# CRM4 Solution MCP > CRM4 Solution MCP connects your AI agent to a professional lead management and call center system. It lets you manage contacts, segment large groups of people for campaigns, and automate outreach by sending SMS or WhatsApp messages directly from your chat interface. ## Overview - **Category:** marketing - **Price:** Free - **Tags:** crm4, callcenter, lead-management, sms, whatsapp ## Description This connector gives your AI agent the ability to handle almost every step of customer lifecycle management. You can build out entire sales funnels without ever leaving your preferred chat client. Need to find a specific lead? Your agent runs searches and pulls up full contact profiles. Running a campaign? It lists existing marketing campaigns, finds all relevant contacts in segments, and sends targeted messages via SMS or WhatsApp. If you find a new lead by phone, you can create the record and add them immediately to a distribution list. All this happens instantly, giving your team one central place for everything—a massive improvement over managing multiple dashboards. When you connect this MCP through Vinkius, it becomes an essential part of your automated workflow, letting your agent take action on behalf of your entire sales or marketing department. ## Tools ### add_contact_to_list Puts an existing contact into a specific marketing or sales distribution group. ### create_contact Adds a brand new lead record to the CRM system. ### delete_contact Permanently removes a contact's data from the entire system. ### get_contact Retrieves all details for one specific contact using their unique ID. ### list_calls Pulls a log of all completed call center activities and outcomes. ### list_campaigns Shows a list of every marketing or calling campaign currently active in the system. ### list_contacts Retrieves a full list of every contact and lead in the CRM, useful for auditing. ### list_contact_lists Lists all available contact distribution groups that can be used for sending messages. ### search_contacts Finds contacts by running complex filters, such as location or industry. ### send_sms Sends a text message to any contact number on file. ### send_whatsapp Sends a WhatsApp message, requiring the use of an approved template for compliance. ### update_contact Changes details like phone numbers or job titles for any existing contact record. ## Prompt Examples **Prompt:** ``` List all active campaigns in CRM4. ``` **Response:** ``` I found 3 active campaigns. The most engaged one is 'Summer Promo' with a 45% contact rate. ``` **Prompt:** ``` Send a 'Welcome' WhatsApp message to '+123456789'. ``` **Response:** ``` The WhatsApp template 'Welcome' has been queued for delivery to +123456789. ``` **Prompt:** ``` Add John Doe as a new lead in the system. ``` **Response:** ``` Lead 'John Doe' successfully created and added to the unassigned queue. ``` ## Capabilities ### Manage and segment contact records You can create new leads, update existing details, search through contacts by specific criteria, or delete old records permanently. ### Run marketing campaigns and list management The MCP lists all active marketing efforts and allows you to add contacts to specific distribution groups for targeted outreach. ### Perform deep contact research You can retrieve detailed information on a single person, or pull comprehensive logs of past call center activities. ### Automate outbound communications Your agent sends messages through multiple channels, including SMS and WhatsApp, using pre-approved templates where necessary. ## Use Cases ### Cleaning up old data records The supervisor needs to remove contacts from a defunct project. Instead of manually finding 50 accounts and deleting them one by one, they ask their agent to `search_contacts` for 'Project X' leads, then run the cleanup process using `delete_contact` on the results. ### Nurturing a cold lead list The marketing team has 100 new sign-ups. Instead of drafting 100 individual WhatsApp messages, they use the agent to find all these contacts using `list_contacts`, and then initiate an automated outreach campaign with `send_whatsapp`. ### Preparing for a major sales push A new product launches. The SDR needs 50 specific leads who match 'Director' in the Finance vertical. They use `search_contacts` to pull that filtered list, and then use `add_contact_to_list` to put them into the 'High Priority Q3' group. ### Following up after a call The agent just finished a discovery call. Instead of opening the CRM, making notes, and then logging it somewhere else, the user tells the agent to `get_contact` details, update their status using `update_contact`, and log the activity with `list_calls`. ## Benefits - Stop manually updating records. Need to correct an address or add a new job title? Use `update_contact` on any lead record, keeping your data clean instantly. - Never wonder where a contact belongs again. You can find all relevant people by running targeted searches with `search_contacts`, then assign them using `add_contact_to_list`. - Automate the follow-up process. Send a simple reminder via SMS or WhatsApp without logging into three different apps. Just tell your agent to send the message. - Get a full picture of performance by pulling call logs with `list_calls`. You'll see who talked to whom, and when, all in one place. - Keep track of outreach efforts. By listing active campaigns (`list_campaigns`) and then sending messages, you build an auditable trail for every single lead interaction. ## How It Works The bottom line is: your agent handles the API calls and data manipulation so you just write natural language prompts. 1. First, tell your AI client what you need to do—for example, 'Find all contacts who haven't been reached this month.' 2. Your agent executes the search or retrieval tool against the CRM4 system and pulls back the necessary list of contact data. 3. Finally, you confirm the action (e.g., 'Send a reminder SMS to these 50 people'), and the MCP sends the message using the appropriate communication channel. ## Frequently Asked Questions **How do I find all contacts for a specific campaign using list_campaigns?** You first use `list_campaigns` to get the campaign ID, then tell your agent that ID. The agent can cross-reference this with other tools like `list_contacts` to pull the full group. **Can I send a WhatsApp message without an approved template using send_whatsapp?** No. The system requires you to use a pre-approved template for compliance reasons. If your agent fails, it's because the template isn't set up correctly. **What is the difference between list_contacts and search_contacts?** `list_contacts` pulls every single record in the CRM; `search_contacts` lets you filter that massive dataset by criteria like 'industry' or 'state,' giving you a much smaller, targeted result set. **If I update a contact using update_contact, does it automatically add them to lists?** No. `update_contact` only changes the record itself. You have to use `add_contact_to_list` separately if you want the new data to affect their segmentation. **When I use `delete_contact`, does it restore or archive the record?** No, this action permanently removes the contact. The API executes an irreversible deletion. If you need to keep a historical record, you must export the data before calling `delete_contact`. **Before I use `add_contact_to_list`, do I have to run `get_contact` first?** While not strictly required for membership, running `get_contact` confirms the user's existence and current details. This step ensures data integrity and prevents errors when you call `add_contact_to_list`. **Can I use `list_calls` to filter activity logs by date range or agent ID?** Yes, the function supports advanced filtering. You must pass specific parameters like start_date and end_date when calling `list_calls` to narrow down results efficiently. **Does using `send_sms` have any rate limits or daily message caps I need to know about?** Yes, the external SMS provider enforces sending quotas. You need to check your account dashboard for current sender limits; hitting these will return a 429 error code. **Does it support WhatsApp templates?** Yes, but they must be approved in your CRM4 dashboard before sending via API. **Can I automate outbound call campaigns?** Yes, you can manage and query the status of your call center campaigns directly via the agent. **Is lead management completely available via chat?** Yes, the AI can query, create, and update lead records continuously.