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Vinkius

Agile CRM Connector for AI agents.

12 live capabilities

Manage your sales pipeline and marketing contacts through a chat interface.

Live agent request Agile CRM / Connector

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AI Agent

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.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
  • Visual Studio Code
  • Windsurf

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

  1. 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.

  2. Real-world use case 02

    Auditing the sales pipeline for revenue

    A manager needs to see if any big deals are stalled.

  3. 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.

Capability set01 / 03

01—04

4 capabilities in this set.

Part of 12 available through Agile CRM.

  1. 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.

  2. 02 Capability

    List deals

    View your entire sales pipeline to see current opportunities and their values. Use this to monitor revenue.

  3. 03 Capability

    List events

    List all calendar events

  4. 04 Capability

    List contact notes

    List notes for a specific contact

Capability set02 / 03

05—08

4 capabilities in this set.

Part of 12 available through Agile CRM.

  1. 05 Capability

    Retrieve contact

    Get details of a specific contact

  2. 06 Capability

    Retrieve deal

    Get details of a specific deal

  3. 07 Capability

    Retrieve task

    Get details of a specific task

  4. 08 Capability

    Update contact

    Update an existing contact

Capability set03 / 03

09—12

4 capabilities in this set.

Part of 12 available through Agile CRM.

  1. 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.

  2. 10 Capability

    Create contact

    Create a new contact

  3. 11 Capability

    Create deal

    Create a new deal

  4. 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 preview
Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP
https://edge.vinkius.com/vk_preview_MRGcYPyiPySvOSxhHPqXNvbdb4b3PWqj1KiT9Tsh/mcp
  1. Step 01

    Open Connectors

    In Claude Web or Claude Desktop, open Settings and choose Connectors.

  2. Step 02

    Add the URL

    Choose Add custom connector, name it Agile CRM, and paste the URL above.

  3. Step 03

    Turn it on in chat

    Select +, open Connectors, and enable Agile CRM for the conversation.

Where the request belongs

Work Agile CRM can move forward.

Built around the request

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.

01

Sales Development Rep

Checks lead history and creates follow-up tasks during live calls to ensure no detail is missed.

02

Marketing Manager

Audits contact lists and manages segment tags to prepare for new email campaigns.

03

Customer Success Lead

Looks up client interaction logs to provide faster support and create follow-up tasks.

Bring your own AI

Change the model, client or framework. Keep Agile CRM connected.

  • Claude
  • ChatGPT
  • Gemini
  • Cursor
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  • Windsurf
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  • Zed
  • Continue
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  • Roo Code
  • Zencoder
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  • LibreChat
  • TypingMind
  • Chorus
  • 5ire
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  • 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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