Nimble CRM MCP. Get deal status and contact details without opening the app.

Look, this MCP Server plugs your AI agent straight into your entire Nimble CRM account. You don't gotta open up the full app to manage contacts or track deals; you just talk to your agent in chat, and it pulls the data right for ya.

Contact Management: Finding People and Logging Details

The list_contacts tool lets you pull up every single contact stored in Nimble CRM. Need a quick roster? You get that full list of people and companies instantly. If you're looking for someone specific, the search_contacts tool handles it—you can search using keywords, an email address snippet, or even partial notes attached to their profile.

When you find a name, the get_contact tool gives you the full scoop: all the metadata and deep details on that one person. You'll see everything about them before you even walk into the room with 'em. To keep track of what happens after the meeting, use add_note_to_contact; it lets your agent attach a new text note or log entry directly to that specific contact's file.

If you need to review past interactions for accountability, running get_activity retrieves detailed info on one particular previous activity record tied to a contact.

Tracking Deals and Pipelines: Know the Money Flow

When it comes to revenue, your agent knows where to look. The list_deals tool pulls up an exhaustive list of every deal currently active across all your pipelines. You can then zoom in on any opportunity using get_deal, which retrieves all key information about that specific deal—you'll see its current stage, the total value assigned, and when it’s projected to close.

This server also shows you how organized your company is. The list_pipelines tool pulls up a list of every sales stage and pipeline name used by the organization, so you know exactly what categories are in use. You'll always stay ahead of where an opportunity sits in the process.

Accountability: Managing Tasks and History

Need to know what needs doing? The list_activities tool pulls a list of your upcoming tasks and scheduled calendar events, keeping you accountable for every commitment. For context on past work, your agent can also pull details about specific historical activities.

Knowing Who You Are: Your Profile Data

If you need to confirm who's running the show, get_me returns basic profile details about the currently logged-in user account. It keeps your personal context available right within the chat window.

This setup means you can manage relationships and track every single opportunity—from listing contacts to logging notes or checking a deal status—all without ever leaving your messaging client. You're running your whole sales cycle right here.