Bring Contact Management
to Claude Desktop
Create your Vinkius account to connect Agile CRM to Claude Desktop and start using all 4 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the Agile CRM MCP Server?
Connect your Agile CRM account to your AI agent to unlock powerful CRM and marketing automation. From creating and managing contact profiles to auditing your sales pipeline and orchestrating task workflows, your agent handles your business interactions through natural conversation.
What you can do
- Unified Contact Management — Create, update, and search for contacts, including managing custom properties and tags
- Pipeline Orchestration — List and audit sales deals, check pipeline stages, and retrieve technical metadata for opportunities
- Task & Activity Tracking — List and create tasks to ensure your team stays on top of follow-ups and client meetings
- Account Intelligence — Search for contacts by email and retrieve historical interaction logs to support sales outreach
- Workflow Monitoring — Quickly identify high-value deals or overdue tasks directly from your chat interface
How it works
- Subscribe to this server
- Enter your Agile CRM Domain, Email, and REST API Key
- Start managing your CRM and monitoring your sales pipeline through Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Teams — research prospects and update deal statuses without leaving the chat
- Marketing Managers — audit contact lists and manage segment tags effortlessly
- Customer Success — look up client history and create follow-up tasks using simple commands
- Business Owners — retrieve sales performance summaries and identify bottlenecks in the pipeline
Built-in capabilities (4)
List CRM contacts
List sales opportunities
List CRM tasks
Search contact by email
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 4 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
Why run Agile CRM with Vinkius?
The Agile CRM connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 4 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Agile CRM using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Agile CRM and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Agile CRM to Claude Desktop through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Agile CRM for Claude Desktop
Every request between Claude Desktop and Agile CRM is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
How do I find my Agile CRM REST API Key?
Log in to Agile CRM, go to Admin Settings > Developers & API. You will find your REST API Key listed there. Use this along with your account email for authentication.
Can I search for a contact by email?
Yes! Use the search_contact_by_email tool. It provides a direct way to find a contact profile using their email address, returning their full history and properties.
Does this support custom properties?
Yes, custom properties are included in the contact details retrieved via the API. You can also update them by specifying the property name and value.
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.
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