Bring Insurance Crm
to Claude Code
Learn how to connect Agency Elephant to Claude Code and start using 8 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Agency Elephant MCP Server?
Connect your Agency Elephant account to any AI agent and take full control of your insurance lead management and automated sales sequences through natural conversation.
What you can do
- Lead & Record Orchestration — List and manage your entire insurance lead database programmatically, retrieving detailed high-fidelity profiles and historical interaction metadata
- Automated Drip Intelligence — Programmatically trigger SMS and Email drip sequences for specific leads to maintain a perfectly coordinated follow-up pipeline
- Pipeline & Group Architecture — Access and monitor your lead organization structure, including pipelines and custom groups, to ensure perfectly coordinated team focus
- Engagement Monitoring — Access high-fidelity lead summaries and track campaign performance directly through your agent for instant operational reporting
- Team Visibility — Retrieve complete directories of workspace users and coordinate assignments across your agency directly through your chat interface
How it works
1. Subscribe to this server
2. Retrieve your API Key from your Agency Elephant dashboard (Account Settings > Integrations)
3. Start orchestrating your insurance sales pipeline from Claude, Cursor, or any MCP client
No more manual toggling between CRM tabs or missing critical follow-ups. Your AI acts as your dedicated sales coordinator and lead architect.
Who is this for?
- Insurance Agents — instantly retrieve lead details and trigger follow-up sequences using natural language commands
- Agency Managers — monitor team pipeline health and coordinate lead distribution without leaving your workspace
- Sales Operations — automate the ingestion of new leads into specialized drip campaigns through simple AI queries
Built-in capabilities (8)
Add a lead to a group
Create a new lead
Get lead details
List all campaigns
List all lead groups
List all leads
List all team members
Start a drip campaign for a lead
Why Claude Code?
Claude Code registers Agency Elephant as an MCP server in a single terminal command. Once connected, Claude Code discovers all 8 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where Agency Elephant data drives decisions without human intervention.
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Single-command setup:
claude mcp addregisters the server instantly. no config files to edit or applications to restart - —
Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks
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Claude Code runs headlessly, enabling unattended batch processing using Agency Elephant tools in cron jobs or deployment scripts
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Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features
Agency Elephant in Claude Code
Agency Elephant and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Agency Elephant to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 3,400+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for Agency Elephant in Claude Code
The Agency Elephant MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 8 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
Agency Elephant for Claude Code
Every tool call from Claude Code to the Agency Elephant MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
How do I find my Agency Elephant API Key?
Log in to your account, navigate to Account Settings > Integrations, and copy your unique API Key from the credentials section.
Can I add a lead to a specific group via AI?
Yes! The add_lead_to_group tool allows your agent to categorize leads programmatically by providing the lead ID and target group ID.
How do I trigger an automated drip campaign?
Use the trigger_drip_campaign tool and provide the lead ID along with the campaign ID you want to initialize programmatically.
How do I add an MCP server to Claude Code?
Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.
Can Claude Code run MCP tools in headless mode?
Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
How do I list all connected MCP servers?
Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.
Command not found: claude
Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
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