How to Use the Agile CRM MCP in VS Code Copilot

Share live Agile CRM context across your entire engineering team directly inside VS Code Copilot.

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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 team context with VS Code Copilot

The `list_contacts` tool lets your entire development team query marketing records using shared repository configurations. By committing the setup to your project, everyone on the team can inspect contact schemas right from the sidebar. This standardizes how your team interacts with customer data. No one has to share API keys or set up individual postman environments to understand the database structure.

Track sales pipelines via VS Code Copilot MCP Server

The `list_deals` tool pulls active sales opportunities into your editor so you can align engineering tasks with business goals. Your agent can scan these deals to help you identify which enterprise integrations are blocking revenue. You get a direct line from your sales pipeline to your backlog. The agent handles the API calls behind the scenes, presenting clean lists of accounts inside your workspace.

Resolve customer issues with inline lookup

The `search_contact_by_email` and `list_tasks` tools let you investigate bug reports from specific users without leaving your files. Your agent finds the customer's email and pulls up their associated tasks to show you exactly what went wrong. This speeds up debugging for your support engineers. They can trace an error log to a real person and see their current status in your sales lifecycle instantly.

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-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 VS Code Copilot

You commit a configuration file containing the MCP server setup to your Git repository. Once your team pulls the changes, their local agent will automatically detect the CRM tools.

No, because Vinkius manages the authentication. Your team uses a single shared MCP endpoint token, meaning developers do not need to configure their own API credentials.

No, the tools are strictly read-only, allowing you to list deals, search contacts, and view tasks. Your database is completely safe from unauthorized mutations or accidental deletes.

You need VS Code version 1.96 or newer to support custom MCP tools. Make sure your team is updated before committing the configuration file.

Yes, all requests are routed through a SOC 2 compliant gateway that encrypts data in transit. Your contacts, deals, and tasks are processed ephemerally, meaning nothing is ever cached or stored on external servers.

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