Agency ElephantをChatGPT、Claude、Geminiに接続

• 01 / 03リードへのステップメール配信を自動化する
• 02 / 03リードへのステップメール配信を自動化する方法
• 03 / 03リードの割り当てを最適化する方法

最速日

652ms

最遅日

1025ms

14日間の傾向

遅延傾向+15%

Agency Elephant Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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 — Agency Elephant capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

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

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Agency ElephantをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  保険エージェント

  自然言語のコマンドを使って、リード詳細を即座に取得したり、フォローアップシーケンスを起動させたい方。

• 02

  代理店管理者

  ワークスペースを離れることなく、チーム全体のパイプラインの健全性を監視し、リードの適切な配分を調整したい方。

• 03

  営業オペレーション担当者

  新しいリードを専門のドリップキャンペーンに自動で取り込み、効率的にナーチャリングプロセスを自動化したい方。

• 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.

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