# Kylas MCP MCP

> Kylas MCP connects your AI agent directly to a full-featured CRM, giving you natural language control over your sales data. Create new leads or contacts instantly, list all deals across any pipeline stage, and track tasks without ever opening the Kylas web app. It handles everything from initial prospect tracking to monitoring team performance metrics.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** pipeline-management, deal-tracking, lead-management, sales-crm, contact-database, whatsapp-integration

## Description

Stop switching between tabs just to check a lead's history. This MCP lets your AI agent manage your entire sales lifecycle using natural conversation. You don't have to log into Kylas or navigate complex menus; you just tell your agent what needs doing, and it handles the data retrieval and updates for you.

Need to know who works at a certain company? Ask your agent to list all contacts associated with that domain, pulling up their roles and recent activity. If a new prospect walks in, ask your AI client to create a lead record immediately; it captures the necessary details using structured input. The system keeps track of every deal across its stages and can even check out assigned tasks for any user. This level of direct data access is what Vinkius makes possible by allowing all compatible clients—like Cursor or Claude—to talk directly to your CRM backend.

## Tools

### create_contact
Adds a new contact record into your CRM system.

### create_lead
Generates and adds an entirely new lead profile to the Kylas database.

### get_lead
Retrieves all specific details for one particular lead record.

### list_contacts
Returns a list of every contact currently stored in your CRM.

### list_deals
Gathers and presents all active deals from the sales pipeline.

### list_leads
Shows a comprehensive list of every lead managed by Kylas.

### list_tasks
Fetches and displays all scheduled or pending tasks from the system.

## Prompt Examples

**Prompt:** 
```
Show the sales pipeline and deals closing this week.
```

**Response:** 
```
Pipeline: 45 active deals ($890K total). Prospecting (12, $180K), Qualification (8, $120K), Proposal (10, $240K), Negotiation (8, $200K), Closing (7, $150K). Closing this week: 3 deals. 'Acme Corp' ($45K, 90% prob), 'TechCo' ($35K, 80%), 'GlobalInc' ($28K, 75%). Win rate: 32%.
```

**Prompt:** 
```
Create a new lead and show all contacts at acmecorp.com.
```

**Response:** 
```
Lead created! 'NovaTech — API Integration'. Source: Website. Status: New. Assigned: Sarah. Contacts at acmecorp.com: 3. John Smith (CTO, 4 deals, $120K), Lisa Park (VP Eng, 2 deals), Mike Torres (Director, 1 deal). Last activity: today.
```

**Prompt:** 
```
Show team performance and pipeline conversion metrics.
```

**Response:** 
```
Team: 4 reps. Sarah — 18 deals ($320K), 38% win rate, avg cycle: 22 days. Mike — 12 deals ($210K), 30% win rate. Lisa — 10 deals ($190K), 35%. James — 5 deals ($170K), 28%. Pipeline conversion: Lead→Qualified: 45%. Qualified→Proposal: 60%. Proposal→Won: 32%. Avg deal: $19.8K.
```

## Capabilities

### Create new contacts
You can build a brand-new contact record with a single command.

### Generate new leads
It creates fresh lead records, passing structured data in JSON format.

### Retrieve specific lead details
You can pull up the full history and status of a single designated lead.

### List all existing contacts
The agent pulls a comprehensive list of every contact in your CRM database.

### View current deals
It compiles a list of all active sales deals and their corresponding values.

### List existing leads
You get an overview, listing every single lead in the Kylas system.

### Track assigned tasks
It pulls a list of scheduled and outstanding CRM tasks for review.

## Use Cases

### The prospect list is massive, and I need an overview.
A manager needs to know the total value of deals currently in the 'Proposal' stage. Instead of running a complex report, they ask their agent to `list_deals`. The agent runs the query and returns the exact count and total dollar amount.

### I just met someone who needs immediate tracking.
A BDR gets a promising name at a conference. They tell their agent: 'Create a new lead for Jane Doe, source is Conference X.' The agent uses `create_lead` and captures the initial data point immediately.

### I need to follow up on an old account.
A sales rep needs all details on a client from six months ago. They ask the agent to check the contact's history, which triggers `get_lead` and provides immediate context.

### We are falling behind on follow-ups.
The team lead asks their agent to run a report of overdue items. The agent runs `list_tasks`, showing every assignment that needs attention today, so the team can prioritize.

## Benefits

- You can instantly create a new contact or lead when you get fresh data. Instead of opening the CRM and filling out forms, just ask your agent to use `create_contact` or `create_lead`, and it handles the structure.
- Monitor deal health without logging in. Use the MCP to run `list_deals` and see every active opportunity across all pipeline stages—from Prospecting to Closing.
- Never lose track of an account. If you need history, use `get_lead` or `list_contacts`. The agent pulls up full communication logs for any contact instantly.
- Keep your team accountable using tasks. Run `list_tasks` to see exactly what follow-ups are due, who owns them, and when they're due.
- Audit the top of your funnel easily. Use `list_leads` to get a quick snapshot of all potential prospects without having to filter through dashboards.

## How It Works

The bottom line is that your AI client uses these tools to talk directly to Kylas's backend, so you never have to leave your chat window.

1. Subscribe to this MCP and provide your Kylas API key.
2. Connect the MCP to your preferred AI client (e.g., Claude or Cursor).
3. Ask your agent a sales question, like 'List all deals in the Proposal stage.' The agent executes the query and formats the results for you.

## Frequently Asked Questions

**How do I use the create_lead tool with Kylas?**
You provide the necessary data as a JSON string to your agent. The key is making sure the input format matches what the API requires for successful record creation.

**Can I list all contacts using list_contacts?**
Yes, running `list_contacts` returns every contact in your CRM database. You can then ask follow-up questions about specific people found in that list.

**What is the purpose of get_lead? Is it better than list_leads?**
Use `list_leads` when you need an overview or a batch view. Use `get_lead` when you have a specific lead ID and only want to pull up its complete, detailed history.

**Do I need to run list_tasks every day?**
It's useful for daily check-ins or status reports. Running `list_tasks` lets you quickly see what tasks are assigned and which ones are due, keeping the team on track.

**When I use `create_contact`, what information does it need to successfully create a record?**
It requires core details like name, company, and email. You can pass additional fields, but the primary identifiers are necessary for Kylas to register the new contact in your database.

**What data points does `list_deals` provide? Does it include current deal values?**
It lists all active deals and includes crucial metrics like their current stage and associated monetary value. This lets you track the total pipeline worth at a glance.

**If I try to use `get_lead` with an invalid ID, what kind of error should I expect?**
The system returns a specific 'Not Found' error message. You must confirm the lead identifier before calling this tool; it won't guess or retrieve partial data.

**How can I narrow down results when using `list_leads`? Does it support filtering?**
Yes, you can pass specific filters like status or assigned user ID. This limits the output to only the leads that meet your exact criteria.

**Can I manage leads and track deals?**
Yes. List, create, and update leads with status tracking. Browse deals across pipeline stages with deal values and probability.

**Can I monitor pipeline conversion rates?**
Yes. Track pipeline metrics including deal counts per stage, conversion rates, average deal size, and velocity.

**What API endpoint does Kylas use?**
Bearer authentication against `api.kylas.io/v1`.