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How to Use the Agile CRM MCP in Claude Code

Automate Agile CRM tasks and build data pipelines from your terminal with Claude Code.

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Connect Agile CRM MCP to Claude Code

Create your Vinkius account to connect Agile CRM to Claude Code 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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Script CRM Operations from the Terminal

Pipe your Agile CRM data directly into your shell scripts. Run `claude mcp exec agile-crm-alternative-mcp list_contacts --json` and pipe the output to `jq` to filter for specific customers. It's raw, scriptable access for any backend task. This MCP Server lets you chain commands together in any shell. Find a deal ID with `list_deals`, get its details with `retrieve_deal`, and then use that info to create a follow-up task with `create_task`. All from a single script, perfect for automation.

Automate CRM Maintenance with Cron Jobs

Set up a cron job to keep your Agile CRM data clean. A simple script could run nightly, use `list_deals` to find deals that have been stagnant for 90 days, and then use `create_task` to assign a follow-up to the deal owner. You can also manage data hygiene. Write a script that uses `list_contacts` to find contacts without an email address and flags them for review. With this MCP Server, your CRM admin tasks can run on a schedule, completely headless.

Integrate Agile CRM into Your CI/CD

Use Agile CRM as part of your deployment pipeline. For example, a GitHub Action could use the `create_event` tool to log a new production deployment in your team's shared calendar within Agile CRM. Or, you could build a bot that responds to support tickets. When a new ticket comes in, a script could call `retrieve_contact` to get the user's CRM history and post a summary to a Slack channel. This gives you a way to connect your CRM to the rest of your infrastructure.

Setup guide

Set up Agile CRM MCP in Claude Code

Prerequisites

  • Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Run the add command

    Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.

  2. 2

    Verify the connection

    Start a Claude Code session and type /mcp to list connected servers. You should see agile-crm-alternative-mcp with a green status indicator.

  3. 3

    Start using tools

    Ask Claude Code something like "Check my latest Agile CRM transactions." It will automatically discover and invoke the available Agile CRM tools.

Terminal
claude mcp add --transport http agile-crm-alternative-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Common questions about Agile CRM MCP in Claude Code

Run `claude mcp exec agile-crm-alternative-mcp list_deals` in your terminal. Add the `--json` flag to get structured output that you can pipe to tools like `jq` for filtering.
Yes. You'll need the contact's ID first, which you can get with `list_contacts`. Then, run `claude mcp exec agile-crm-alternative-mcp delete_contact --contact_id 12345` to remove them.
You add the Agile CRM server using the `claude mcp add` command. This connects Claude Code to the Vinkius-managed MCP Server, which securely handles authentication with your Agile CRM account.
Run `claude mcp add --transport http agile-crm-alternative-mcp -- `, replacing `` with the server endpoint from Vinkius. Use `claude mcp list` to confirm it was added.
It only touches the Agile CRM data required by the tools: contacts, deals, tasks, events, and their notes. Each command you run executes in a zero-trust, ephemeral Vinkius sandbox. Your shell environment only sees the MCP Server endpoint, not your raw Agile CRM credentials.

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