# Agile CRM MCP

> Agile CRM MCP gives your AI client total control over your sales lifecycle. Manage contacts, update deals, schedule tasks, and run reports directly from natural conversation. Stop jumping between tabs; treat your entire customer relationship management system like a single chat thread.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Tags:** contact-management, deal-tracking, pipeline-management, lead-nurturing, sales-funnel, marketing-campaigns

## Description

This MCP connects your agent to Agile CRM, letting you take full command of your sales, marketing, and service workflows through plain language. You no longer need to navigate complex dashboards or remember specific API endpoints just to update a client's record. Your AI acts as a dedicated coordinator, handling everything from listing out your entire contact directory to updating deal probability metrics instantly.

Need to know what follow-up actions are due? Ask your agent for all pending tasks and calendar events across the team. Want to nurture a lead? You can create brand new contacts or update existing records with notes about last week's call. When you subscribe to this MCP on Vinkius, you give your AI client the ability to manage deals in real-time, creating opportunities and tracking their value without ever leaving your chat window. It’s simply having a powerful sales operations manager available 24/7.

## Tools

### create_contact
Build a brand new contact profile in the CRM.

### create_deal
Establish a high-fidelity opportunity within the sales pipeline.

### delete_contact
Remove an existing contact record from the system.

### list_contacts
Retrieve a full list of all contacts currently stored in Agile CRM.

### list_deals
Get an overview of every deal or opportunity tracked in the sales pipeline.

### list_events
Fetch a list of all scheduled calendar events for the organization.

### list_contact_notes
View all historical notes and interaction records associated with a specific contact.

### list_tasks
Retrieve a comprehensive list of all outstanding tasks assigned to users or the team.

### retrieve_contact
Fetch detailed profile information for one specific contact using their identifier.

### retrieve_deal
Get all metrics and details for a single, specified deal opportunity.

### retrieve_task
View the full details of one particular assigned task.

### update_contact
Modify any existing information or metadata for a contact record.

## Prompt Examples

**Prompt:** 
```
List all active sales deals in my Agile CRM pipeline.
```

**Response:** 
```
I've retrieved your active deals. You currently have 10 opportunities in the pipeline, including 'Web Redesign' (Value: $5,000) and 'Enterprise License'. Would you like the detailed probability metadata for any of these?
```

**Prompt:** 
```
Create a new contact 'John Doe' (john@example.com) and add a note about our last meeting.
```

**Response:** 
```
Contact orchestrated! I've successfully created the profile for John Doe (ID: cont_123) and registered your high-fidelity meeting note in his profile. He is now active in your CRM. Need help creating a follow-up task?
```

**Prompt:** 
```
What are my pending tasks and events for today?
```

**Response:** 
```
Accessing schedule... Today you have 3 pending tasks, including 'Call Acme Corp', and a 'Project Sync' event at 2 PM. I've retrieved the high-fidelity due times for your organizational alignment. Need more historical context?
```

## Capabilities

### Manage Contacts and Relationships
List, retrieve details for, create, or update any contact record in the system.

### Track Deal Progress
View all opportunities in your sales pipeline and establish new deals when a lead is ready to move forward.

### Organize Team Schedules
Create tasks or calendar events for the team, keeping everyone's schedule perfectly synced based on natural language requests.

### Review Contact History
Access detailed notes and full metadata for any contact to understand their complete interaction history with your company.

## Use Cases

### The Post-Meeting Follow Up
A sales exec just finished a client call. Instead of opening CRM, finding John Doe's record, and manually typing up notes, they tell their agent: 'Create contact for Jane Smith (jane@corp.com) and add meeting notes.' The system uses create_contact and list_contact_notes to complete the task in seconds.

### Pipeline Status Check
A marketing manager needs a snapshot of all active leads. They ask their agent: 'List all deals that are currently stuck in the qualification stage.' The system uses list_deals to give them an immediate, actionable count and summary.

### Team Coordination Check
An operations lead needs to know what everyone is doing today. They prompt their agent: 'What are our team's top three pending tasks for this week?' The system uses list_tasks, providing a consolidated view of assignments across the board.

### Lead Nurturing and Segmentation
A user finds a promising lead but doesn't know if they exist in the CRM. They ask their agent to retrieve details by email address using retrieve_contact, determining immediately whether to use create_deal or update_contact.

## Benefits

- Keep your team organized by running commands like list_tasks or list_events, instantly pulling all pending assignments and scheduled meetings into a single chat response. No more checking multiple calendar views.
- When you need to update a client record after a call, use the update_contact tool via natural language. You'll modify fields, add notes (list_contact_notes), and ensure every team member sees the latest version immediately.
- Need a new lead? Use create_deal or create_contact. Instead of filling out forms, you just tell your agent to 'create a deal for Acme Corp,' and it handles the setup.
- Never lose context again. You can use retrieve_contact to pull all profile metadata—including custom tags and history—so your AI client knows exactly who they're talking to.
- Track money flowing in by using list_deals or retrieve_deal, which shows you real-time opportunity values, probability metrics, and the current stage of every active deal.

## How It Works

The bottom line is you tell your agent what needs doing—whether it's updating a contact or listing deals—and the MCP executes the action against Agile CRM automatically.

1. Subscribe to this MCP on Vinkius.
2. Pull your API Key, Email, and Domain credentials from the Agile CRM admin settings.
3. Use those credentials in any compatible AI client (like Claude or Cursor) to start giving commands.

## Frequently Asked Questions

**How do I use Agile CRM MCP to find out what tasks are due?**
You ask the agent, 'What are my pending tasks for today?' The system uses list_tasks to retrieve a consolidated list of all assigned work items immediately.

**Can Agile CRM MCP help me update a contact's information?**
Yes. You simply tell your agent what needs changing, and it uses the update_contact tool to modify any existing data on that profile in one command.

**Is list_deals part of Agile CRM MCP? What does it do?**
list_deals provides a complete overview of every opportunity (deal) currently tracked. You use this to see the overall health and count of your sales pipeline at a glance.

**What is the best way to add new leads using Agile CRM MCP?**
To start, you can either use create_contact to build the profile first, or if they are ready for money talk, you can jump straight to creating a deal with the appropriate value.

**Does Agile CRM MCP let me see past conversations?**
Yes. You can list notes for a specific contact using list_contact_notes. This pulls up every interaction and recorded note associated with that person's profile, giving you full context.