SugarCRM (Enterprise CRM & Customer Success API) Connector for AI agents.
10 live capabilities
Manage customer records and sales data with your CRM AI integration.
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Why people use SugarCRM (Enterprise CRM & Customer Success API)
SugarCRM for Automated CRM Data Management
With this Connector, you just tell your agent what needs to happen. It pulls the data, makes the change, and confirms it for you. You get a confirmed update without ever leaving your current screen.
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 · 6,100+ Connectors
- Real-world use case 01
Lead Status Update
A salesperson is on a call and tells the agent to update a lead to 'Qualified'.
- Real-world use case 02
Account History Check
A support rep asks for all contacts linked to Account X.
- Real-world use case 03
Bulk Data Cleanup
An admin needs to change the region for 50 accounts.
Complete set · 10capabilities
The complete SugarCRM (Enterprise CRM & Customer Success API) capability set.
These are the exact actions your AI can choose when you ask it to work with SugarCRM (Enterprise CRM & Customer Success API).
01—04
4 capabilities in this set.
Part of 10 available through SugarCRM (Enterprise CRM & Customer Success API).
- 01 Capability
Delete record
Delete a specific SugarCRM record. Use this when you need to clean up duplicate entries or outdated data.
- 02 Capability
Bulk request
Execute multiple API calls in a single request. This helps you update dozens of records at once without waiting for individual requests to finish.
- 03 Capability
Count records
Count records matching a filter in a module. Use this to get a quick snapshot of your pipeline or lead volume.
- 04 Capability
Create record
Create a new record in a SugarCRM module. This lets your agent build new accounts or contacts based on your conversation.
05—07
3 capabilities in this set.
Part of 10 available through SugarCRM (Enterprise CRM & Customer Success API).
- 05 Capability
Get record
Retrieve a specific SugarCRM record by ID. This is the fastest way to see the full history of a single account or contact.
- 06 Capability
Link record
Create a relationship to an existing record. Use this to connect a contact to an account or map out complex customer links.
- 07 Capability
List records
List filtered records for a specific SugarCRM module. You can use JSON filters to find exactly what you're looking for.
08—10
3 capabilities in this set.
Part of 10 available through SugarCRM (Enterprise CRM & Customer Success API).
- 08 Capability
List related records
List related records for a specific link. This helps you see the full picture of a customer's interactions and history.
- 09 Capability
Unlink record
Remove a relationship between records. Use this to clean up links that are no longer relevant to your data.
- 10 Capability
Update record
Update an existing SugarCRM record. This is how you keep your lead statuses and contact info current.
Set up in minutes
One URL. Then ask SugarCRM (Enterprise CRM & Customer Success API) to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use SugarCRM (Enterprise CRM & Customer Success API) 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_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/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 (Enterprise CRM & Customer Success API), and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable SugarCRM (Enterprise CRM & Customer Success API) for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/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 (Enterprise CRM & Customer Success API) URL.
- Step 03
Save and start
Save the connection and enable SugarCRM (Enterprise CRM & Customer Success API) in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"sugarcrm-enterprise-crm-customer-success-api": {
"url": "https://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/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 (Enterprise CRM & Customer Success API)
Open Agent mode in chat and ask: "Using SugarCRM (Enterprise CRM & Customer Success API), help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"sugarcrm-enterprise-crm-customer-success-api": {
"url": "https://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/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 (Enterprise CRM & Customer Success API)
Ask Copilot: "Using SugarCRM (Enterprise CRM & Customer Success API), help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"sugarcrm-enterprise-crm-customer-success-api": {
"url": "https://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/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 (Enterprise CRM & Customer Success API)
Open Cascade and ask: "Using SugarCRM (Enterprise CRM & Customer Success API), help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"sugarcrm-enterprise-crm-customer-success-api": {
"url": "https://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/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 (Enterprise CRM & Customer Success API)
Ask Cline: "Using SugarCRM (Enterprise CRM & Customer Success API), help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add sugarcrm-enterprise-crm-customer-success-api --transport http "https://edge.vinkius.com/vk_preview_nQpproAgPIfSh081cY6ndyvRHj1QV0mqENp9qhOo/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 (Enterprise CRM & Customer Success API)
Ask Claude: "Using SugarCRM (Enterprise CRM & Customer Success API), show me...". 10 tools are ready
Where the request belongs
Work SugarCRM can move forward.
This is for the sales ops person tired of manual data entry and the customer success manager who needs to know a customer's full history in seconds.
Sales Operations Manager
Updating lead statuses and logging interactions during high-volume outreach without leaving the chat.
Customer Success Manager
Quickly pulling account history and related contacts during a support call to provide better service.
Data Analyst
Querying and counting records across different modules to build quick reports on the fly.
Build the capability set
Add more capabilities.
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Equip your AI agent to manage leads, people, and sales opportunities directly within Copper CRM.
Capsule CRM
Manage your CRM via Capsule. track contacts, opportunities, and tasks directly from any AI agent.
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 update multiple records at once?
Yes, you can use the bulk request capability to update many records in one go. This is great for batch updates like changing statuses for a whole list of leads.
How do I connect my SugarCRM instance to the Connector?
You just need to provide your instance URL, username, and password in your AI client's settings. Once connected, your agent can access your data.
Can I use this to see the full history of a customer?
Absolutely. The Connector can pull all related records for a specific account, showing you every contact and link in one view.
Does the SugarCRM MCP work with my existing custom modules?
Yes, it allows you to interact with any module in your SugarCRM instance, including your custom sales or support modules.
Can my agent find specific accounts using filters?
Yes, it supports complex filtering. You can ask for specific criteria like accounts in a certain region or with a specific deal size.
Is my data safe when using the SugarCRM MCP?
The Connector connects directly to your instance using your credentials. Your data stays in your SugarCRM environment and is only accessed when your agent performs a task.
Can I filter records by specific criteria like account name?
Yes! Use the list_records capability with a JSON filter string. For example, you can pass [{"name": "Nelson Inc"}] to find specific accounts matching that name.
How do I see all opportunities linked to a specific account?
Use the list_related_records capability by providing the primary module (Accounts), the record ID, and the link name (e.g., 'opportunities').
Is it possible to get a total count of records in a module?
Absolutely. The count_records capability allows you to retrieve the total number of records in any module, optionally filtered by specific conditions.
One connection away
Give your agent a direct line to SugarCRM.
Connect SugarCRM once. Keep it beside 6,100+ managed Connectors when the next task needs more.
Explore every Connector No credit card required · Free tier available