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Connect Agile CRM 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. Take full control of your entire sales and marketing workflow.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

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.

A futuristic MCP client docking bay
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 · 12 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 12 available through Agile CRM.

  1. 01

    List deals

    List all deals (opportunities)

  2. 02

    List tasks

    List all tasks

  3. 03

    Create deal

    Create a new deal

  4. 04

    List events

    List all calendar events

Capability set02 / 03

05-08

4 capabilities in this set.

Part of 12 available through Agile CRM.

  1. 05

    List contact notes

    List notes for a specific contact

  2. 06

    Update contact

    Update an existing contact

  3. 07

    List contacts

    List all contacts in Agile CRM

  4. 08

    Create contact

    Create a new contact

Capability set03 / 03

09-12

4 capabilities in this set.

Part of 12 available through Agile CRM.

  1. 09

    Retrieve task

    Get details of a specific task

  2. 10

    Delete contact

    Delete a contact

  3. 11

    Retrieve contact

    Get details of a specific contact

  4. 12

    Retrieve deal

    Get details of a specific deal

Real work

What teams actually run

01

Onboarding a New Client

Instead of manually creating a profile, ask your agent to create a new contact and immediately add a note about the initial meeting.

02

Pipeline Review

You need to know the status of all opportunities. Ask the agent to list all deals to get a quick overview of value and probability.

03

Team Coordination

Before a meeting, ask your agent for today's pending tasks and events to ensure everyone is aligned.

04

Data Cleanup

If a client relationship ends, you can use the agent to delete the contact record, keeping your CRM clean.

Automate a task

Put Agile CRM 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

Agile CRM 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.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

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

You don't need a client to put Agile CRM 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

919ms average. Fast in production.

Agile CRM is checked daily against the live service.

Daily averagePeak 1118ms
Oct 3Today
Fastest day
762ms
Slowest day
1118ms
14-day trend
Slowing+31%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 12 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 Agile CRM, so you can see the experience inside your AI.

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

Agile CRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Agile CRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "agile-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 Agile CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Agile CRM owners hand off.

This MCP is built for teams that live in the CRM. If your job involves managing client relationships, tracking sales progress, or keeping a team schedule coordinated, this is for you. Your AI client acts as the central hub for all your sales and marketing data.

  • 01

    Sales Executives

    Instantly pull deal summaries and update contact records using natural language commands.

  • 02

    Marketing Teams

    Monitor lead distribution and task priorities without leaving your chat workspace.

  • 03

    Operations Leads

    Automate the oversight of sales pipelines and team calendars through simple AI queries.

FAQ

Questions Agile CRM owners ask.

  • 01

    Can this MCP help me manage my team's schedule?

    Yes. You can list all calendar events and tasks. Your agent can also create new tasks and events to keep your team's schedule perfectly coordinated.

  • 02

    What kind of data can I access about a client?

    You can access comprehensive details for any contact, including their full profile properties, custom tags, and all historical interaction notes.

  • 03

    Does it only work for sales deals?

    No. It manages the entire lifecycle, including contacts, deals, and marketing campaigns. You can list and create opportunities, or just manage general contact records.

  • 04

    Do I need to manually update the data?

    No. Your AI client acts as the interface. You simply tell it what to change, and it executes the update on the record for you.

  • 05

    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.

  • 06

    Can I create new deals via AI?

    Yes! The create_deal capability allows your agent to register new sales opportunities by providing deal name, value, and probability programmatically.

  • 07

    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.

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