How to Use the Agile CRM MCP in Cursor

Build customer features in Cursor using live Agile CRM data injected directly into your code by your agent.

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Connect Agile CRM MCP to Cursor

Create your Vinkius account to connect Agile CRM to Cursor 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 Cursor

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Write code with live context using Cursor MCP Server tools

The `list_contacts` tool feeds real customer records directly to your Cursor agent while you build. Instead of writing code against hardcoded stubs, your agent uses actual database structures to write accurate integrations. This means you write fewer tests and avoid deployment surprises. Your editor understands the exact shape of your marketing data because it queries the live endpoint as you type.

Test sales queries inside your editor

The `list_deals` tool allows your agent to fetch active opportunities right inside your coding workspace. You can ask the editor to write a helper function to filter high-value accounts, and it will verify the logic using your real pipeline data. You do not need to export CSVs or run manual API queries in a separate terminal. The agent handles the requests and displays the output in your chat panel.

Map customer tasks to code files

The `list_tasks` and `search_contact_by_email` tools let you match active CRM follow-ups to specific developers or code modules. Your agent scans the active tasks to help you prioritize which feature to refactor next. It bridges the gap between what your sales team promises and what you are building. You get a clear view of user requests right next to your codebase.

Setup guide

Set up Agile CRM MCP in Cursor

Prerequisites

Cursor installed (macOS, Windows, or Linux)
Active Vinkius subscription with a valid endpoint token

1

Open MCP Settings

Go to Cursor Settings → MCP or open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and search for "MCP: Add Server".
2

Add the Agile CRM MCP

Cursor will create or open .cursor/mcp.json in your project root. Paste the JSON snippet on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Enable Agent mode

Open Composer (Cmd+I / Ctrl+I) and switch to Agent mode using the dropdown at the top. MCP tools are only available in Agent mode.
4

Verify the connection

Ask Cursor something like "List my recent Agile CRM transactions." If the MCP tools are loaded correctly, Cursor will call the Agile CRM tools automatically. You can also check Settings → MCP for a green status indicator.

.cursor/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.

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Common questions about Agile CRM MCP in Cursor

You create a configuration file in your repository root and add the MCP server details. Once saved, your agent instantly gains access to the CRM tools during your chat sessions.

Yes, you can define the MCP server in your global configuration file located in your home directory. This makes the database tools available in every workspace you open.

No, this server only exposes read tools like finding contacts and listing deals. Your codebase won't accidentally push buggy test data back into your live marketing environment.

No, Vinkius handles the authentication securely on their platform. You only need to put the single endpoint token in your local configuration file.

Your pipeline data is never stored by the editor or used for training models. Queries pass through an ephemeral, zero-trust MCP connection that only fetches the specific tasks or contacts you explicitly ask for.

Use it with your favorite AI tools

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