Agile CRMをChatGPT、Claude、Geminiに接続

• 01 / 03タスクと予定を管理する
• 02 / 03セールス案件の管理方法
• 03 / 03顧客情報の更新方法

最速日

762ms

最遅日

1118ms

14日間の傾向

遅延傾向+31%

Agile CRM 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_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 — Agile CRM capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "agile-crm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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？ Agile CRM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

  営業担当者

  自然言語のコマンドを使って、商談のサマリーを即座に取得したり、連絡先レコードを更新したりできます。

• 02

  マーケティングチーム

  ワークスペースを離れることなく、リードの配布状況やタスクの優先順位を監視し、キャンペーンの進捗を把握できます。

• 03

  オペレーションリード

  シンプルなAIクエリを通じて、営業パイプラインやチームカレンダーの監視を自動化し、部門全体のプロセスを最適化できます。

• 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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