Bring Contact Management
to VS Code Copilot
Create your Vinkius account to connect Agile CRM to VS Code Copilot 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 VS Code Copilot?
GitHub Copilot Agent mode brings Agile CRM data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 4 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.
- —
VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
Agile CRM in VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every request between VS Code Copilot 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.
Which VS Code version supports MCP?
MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
How do I switch to Agent mode?
Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
Can I restrict which MCP tools Copilot can access?
Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
Does MCP work in VS Code Remote or Codespaces?
Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.
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