SugarCRM Connector for AI agents.
12 live capabilities
Pull customer records and manage sales pipelines directly through your AI client.
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Why people use SugarCRM
SugarCRM CRM Data Integration
With this Connector, those manual steps disappear. You can ask your agent to pull up an account or log a task while you stay focused on the person in front of you. You get a unified experience where your CRM data lives exactly where you're already working.
What Vinkius changes
You get a conversational interface for your entire SugarCRM database.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Live call research
A sales rep is on a call and needs to know a contact's history.
- Real-world use case 02
Pipeline review
A manager wants to see the pipeline.
- Real-world use case 03
Rapid onboarding
A new lead comes in.
Complete set · 12capabilities
The complete SugarCRM capability set.
These are the exact actions your AI can choose when you ask it to work with SugarCRM.
01—04
4 capabilities in this set.
Part of 12 available through SugarCRM.
- 01 Capability
Create account
Create a new company account in your CRM. This saves you from manual data entry when onboarding new clients.
- 02 Capability
Get account
Pull specific details for a single account. Use this to get a quick summary of a company's history.
- 03 Capability
Get contact
Retrieve contact information for a specific person. This helps you find emails or phone numbers instantly.
- 04 Capability
Get lead
Get details for a specific lead. Use this to see how far along a prospect is in your funnel.
05—08
4 capabilities in this set.
Part of 12 available through SugarCRM.
- 05 Capability
Get me
Check your API connection and view your current user info. This ensures your agent has the right permissions.
- 06 Capability
Get opportunity
Pull details for a specific sales opportunity. Get the status and value of a deal in one go.
- 07 Capability
List accounts
See a list of all companies in your system. Use this to browse your entire client base.
- 08 Capability
List contacts
View all contacts in your CRM. This helps you see who you're currently working with.
09—12
4 capabilities in this set.
Part of 12 available through SugarCRM.
- 09 Capability
List leads
See a list of all leads. Use this to identify new prospects that need attention.
- 10 Capability
List opportunities
Show all sales opportunities. This gives you a bird's eye view of your pipeline.
- 11 Capability
List tasks
View all tasks in your CRM. Use this to see what needs to be done next.
- 12 Capability
Search global
Search across every module in SugarCRM. This is the fastest way to find a specific record.
Set up in minutes
One URL. Then ask SugarCRM to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use SugarCRM 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_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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 SugarCRM, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable SugarCRM for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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 SugarCRM URL.
- Step 03
Save and start
Save the connection and enable SugarCRM in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"sugarcrm": {
"url": "https://edge.vinkius.com/vk_preview_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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 SugarCRM
Open Agent mode in chat and ask: "Using SugarCRM, help me...". 12 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"sugarcrm": {
"url": "https://edge.vinkius.com/vk_preview_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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 SugarCRM
Ask Copilot: "Using SugarCRM, help me...". 12 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"sugarcrm": {
"url": "https://edge.vinkius.com/vk_preview_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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 SugarCRM
Open Cascade and ask: "Using SugarCRM, help me...". 12 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"sugarcrm": {
"url": "https://edge.vinkius.com/vk_preview_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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 SugarCRM
Ask Cline: "Using SugarCRM, help me...". 12 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add sugarcrm --transport http "https://edge.vinkius.com/vk_preview_12yZR5WxFky96LCM0jpw4XyHJLNEPtnEmH82hwHN/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 SugarCRM
Ask Claude: "Using SugarCRM, show me...". 12 tools are ready
Where the request belongs
Work SugarCRM can move forward.
This is for sales reps who are tired of digging through nested menus during live calls and CRM admins who need to pull data across different modules without running complex reports.
Account Executive
Uses the Connector to quickly pull up client history and update deal statuses during active sales cycles.
Sales Operations Manager
Queries the sales pipeline and searches for specific records to ensure data integrity across the team.
Customer Success Representative
Retrieves contact details and logs call notes immediately after finishing a customer interaction.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Pipeliner
Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.
LeadSquared
Manage leads, sales activities, and opportunities via the LeadSquared CRM API.
Freshsales
Manage your CRM pipelines, track leads, and oversee sales deals via AI agents with Freshsales.
Bring your own AI
Change the model, client or framework. Keep SugarCRM 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 SugarCRM.
The practical details behind the request, access and result.
Can the SugarCRM MCP access my leads?
Yes, it allows your AI agent to see all leads in your CRM. You can ask it to list leads or pull details for a specific prospect to see where they are in your funnel.
How do I connect SugarCRM to my AI agent?
You connect it by providing your SugarCRM API credentials through the Vinkius dashboard. Once linked, your AI client can start interacting with your records immediately.
Can it create new accounts for me?
Yes, it can create new company accounts. You can just tell your agent to 'create a new account for [Company Name]' and it will handle the entry for you.
Does the SugarCRM MCP work with Claude?
Yes, it works with Claude and any other MCP-compatible client like Cursor or Windsurf. You just connect it once and have it ready for any of your capabilities.
Can I search for anything in my CRM?
Yes, the global search capability lets you find information across every module in SugarCRM. It's the fastest way to find a specific record without knowing the exact ID.
Is my CRM data secure?
Vinkius manages the connection securely. Your AI client only accesses the data you authorize through the specific capabilities provided by this Connector.
Can I retrieve the details of a specific Account?
Yes! Supply the Account name or ID and the AI will extract all relevant firmographics and recent activities.
How do I log a call or meeting?
You can tell the agent to 'Log a call with John Doe', provide the summary, and the integration will create the activity record in SugarCRM.
Is it possible to update an Opportunity's status?
Yes, by passing the Opportunity ID, the AI can transition it to 'Closed Won' or any other active stage.
One connection away
Give your agent a direct line to SugarCRM.
Connect SugarCRM once. Keep it beside 5,900+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available