# Agile CRM MCP for AI Agents MCP

> 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.

## Overview
- **Category:** marketing-automation
- **Price:** Free
- **Tags:** contact-management, deal-tracking, marketing-campaigns, task-automation, unified-crm, business-automation

## Description

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.

## Tools

### 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 pipeline.

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

## Prompt Examples

**Prompt:** 
```
Show me Jane Smith's details and any open tasks for her account.
```

**Response:** 
```
**Contact Profile: Jane Smith**
*   Email: jane.smith@example.com
*   Tags: High Value, Follow Up Required
*   Last Interaction: 2026-07-15 (Demo Call)

**Pending Tasks:**
*   [ ] Send Q3 Proposal (Due today)
*   [x] Initial Discovery Call (Completed on 07/15)
```

**Prompt:** 
```
List all open deals over $20,000 and tell me their current stage.
```

**Response:** 
```
**Pipeline Audit Results**
| Deal Name | Value | Stage |
| :--- | :--- | :--- |
| Enterprise License | $75,000 | Negotiation |
| Premium Support Plan | $22,000 | Proposal Sent |
| Widget Upgrade | $21,500 | Qualified |

*Total potential revenue from these deals: $118,500.*
```

**Prompt:** 
```
I need to find a contact who works at Acme Corp.
```

**Response:** 
```
Found two contacts matching 'Acme Corp':

**👤 John Doe (john.doe@acme.com)**
*   Tags: Lead, Cold
*   Tasks: None pending.

**👤 Sarah Lee (sarah.lee@acme.com)**
*   Tags: Active, High Value
*   Pending Tasks: 1 (Follow-up Call due Friday).
```

## Capabilities

### 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.

## Use Cases

### A lead needs vetting before a meeting
An SDR uses the agent to search for contact by email. The system retrieves all historical logs and lists deals, giving the rep everything they need on one screen to prepare for the call.

### End-of-week pipeline audit
The Account Manager asks the agent to list deals worth over $10k. The system filters the opportunities and provides a summary, allowing the manager to quickly identify potential revenue bottlenecks for leadership.

### Following up on an old client account
A customer success rep uses the agent to list contacts, finds the client's profile, and then pulls all associated tasks. They can immediately see if any follow-up calls are due.

## Benefits

- Stop context switching. Check a client's full history or list active deals instantly through natural chat conversation.
- Keep your team accountable. Use the task listing to ensure no follow-up is missed, keeping all required action items centralized.
- Speed up prospecting. By searching for contacts by email, you can pull up necessary data on a prospect immediately without leaving your workspace.
- Maintain visibility across deals. Auditing sales opportunities lets you see exactly which parts of the pipeline are stalled or high-value.
- Save research time. Instead of opening multiple tabs to gather client info, use this MCP to get historical interaction logs directly.

## How It Works

The bottom line is that you talk to your CRM data as if it were a colleague sitting next to you.

1. Subscribe to this MCP and provide your Agile CRM Domain, Email, and REST API Key.
2. Connect your preferred AI client (Claude, Cursor, etc.) through the Vinkius Marketplace.
3. Talk to your agent using plain language; it will perform actions like listing deals or searching contacts.

## Frequently Asked Questions

**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.