How to Use the Agency Elephant MCP in Claude

Q: Can Agency Elephant track my team in Claude Desktop?

Yes, use the listworkspaceusers tool to see who is active. It provides a breakdown of your current agents so you know who is handling which policy.

Q: How do I list my campaigns using Agency Elephant and Claude Desktop?

Just ask the AI to show you your active campaigns. It runs listcampaigns and presents the list of current marketing sequences directly in your chat history.

Manage insurance leads and drip campaigns directly from Claude Desktop using the Agency Elephant MCP Server.

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Works with every AI agent you already use

…and any MCP-compatible client

MCP Servers - Free for Subscribers

Connect Agency Elephant MCP to Claude Desktop

Create your Vinkius account to connect Agency Elephant to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Agency Elephant with Claude Desktop

Ask AI about this MCP

ChatGPT

Claude

Perplexity

Automate lead management in Claude Desktop

Stop jumping between your CRM and your chat window. You can use `create_lead` and `add_lead_to_group` to organize your pipeline without leaving the conversation. Your AI client handles the data entry tasks that usually eat up your afternoon. It keeps your lead list current while you focus on closing policies.

Trigger campaigns with Claude Desktop tools

Launch targeted outreach by calling `trigger_drip_campaign` for any specific lead in your database. You pick the contact and the AI fires the sequence immediately. This MCP Server makes it simple to act on agency data. You get full visibility into your current marketing efforts without opening a separate dashboard.

Check agency performance in Claude Desktop

Use `list_leads` and `get_lead_details` to pull real-time stats on your client base. You gain instant access to contact info and policy history right inside your chat. Everything stays in sync so you make decisions based on live numbers. No manual refreshes or tab switching required for your team.

Setup guide

Set up Agency Elephant MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Agency Elephant MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Agency Elephant MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under agency-elephant-mcp.

json

{
  "mcpServers": {
    "agency-elephant-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Agency Elephant. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.

Connect Agency Elephant now

Real-time monitoring

Live

visibility into every interaction

Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

Built-in savings

60%

lower AI costs

Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.

Single dashboard

One

place for every integration

Every tool your AI connects to, managed from a single screen. One account, complete control.

Common questions about Agency Elephant MCP in Claude Desktop

You configure the server in your local config file and the tools appear as a hammer icon in the chat. It lets the AI read and write your CRM data directly.

Yes, use the `list_workspace_users` tool to see who is active. It provides a breakdown of your current agents so you know who is handling which policy.

Your insurance lead information stays private during every request. We use an encrypted connection to ensure that sensitive policyholder data remains protected while the tools operate.

Just ask the AI to show you your active campaigns. It runs `list_campaigns` and presents the list of current marketing sequences directly in your chat history.

The server only processes the lead names and contact details you explicitly request. It acts as a bridge for your data and does not keep a separate database of your sensitive insurance records.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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