Vinkius

Agile CRM MCP for AI Agents. Manage contacts, deals, and tasks directly from your sales pipeline data

Agile CRM MCP gives your AI agent full access to your sales data. Manage contacts, audit deal pipelines, schedule follow-up tasks, and pull client history—all through natural conversation with no need to jump between tabs or open the web app.

Agile CRM MCP for AI Agents MCP is compatible with Claude Claude
Agile CRM MCP for AI Agents MCP is compatible with ChatGPT ChatGPT
Agile CRM MCP for AI Agents MCP is compatible with Cursor Cursor
Agile CRM MCP for AI Agents MCP is compatible with Gemini Gemini
Agile CRM MCP for AI Agents MCP is compatible with Windsurf Windsurf
Agile CRM MCP for AI Agents MCP is compatible with VS Code VS Code
Agile CRM MCP for AI Agents MCP is compatible with JetBrains JetBrains
Agile CRM MCP for AI Agents MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Search and retrieve contact information

You can search for specific people by email address to pull up their profile details.

List all known contacts

This function pulls a complete list of every contact stored in the CRM.

Audit and view sales opportunities

You can list out existing deals to check their current status, worth, and pipeline stage.

Manage follow-up tasks

This tool lets you retrieve a list of scheduled CRM tasks or create new ones for your team.

Identify high-value accounts

You can pull technical metadata to help identify which opportunities are the most valuable right now.

Waiting for input…

AI Agent
Agile CRM MCP for AI Agents

What AI agents can do with Agile CRM: 4 Tools for Contact and Deal Management

Use these tools to list all contacts, search by email address, pull deal opportunities, or manage team tasks directly via chat.

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 Agile CRM MCP

List Contacts

Pulls a list containing all contacts stored in your Agile CRM account.

Search Contact By Email

Finds and retrieves the full profile for a contact using only their email address.

List Deals

Generates a comprehensive list of all sales opportunities currently tracked in your...

List Tasks

Retrieves the current queue of tasks and follow-up items assigned to users or teams.

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.

Agile CRM MCP for AI Agents MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

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.

3

Start a conversation

Open a new chat. The Agile CRM MCP for AI Agents 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 each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Agile CRM, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
Agile CRM MCP for AI Agents MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Agile CRM. 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 CLOUD

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Agile CRM: Managing Contact Profiles with AI Agents

Right now, when you need to know everything about a prospect—their job title, their company size, and who they report to—you usually have to open the CRM portal. Then you click through tags, check the deal history tab, maybe search for related tasks, and finally copy-paste that info into your notes.

With this MCP, you talk to your agent instead. You ask it to find a contact by email, and it pulls everything up instantly. The AI summarizes the necessary details about their profile, saving you from clicking through endless tabs and giving you a clean overview right in your chat.

Agile CRM: Auditing Sales Deals with Natural Language

Manually auditing deals means opening the pipeline view, filtering by value, then scrolling through stages like 'Negotiation' and 'Proposal Sent.' It’s tedious work that makes it easy to miss a critical opportunity or forget which deal is actually stalled.

Now, you just ask your agent to list out all sales opportunities. You can filter deals based on criteria the AI understands, getting an immediate summary of revenue potential without ever having to click through the complex pipeline view.

What Agile CRM MCP for AI Agents MCP does for your AI

Managing a large client base means constantly checking details across multiple dashboards: who needs a follow-up? Where did that big deal get stuck? What was their last interaction?

This MCP lets your AI agent handle those business interactions directly through your chat interface. You can use it to search for contacts by email, list out all active sales deals, or even pull up tasks due this week—all without leaving the window you're talking in. It means your agent keeps track of contact profiles and helps organize everything from pipeline stages to custom tags.

If you're already using services like Vinkius for other integrations, adding Agile CRM gives you one place to talk to your data. You can quickly check a client’s full history or identify which deals are overdue, letting you focus on selling instead of clicking through menus.

Built · Hosted · Managed by Vinkius Agile CRM MCP for AI Agents — Sales Pipeline Management
Server ID 019d7549-aa40-7357-baa4-7088950d834f
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Agile CRM MCP for AI Agents MCP

How does the Agile CRM MCP help me keep track of leads? +

It lets you use your AI agent to search for contacts by email and pull up their full profile, including all historical interactions. This means you get a complete picture of the lead's activity without having to manually check multiple screens in the CRM.

Can I see which sales deals are stuck or overdue using Agile CRM MCP? +

Yes. You can ask your agent to list all active deals and retrieve technical metadata, helping you quickly identify opportunities that have stalled or need attention before they lose momentum.

Is the task management in the Agile CRM MCP reliable for my team? +

Absolutely. Your agent can list current tasks and pending follow-ups for your entire team, ensuring everyone knows what needs to be done next and preventing missed deadlines.

What kind of contact data can the Agile CRM MCP access? +

It accesses comprehensive contact profiles, allowing you to search by email, review tags, and see a full list of contacts within your account. It gives you all the core information needed for outreach.

Will using the Agile CRM MCP slow down my workflow? +

No. By centralizing data retrieval into conversational commands, it cuts down on clicks and context switching. You get answers faster by talking to your agent instead of navigating complex menus.