Agile CRM MCP for AI. Manage Contacts and Pipeline Flow with AI.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
How this MCP server connects to your AI agent
Agile CRM MCP gives your AI client total control over your sales lifecycle. Manage contacts, update deals, schedule tasks, and run reports directly from natural conversation.
Stop jumping between tabs; treat your entire customer relationship management system like a single chat thread.
What AI agents can do with Agile CRM Automation
Create contact
Build a brand new contact profile in the CRM.
Create deal
Establish a high-fidelity opportunity within the sales pipeline.
Delete contact
Remove an existing contact record from the system.
List, retrieve details for, create, or update any contact record in the system.
View all opportunities in your sales pipeline and establish new deals when a lead is ready to move forward.
Create tasks or calendar events for the team, keeping everyone's schedule perfectly synced based on natural language requests.
Access detailed notes and full metadata for any contact to understand their complete interaction history with your company.
Ask an AI about this
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What AI agents can do with Agile CRM MCP: 12 Tools for Sales Ops
Use these tools to perform every necessary action in your sales process, from creating a new contact record to retrieving detailed deal metrics.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Agile CRM on VinkiusCreate Contact
Build a brand new contact profile in the CRM.
Create Deal
Establish a high-fidelity opportunity within the sales pipeline.
Delete Contact
Remove an existing contact record from the system.
List Contacts
Retrieve a full list of all contacts currently stored in Agile CRM.
List Deals
Get an overview of every deal or opportunity tracked in the sales pipeline.
List Events
Fetch a list of all scheduled calendar events for the organization.
List Contact Notes
View all historical notes and interaction records associated with a specific contact.
List Tasks
Retrieve a comprehensive list of all outstanding tasks assigned to users or the team.
Retrieve Contact
Fetch detailed profile information for one specific contact using their identifier.
Retrieve Deal
Get all metrics and details for a single, specified deal opportunity.
Retrieve Task
View the full details of one particular assigned task.
Update Contact
Modify any existing information or metadata for a contact record.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
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.
Start a conversation
Open a new chat. The Agile CRM integration is available immediately — no restart needed.
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 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ 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
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
Built on the Model Context Protocol (MCP) for 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 connection provides 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The Headache of Manual CRM Updates, Solved with Vinkius AI Gateway
Every day involves repetitive clicking. You open the dashboard to check deal status, click into a contact record just to read notes, then switch tabs to manually create a task for yourself or a teammate. It’s copy-pasting names from emails into forms, jumping between 'Deals,' 'Contacts,' and 'Tasks' just to keep the pipeline flowing.
With this MCP, you stop clicking and start talking. You simply ask your agent, 'What do I need to do next for the Acme Corp account?' It pulls all the relevant data—the deal status, the outstanding tasks, and the contact history—and gives you one single answer. Your AI acts as a dedicated sales coordinator.
Agile CRM MCP Gives You Direct Control Over Deals
You no longer need to manually update deal values or change the stage of an opportunity across multiple screens. Instead, you tell your agent to 'update this deal probability based on the recent meeting,' and it executes that state change directly.
The difference is control. Your AI client uses the list_deals and retrieve_deal tools to give you real-time visibility into every aspect of your pipeline without a single mouse click.
What your AI can actually do with this
This MCP connects your agent to Agile CRM, letting you take full command of your sales, marketing, and service workflows through plain language. You no longer need to navigate complex dashboards or remember specific API endpoints just to update a client's record. Your AI acts as a dedicated coordinator, handling everything from listing out your entire contact directory to updating deal probability metrics instantly.
Need to know what follow-up actions are due? Ask your agent for all pending tasks and calendar events across the team. Want to nurture a lead? You can create brand new contacts or update existing records with notes about last week's call. When you subscribe to this MCP on Vinkius, you give your AI client the ability to manage deals in real-time, creating opportunities and tracking their value without ever leaving your chat window.
It’s simply having a powerful sales operations manager available 24/7.
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Here's how it actually works
The bottom line is you tell your agent what needs doing—whether it's updating a contact or listing deals—and the MCP executes the action against Agile CRM automatically.
Subscribe to this MCP on Vinkius.
Pull your API Key, Email, and Domain credentials from the Agile CRM admin settings.
Use those credentials in any compatible AI client (like Claude or Cursor) to start giving commands.
Who is this actually for?
This connector serves anyone whose job depends on moving data between systems, especially sales and operations personnel. It’s for people tired of switching between a spreadsheet, a calendar app, and a complex CRM dashboard just to get one update done.
You need to instantly retrieve deal summaries or update contact records after an unexpected client call without logging into the CRM.
You must monitor lead distribution and task priorities for your team, ensuring no high-value prospect falls through the cracks while you're in a different tool.
You need to automate oversight of sales pipelines and manage team calendars by running simple AI queries across multiple modules.
What Changes When You Connect
Keep your team organized by running commands like list_tasks or list_events, instantly pulling all pending assignments and scheduled meetings into a single chat response. No more checking multiple calendar views.
When you need to update a client record after a call, use the update_contact tool via natural language. You'll modify fields, add notes (list_contact_notes), and ensure every team member sees the latest version immediately.
Need a new lead? Use create_deal or create_contact. Instead of filling out forms, you just tell your agent to 'create a deal for Acme Corp,' and it handles the setup.
Never lose context again. You can use retrieve_contact to pull all profile metadata—including custom tags and history—so your AI client knows exactly who they're talking to.
Track money flowing in by using list_deals or retrieve_deal, which shows you real-time opportunity values, probability metrics, and the current stage of every active deal.
See it in action
The Post-Meeting Follow Up
A sales exec just finished a client call. Instead of opening CRM, finding John Doe's record, and manually typing up notes, they tell their agent: 'Create contact for Jane Smith (jane@corp.com) and add meeting notes.' The system uses create_contact and list_contact_notes to complete the task in seconds.
Pipeline Status Check
A marketing manager needs a snapshot of all active leads. They ask their agent: 'List all deals that are currently stuck in the qualification stage.' The system uses list_deals to give them an immediate, actionable count and summary.
Team Coordination Check
An operations lead needs to know what everyone is doing today. They prompt their agent: 'What are our team's top three pending tasks for this week?' The system uses list_tasks, providing a consolidated view of assignments across the board.
Lead Nurturing and Segmentation
A user finds a promising lead but doesn't know if they exist in the CRM. They ask their agent to retrieve details by email address using retrieve_contact, determining immediately whether to use create_deal or update_contact.
The honest tradeoffs
Copying and Pasting Data
You find a client's name in an email, copy it into the CRM contact form, paste their company info, then manually create a deal record based on that data.
Tell your agent: 'Create a new contact for [Name] and initiate a deal opportunity with value $X.' The MCP handles both tasks sequentially using create_contact and create_deal.
Opening Too Many Tabs
You open the main dashboard, then click 'Deals,' then switch to 'Tasks' to see what was assigned, making it impossible to track your focus.
Just ask your agent: 'What deals are stuck and what tasks should I address today?' It uses list_deals and list_tasks together in a single conversation.
Forgetting Context
You open an old contact record but can't remember the details of the last meeting, so you have to dig through attachments or emails.
Ask your agent: 'Show me all notes for this contact.' The system uses list_contact_notes to pull up every recorded interaction instantly.
When It Fits, When It Doesn't
Use this MCP if your biggest bottleneck is the physical movement of data between different modules—like moving a deal from the pipeline view into an actionable task, or updating a contact record based on external notes. This connector excels because it lets you use natural language to trigger complex sequences of actions, like listing deals and then immediately creating follow-up tasks. Don't use this if your primary need is just viewing reports; for simple read-only data retrieval, basic API wrappers might suffice. But if you need the system to act on behalf of a user—to create, delete, or modify records programmatically—this MCP is exactly what you need.
Questions you might have
How do I use Agile CRM MCP to find out what tasks are due? +
You ask the agent, 'What are my pending tasks for today?' The system uses list_tasks to retrieve a consolidated list of all assigned work items immediately.
Can Agile CRM MCP help me update a contact's information? +
Yes. You simply tell your agent what needs changing, and it uses the update_contact tool to modify any existing data on that profile in one command.
Is list_deals part of Agile CRM MCP? What does it do? +
list_deals provides a complete overview of every opportunity (deal) currently tracked. You use this to see the overall health and count of your sales pipeline at a glance.
What is the best way to add new leads using Agile CRM MCP? +
To start, you can either use create_contact to build the profile first, or if they are ready for money talk, you can jump straight to creating a deal with the appropriate value.
Does Agile CRM MCP let me see past conversations? +
Yes. You can list notes for a specific contact using list_contact_notes. This pulls up every interaction and recorded note associated with that person's profile, giving you full context.
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