Does this MCP help with general CRM tasks?

It focuses specifically on insurance lead management and sales automation. You can list leads, create new records, and manage the flow of leads through defined groups and campaigns.

Can I automate follow-ups? What kind of follow-ups?

Yes, you can programmatically trigger SMS and Email drip sequences. This keeps your follow-up pipeline perfectly coordinated for specific leads.

Do I need to know specific IDs to use the capabilities?

Often, yes. For actions like triggering a campaign or getting details, you'll need to provide the specific lead ID or campaign ID. The AI helps guide you through this.

Is this just for listing data, or can it make changes?

It does both. You can list all leads and users, but you can also create new leads, assign leads to groups, and trigger campaigns, making it an active operational capability.

What kind of data can I get about my team?

You can retrieve a complete directory of workspace users and monitor the overall team pipeline health directly through the chat interface.

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 capability 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 capability and provide the lead ID along with the campaign ID you want to initialize programmatically.

An astronaut overseeing a futuristic data hub

Download PDF Markdown Version

Connect Agency Elephant to ChatGPT, Claude and Gemini

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Automate lead management and track performance instantly.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 8 capabilities

We ship only the actions that matter.

Capability set01 / 02

01-04

4 capabilities in this set.

Part of 8 available through Agency Elephant.

01
Add lead to group
Assign a specific lead to a designated group or pipeline.
02
List leads
Pull a comprehensive list of all leads currently in your database.
03
Trigger drip campaign
Start an automated follow-up sequence for a lead using a specific campaign ID.
04
Get lead details
Retrieve detailed information on any specific lead ID you provide.

Capability set02 / 02

05-08

4 capabilities in this set.

Part of 8 available through Agency Elephant.

05
List campaigns
Get a list of all active marketing and sales campaigns available in your account.
06
List lead groups
View and list all the custom lead groups and organizational structures you use.
07
List workspace users
List all team members and users within your agency workspace.
08
Create lead
Use this capability to register a brand new lead directly into your system.

Real work

What teams actually run

Onboarding a New Prospect

A new lead comes in. Ask the AI to create the lead record and then assign them to the 'New Client' group.

Checking Team Capacity

Need to know who is available? Ask the AI to list all workspace users to coordinate assignments.

Nurturing Cold Leads

A lead hasn't responded in weeks. Use the AI to trigger a specific drip campaign to re-engage them.

Reviewing Pipeline Health

Want to see what's happening? Ask the AI to list all leads to get a quick overview of the database.

Automate a task

Put Agency Elephant to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Agency Elephant works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Agency Elephant to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

852ms average. Fast in production.

Agency Elephant is checked daily against the live service.

Daily averagePeak 1025ms

Oct 3Today

Fastest day: 652ms
Slowest day: 1025ms
14-day trend: Slowing+15%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 8 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Agency Elephant, so you can see the experience inside your AI.

It does not authenticate your account with Agency Elephant. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Agency Elephant Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Agency Elephant capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "agency-elephant-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Agency Elephant in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Agency Elephant owners hand off.

This MCP is built for insurance professionals who manage high volumes of leads and need to automate their sales process. It lets agents and managers coordinate efforts and monitor performance without leaving their chat client. You get immediate, actionable data directly in your conversation.

01
Insurance Agents
Instantly retrieve lead details and trigger follow-up sequences using natural language commands.
02
Agency Managers
Monitor team pipeline health and coordinate lead distribution across the agency.
03
Sales Operations
Automate the ingestion of new leads into specialized drip campaigns using simple AI queries.

FAQ

Questions Agency Elephant owners ask.

01
Does this MCP help with general CRM tasks?
It focuses specifically on insurance lead management and sales automation. You can list leads, create new records, and manage the flow of leads through defined groups and campaigns.
02
Can I automate follow-ups? What kind of follow-ups?
Yes, you can programmatically trigger SMS and Email drip sequences. This keeps your follow-up pipeline perfectly coordinated for specific leads.
03
Do I need to know specific IDs to use the capabilities?
Often, yes. For actions like triggering a campaign or getting details, you'll need to provide the specific lead ID or campaign ID. The AI helps guide you through this.
04
Is this just for listing data, or can it make changes?
It does both. You can list all leads and users, but you can also create new leads, assign leads to groups, and trigger campaigns, making it an active operational capability.
05
What kind of data can I get about my team?
You can retrieve a complete directory of workspace users and monitor the overall team pipeline health directly through the chat interface.
06
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.
07
Can I add a lead to a specific group via AI?
Yes! The add_lead_to_group capability allows your agent to categorize leads programmatically by providing the lead ID and target group ID.
08
How do I trigger an automated drip campaign?
Use the trigger_drip_campaign capability and provide the lead ID along with the campaign ID you want to initialize programmatically.

Explore

More in Marketing Automation

Connect Agency Elephant to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

Add lead to group

List leads

Trigger drip campaign

Get lead details

05-08

List campaigns

List lead groups

List workspace users

Create lead

What teams actually run

Onboarding a New Prospect

Checking Team Capacity

Nurturing Cold Leads

Reviewing Pipeline Health

Building your own app? The connector is yours to use.

Agency Elephant Connector

Claude Desktop

Insurance Agents

Agency Managers

Sales Operations

Does this MCP help with general CRM tasks?

Can I automate follow-ups? What kind of follow-ups?

Do I need to know specific IDs to use the capabilities?

Is this just for listing data, or can it make changes?

What kind of data can I get about my team?

How do I find my Agency Elephant API Key?

Can I add a lead to a specific group via AI?

How do I trigger an automated drip campaign?

Close CRM (Inside Sales CRM & Automation API) AI Connector

Freshsales (Sales CRM & Lead Scoring API) AI Connector

Salesforce Sales Cloud AI Connector

Nimble CRM (Social Sales CRM & Contacts API) AI Connector

Suggestions

Zoho CRM Marketing AI Connector

Zoho CRM (Full) AI Connector

Zoho CRM Sales AI Connector

Berg System CRM AI Connector