EngageBay All-in-One CRM Connector for AI agents.
10 live capabilities
Manage your sales pipeline and customer database through natural language.
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Why people use EngageBay All-in-One CRM
EngageBay CRM Sales Pipeline Management
This Connector puts your EngageBay data into a conversational flow. Instead of hunting for information, you just ask your agent to show me the latest wins or pull the task list for today. You get a clear, organized view of your sales health without the friction of manual navigation.
What Vinkius changes
That your AI agent becomes a hands-on operator for your EngageBay CRM.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 6,100+ Connectors
- Real-world use case 01
The Morning Pulse Check
A sales manager asks their agent for a summary of the day's tasks and the total number of active deals using quick_crm_volume_audit.
- Real-world use case 02
The Lead Research Task
A marketing pro wants to know if a specific contact is subscribed and what industry they work in, using get_contact_profile and list_crm_companies.
- Real-world use case 03
The Pipeline Update
A rep tells their agent to find the latest opportunities and update the status of a specific deal using list_latest_sales_opportunities and get_deal_details.
Complete set · 10capabilities
The complete EngageBay All-in-One CRM capability set.
These are the exact actions your AI can choose when you ask it to work with EngageBay All-in-One CRM.
01—04
4 capabilities in this set.
Part of 10 available through EngageBay All-in-One CRM.
- 01 Capability
Get engagebay account metadata
Get your account limits and metadata. Use this to check your current usage and account settings.
- 02 Capability
Get contact profile
Get a detailed profile and interaction history for a specific contact. This gives your agent the context needed for a personalized follow-up.
- 03 Capability
Get deal details
Get the specific settings and current status for a sales deal. This helps you see exactly where a lead stands in the process.
- 04 Capability
Quick crm volume audit
Get a high-level summary of your contacts, deals, and tasks. Use this for a fast pulse check on your current CRM health.
05—07
3 capabilities in this set.
Part of 10 available through EngageBay All-in-One CRM.
- 05 Capability
List crm companies
List all the organizations and companies in your CRM. It is the fastest way to see your full B2B network.
- 06 Capability
List crm contacts
List every contact in your EngageBay account. You can use this to see your full customer reach in one go.
- 07 Capability
List sales deals
List all current sales deals and opportunities. This gives you a complete view of your active pipeline.
08—10
3 capabilities in this set.
Part of 10 available through EngageBay All-in-One CRM.
- 08 Capability
List latest sales opportunities
See the most recently created or updated sales deals. This keeps your agent focused on the newest leads.
- 09 Capability
List crm tasks
List all your pending tasks and follow-ups. It helps you stay on top of the to-do list without missing a beat.
- 10 Capability
List successfully closed deals
See all deals that reached the Won or Closed stage. This is perfect for reviewing recent wins and success metrics.
Set up in minutes
One URL. Then ask EngageBay All-in-One CRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use EngageBay All-in-One 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_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 EngageBay All-in-One CRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable EngageBay All-in-One CRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 EngageBay All-in-One CRM URL.
- Step 03
Save and start
Save the connection and enable EngageBay All-in-One CRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"engagebay-all-in-one-crm": {
"url": "https://edge.vinkius.com/vk_preview_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 EngageBay All-in-One CRM
Open Agent mode in chat and ask: "Using EngageBay All-in-One CRM, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"engagebay-all-in-one-crm": {
"url": "https://edge.vinkius.com/vk_preview_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 EngageBay All-in-One CRM
Ask Copilot: "Using EngageBay All-in-One CRM, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"engagebay-all-in-one-crm": {
"url": "https://edge.vinkius.com/vk_preview_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 EngageBay All-in-One CRM
Open Cascade and ask: "Using EngageBay All-in-One CRM, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"engagebay-all-in-one-crm": {
"url": "https://edge.vinkius.com/vk_preview_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 EngageBay All-in-One CRM
Ask Cline: "Using EngageBay All-in-One CRM, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add engagebay-all-in-one-crm --transport http "https://edge.vinkius.com/vk_preview_J8KW0OG61aEEXRPHDcK4jhnIkWXbBGTV7NwzW8Wv/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 EngageBay All-in-One CRM
Ask Claude: "Using EngageBay All-in-One CRM, show me...". 10 tools are ready
Where the request belongs
Work EngageBay All-in-One CRM can move forward.
This is for the sales lead who is tired of manual data entry and the marketing manager who needs to pull lead data without asking the ops team for a CSV export.
Sales Development Rep
Checking lead statuses and moving deals through the pipeline without clicking through five different pages.
Marketing Manager
Pulling contact subscription statuses and industry data during campaign planning sessions.
CRM Administrator
Getting quick audits of total volumes and account metadata to keep the database clean.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsNimble CRM
Manage relationships and deals via Nimble CRM. track contacts, deals, and activities directly from your 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.
Agile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
Keap
Manage CRM contacts, marketing campaigns, and sales automation via Keap.
Nutshell CRM
Manage sales and relationships via Nutshell CRM. track leads, contacts, and accounts directly from your AI agent.
folk
Manage relationships across sales, recruiting, and partnerships with a lightweight CRM that syncs contacts from everywhere.
Bring your own AI
Change the model, client or framework. Keep EngageBay All-in-One 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 EngageBay All-in-One CRM.
The practical details behind the request, access and result.
Can the EngageBay CRM MCP help me manage my sales pipeline?
Yes, it lets your AI agent see all your active deals, check their values, and see which stage they are in.
How do I use the EngageBay CRM MCP to see my tasks?
Your agent can pull your entire list of CRM tasks and follow-ups so you can see what needs to be done today without opening the dashboard.
Can I get a summary of my CRM health?
Yes, you can ask your agent for a volume audit to see your total counts for contacts, deals, and tasks instantly.
Does the EngageBay CRM MCP work with my existing contacts?
It connects directly to your EngageBay account, allowing the agent to list and retrieve profiles for all your existing CRM contacts.
Can my agent find recently closed deals?
Yes, the Connector allows your agent to identify all deals that have reached the Won or Closed status for easy reporting.
How does the EngageBay CRM MCP handle company records?
It can list all your organizations and companies, including details like their industry and associated contact networks.
How do I get an EngageBay API Key?
Log in to your EngageBay account, navigate to Account Settings > API, and you can find your unique REST API Key there. API access is available across most plans.
Can the agent create new deals?
This integration currently focuses on listing and auditing contacts, deals, and companies. Creating or updating CRM records should be managed via the EngageBay dashboard or specific automated workflows.
Does the integration show pipeline reports?
Yes, you can use the list_sales_deals and list_latest_sales_opportunities capabilities to retrieve current pipeline data and analyze deal distribution by stage.
One connection away
Give your agent a direct line to EngageBay All-in-One CRM.
Connect EngageBay All-in-One CRM once. Keep it beside 6,100+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available