Agency Elephant Connector for AI agents.
8 live capabilities
Manage insurance leads and automated drip campaigns from your AI client.
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Why people use Agency Elephant
Agency Elephant for Insurance Lead Tracking
With this Connector, you just tell your AI client what you need. You can ask it to pull up a lead's history or add a new prospect to the system while you are still on the phone. It handles the data entry so you can stay focused on the conversation. You get a clean, conversational way to manage your entire insurance pipeline.
What Vinkius changes
That it turns your insurance CRM into a conversational workspace.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Closing a hot lead on a call
An agent talks to a prospect and uses create_lead to add them to the CRM, then immediately uses trigger_drip_campaign to start the welcome sequence.
- Real-world use case 02
Daily pipeline auditing
An agency manager asks the agent to list_leads and then uses get_lead_details to check the status of the top five most active prospects.
- Real-world use case 03
Organizing new regional leads
A sales ops person uses list_lead_groups to see existing categories and then uses add_lead_to_group to sort new state-specific leads.
Complete set · 8capabilities
The complete Agency Elephant capability set.
These are the exact actions your AI can choose when you ask it to work with Agency Elephant.
01—04
4 capabilities in this set.
Part of 8 available through Agency Elephant.
- 01 Capability
Add lead to group
Move a lead into a specific category. Use this to organize your pipeline by priority or region.
- 02 Capability
Create lead
Add a new prospect to your CRM. You can do this instantly during a phone call or from an email.
- 03 Capability
Get lead details
Pull up a full profile for a specific person. It gives you the history and metadata you need to close the sale.
- 04 Capability
List campaigns
View all your active marketing sequences. Use this to check which campaigns are currently running.
05—08
4 capabilities in this set.
Part of 8 available through Agency Elephant.
- 05 Capability
List lead groups
See all your organized lead categories. This helps you keep your pipeline structure clean.
- 06 Capability
List leads
See your entire list of prospects. It is the fastest way to get a high-level view of your current pipeline.
- 07 Capability
List workspace users
See who is on your team. Use this to find the right person to assign a new lead to.
- 08 Capability
Trigger drip campaign
Start an automated follow-up sequence for a lead. This ensures no prospect falls through the cracks.
Set up in minutes
One URL. Then ask Agency Elephant to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Agency Elephant from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Agency Elephant, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Agency Elephant for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Agency Elephant URL.
- Step 03
Save and start
Save the connection and enable Agency Elephant in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"agency-elephant": {
"url": "https://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Agency Elephant
Open Agent mode in chat and ask: "Using Agency Elephant, help me...". 8 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"agency-elephant": {
"url": "https://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Agency Elephant
Ask Copilot: "Using Agency Elephant, help me...". 8 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"agency-elephant": {
"url": "https://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Agency Elephant
Open Cascade and ask: "Using Agency Elephant, help me...". 8 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"agency-elephant": {
"url": "https://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Agency Elephant
Ask Cline: "Using Agency Elephant, help me...". 8 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add agency-elephant --transport http "https://edge.vinkius.com/vk_preview_g6rngQxpnS040TqNpr0f9pPeLRliLyUb3gZGnVsj/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Agency Elephant
Ask Claude: "Using Agency Elephant, show me...". 8 tools are ready
Where the request belongs
Work Agency Elephant can move forward.
This is for insurance agency owners and sales teams who are tired of manual data entry and missing follow-ups in a cluttered CRM.
Insurance Agent
Uses the capability on Tuesday afternoons to quickly pull up lead details and trigger follow-up texts without opening a browser.
Agency Manager
Checks team performance and lead distribution across the workspace to ensure everyone is hitting their targets.
Sales Operations Specialist
Automates the flow of new leads into specific drip campaigns using simple AI queries.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Cedar AI
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Bring your own AI
Change the model, client or framework. Keep Agency Elephant connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Agency Elephant.
The practical details behind the request, access and result.
Can I use Agency Elephant MCP to send automated texts to my insurance leads?
Yes, you can trigger automated drip campaigns that include SMS and email sequences directly through your AI client. This helps ensure your leads get timely follow-ups without manual intervention.
How do I see my team's lead activity with Agency Elephant MCP?
You can use the Connector to list your workspace users and then query specific lead details. This gives you a clear view of who is working on what across your agency.
Can Agency Elephant MCP help with my insurance drip campaigns?
Absolutely. It allows you to start specific campaigns for leads using natural language commands. You can also list your existing campaigns to see what is currently running.
Is Agency Elephant MCP good for insurance agencies?
It is specifically designed for insurance agencies. It helps manage the core parts of the business like lead tracking, team visibility, and automated sales sequences.
How do I get started with Agency Elephant MCP?
Just subscribe to the Connector on Vinkius, grab your API key from your Agency Elephant dashboard settings, and connect it to your preferred AI client like Claude or Cursor.
Can I see lead details using Agency Elephant MCP?
Yes, you can pull up high-fidelity lead profiles including historical interaction metadata. This makes it easy to get the context you need before making a call.
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.
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.
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.
One connection away
Give your agent a direct line to Agency Elephant.
Connect Agency Elephant once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available