Agile CRM (Alternative)をChatGPTとClaudeに接続

• 01 / 03タスクと予定の管理方法
• 02 / 03案件の追跡方法
• 03 / 03連絡先情報の更新方法

最速日

752ms

最遅日

1120ms

14日間の傾向

遅延傾向+20%

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_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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 (Sales Executives)

  自然言語コマンドを使って、案件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 (Marketing Teams)

  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、キャンペーンを推進できます。

• 03

  オペレーション責任者 (Operations Leads)

  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、業務の効率化を図れます。

• 01

  Does this MCP only work with one type of AI client?

  No. You connect your AI client once from any MCP-compatible client, like Claude, Cursor, or VS Code. Once connected, you get access to the entire catalog of capabilities.

• 02

  Can I update a contact's information?

  Yes. You can use the update_contact capability to modify existing contact records, ensuring your data stays current with natural language commands.

• 03

  What kind of data can I access about a deal?

  You can list all deals and retrieve specific deal details, including tracking the deal's probability and value in real time.

• 04

  Is this just a read-only connection?

  No. This MCP allows for full write access. You can create new contacts, create new deals, and even delete contacts if needed.

• 05

  Does it handle scheduling?

  Yes. You can list all calendar events and programmatically create tasks and events to keep your team's schedule coordinated.

• 06

  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.

• 07

  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.

• 08

  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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