How to Use the Agile CRM MCP in Claude

Q: How do I install the Agile CRM MCP Server on Claude Desktop?

Open your local claudedesktopconfig.json file and add the server configuration under the mcpServers key. Once you save the file and restart Claude Desktop, the tools will appear in your chat window ready to use.

Q: Is there a way to create calendar events in my CRM?

The current tools let you read schedules using listevents and manage your action items with listtasks. To add new calendar entries, you can use the task creation tools directly through the interface.

Run Agile CRM commands directly inside Claude Desktop to update contacts and manage deals without switching tabs.

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Connect Agile CRM MCP to Claude Desktop

Create your Vinkius account to connect Agile CRM 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 Agile CRM with Claude Desktop

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Manage deals directly from Claude Desktop

The `list_deals` tool lets you check your active sales pipeline directly from Claude Desktop. You don't want to open a browser just to find a lead status when chatting with your agent. Ask your agent to update status changes or create new opportunities with `create_deal`. It writes the changes back to Agile CRM instantly using your local MCP configuration.

Keep your contact records current

The `update_contact` tool makes it easy to keep your customer records current inside your workspace. If you get an email update, just paste it into Claude Desktop and let your agent modify the record. The agent uses `retrieve_contact` to pull the current profile, compares it with your text, and applies the changes. No manual copy-pasting into the Agile CRM web portal.

Review client history and tasks

The `list_contact_notes` tool fetches complete client histories directly into your active conversation. Before you jump on a call, ask Claude Desktop to list recent interactions to get the context you need. Check what needs to happen next by calling `list_tasks` or `list_events`. This keeps your daily schedule aligned with your CRM without leaving the desktop app.

Setup guide

Set up Agile CRM 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 Agile CRM 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 Agile CRM 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 agile-crm-alternative-mcp.

json

{
  "mcpServers": {
    "agile-crm-alternative-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 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.

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Common questions about Agile CRM MCP in Claude Desktop

Open your local `claude_desktop_config.json` file and add the server configuration under the `mcpServers` key. Once you save the file and restart Claude Desktop, the tools will appear in your chat window ready to use.

Yes, if you use the web version of Claude Desktop in your mobile browser. You can configure it as a Custom Connector in your integration settings by pasting your remote MCP server URL.

Yes, the setup works on both Windows and macOS. You just need to edit the configuration file in your AppData folder and restart the app to load the MCP tools.

The current tools let you read schedules using `list_events` and manage your action items with `list_tasks`. To add new calendar entries, you can use the task creation tools directly through the interface.

Your contact details, notes, and deal values are processed securely through Vinkius's sandboxed environment. The data passes directly between Claude Desktop and the CRM APIs without being stored or logged on our servers.

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