SugarCRMをChatGPT、Claude、Geminiに接続

• 01 / 02通話メモを記録する方法
• 02 / 02商談状況の追跡方法

最速日

721ms

最遅日

1034ms

14日間の傾向

改善傾向-8%

SugarCRM 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_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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 — SugarCRM capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "sugarcrm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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？ SugarCRM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

  商談の進捗管理や通話記録の入力をAIで自動化したい方。

• 02

  セールスマネージャー

  パイプラインの状況や商談の進捗を迅速に把握したい方。

• 03

  マーケティング担当者

  リード情報の管理や顧客データの照会を効率化したい方。

• 01

  How do I connect this MCP to my AI client?

  You connect once through your AI client using the connection details provided by Vinkius. Vinkius hosts the MCP so it is ready to use immediately.

• 02

  Which AI clients can use this SugarCRM MCP?

  Any MCP-compatible client works, including Claude, Cursor, Windsurf, and VS Code.

• 03

  Do I need to host the MCP myself?

  No. Vinkius hosts and manages the MCP for you, including all credentials and runtime requirements.

• 04

  Can I search for things across all my CRM modules?

  Yes. The search_global capability allows your agent to look for information across all modules in your SugarCRM instance.

• 05

  Is my CRM data secure?

  Vinkius manages your credentials and hosts the connection securely to ensure your agent can interact with your enterprise data safely.

• 06

  Can I retrieve the details of a specific Account?

  Yes! Supply the Account name or ID and the AI will extract all relevant firmographics and recent activities.

• 07

  How do I log a call or meeting?

  You can tell the agent to 'Log a call with John Doe', provide the summary, and the integration will create the activity record in SugarCRM.

• 08

  Is it possible to update an Opportunity's status?

  Yes, by passing the Opportunity ID, the AI can transition it to 'Closed Won' or any other active stage.

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