How to Use the Agile CRM MCP in VS Code Copilot

Q: How do we roll out the Agile CRM MCP Server to our team in VS Code Copilot?

Create a .vscode/mcp.json file in your shared repository. When team members open the project in VS Code 1.96 or higher, Copilot will read the MCP config and enable the tools.

Q: Can VS Code Copilot update records in Agile CRM?

Yes, Copilot can modify data using updatecontact and createcontact. The editor will prompt you to confirm any write actions before executing them.

Equip your team with Agile CRM tools inside VS Code Copilot to inspect deals and contacts without leaving your editor.

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Connect Agile CRM MCP to VS Code Copilot

Create your Vinkius account to connect Agile CRM to VS Code Copilot 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 VS Code Copilot

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Share Agile CRM tool configurations across your team

The `list_contacts` tool lets your team inspect active customer accounts directly inside VS Code Copilot. Standardize your team's workflow by committing a configuration file to your repository. This MCP Server setup ensures that developers can query `list_deals` using the exact same environment parameters without individual configuration headaches.

Inspect customer issues inside VS Code Copilot

The `retrieve_contact` tool pulls detailed customer profiles directly into your chat sidebar. When troubleshooting a customer-reported bug, ask Copilot to fetch the user's details instantly. Reading through support context with `list_contact_notes` helps you understand what went wrong before digging into application logs.

Manage project tasks alongside code

The `list_tasks` tool tracks outstanding integration milestones directly inside your editor. Checking specific requirements with `retrieve_task` keeps your project moving forward. Updating the record or creating follow-up actions with `update_contact` keeps the sales team in the loop.

Setup guide

Set up Agile CRM MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the Agile CRM MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the Agile CRM tools listed. Try asking: "List my recent Agile CRM transactions" and Copilot will invoke them automatically.

.vscode/mcp.json

{
  "mcpServers": {
    "agile-crm-alternative-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Common questions about Agile CRM MCP in VS Code Copilot

Create a `.vscode/mcp.json` file in your shared repository. When team members open the project in VS Code 1.96 or higher, Copilot will read the MCP config and enable the tools.

Yes, Copilot can modify data using `update_contact` and `create_contact`. The editor will prompt you to confirm any write actions before executing them.

No, you can route requests through a single shared connection managed securely on Vinkius, or configure individual developer tokens depending on your team's security policy.

Yes, you can use these MCP tools in Agent mode. This allows Copilot to chain multiple actions together, like fetching a deal and updating a contact in one go.

All transactions are run inside the MCP sandbox, ensuring your deals and contact notes are never exposed. VS Code Copilot only receives the specific data returned by the tool calls over an encrypted connection.

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