Integrate Tactile CRM with Claude, Cursor, Chatbots & AI Agents MCP Server

Connect your AI to Tactile CRM. Query companies, read contact details, and evaluate your sales opportunities and pipelines natively from the terminal.

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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Get company details on Tactile CRM

Retrieves details for a specific company

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Get contact details on Tactile CRM

Retrieves details for a specific individual contact

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Get opportunity details on Tactile CRM

Retrieves details for a specific sales opportunity

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List activities on Tactile CRM

Lists recent CRM activities (tasks, calls, emails)

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List companies on Tactile CRM

Lists all companies (organizations) in the Tactile CRM

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List contacts on Tactile CRM

Lists all individual contacts (people) in the CRM

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List notes on Tactile CRM

Lists general CRM notes

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List opportunities on Tactile CRM

Lists all sales opportunities (deals) in the pipeline

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List pipelines on Tactile CRM

Lists available sales pipelines

Security & Code Integrity Audit

Every tool in the Tactile CRM MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

What data can the agent access?

Companies, contacts, opportunities with pipeline stages, notes, and activities. The scope is determined by the permissions of the API key you provide.

Can I audit what my AI agents are doing with this integration?

Yes, Vinkius provides an immutable, HMAC-chained audit log. Every tool execution, payload, and response is tracked in real-time on your dashboard, giving you complete visibility into your agent's actions.

What happens if the underlying API rate limits my agent?

Our edge infrastructure automatically handles backoffs, queueing, and throttling. If an AI agent sends too many erratic requests, Vinkius manages the rate limits gracefully, ensuring your backend doesn't crash.

Does the AI train on my tools or API data?

No. Vinkius enforces a strict Zero-Retention policy. Your data simply passes through our secure servers to complete the requested action and is instantly forgotten. Nothing you do here is ever stored, logged, or used to train any artificial intelligence.

Automated Workflows using Tactile CRM

Add the Tactile CRM tool to your AI Agents. The toolkit allows Claude and ChatGPT to securely fetch and update targeted data.

The Future of pipeline management

Build automated workflows involving pipeline management by connecting Tactile CRM. It provides Claude and ChatGPT with direct API hooks into your productivity ecosystem.

Seamless contact tracking Integration

Use the Tactile CRM server to execute contact tracking operations from your AI agent. The protocol manages state and authentication for continuous productivity workflows.