# Nimble CRM MCP > Nimble CRM connects your AI agent directly to your sales platform. Quickly find contact details, track deal progress across all stages, or log follow-up notes without opening a browser tab. It puts your entire customer relationship history and active pipeline right into your chat interface. ## Overview - **Category:** marketing-automation - **Price:** Free - **Tags:** contact-management, sales-pipeline, lead-tracking, social-selling, deal-management, relationship-intelligence ## Description Connecting Nimble CRM lets you manage relationships and sales pipelines using natural conversation. Instead of switching between tabs and hunting through records, you can ask your agent to retrieve specific contact profiles or list all active deals across different stages. You can also get a full picture of any account's history by monitoring recent activities or fetching social metadata for meeting prep. Need to record something? Just tell the AI to attach notes directly to a contact’s profile right from your chat window. This integration lives within Vinkius, making it easy for any MCP-compatible client to access all your sales data in one place. ## Tools ### add_note_to_contact Attaches a new note or log entry directly to any specified contact's profile. ### get_activity Retrieves detailed information about specific past activities tied to an account. ### get_contact Fetches the full details and metadata for a single, specified contact. ### get_deal Pulls up all specific information related to one particular deal or opportunity. ### get_me Retrieves your current user profile and metadata from Nimble CRM. ### list_activities Lists all general tasks, calendar events, and calls associated with your account history. ### list_contacts Provides a comprehensive list of every person or company stored in Nimble CRM. ### list_deals Retrieves an overview list of all active deals and opportunities currently tracked. ### list_pipelines Displays the names and definitions of all deal pipelines set up in your organization. ### search_contacts Searches for contacts across the entire database using various criteria like email or keywords. ## Prompt Examples **Prompt:** ``` List all people and companies in my Nimble CRM. ``` **Response:** ``` Retrieving contacts... I found several contacts including 'John Smith' (Acme Corp), 'Sarah Jenkins' (Global Tech), and 'Innovate Solutions'. Would you like the details for John Smith? ``` **Prompt:** ``` Search for a contact with the email 'ryan@example.com'. ``` **Response:** ``` Searching... I've found a profile for 'Ryan Howard'. He is a 'Director' at 'Dunder Mifflin' and has 3 active tags: 'High Priority', 'Lead', and 'Q4-Focus'. Shall I retrieve his recent activity history? ``` **Prompt:** ``` What are my current active deals? ``` **Response:** ``` Retrieving deals... You have 5 active deals totaling $45,000. Highlights include 'Enterprise Upgrade' ($20K - Negotiation) and 'Consulting Phase 1' ($5K - Qualification). Would you like the full pipeline breakdown? ``` ## Capabilities ### Find and search contacts Search the entire contact database using keywords, emails, or notes to pull up specific profiles. ### Review deal status and pipelines List all current deals and opportunities, showing their value, stage, and expected close dates across your defined pipelines. ### Check account activity history Retrieve a list of past tasks, calendar events, or calls to see everything that happened with an account. ### Prepare for meetings Fetch deep metadata and social profiles for any contact, giving you background intelligence before you talk to them. ### Log updates directly Write new notes or log entries instantly onto a specific contact's profile without leaving your workflow. ## Use Cases ### Preparing for an unexpected client call A manager needs to know everything about 'Global Tech' before a video call. They ask the agent, and it pulls up not just the contacts, but also all associated social profiles and past communications history using `get_contact`. ### End-of-day reporting A business owner needs to know the status of every deal before leaving. They ask for a list of deals in 'Qualification' stage, and the agent returns the total value and key opportunities using `list_deals`. ### Following up after a meeting An SDR just finished talking to a lead. Instead of switching apps, they tell their agent to 'Add a note about our follow-up call' and the MCP logs it instantly using `add_note_to_contact`. ### Finding that one key person A user remembers a contact name but not the company. They ask to 'Search for contacts by email: ryan@example.com', and the agent finds the profile, saving them minutes of manual searching via `search_contacts`. ## Benefits - Stop opening the CRM. You can get full contact details or search for specific profiles just by asking your agent. - Instantly monitor deal progress and pipeline status without navigating complex menus. Just ask what deals are in 'Negotiation'. - Keep a running record of everything. Use the tool to add notes directly to a contact's profile, logging follow-ups immediately after meetings. - See the big picture with `list_activities` and `get_activity`. You get access to tasks, calls, and events history in one place. - Prep for calls better. The MCP lets you fetch complete metadata on any person, so you walk into a meeting knowing their background. ## How It Works The bottom line is you talk to your agent, and it talks to your CRM for you. 1. Subscribe to the Nimble CRM MCP and enter your API key. 2. Tell your AI agent what you need, like 'What are my deals in the negotiation stage?' 3. The agent pulls the data from Nimble CRM and presents the list or details back to you. ## Frequently Asked Questions **How does Nimble CRM MCP help me find a specific person?** It finds people using `search_contacts`. You can search by email, keywords, or notes, making it faster than navigating through the main contact list. **Can I use Nimble CRM MCP to see all my deals?** Yes. Use `list_deals` to get an overview of all opportunities and their current values and stages across your pipeline. **Do I need to open the actual Nimble interface to use the notes feature with Nimble CRM MCP?** No, you don't. You simply tell your agent to 'Add a note...' and the MCP logs it directly to the contact profile from your chat. **What if I want to see activity that happened months ago? Does Nimble CRM MCP support this?** Yes, you can use `list_activities` or `get_activity` to pull up specific historical tasks, calendar events, and calls for any account. **What is the difference between list_contacts and search_contacts in Nimble CRM MCP?** `list_contacts` gives you a full roster of everyone. `search_contacts` lets you filter that massive list down quickly using specific criteria like an email address.