 live capabilities

Manage customer records and sales data with your CRM AI integration.

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Why people use SugarCRM (Enterprise CRM & Customer Success API)

SugarCRM for Automated CRM Data Management

With this Connector, you just tell your agent what needs to happen. It pulls the data, makes the change, and confirms it for you. You get a confirmed update without ever leaving your current screen.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

What Vinkius changes

You get a conversational interface for your entire SugarCRM database.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 6,100+ Connectors

  1. Real-world use case 01

    Lead Status Update

    A salesperson is on a call and tells the agent to update a lead to 'Qualified'.

  2. Real-world use case 02

    Account History Check

    A support rep asks for all contacts linked to Account X.

  3. Real-world use case 03

    Bulk Data Cleanup

    An admin needs to change the region for 50 accounts.

Complete set · 10capabilities

The complete SugarCRM (Enterprise CRM & Customer Success API) capability set.

These are the exact actions your AI can choose when you ask it to work with SugarCRM (Enterprise CRM & Customer Success API).

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 10 available through SugarCRM (Enterprise CRM & Customer Success API).

  1. 01 Capability

    Delete record

    Delete a specific SugarCRM record. Use this when you need to clean up duplicate entries or outdated data.

  2. 02 Capability

    Bulk request

    Execute multiple API calls in a single request. This helps you update dozens of records at once without waiting for individual requests to finish.

  3. 03 Capability

    Count records

    Count records matching a filter in a module. Use this to get a quick snapshot of your pipeline or lead volume.

  4. 04 Capability

    Create record

    Create a new record in a SugarCRM module. This lets your agent build new accounts or contacts based on your conversation.

Capability set02 / 03

05—07

3 capabilities in this set.

Part of 10 available through SugarCRM (Enterprise CRM & Customer Success API).

  1. 05 Capability

    Get record

    Retrieve a specific SugarCRM record by ID. This is the fastest way to see the full history of a single account or contact.

  2. 06 Capability

    Link record

    Create a relationship to an existing record. Use this to connect a contact to an account or map out complex customer links.

  3. 07 Capability

    List records

    List filtered records for a specific SugarCRM module. You can use JSON filters to find exactly what you're looking for.

Capability set03 / 03

08—10

3 capabilities in this set.

Part of 10 available through SugarCRM (Enterprise CRM & Customer Success API).

  1. 08 Capability

    List related records

    List related records for a specific link. This helps you see the full picture of a customer's interactions and history.

  2. 09 Capability

    Unlink record

    Remove a relationship between records. Use this to clean up links that are no longer relevant to your data.

  3. 10 Capability

    Update record

    Update an existing SugarCRM record. This is how you keep your lead statuses and contact info current.

Set up in minutes

One URL. Then ask SugarCRM (Enterprise CRM & Customer Success API) to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use SugarCRM (Enterprise CRM & Customer Success API) from the conversation.

Choose your client

Live preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it SugarCRM (Enterprise CRM & Customer Success API), and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable SugarCRM (Enterprise CRM & Customer Success API) for the conversation.

Where the request belongs

Work SugarCRM can move forward.

Built around the request

This is for the sales ops person tired of manual data entry and the customer success manager who needs to know a customer's full history in seconds.

01

Sales Operations Manager

Updating lead statuses and logging interactions during high-volume outreach without leaving the chat.

02

Customer Success Manager

Quickly pulling account history and related contacts during a support call to provide better service.

03

Data Analyst

Querying and counting records across different modules to build quick reports on the fly.

Bring your own AI

Change the model, client or framework. Keep SugarCRM connected.

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Before you connect

Questions about SugarCRM.

The practical details behind the request, access and result.

Can the SugarCRM MCP update multiple records at once?

Yes, you can use the bulk request capability to update many records in one go. This is great for batch updates like changing statuses for a whole list of leads.

How do I connect my SugarCRM instance to the Connector?

You just need to provide your instance URL, username, and password in your AI client's settings. Once connected, your agent can access your data.

Can I use this to see the full history of a customer?

Absolutely. The Connector can pull all related records for a specific account, showing you every contact and link in one view.

Does the SugarCRM MCP work with my existing custom modules?

Yes, it allows you to interact with any module in your SugarCRM instance, including your custom sales or support modules.

Can my agent find specific accounts using filters?

Yes, it supports complex filtering. You can ask for specific criteria like accounts in a certain region or with a specific deal size.

Is my data safe when using the SugarCRM MCP?

The Connector connects directly to your instance using your credentials. Your data stays in your SugarCRM environment and is only accessed when your agent performs a task.

Can I filter records by specific criteria like account name?

Yes! Use the list_records capability with a JSON filter string. For example, you can pass [{"name": "Nelson Inc"}] to find specific accounts matching that name.

How do I see all opportunities linked to a specific account?

Use the list_related_records capability by providing the primary module (Accounts), the record ID, and the link name (e.g., 'opportunities').

Is it possible to get a total count of records in a module?

Absolutely. The count_records capability allows you to retrieve the total number of records in any module, optionally filtered by specific conditions.

One connection away

Give your agent a direct line to SugarCRM.

Connect SugarCRM once. Keep it beside 6,100+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available