Bring Contact Management
to Windsurf

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

1. Subscribe to this server
2. Enter your Agile CRM Domain, Email, and REST API Key
3. 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