Nimble CRM Connector for AI agents.
10 live capabilities
Manage your sales pipeline and customer relationships from your chat interface.
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Why people use Nimble CRM
Nimble CRM Sales Pipeline Management for Faster Deal Closings
This Connector puts your Nimble CRM data right in your chat. Instead of hunting for tabs, you just ask your agent to pull up a client's history or log a new update. You get a clear picture of your pipeline and your contacts instantly, letting you spend more time closing deals and less time filling out forms.
What Vinkius changes
You get a conversational interface for your entire CRM without the manual data entry.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Post-call logging
A rep finishes a call and asks the agent to 'Add a note to John Smith about the budget concerns.
- Real-world use case 02
Pre-meeting research
An account manager asks, 'What's the history with Acme Corp?
- Real-world use case 03
Pipeline auditing
A manager asks, 'List all deals in the Negotiation stage' to see what's closing this week and which ones need attention.
Complete set · 10capabilities
The complete Nimble CRM capability set.
These are the exact actions your AI can choose when you ask it to work with Nimble CRM.
01—04
4 capabilities in this set.
Part of 10 available through Nimble CRM.
- 01 Capability
Add note to contact
Add a new note to a specific contact's profile. This helps you keep a running history of interactions without opening a new tab.
- 02 Capability
Get activity
Retrieve specific details for a single activity. Use this to see the specifics of a past call or meeting in your CRM.
- 03 Capability
Get contact
Pull up the full profile for a specific contact. It gives you all the data you need to prep for a conversation or meeting.
- 04 Capability
Get deal
Get the details of a specific deal. This shows you the value, stage, and expected close date for any opportunity.
05—07
3 capabilities in this set.
Part of 10 available through Nimble CRM.
- 05 Capability
Get me
Retrieve your own user metadata. This helps the agent understand who you are and what permissions you have within the CRM.
- 06 Capability
List activities
See a list of all your tasks and events. It's the fastest way to check your daily schedule and upcoming meetings.
- 07 Capability
List deals
See all the deals in your account. This provides a high-level look at your sales pipeline and total deal volume.
08—10
3 capabilities in this set.
Part of 10 available through Nimble CRM.
- 08 Capability
List contacts
Get a list of all contacts in your CRM. Use this to browse your entire database of people and companies at once.
- 09 Capability
List pipelines
View all the defined deal pipelines. This helps you understand how different sales cycles and stages are structured.
- 10 Capability
Search contacts
Search your database for specific people or companies. This is perfect for finding a profile using an email, phone number, or keyword.
Set up in minutes
One URL. Then ask Nimble CRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Nimble 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_r7WygOcKAj94NHQ70vZgihdwgFB8lMODNwiVG8ss/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 Nimble CRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Nimble CRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_r7WygOcKAj94NHQ70vZgihdwgFB8lMODNwiVG8ss/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 Nimble CRM URL.
- Step 03
Save and start
Save the connection and enable Nimble CRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"nimble-crm": {
"url": "https://edge.vinkius.com/vk_preview_r7WygOcKAj94NHQ70vZgihdwgFB8lMODNwiVG8ss/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 Nimble CRM
Open Agent mode in chat and ask: "Using Nimble CRM, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"nimble-crm": {
"url": "https://edge.vinkius.com/vk_preview_r7WygOcKAj94NHQ70vZgihdwgFB8lMODNwiVG8ss/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 Nimble CRM
Ask Copilot: "Using Nimble CRM, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"nimble-crm": {
"url": "https://edge.vinkius.com/vk_preview_r7WygOcKAj94NHQ70vZgihdwgFB8lMODNwiVG8ss/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 Nimble CRM
Open Cascade and ask: "Using Nimble CRM, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"nimble-crm": {
"url": "https://edge.vinkius.com/vk_preview_r7WygOcKAj94NHQ70vZgihdwgFB8lMODNwiVG8ss/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 Nimble CRM
Ask Cline: "Using Nimble CRM, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add nimble-crm --transport http "https://edge.vinkius.com/vk_preview_r7WygOcKAj94NHQ70vZgihdwgFB8lMODNwiVG8ss/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 Nimble CRM
Ask Claude: "Using Nimble CRM, show me...". 10 tools are ready
Where the request belongs
Work Nimble CRM can move forward.
This is for sales teams and account managers who spend too much time adminning their CRM and not enough time actually selling. It's for the person who wants to know exactly where a deal stands without opening a new tab.
Sales Development Rep
Researching leads and logging initial touchpoints quickly after discovery calls.
Account Manager
Checking the history of a long-term client before jumping on a monthly check-in.
Sales Manager
Getting a high-level view of pipeline health and deal statuses for team standups.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsAgile CRM
Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.
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.
Pipeline CRM
Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.
Cloze
Smart CRM that automatically tracks your interactions and provides AI-powered insights.
Capsule CRM
Manage contacts, sales opportunities, and projects via Capsule CRM. search parties, track pipelines, and manage tasks directly from any AI agent.
Bring your own AI
Change the model, client or framework. Keep Nimble 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 Nimble CRM.
The practical details behind the request, access and result.
How does the Nimble CRM MCP help my sales team?
It lets your team interact with your CRM using natural language. Instead of manual data entry, your team can ask your agent to find contacts, check deal statuses, and log notes, which saves time and keeps the pipeline moving.
Can I use this to see my daily tasks?
Yes, you can use the Connector to list your tasks and calendar events. Your agent can pull this info into your chat so you can see what's on your plate for the day without switching apps.
Does this Connector work with my existing Nimble CRM data?
Yes, it connects directly to your existing account. It pulls your real contacts, deals, and activities so your agent always has the most up-to-date information.
Can I log notes after a client call using this?
Absolutely. You can tell your agent to add a note to a specific contact, and it will update your Nimble CRM immediately. This makes it easy to capture details while they're still fresh in your mind.
Is this for managing my whole CRM or just some parts?
It covers the core parts of your sales workflow, including contact management, deal tracking, activity logs, and pipeline oversight. It's designed to handle the most frequent actions sales pros take daily.
How do I get my contact info into the chat?
Once connected, you just ask. You can search for anyone in your database by name, email, or company, and your agent will pull up their details for you instantly.
How do I get a Nimble CRM API Key?
Log in to Nimble, go to Settings > API Keys, and click 'Generate New Token'. This key is used for authentication.
Can I search for contacts by email?
Yes! Use the search_contacts capability and provide the email address as the keyword. Nimble will return matching profiles.
How do I see my sales stages?
Use the list_pipelines capability to retrieve all your deal pipelines and the specific stages defined for each one.
One connection away
Give your agent a direct line to Nimble CRM.
Connect Nimble CRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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