# Twenty CRM MCP for AI Agents AI Agent Connect > Twenty CRM MCP lets you manage your entire sales pipeline and contact database directly from your AI client. You can list people, companies, and opportunities, or create and update records in Twenty CRM. It's built for teams who want to handle CRM data through natural conversation instead of clicking through multiple tabs and menus. This connection makes your database a part of your daily workflow. ## Overview - **Category:** sales-automation - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_kAR93l8VFreZPWYLgHHGHAEDdZBtc0Dk4gJo8Cpz/ai-agent-connect - **Tags:** crm, contact-management, sales-pipeline, lead-tracking, open-source-crm ## Description The Twenty CRM MCP lets you manage your sales pipeline and contact database directly through your AI client. Imagine you're in the middle of a deep work session and you need to update a lead's status or grab a company's metadata. Usually, that means tab-switching, logging into a separate dashboard, and hunting through rows of data. This Connector changes that. It brings your Twenty CRM data directly into your current workspace. You can just ask your agent to find a specific person, add a new sales opportunity, or log a note about a recent call. It handles the heavy lifting of CRUD operations across your entire database. Whether you're cleaning up old records or spinning up new accounts, you can do it via natural conversation. It's designed to keep your data clean and your workflow focused. By using this on Vinkius, you get a unified way to interact with your CRM records without the friction of manual data entry. It's about making your CRM a living part of your actual work instead of a separate destination you have to visit. You can manage people, companies, opportunities, notes, and tasks without ever leaving your primary app. This means your team stays in the flow while your data stays current. ## Tools ### create_opportunity Create a new opportunity. This lets you add new sales deals to your pipeline instantly. ### create_person Create a new person. Use this to add new leads or contacts to your database. ### delete_person Delete a person. This lets you remove contacts from your database when they are no longer needed. ### list_tasks List tasks in Twenty CRM. This shows all the active items your team needs to complete. ### update_person Update an existing person. This helps keep contact details accurate without manual editing. ### create_note Create a new note. Use this to log a new interaction or piece of information about a contact. ### get_person Get a specific person by ID. This pulls up the full profile of a single contact. ### get_task Get a specific task by ID. This lets you see the details of a specific item on your task list. ### list_people List people in Twenty CRM. This lets you see every contact currently stored in your database. ### update_task Update an existing task. Use this to change deadlines or statuses for your team's to-do list. ### get_company Get a specific company by ID. This pulls up all the metadata for a single organization instantly. ### get_note Get a specific note by ID. This lets you quickly read back specific details from past interactions. ### get_opportunity Get a specific opportunity by ID. This retrieves the current status and value of a specific sales deal. ### list_companies List companies in Twenty CRM. This gives you a high-level view of every organization in your database. ### list_notes List notes in Twenty CRM. This shows you all the recorded interactions and comments in one view. ### list_opportunities List opportunities in Twenty CRM. This provides a full overview of your current sales pipeline. ### update_company Update an existing company. Use this to change company names, details, or organizational metadata. ### update_note Update an existing note. This allows you to edit or refine notes from previous conversations. ### update_opportunity Update an existing opportunity. Use this to move deals through different stages of your pipeline. ### create_task Create a new task. This lets you quickly add new items to your team's daily to-do list. ### delete_company Delete a company. Use this to remove organizations that are no longer relevant to your business. ### delete_note Delete a note. This allows you to remove incorrect or unnecessary notes from your history. ### delete_opportunity Delete an opportunity. Use this to remove sales deals that are no longer active or valid. ### delete_task Delete a task. Use this to clear out completed or irrelevant items from your task list. ### create_company Create a new company. This lets you add new organizational accounts to your CRM. ## Prompt Examples **Prompt:** ``` I just talked to Sarah from Acme Corp. Create a note saying we agreed on a 20% discount for the annual plan. ``` **Response:** ``` I've added that note to the Acme Corp account. You can find it under the 'Notes' section for that company. Is there anything else you'd like to log? ``` **Prompt:** ``` What's the current status of the 'Enterprise License' deal? ``` **Response:** ``` The 'Enterprise License' opportunity is currently in the **Negotiation** stage. Here are the details: * **Estimated Value:** $50,000 * **Status:** In Progress * **Last Update:** 2 days ago Would you like me to update the status or add a new note? ``` **Prompt:** ``` List all the active tasks for the sales team today. ``` **Response:** ``` Here are the tasks currently due: | Task | Assigned To | Status | | :--- | :--- | :--- | | Follow up with John | Sarah | Pending | | Send contract to Acme | Mike | In Progress | | Update pricing sheet | Sarah | Completed | Let me know if you'd like me to update any of these. ``` ## Capabilities ### Create new sales opportunities Add new deals to your pipeline instantly using natural language. ### Update contact information Modify person records to keep your lead data accurate and current. ### List all companies Get a high-level view of every organization in your database. ### Delete outdated records Remove old notes, tasks, or contacts to maintain database hygiene. ### Fetch company metadata Pull up specific details for a company using its unique ID. ### Track deal progress Query and update the status of your active sales opportunities. ## Use Cases ### Adding leads during a live call An account manager receives a new lead and asks the agent to `create_person` and `create_company` to log the info immediately. ### Updating a deal stage A sales rep finishes a meeting and tells the agent to use `update_opportunity` to move a deal to the 'Negotiation' stage. ### Cleaning up old data A CRM admin asks the agent to `list_people` and then use `delete_person` to remove all inactive contacts from last year. ### Checking task status A team lead asks the agent to `list_tasks` to see what needs to be finished before the end of the day. ## Benefits - Update lead statuses instantly using `update_opportunity` without opening a browser tab. This keeps your sales pipeline accurate in real-time while you're still in your chat or editor. - Keep your contact list clean by using `delete_person` and `update_person` via quick commands. You can purge old leads or fix typos in seconds without navigating through complex CRM menus. - Retrieve company metadata on the fly with `get_company` during active client meetings. This gives you the facts you need immediately so you don't have to search for them later. - Log new interactions immediately using `create_note` to ensure no detail is lost. You can capture the essence of a call the moment it ends, keeping your records detailed and complete. - Maintain a clean to-do list by using `create_task` and `list_tasks` to manage your team's daily work. You can see what needs to be done and add new items without leaving your workspace. - View your entire sales pipeline at a glance using `list_opportunities`. This provides a high-level overview of your current deals, helping you prioritize your day more effectively. ## How It Works The bottom line is you get a direct text-based interface for your entire sales database. 1. Sign up for this Connector and grab your Twenty API key. 2. Provide your Base URL and API key in your client settings. 3. Ask your agent to list people or create opportunities in plain English. ## Frequently Asked Questions **Can I use the Twenty CRM MCP to create new leads?** Yes, you can use the Connector to create new people and companies directly through your AI client. This lets you log new leads as soon as you get them without switching tabs. **How does the Twenty CRM MCP help with my sales pipeline?** It allows your agent to list, create, and update opportunities. You can track deal progress and move items through different stages using natural language. **Can I delete records using the Twenty CRM MCP?** Yes, the Connector includes tools to delete people, companies, notes, tasks, and opportunities. This makes it easy to keep your database clean and organized. **Is the Twenty CRM MCP good for account managers?** It's great for account managers who need to quickly pull up company details or recent notes during a live call. It provides instant access to your data when you need it most. **Does the Twenty CRM MCP support tasks?** Yes, you can create, list, update, and delete tasks. This helps you manage your team's daily to-do list and keep track of follow-ups directly from your AI interface. **Can I use this to update contact info?** You can use the Connector to update person records. If a contact changes their phone number or job title, you can just tell your agent to make the change. **Can I create a new contact person directly through the AI?** Yes! Use the `create_person` tool by providing at least a first name. You can also include a last name to create a complete record in your Twenty CRM database. **How do I see all the companies currently registered in my CRM?** Simply ask the agent to run the `list_companies` tool. It will retrieve a list of all company records (accounts) stored in your Twenty environment. **Is it possible to update the details of an existing sales opportunity?** Yes, you can use the `update_opportunity` tool. You will need the specific Opportunity ID and the new fields (like name) you wish to modify.