How to Use the Agile CRM MCP in Claude Code

Claude Code brings your Agile CRM data into the terminal.

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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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Setup Agile CRM with Claude Code

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Claude Code queries Agile CRM from the shell

Pipe the output of `list_tasks` directly into your log files or terminal scripts. It gives you immediate visibility into your workload without a GUI. This MCP Server makes your terminal aware of your CRM state. You can automate status checks in your local environment.

Use Agile CRM data in your CLI workflow

Run `list_deals` to feed your CI/CD pipelines with real sales metrics. It helps you build automated reports using live CRM data. Your terminal sessions now include your business context. It brings CRM intelligence to your command line tools.

Search Agile CRM contacts with Claude Code

The `search_contact_by_email` tool allows for quick lookups while you debug in the console. It saves time by bringing contact details right to your cursor. This MCP Server keeps you in the terminal. You never have to leave your shell to verify a customer record.

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

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

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see agile-crm-mcp with a green status indicator.
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-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Get your connection token →

Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the Agile CRM MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "agile-crm-mcp": {
      "type": "url",
      "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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Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.

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Common questions about Agile CRM MCP in Claude Code

Use the command line to add the server endpoint. The configuration lives in your local .claude.json file.

You provide an endpoint token once. The system handles the rest so your credentials remain private.

Yes. You can chain these tools into shell scripts to automate your daily CRM review process.

No. We use a zero-trust architecture that keeps your CRM records inside a secure, managed environment.

Claude Code accesses your contact lists and deal status records. We treat every bit of your customer data as sensitive and ephemeral.

Use it with your favorite AI tools

Connect this server to Cursor, Claude, VS Code, and more.

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