Agile CRM Connector for AI agents.
12 live capabilities
Manage your sales pipeline and marketing contacts through a chat interface.
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Why people use Agile CRM
Agile CRM for Faster Sales Pipeline Audits
This Connector puts that data right where you're already working. Instead of navigating a complex UI, you just ask your agent to pull up the latest deals or search for a specific contact. You get the info you need in seconds, letting you spend more time actually selling.
What Vinkius changes
You get a direct line from your chat interface to your CRM data.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking a lead's history before a call
A rep needs to know a lead's history before a call.
- Real-world use case 02
Auditing the sales pipeline for revenue
A manager needs to see if any big deals are stalled.
- Real-world use case 03
Quickly checking team task status
A team lead wants to see what's due today.
Complete set · 12capabilities
The complete Agile CRM capability set.
These are the exact actions your AI can choose when you ask it to work with Agile CRM.
01—04
4 capabilities in this set.
Part of 12 available through Agile CRM.
- 01 Capability
List contacts
Get a full list of every contact stored in your Agile CRM. This helps you see your entire database in one view.
- 02 Capability
List deals
View your entire sales pipeline to see current opportunities and their values. Use this to monitor revenue.
- 03 Capability
List events
List all calendar events
- 04 Capability
List contact notes
List notes for a specific contact
05—08
4 capabilities in this set.
Part of 12 available through Agile CRM.
- 05 Capability
Retrieve contact
Get details of a specific contact
- 06 Capability
Retrieve deal
Get details of a specific deal
- 07 Capability
Retrieve task
Get details of a specific task
- 08 Capability
Update contact
Update an existing contact
09—12
4 capabilities in this set.
Part of 12 available through Agile CRM.
- 09 Capability
List tasks
Pull up all your team's tasks to see what needs to be finished today. This keeps your team on schedule.
- 10 Capability
Create contact
Create a new contact
- 11 Capability
Create deal
Create a new deal
- 12 Capability
Delete contact
Delete a contact
Set up in minutes
One URL. Then ask Agile CRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Agile CRM 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_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 Agile CRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Agile CRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 Agile CRM URL.
- Step 03
Save and start
Save the connection and enable Agile CRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"agile-crm": {
"url": "https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 Agile CRM
Open Agent mode in chat and ask: "Using Agile CRM, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"agile-crm": {
"url": "https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 Agile CRM
Ask Copilot: "Using Agile CRM, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"agile-crm": {
"url": "https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 Agile CRM
Open Cascade and ask: "Using Agile CRM, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"agile-crm": {
"url": "https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 Agile CRM
Ask Cline: "Using Agile CRM, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add agile-crm --transport http "https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/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 Agile CRM
Ask Claude: "Using Agile CRM, show me...". 12 tools are ready
Where the request belongs
Work Agile CRM can move forward.
Who wakes up in the morning needing this? Sales reps who are tired of clicking through twenty different CRM screens just to find one phone number, and marketing managers who need to see their lead volume without opening a separate dashboard.
Sales Development Rep
Checks lead history and creates follow-up tasks during live calls to ensure no detail is missed.
Marketing Manager
Audits contact lists and manages segment tags to prepare for new email campaigns.
Customer Success Lead
Looks up client interaction logs to provide faster support and create follow-up tasks.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsAgile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
Nimble CRM
Manage relationships and deals via Nimble CRM. track contacts, deals, and activities directly from your AI agent.
Keap
Manage CRM contacts, marketing campaigns, and sales automation via Keap.
Zoho CRM
Manage leads, contacts, and deals on Zoho CRM. the AI-powered sales platform for growing teams.
Pipeline CRM
Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.
Capsule CRM
Manage contacts, sales opportunities, and projects via Capsule CRM. search parties, track pipelines, and manage tasks directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Agile CRM 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 Agile CRM.
The practical details behind the request, access and result.
Can the Agile CRM MCP help me manage my sales pipeline?
Yes, it allows your AI agent to pull your live deals and audit your pipeline stages directly in your chat.
How do I find a specific lead's history using Agile CRM MCP?
You can simply ask your agent to search for a contact by their email address to pull up their full profile and logs.
Can I see my team's tasks through the Agile CRM MCP?
Yes, the Connector can pull a list of all tasks, allowing you to see what's due today or what needs to be finished.
Is the Agile CRM MCP good for marketing research?
It's great for auditing your contact list and pulling data points for specific leads to help with your marketing strategy.
How does the Agile CRM MCP save me time on data entry?
It reduces the need to copy and paste information between your CRM and your workspace by letting the agent fetch that data for you.
Can I use the Agile CRM MCP to find contacts by email?
Yes, that's one of the core features. You can ask your agent to find any contact using their email address instantly.
How do I find my Agile CRM REST API Key?
Log in to Agile CRM, go to Admin Settings > Developers & API. You will find your REST API Key listed there. Use this along with your account email for authentication.
Can I search for a contact by email?
Yes! Use the search_contact_by_email capability. It provides a direct way to find a contact profile using their email address, returning their full history and properties.
Does this support custom properties?
Yes, custom properties are included in the contact details retrieved via the API. You can also update them by specifying the property name and value.
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.
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.
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.
One connection away
Give your agent a direct line to Agile CRM.
Connect Agile CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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