Agency Elephant MCP for AI. Automate your entire insurance sales pipeline.
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…and any MCP-compatible client
Connect to your AI in seconds.
Agency Elephant MCP tracks insurance agency performance. It manages agent commissions and monitors policy renewals for better business intelligence. Connect your AI client to automate lead management, run drip campaigns, and get a full view of team activity without leaving your chat.
What your AI can do
Add lead to group
Adds a specific lead record into one of your defined lead groups.
Create lead
Registers an entirely new contact as a lead in the system.
Get lead details
Retrieves all high-fidelity, historical details for a specific lead ID.
Create new leads or pull detailed historical profiles for existing ones.
Assign specific leads to predefined groups, coordinating team focus and tracking status changes.
Trigger automated SMS or email drip campaigns for targeted leads.
Pull a complete directory of all active users in the agency workspace.
Ask an AI about this
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Agency Elephant: 8 Tools for Lead Management
These tools let you create leads, assign them to groups, list campaign status, and trigger automated follow-ups directly through your agent.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Agency Elephant on VinkiusAdd Lead To Group
Adds a specific lead record into one of your defined lead groups.
Create Lead
Registers an entirely new contact as a lead in the system.
Get Lead Details
Retrieves all high-fidelity, historical details for a specific lead ID.
List Campaigns
Shows a list of all active marketing and sales campaigns available.
List Lead Groups
Pulls a directory showing every existing lead group structure you use.
List Leads
Retrieves a list of all leads in the database, allowing for bulk auditing.
List Workspace Users
Lists every team member currently set up in your agency workspace.
Trigger Drip Campaign
Starts an automated follow-up sequence (SMS or email) for a given lead ID.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Agency Elephant integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Agency Elephant, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,000+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Agency Elephant. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 8 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The biggest time suck is jumping between tabs just to get a full story on one client.
Right now, if a lead comes in, you have to open the CRM dashboard. You pull up their profile tab for details, then switch over to the campaigns section to see what follow-up is scheduled. After that, maybe you check the group management screen just to confirm they're assigned correctly. It’s three or four different clicks and tabs just to build a single narrative.
With this MCP, the process collapses into conversation. You tell your agent exactly what you need—like getting details for a lead and assigning them to a group—and it handles all those separate backend actions instantly. You get the full operational report without ever leaving your chat window.
Triggering drip campaigns with Agency Elephant
Before, setting up an automated follow-up was a multi-step form fill: select lead, select campaign type, input the ID, confirm enrollment. If you needed to change it, you had to repeat all those steps manually.
Now, you just tell your agent, 'Trigger the New Prospect Follow-up campaign for this lead.' It executes that entire sequence in one command. The difference is massive: instant automation, zero clicks.
What your AI can actually do with this
You can take over managing your entire sales pipeline through natural conversation. Instead of toggling between separate CRM tabs or manually setting up follow-up emails, your agent handles it all. You'll use the MCP to build automated sequences for leads, triggering drip campaigns and organizing them into specific groups based on their status.
It lets you pull detailed profiles from any lead, check out team directories, and even monitor how different campaigns are performing in real time. With Vinkius managing this connection, your AI acts like a dedicated sales coordinator that knows exactly where every lead is and what follow-up they need next.
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Here's how it actually works
The bottom line is, it lets you control complex sales workflows using simple chat commands, eliminating manual platform navigation.
First, subscribe to this MCP and retrieve your API Key from your Agency Elephant dashboard settings.
Next, connect your preferred AI client using that key. The connection makes all the underlying tools available through natural conversation.
Finally, you talk to your agent—'List all leads in the 'High Value' group,' or 'Create a new lead for John Doe.' — and the MCP executes the action.
Who is this actually for?
This is for agency managers tired of spending hours cross-referencing multiple dashboards just to see who hasn't responded. It's for sales ops staff that needs to automate lead ingestion and assignment instantly.
Monitoring the health of the entire team pipeline, coordinating assignments, and ensuring leads get properly distributed.
Automating the ingestion of new contacts into specialized drip campaigns and managing lead group structures.
Quickly pulling up a lead's full history or triggering an immediate follow-up sequence to keep momentum going.
What Changes When You Connect
You get instant, comprehensive lead profiles using get_lead_details. No more having to jump between screens just to see a contact's full history or past interactions. It’s all in one chat window.
Run automated follow-up sequences with trigger_drip_campaign. This ensures no potential client slips through the cracks because you forgot to send that crucial reminder email.
Keep your team focused by using add_lead_to_group and monitoring pipelines. You can assign leads to specific groups without leaving your main chat interface.
The MCP lets you audit your entire database with one query via list_leads. Need to see how many prospects are in 'Pending' status? Ask, and get the list immediately.
You maintain visibility across the whole organization by using list_workspace_users. Get a complete directory of every agent or manager without manual lookups.
The ability to track campaign performance via listing campaigns means you can instantly see which marketing efforts are actually moving leads through the funnel.
See it in action
A new high-value lead comes in, and I need immediate follow-up.
I ask my agent to 'Get details for lead 90210, then trigger the Premium Follow-up campaign.' The MCP pulls the history using get_lead_details and immediately initiates the sequence with trigger_drip_campaign, ensuring a perfectly coordinated response.
I need to clean up my lead groups after an audit.
Instead of manually editing every record, I ask the agent to 'List all leads and move anyone who hasn't opened an email in 60 days into the Dormant group.' The MCP uses list_leads and then executes add_lead_to_group, saving hours of cleanup.
The team needs to know who is responsible for a certain segment.
I ask my agent to 'List all workspace users in the Sales department.' The MCP uses list_workspace_users and returns the directory, letting me coordinate assignments immediately without logging into HR software.
We ran a big campaign, but I don't know which groups were most successful.
I ask the agent to 'List all lead groups and show me their current count.' The MCP uses list_lead_groups, allowing me to quickly compare segment size and identify where we need more focus.
The honest tradeoffs
Only listing leads sporadically.
I manually open the CRM, check one tab for leads, then switch to another dashboard to see campaign performance. I end up missing cross-referencing opportunities and wasting time.
Use the MCP to combine these actions. First, list_leads to get a roster; then, use that list in conjunction with list_campaigns to report on which leads are currently targeted by active campaigns.
Assuming lead status is up-to-date.
I think I just assigned the lead, but when I check later, it's in the wrong group. The system state feels unreliable because I didn't confirm the update properly.
Always verify state transitions. After assigning a lead using add_lead_to_group, immediately follow up with get_lead_details to confirm the new grouping and ensure data integrity.
Trying to run complex workflows in one go.
I ask, 'Make this lead better.' The agent fails because I didn't specify what needed improving—a campaign? A group assignment? Just a detail pull?
Break it down. First, get_lead_details to gather all facts. Then, explicitly tell the agent what to do next: 'Now that you have the details, trigger Campaign X for this lead.'
When It Fits, When It Doesn't
Use this MCP if your core problem is coordinating actions across multiple stages of the sales funnel—from initial contact through follow-up and assignment. If you need to see a comprehensive picture (e.g., 'Show me all leads in Group A that are also part of Campaign B'), this tool is essential because it connects those data points via natural language. Don't use it if your only goal is simple reporting, like generating a static PDF report; for that, you might need an external BI connector. However, if you find yourself constantly clicking between the lead management view and the campaign monitoring view, you absolutely need this MCP to centralize the logic.
Questions you might have
How do I check on a specific client's history using get_lead_details? +
Just ask your agent to run get_lead_details and provide the lead ID. It pulls every interaction, status change, and profile detail into one response.
Can I use add_lead_to_group for a bunch of leads? +
You can assign individual leads using add_lead_to_group. If you have multiple IDs, it’s best to list them out in your request so the agent knows exactly who needs moving.
What is the difference between listing campaigns and running trigger_drip_campaign? +
list_campaigns shows you what campaigns exist. trigger_drip_campaign takes one of those available campaigns and actually starts it for a specific lead.
How do I list all my team members? (Using list_workspace_users) +
Simply ask your agent to run the list_workspace_users tool. It pulls the full directory and lets you coordinate assignments across the whole workspace.
When I use `create_lead`, what essential information do I need to provide for the record to be usable? +
You must include a name and at least one contact method, like an email or phone number. The MCP validates this data immediately upon creation, ensuring the lead is active in your system.
How do I use `list_leads` to filter results by specific criteria, like only showing leads from a certain month? +
The tool accepts filtering parameters, allowing you to specify date ranges or status filters. You just include those constraints in your request to pull only the data you need.
Before I use `add_lead_to_group`, how can I first run `list_lead_groups` to see all available structures? +
Running list_lead_groups provides a full inventory of your existing lead pipelines and custom groups. This lets you know exactly which group ID to reference before assigning any new leads.
When running `trigger_drip_campaign`, can I target an entire group of leads, or is it limited to single individuals? +
You absolutely can target a whole group. Just provide the Group ID along with the campaign name in your request; the MCP handles enrolling every lead within that structure.
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 tool 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 tool and provide the lead ID along with the campaign ID you want to initialize programmatically.
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