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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use EngageBay All-in-One CRM with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Equip your AI agent to manage contacts, track sales deals, and monitor CRM tasks via the EngageBay API.

Included with plan

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

Complete set · 10 capabilities

The complete EngageBay All-in-One CRM capability set.

These are the exact actions your AI can choose when you ask it to work with EngageBay All-in-One CRM.

Capability set01 / 03

01-04

4 capabilities in this set.

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

  1. 01

    List CRM contacts

    List all contacts in your EngageBay account

  2. 02

    List CRM tasks

    List all CRM tasks and follow-ups

  3. 03

    List latest sales opportunities

    Identify the most recently created or updated sales deals

  4. 04

    Get contact profile

    Get detailed profile and interaction history for a specific contact

Capability set02 / 03

05-07

3 capabilities in this set.

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

  1. 05

    Get deal details

    Get detailed settings and status for a specific sales deal

  2. 06

    Get engagebay account metadata

    Retrieve metadata and limits for your EngageBay account

  3. 07

    List CRM companies

    List all companies/organizations in your CRM

Capability set03 / 03

08-10

3 capabilities in this set.

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

  1. 08

    Quick CRM volume audit

    Retrieve a high-level summary of contacts, deals, and tasks

  2. 09

    List sales deals

    List all sales deals and opportunities

  3. 10

    List successfully closed deals

    Identify deals that have reached the "Won" or "Closed" stage

Observed, not estimated

825ms average. Fast in production.

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

Daily averagePeak 1044ms
Aug 20Today
Fastest day
683ms
Slowest day
1044ms
14-day trend
Slowing+14%

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.

  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 — 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

FAQ

Questions EngageBay All-in-One CRM owners ask.

  • 01

    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.

  • 02

    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.

  • 03

    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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