• LISTS
  • TOTALS
  • ANALYSIS
  • HUMAN

How to filter and count CRM records with your AI

Connect SugarCRM once to give your agent direct access to your customer data. You can then query specific subsets of records or get instant totals.

Ask AI about this page

Short answer

How can I filter and count SugarCRM records with my AI?

Your agent uses JSON filters to scan your SugarCRM database for specific criteria. It returns either a list of matching records or a single number representing the total count. You'll see the specific data you requested immediately.

Data outcomes

Where your data lands

What you get after your agent runs a query.

LISTS

Filtered record sets

The AI pulls a specific list of records that match your criteria. You get the raw data for the contacts or leads you asked about.

TOTALS

Instant record counts

Instead of a list, the AI returns a single number. This tells you exactly how many records meet your filter requirements.

ANALYSIS

Data-driven insights

Once the AI has the filtered list, it can summarize the findings. You can ask for trends or specific details found within those records.

HUMAN

Manual verification

The AI provides the data, but you decide if the results are useful. You remain in control of how this data is used in your CRM.

The workflow

What your AI does when you ask for data.

The agent translates your natural language into specific API calls to SugarCRM.

  1. Identify the target

    The agent determines which SugarCRM module you are asking about, such as Leads or Accounts.

    list_records

  2. Apply filters

    It builds a JSON filter to narrow down the records based on your specific request.

    list_records

  3. Count the results

    If you only need a total, the agent runs a count against the filtered criteria.

    count_records

  4. Present the data

    The agent delivers the list or the total count directly in your chat interface.

    list_recordscount_records

Try it

Copy these to start.

Use these prompts to begin interacting with your CRM data.

Starting points

Swap out the bracketed terms for your actual SugarCRM module names or field values.

SugarCRM Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/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 — SugarCRM capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sugarcrm-enterprise-crm-customer-success-api-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/mcp"
    }
  }
}
Copy into chat04

  • List all Leads where the status is 'New'.

  • How many Accounts are located in California?

  • Show me all Contacts that haven't been contacted in the last 30 days.

  • Count the number of Opportunities with a value greater than 5000.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect SugarCRM once, then ask.

Just provide your credentials through the secure connection interface. Your login stays encrypted, and you can start querying immediately.

Connect SugarCRM to your AI

FAQ

How this task behaves

  • 01

    Can my AI delete records in SugarCRM?

    No. These tools are only for reading and counting data. The agent cannot delete or modify your records.

  • 02

    Can I filter by custom fields?

    Yes. As long as the field is accessible via the API, you can use it in your filter requests.

  • 03

    Does the AI change my CRM data?

    No. The current tools only allow the agent to list and count records. It cannot write or update information.

  • 04

    How does the AI know which records to count?

    It uses the same JSON filtering logic used to list records, applying your specific criteria to the count command.

  • 05

    Can I get a list of all users?

    Yes, you can use the list tool to pull user records from the appropriate module.

  • More questions about SugarCRM? The Connector page answers them. See everything the SugarCRM Connector can do

Connect SugarCRM to Claude, Cursor, ChatGPT & more