# Agendor MCP MCP

> Agendor MCP manages your entire sales process right where you work. Use AI conversation to build new contacts, update existing leads, track pipeline deals, and organize team tasks without switching apps. It keeps your CRM data current so your team always knows what's next.

## Overview
- **Category:** productivity
- **Price:** Free
- **Tags:** sales-pipeline, lead-management, task-workflow, contact-database, sales-performance, crm-integration

## Description

Managing a complex sales cycle means jumping between spreadsheets, task lists, and the main CRM. This MCP eliminates that friction. You connect it to any compatible agent through Vinkius, giving your AI client direct access to your organization’s entire sales record. Instead of manually logging data or running reports, you simply talk to your agent. Need to find out who bought a similar product? Ask. Want to see which deals are stuck in the 'Negotiation' stage for too long? Request it. The system handles updating people records, building new company profiles, and tracking every follow-up task so you stay ahead of deadlines.

## Tools

### list_people
Retrieves all person profiles currently stored in your Agendor CRM.

### create_person
Creates a brand new person profile inside the Agendor CRM.

### list_organizations
Pulls a directory of companies and business entities registered in the CRM.

### create_organization
Instantiates a new organization record securely within Agendor.

### list_deals
Retrieves active sales opportunities and negotiation pipelines tracked in Agendor.

### list_tasks
Gets a chronological list of upcoming activities and required follow-ups for the team.

## Prompt Examples

**Prompt:** 
```
List the last 5 people added to my Agendor CRM.
```

**Response:** 
```
I've retrieved the latest 5 contacts. They include John Smith, Maria Silva, and 3 others. Would you like to see the contact details or associated deals for any of them?
```

**Prompt:** 
```
Show me all deals in the 'Qualified' stage of my pipeline.
```

**Response:** 
```
I've filtered your pipeline. You have 4 deals in the 'Qualified' stage, totaling $15,000 in potential revenue. Would you like the details for these opportunities?
```

**Prompt:** 
```
Create a new organization named 'Tech Innovations' with domain 'techinn.com'.
```

**Response:** 
```
I've successfully created 'Tech Innovations' in Agendor. The organization ID is 98765. Would you like to add a primary contact person to this company?
```

## Capabilities

### Build New Records
Instantly create new organizational accounts or profile contacts within Agendor using natural conversation.

### Monitor Deal Funnels
Retrieve status updates on active sales opportunities and track progress across defined negotiation pipelines.

### Maintain Team Schedules
List and create tasks to ensure every team member knows their next required follow-up or critical deadline.

### Search Contact History
Access directories of registered people and companies, allowing you to quickly review client history on the fly.

## Use Cases

### A prospect just bought a company.
Instead of opening the CRM to manually create a new entry, I ask my agent to `create_organization` for 'New Corp' and then use it to add a primary contact person. The whole record is built in two conversational steps.

### End of Quarter review.
I need an immediate status report on all deals currently in the 'Negotiation' stage. I simply ask my agent to `list_deals`, and it returns a filtered, actionable list for the manager meeting.

### Onboarding a new client.
The sales team needs to research all existing contacts associated with an account. I use the agent to run `list_people` and get a full directory of every person who has ever interacted with that company.

### Finding overdue action items.
I need to know what needs attention today. I ask my agent to `list_tasks`, which immediately pulls up the chronological queue and alerts me to any critical, missed deadlines for the whole team.

## Benefits

- Stop hunting through tabs. You can quickly list all people or retrieve a directory of organizations just by asking, letting you get the data instantly.
- Keep tasks straight. Use `list_tasks` and `create_task` to ensure nobody misses an important follow-up—it keeps your team accountable.
- Never lose client context. By running `list_deals`, you can review all active opportunities and understand exactly where a sale stands in the funnel.
- Eliminate duplicate data entry. The system handles updating records for people or organizations, so you don't have to worry about double-logging contacts.
- Get instant insights. You can pull up lists of deals or companies directly from chat, giving managers an immediate view of pipeline health.

## How It Works

The bottom line is that you use simple conversation to perform complex CRM operations.

1. First, subscribe to this MCP on Vinkius and provide your Agendor API Token.
2. Next, connect your preferred agent (like Cursor or Claude) using the Vinkius interface.
3. Finally, start by giving a direct command: 'List all deals in the Qualified stage.' Your agent executes the request and returns structured data.

## Frequently Asked Questions

**How do I use Agendor MCP to list deals?**
You simply ask your agent to 'list active deals.' It pulls the full negotiation pipeline, showing you which opportunities are stalled or ready for the next step.

**Can I create a person using Agendor MCP?**
Yes. You instruct your agent to `create_person`, and it handles creating that new profile within the CRM, optionally linking them to an existing company.

**What if I need to see all my contacts?**
Use the `list_people` tool. It runs a full query on your Agendor system and gives you a comprehensive directory of every person profile registered.

**Does Agendor MCP help with tasks?**
It does. By using `list_tasks`, you get the whole queue of upcoming activities, making it easy to know what follow-ups need attention today.

**How does the `create_organization` tool handle duplicate data entry?**
The MCP prevents duplicates by checking identifiers like email or CNPJ. If you try to create a record that already exists, it intelligently updates the existing profile instead of failing. This keeps your CRM accurate and clean.

**What is the scope when I use the `list_people` tool?**
The `list_people` tool retrieves all registered person profiles across your Agendor account. These comprehensive records include details about the individual, their associated organizations, and contact history.

**What should I do if my query using `list_deals` returns too many results?**
The MCP handles pagination automatically, allowing you to process massive datasets in manageable chunks. If you encounter rate limits, check your Agendor plan or wait a moment before running the request again.

**How do I ensure my connection is secure when using the Agendor MCP?**
You must provide an active Agendor API Token to connect. Vinkius manages the secure transmission of this token, authorizing all operations and ensuring your sensitive credentials remain protected.

**Where do I find my Agendor API Token?**
Log in to Agendor, navigate to **Menu** > **Integrações** (Integrations) > **Token da API**. You can generate and copy your unique token from there. It will be used in the `Authorization` header as `Token your-token`.

**What is an 'Upsert' in Agendor?**
An Upsert is a combination of Update and Insert. It allows you to send contact data, and Agendor will either create a new record or update an existing one if the email or CNPJ already exists, preventing duplicates.

**Can I see my team's tasks via the agent?**
Yes! Use the `list_tasks` tool to retrieve upcoming or pending tasks for any user or organization in your CRM.