Agile CRM Connector for AI agents.
12 live capabilities
Manage your sales pipeline and contact history through a conversational interface.
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Why people use Agile CRM
Agile CRM for Streamlined Sales Automation
This Connector changes that by letting your agent handle the heavy lifting. Instead of manual navigation, you just tell your agent what you need. You can ask for a summary of a pipeline, create a new opportunity, or update a contact's status while you're mid-conversation. You get a clean, conversational way to manage your entire sales cycle.
What Vinkius changes
You get a conversational interface for your entire sales and marketing database.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Updating a deal after a call
A salesperson finishes a call and tells the agent to update the deal value and probability.
- Real-world use case 02
New lead entry from a meeting
A marketing lead comes in, and the agent creates the contact and a follow-up task immediately.
- Real-world use case 03
Pipeline audit for weekly reports
An ops manager asks for a list of all deals over a certain value.
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
Create deal
Create a new sales opportunity in your pipeline. This makes it easy to log new business as it happens.
- 02 Capability
Delete contact
Remove a contact from your CRM database. Use this to keep your directory clean and accurate.
- 03 Capability
List contacts
Pull a list of every contact in your Agile CRM account. This is great for quick audits or searches.
- 04 Capability
List deals
View all current deals and opportunities in your pipeline. Get a high level view of your sales funnel.
05—08
4 capabilities in this set.
Part of 12 available through Agile CRM.
- 05 Capability
List events
Retrieve all calendar events from your CRM. Stay on top of your schedule with a quick query.
- 06 Capability
List contact notes
See the history of notes for a specific contact. This helps you prep for meetings with context.
- 07 Capability
List tasks
Get a list of all tasks currently assigned to your team. Keep everyone aligned on daily goals.
- 08 Capability
Retrieve contact
Get the full profile and metadata for a specific contact. Pull all the details you need in one go.
09—12
4 capabilities in this set.
Part of 12 available through Agile CRM.
- 09 Capability
Retrieve deal
Pull the details and value of a specific deal. Quickly check the status of any active opportunity.
- 10 Capability
Retrieve task
Get the specifics of a single task or to-do item. Check due dates and assignments instantly.
- 11 Capability
Update contact
Change the information on an existing contact profile. Keep your records fresh with every interaction.
- 12 Capability
Create contact
Add a new person to your CRM database. Build your directory without leaving your chat window.
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_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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-alternative": {
"url": "https://edge.vinkius.com/vk_preview_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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-alternative": {
"url": "https://edge.vinkius.com/vk_preview_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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-alternative": {
"url": "https://edge.vinkius.com/vk_preview_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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-alternative": {
"url": "https://edge.vinkius.com/vk_preview_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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-alternative --transport http "https://edge.vinkius.com/vk_preview_0hP2r8Wg2R5UYrV9y35vEYUvt5scvc7vmRtJDbjJ/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.
This is for sales leaders and marketing managers who are tired of manual data entry and want to spend more time closing deals.
Sales Executive
Updates deal probabilities and retrieves contact summaries during live calls.
Marketing Manager
Monitors lead distribution and organizes campaign tasks without leaving their workspace.
Operations Lead
Audits account connectivity and manages team calendars via simple AI queries.
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 lets you see all deals and update values via chat. You can ask your agent to list active opportunities or pull details on specific ones instantly.
How do I use Agile CRM with an AI agent?
By connecting this Connector to your AI client. It gives your agent the ability to read and write data directly within your Agile CRM account.
Can I update contact information using the Agile CRM MCP?
Yes, your agent can modify existing profiles using natural language. You can update phone numbers, emails, or custom tags without opening the CRM.
Does the Agile CRM MCP support task management?
It allows your agent to list and retrieve tasks to keep your team on track. You can check your daily to-do list or see what's assigned to others.
Can I see my meeting history with the Agile CRM MCP?
Yes, you can pull notes for specific contacts to see past interactions. This is great for getting up to speed before a call.
How do I get started with Agile CRM and AI?
Subscribe to this Connector and add your API credentials. Once connected, you can start asking your AI agent to manage your CRM data for you.
Can I create new leads through the Agile CRM MCP?
Yes, you can create new contacts and deals through your agent. This helps you log new business the moment it happens.
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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