Bring Contact Management
to Claude Desktop
Learn how to connect Agile CRM to Claude Desktop and start using 12 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
What is the Agile CRM MCP Server?
Connect your Agile CRM account to any AI agent and take full control of your sales, marketing, and service automation workflows through natural conversation.
What you can do
- Contact & Relationship Orchestration — List and manage your entire high-fidelity contact directory programmatically, retrieving detailed profile metadata and interaction notes
- Deal Lifecycle Management — Monitor your sales pipeline in real-time, create new high-fidelity opportunities, and track deal probability and values directly through your agent
- Task & Event Intelligence — Programmatically organize your daily workflow by creating tasks and calendar events to maintain a perfectly coordinated team schedule
- Customer Discovery — Access complete profile properties including custom tags and high-fidelity contact history to oversee your organizational relationship ecosystem
- Operational Monitoring — Access account-level configuration and verify API connectivity directly through your agent for instant performance reporting
How it works
1. Subscribe to this server
2. Retrieve your API Key, Email, and Domain from your Agile CRM dashboard (Admin Settings > Developers & API)
3. Start orchestrating your business growth from Claude, Cursor, or any MCP client
No more manual status checking across different CRM modules or digging through complex deal tables. Your AI acts as your dedicated sales coordinator and relationship architect.
Who is this for?
- Sales Executives — instantly retrieve deal summaries and update contact records using natural language commands
- Marketing Teams — monitor lead distribution and task priorities without leaving your workspace
- Operations Leads — automate the oversight of sales pipelines and team calendars through simple AI queries
Built-in capabilities (12)
Create a new contact
Create a new deal
Delete a contact
List notes for a specific contact
List all contacts in Agile CRM
List all deals (opportunities)
List all calendar events
List all tasks
Get details of a specific contact
Get details of a specific deal
Get details of a specific task
Update an existing contact
Why Claude Desktop?
Claude Desktop is the definitive way to connect Agile CRM to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 12 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.
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Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available
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Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface
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Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions
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Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network
Agile CRM in Claude Desktop
Agile CRM and 3,400+ other MCP servers. One platform. One governance layer.
Teams that connect Agile CRM to Claude Desktop 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 Agile CRM in Claude Desktop
The Agile CRM 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 12 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Claude Desktop 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
Agile CRM for Claude Desktop
Every tool call from Claude Desktop to the Agile CRM 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 Agile CRM API Key?
Log in to your dashboard, navigate to Admin Settings > Developers & API, and copy your REST API Key.
Can I create new deals via AI?
Yes! The create_deal tool allows your agent to register new sales opportunities by providing deal name, value, and probability programmatically.
How do I find my Agile CRM domain?
Your domain is the prefix of your Agile CRM URL. For example, if you log in at vinkius.agilecrm.com, your domain is vinkius.
How does Claude Desktop discover MCP tools?
When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.
What happens if the MCP server is temporarily unavailable?
Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.
Can I connect multiple MCP servers simultaneously?
Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.
Is there a limit on the number of tools per server?
Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.
Does Claude Desktop support Streamable HTTP transport?
Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.
Server not appearing after restart
Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).
Authentication error
Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.
Tools not showing in chat
Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.