How to Use the Agile CRM MCP in Claude

Run your sales pipeline directly inside Claude Desktop by letting your agent pull contacts, deals, and tasks live.

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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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Find Agile CRM contacts inside your Claude Desktop chat

The `search_contact_by_email` tool lets you pull up a customer's profile without leaving Claude Desktop. You just paste an email address into the chat, and your agent fetches the person's exact record from your marketing database. This cuts out the constant tab-switching when you are drafting replies or checking a user's history. Your agent gets the raw data directly, so you can write personalized emails based on actual customer profiles in seconds.

Update sales pipelines with this Claude Desktop MCP Server

The `list_deals` tool pulls your active sales opportunities straight into your conversation. Instead of hunting through dashboards, you ask your agent which accounts need attention, and it lists them out. You can run this locally using the desktop config file or connect it to the web version of Claude Desktop. Either way, you get immediate visibility into your pipeline value while planning your outreach.

Manage daily sales tasks in one workspace

The `list_tasks` and `list_contacts` tools give you a clear view of your daily agenda alongside customer details. Your agent reads these lists to tell you who you need to follow up with today. You do not need to open a separate browser tab to check your schedule. Claude Desktop displays your outstanding actions right next to the contact details, keeping your sales execution tight.

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-mcp.

json

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

Why Choose Vinkius

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Common questions about Agile CRM MCP in Claude Desktop

You edit your local config file to add this MCP server. Paste the connection details under the servers key, restart the app, and you will see the tools ready in your chat window.

Yes, you can add this remote MCP server as a custom connector in your browser settings. Paste the Vinkius URL, authenticate your account, and your agent can query your database immediately.

If you connect the server as a remote custom connector on the web version, those tools carry over to your mobile chat. Local setups only run on your physical machine.

No, this specific setup only supports read operations like listing opportunities and finding profiles. Your agent cannot edit or delete your records, keeping your database safe from accidental changes.

Your contacts, deals, and tasks are protected because Vinkius runs this connector in an isolated sandbox. Your raw credentials never pass to the client, and the system only fetches the specific records you ask your agent to retrieve.

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