How do I connect this MCP to my AI client?

You connect it through your MCP-compatible client like Claude or Cursor. You will need to provide your EngageBay REST API Key during the setup process.

What information can my agent access in EngageBay?

Your agent can access contact profiles, company records, sales deals, task lists, and account metadata.

Can I use this with any AI client?

Yes, this MCP works with any client that supports the Model Context Protocol, such as Claude, Cursor, or Windsurf.

Where do I find my EngageBay API key?

You can find your REST API Key within your EngageBay account settings.

Does this MCP host the data?

No, the MCP connects to your existing EngageBay account. Vinkius hosts the MCP so it is ready to use immediately.

How do I get an EngageBay API Key?

Log in to your EngageBay account, navigate to Account Settings > API, and you can find your unique REST API Key there. API access is available across most plans.

Can the agent create new deals?

This integration currently focuses on listing and auditing contacts, deals, and companies. Creating or updating CRM records should be managed via the EngageBay dashboard or specific automated workflows.

Does the integration show pipeline reports?

Yes, you can use the list_sales_deals and list_latest_sales_opportunities capabilities to retrieve current pipeline data and analyze deal distribution by stage.

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Connect EngageBay All-in-One CRM to ChatGPT and Claude

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. Run your entire sales and marketing operation through chat.

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 · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through EngageBay All-in-One CRM.

01
List latest sales opportunities
This capability identifies the most recent sales deals or opportunities created or updated.
02
Get engagebay account metadata
Check your EngageBay account limits and metadata with this capability.
03
Get contact profile
Get a specific contact's detailed profile and their history of interactions.
04
List CRM companies
This capability provides a list of all companies and organizations in your CRM.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through EngageBay All-in-One CRM.

05
List CRM contacts
This capability pulls a full list of every contact in your EngageBay account.
06
List successfully closed deals
Use this to find all deals that have reached the Won or Closed stage.
07
Get deal details
This capability retrieves the specific settings and current status for a single sales deal.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through EngageBay All-in-One CRM.

08
Quick CRM volume audit
Get a high-level summary of your total contacts, deals, and tasks instantly.
09
List sales deals
This capability returns a list of all sales deals and opportunities in your pipeline.
10
List CRM tasks
Use this to see all your current CRM tasks and pending follow-ups.

Real work

What teams actually run

Pipeline Updates

Ask your agent for the latest sales opportunities to see what needs attention.

Lead Research

Pull up a specific contact profile to see their interaction history before a call.

Task Management

Check your upcoming follow-up tasks to stay on top of your CRM workload.

Sales Reporting

Request a summary of successfully closed deals to track recent wins.

Automate a task

Put EngageBay All-in-One 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

EngageBay All-in-One 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.

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

You don't need a client to put EngageBay All-in-One 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

815ms average. Fast in production.

EngageBay All-in-One CRM is checked daily against the live service.

Daily averagePeak 1070ms

Oct 3Today

Fastest day: 673ms
Slowest day: 1070ms
14-day trend: Slowing+13%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 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 EngageBay All-in-One CRM, so you can see the experience inside your AI.

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

EngageBay All-in-One CRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 — EngageBay All-in-One CRM capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "engagebay-all-in-one-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 EngageBay All-in-One CRM in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work EngageBay All-in-One CRM owners hand off.

This MCP is built for professionals who live in EngageBay and want to interact with their data using natural language.

01
Sales Teams
They ask the agent to check deal statuses and pipeline volumes on the fly.
02
Marketing Professionals
They use the agent to research contact profiles and subscription data during campaign planning.
03
Operations Teams
They task the agent with monitoring task completion and CRM metadata.

FAQ

Questions EngageBay All-in-One CRM owners ask.

01
How do I connect this MCP to my AI client?
You connect it through your MCP-compatible client like Claude or Cursor. You will need to provide your EngageBay REST API Key during the setup process.
02
What information can my agent access in EngageBay?
Your agent can access contact profiles, company records, sales deals, task lists, and account metadata.
03
Can I use this with any AI client?
Yes, this MCP works with any client that supports the Model Context Protocol, such as Claude, Cursor, or Windsurf.
04
Where do I find my EngageBay API key?
You can find your REST API Key within your EngageBay account settings.
05
Does this MCP host the data?
No, the MCP connects to your existing EngageBay account. Vinkius hosts the MCP so it is ready to use immediately.
06
How do I get an EngageBay API Key?
Log in to your EngageBay account, navigate to Account Settings > API, and you can find your unique REST API Key there. API access is available across most plans.
07
Can the agent create new deals?
This integration currently focuses on listing and auditing contacts, deals, and companies. Creating or updating CRM records should be managed via the EngageBay dashboard or specific automated workflows.
08
Does the integration show pipeline reports?
Yes, you can use the list_sales_deals and list_latest_sales_opportunities capabilities to retrieve current pipeline data and analyze deal distribution by stage.

Explore

More in Marketing Automation

Connect EngageBay All-in-One CRM 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

List latest sales opportunities

Get engagebay account metadata

Get contact profile

List CRM companies

05-07

List CRM contacts

List successfully closed deals

Get deal details

08-10

Quick CRM volume audit

List sales deals

List CRM tasks

What teams actually run

Pipeline Updates

Lead Research

Task Management

Sales Reporting

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

EngageBay All-in-One CRM Connector

Claude Desktop

Sales Teams

Marketing Professionals

Operations Teams

How do I connect this MCP to my AI client?

What information can my agent access in EngageBay?

Can I use this with any AI client?

Where do I find my EngageBay API key?

Does this MCP host the data?

How do I get an EngageBay API Key?

Can the agent create new deals?

Does the integration show pipeline reports?

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