Agile CRM MCP. Manage every contact, deal, and task in plain conversation.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Agile CRM MCP Server lets you manage all sales, marketing, and service data directly from your AI client. Use natural language to list contacts, update deals, create tasks, and track your entire sales pipeline without leaving your workflow.
It gives your AI agent full control over your CRM records, so you can execute complex business processes instantly.
What your AI agents can do
Create contact
Creates a brand new contact profile in your CRM.
Create deal
Creates a new sales opportunity (deal) in the pipeline.
Delete contact
Permanently removes a contact record from the system.
List, get details, create, update, or delete any contact in your CRM using a simple command.
Monitor the sales pipeline and create new deals by listing all existing opportunities or getting details on a specific deal.
Program your team's schedule by listing, creating, or updating calendar events and daily tasks.
Pull a contact's full history, including all notes and interaction records, programmatically.
Check the server's connection status or account configuration to verify API connectivity and performance.
Ask AI about this MCP
Supported MCP Clients
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Agile CRM MCP Server: 12 Tools for CRM Automation
These tools let your AI agent perform any core function in your CRM—from creating a new lead to updating a complex deal status—all through simple, direct commands.
019dd0b4create contact
Creates a brand new contact profile in your CRM.
019dd0b4create deal
Creates a new sales opportunity (deal) in the pipeline.
019dd0b4delete contact
Permanently removes a contact record from the system.
019dd0b4list contact notes
Retrieves all logged notes for a specific contact ID.
019dd0b4list contacts
Lists every contact record currently in your CRM directory.
019dd0b4list deals
Retrieves a list of all deals (opportunities) in your sales pipeline.
019dd0b4list events
Retrieves all scheduled calendar events.
019dd0b4list tasks
Lists all pending to-do list items and scheduled tasks.
019dd0b4retrieve contact
Gets all detailed information for one specific contact by ID.
019dd0b4retrieve deal
Gets all detailed information for one specific deal by ID.
019dd0b4retrieve task
Gets all detailed information for one specific task by ID.
019dd0b4update contact
Modifies the details of an existing contact record.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Agile CRM, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI client gives you full control over your sales, marketing, and service data. You talk to your agent, and it handles all the dirty work in your CRM. You'll stop clicking through tabs and start running complex processes just by talking to your agent.
Manage Contact Records
You can list every contact in your CRM using list_contacts, or get the full details for one specific person with retrieve_contact. Need to change something? You can use update_contact to modify an existing record, or create_contact to add a brand new profile. If a contact is dead weight, you can wipe them out completely using delete_contact.
You can also pull a contact's entire history by calling list_contact_notes, which retrieves all logged notes for a given contact ID.
Track Deal Opportunities
You can list all the deals in your sales pipeline with list_deals, or grab the deep details on one specific deal using retrieve_deal. If you spot a new opportunity, you can drop it right into the pipeline with create_deal.
Schedule Tasks and Events
You can see all your pending to-do items and scheduled tasks by calling list_tasks. You can also check all scheduled calendar events with list_events. The agent lets you manage your team's schedule by listing, creating, or updating these tasks and events.
Review Relationship History
To get a contact's full history, you just call list_contact_notes for all the notes and interactions. You can also pull a specific task's full details with retrieve_task or get the full details for any task with retrieve_task.
Maintain Account Status
If you wanna check if the server's connection is good or if the account setup is right, you can check the connection status or account configuration.
How Agile CRM MCP Works
- 1 Subscribe to the server. Get your API Key, Email, and Domain from the Agile CRM dashboard (Admin Settings > Developers & API).
- 2 Tell your AI agent what you need. Prompt it with a natural language request, like, 'List all active deals over $10k.'
- 3 The agent executes the required tool (e.g.,
list_deals), retrieves the data, and presents the summary to you in your chat interface.
The bottom line is, your AI client runs the necessary CRM functions, and you just get the answer.
Who Is Agile CRM MCP For?
Sales executives who need instant deal summaries. Marketing leads who need to monitor lead distribution without leaving their workspace. Operations staff who are tired of manually checking statuses across different CRM modules. This server turns your AI agent into a single point of control for your entire customer lifecycle.
Instantly retrieve deal summaries, update contact records, and log notes using natural language commands.
Monitor lead distribution, check task priorities, and oversee the relationship ecosystem without needing to switch applications.
Automate oversight of sales pipelines and team calendars by querying the CRM through simple AI queries.
What Changes When You Connect
- Update records instantly. Instead of logging into the CRM to edit a client's phone number, just tell your agent to run
update_contactwith the new details. It handles the API call and confirms the change. - Never lose track of history. Use
list_contact_notesto pull every note, call, and interaction for a contact without manually digging through the contact record UI. - Stay on top of the pipeline. Quickly call
list_dealsto see all opportunities. You can then useretrieve_dealto get the specific value or probability for 'Enterprise License.' - Keep the team synchronized. Run
list_tasksandlist_eventsto get a combined view of pending tasks and scheduled meetings for the whole team, all in one chat prompt. - Build new leads fast. Use
create_contactandcreate_dealto build a new prospect and set up an initial opportunity, all before you even leave the chat window.
Real-World Use Cases
Need to update a client's details and log a meeting summary.
The sales rep finds John Doe's profile but realizes his title is wrong. They tell the agent to run update_contact and correct the title. Then, they ask the agent to run list_contact_notes to attach a summary of the last meeting. The agent completes both steps, updating the profile and logging the history, solving the data hygiene problem.
Review the full scope of the sales pipeline.
The sales manager needs an overview. They prompt the agent to run list_deals. The agent returns a list of all opportunities. The manager then uses retrieve_deal on a specific ID to check the current probability and value, giving them the exact context they need without clicking through 10 tabs.
Plan a week of team activities.
The operations lead needs to coordinate the team. They ask the agent to run list_tasks and list_events. The agent compiles all pending tasks and upcoming meetings into a single, readable list, eliminating the need to check two separate calendar views.
Onboarding a brand new lead.
A marketing specialist captures a new lead's email and name. They instruct the agent to run create_contact with the data. Then, they use create_deal to set up the initial opportunity and follow up with list_tasks to schedule the first follow-up call.
The Tradeoffs
Context-switching between tabs
To check a deal's status, you open the CRM, find the deal, click the details tab, check the probability, then open a separate 'Notes' tab to read the history. This takes five clicks and three browser context switches.
→
Just ask your agent. Tell it: 'Show me the deal status for XYZ and list all notes.' It runs retrieve_deal and list_contact_notes and gives you both pieces of info in one response.
Manual data entry for updates
Finding the right contact record, opening it, navigating to the 'Details' section, and manually changing the industry tag. You might miss a required field or change the wrong thing.
→
Use update_contact. Just tell your agent: 'Update contact ABC's industry to SaaS.' It executes the change directly, saving clicks and reducing human error.
Assuming data is fresh
A user runs list_contacts and sees a contact. They assume the data is up-to-date, but the system might show outdated status or notes because they didn't explicitly fetch the latest version.
→
Always follow up a list call with retrieve_contact on the specific IDs you care about. This ensures your agent pulls the absolute latest, high-fidelity data for key records.
When It Fits, When It Doesn't
Use this if your workflow requires coordinating data across multiple modules—specifically, if you need to see a contact's notes and the status of the deal associated with them. You need the agent to act as a central coordinator. Don't use this if you just need to view a static report (a dedicated BI tool is better). If you are only doing simple data entry (e.g., just updating a field without checking history), a simpler form-filling tool might suffice. This server excels at cross-module orchestration.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Agile CRM. 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.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Tracking a client's full history shouldn't require clicking through five different tabs.
Today, finding a client's full history means opening the CRM. You check the 'Details' tab for their phone number. Then you jump to the 'Notes' tab to see meeting summaries. If you want to see their associated deals, you have to click another module. You copy-paste this information into a spreadsheet to summarize it later.
With the Agile CRM MCP Server, you just tell your agent: 'What's the full story on John Doe?' It runs `retrieve_contact` and `list_contact_notes` and hands you the combined data set. No switching, no copy-pasting. You just get the answer.
Agile CRM MCP Server: Control the entire sales pipeline.
Before this, updating a deal meant logging into the CRM, finding the opportunity, changing the status, and updating the value field. If you forgot any step, the data was wrong. It was manual, sequential, and prone to human error.
Now, you tell your agent: 'Move Deal XYZ to Qualified.' It executes the necessary update using `retrieve_deal` and `create_deal` logic, instantly changing the status and value. It's direct, and it works.
Common Questions About Agile CRM MCP
How do I list all contacts using the list_contacts tool? +
You ask your agent to run list_contacts. It returns a paginated list of every contact ID and basic metadata. You can then use retrieve_contact on any specific ID to get the full profile details.
Can I update a deal status using the update_contact tool? +
No. Use update_contact only for modifying contact details (names, emails, tags). For changing deal status or value, use the dedicated retrieve_deal and create_deal tools.
What is the difference between list_contacts and retrieve_contact? +
list_contacts gives you a list of IDs and basic info for everyone in the system. retrieve_contact requires a specific ID and returns the complete, deep data payload for just that one person.
Do I need to use the list_tasks tool to schedule an event? +
No. Use list_tasks to see to-do items. If you need a meeting on the calendar, use the dedicated list_events tool to check existing appointments.
How do I get notes for a specific contact using list_contact_notes? +
You tell your agent to run list_contact_notes and provide the contact ID. The agent will pull all associated notes and interaction logs for that ID.
How do I manage my sales pipeline by listing all deals using the list_deals tool? +
The list_deals tool retrieves every opportunity in your pipeline. You can then filter this list by deal stage, expected value, or owner to focus on specific segments of your sales funnel.
If I need to change a contact's information, should I use update_contact or create_contact? +
You must use update_contact to change an existing contact's details. The create_contact tool only generates a brand-new record; it won't modify profiles you already have.
What is the purpose of the retrieve_contact tool compared to listing all contacts with list_contacts? +
The retrieve_contact tool fetches a single, complete profile using a specific ID. list_contacts returns a broad directory listing, giving you summaries of many contacts at once.
How do I find my Agile CRM API Key? +
Log in to your dashboard, navigate to Admin Settings > Developers & API, and copy your REST API Key.
Can I create new deals via AI? +
Yes! The create_deal tool allows your agent to register new sales opportunities by providing deal name, value, and probability programmatically.
How do I find my Agile CRM domain? +
Your domain is the prefix of your Agile CRM URL. For example, if you log in at vinkius.agilecrm.com, your domain is vinkius.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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