Tactile CRM MCP. Query company, contact, and deal data directly from your terminal.
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
Tactile CRM connects your AI client directly into the Tactile CRM database. Your agent can query company records, find specific contact details, and analyze sales opportunities—all without needing a web browser or complex API calls.
It gives your LLM read-only access to rich business metadata, allowing it to act as an intelligent sales analyst right from your terminal.
What your AI agents can do
Get company details
Pulls the core metadata for a specific company record from Tactile CRM.
Get contact details
Retrieves detailed profile information, including roles and emails, for a single individual contact.
Get opportunity details
Provides full context on a specific sales deal, detailing its value, stage, and owners.
Retrieves core metadata, sector data, and general information for any specific organization in the CRM.
Gets detailed profiles—including roles and direct contact info—for individual people linked to accounts.
Retrieves the full context of a sales deal, including current value, stage, and associated milestones.
Lists all recent interactions (calls, emails, tasks) tied to specific companies or contacts over time.
Pulls unformatted text notes and internal comments attached to accounts for quick review.
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Tactile CRM MCP Server: 9 Tools for Sales Intelligence
Use these nine tools to query every corner of your CRM data—from company profiles and contact lists to active deals and historical activity logs.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Tactile CRM on Vinkius019d7610get company details
Pulls the core metadata for a specific company record from Tactile CRM.
019d7610get contact details
Retrieves detailed profile information, including roles and emails, for a single individual contact.
019d7610get opportunity details
Provides full context on a specific sales deal, detailing its value, stage, and owners.
019d7610list activities
Gathers a chronological list of recent actions like calls, emails, or tasks linked to accounts.
019d7610list companies
Returns an initial list of all organizations stored within the Tactile CRM system.
019d7610list contacts
Provides a master list of every individual person recorded in the entire CRM.
019d7610list notes
Outputs general, unformatted internal notes and comments attached to records.
019d7610list opportunities
Lists all current sales deals or potential revenue streams in the active pipeline.
019d7610list pipelines
Shows the names and structure of different sales stages or pipelines configured in the CRM.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Checking a prospect’s full history shouldn't take four different tabs and three copy/pastes.
Right now, checking an account means opening the main company tab. Then you jump to the 'Contacts' tab for names. You click 'Opportunities' to see deals. To check activity, you have to switch over again to the Activity Feed. Every piece of context lives in a separate pane, and combining them requires manual effort, copy-pasting status updates into your meeting prep notes.
With this MCP server, you ask your agent: 'Give me the full picture on Acme Corp.' The system handles everything internally—it calls `list_companies`, fetches details with `get_company_details`, and summarizes activity via `list_activities`. You get one clean data dump directly into your conversation window. No clicking required.
Tactile CRM MCP Server: Access every record in seconds.
The biggest time sink disappears is the process of cross-referencing siloed data. You no longer waste five minutes trying to remember if a key contact's latest note was logged against the company account or directly on their individual profile. Everything is discoverable.
Your AI client now has real-time, structured access to your entire database. It doesn't just talk about CRM data; it *reads* it. You get immediate visibility into who’s involved (`list_contacts`), what deals are active (`list_opportunities`), and why they might be stuck.
What you can do with this MCP connector
Your AI client connects directly into Tactile CRM, giving your agent read-only access to all your company metadata and sales data. You don't need a web browser or complex API setup; your agent simply reads records right into your conversation flow. This server turns your LLM into an instant, highly functional analyst that pulls specific business facts on demand.
Company Data Deep Dive
You can start by pulling a raw list of every organization using list_companies. If you need the deep background on one account, use get_company_details. This tool gives you core metadata, sector breakdowns, and general info for any specific company record. You'll know exactly who they are before you talk to them.
Contact Details and People Search
Want to find a person? Use list_contacts to get the master list of every single individual in your CRM. Once you pick a name, get_contact_details retrieves their full profile—you'll see their role and direct email address instantly. It’s how you nail down who needs to take the call.
Managing Opportunities and Deals
To audit a sales cycle, first grab a list of every potential deal with list_opportunities. This shows you what revenue streams are active right now. If a specific deal catches your eye, get_opportunity_details gives you the full context: how much is it worth, what stage is it in, and who owns it.
You can also check out how the sales process is structured by running list_pipelines, which shows all the configured stages—it's a roadmap of your business.
Account History and Context
When you need to know what happened last week, list_activities compiles a chronological list of everything attached to an account. That includes calls logged, emails exchanged, or tasks completed over time. For quick internal context, use list_notes; it pulls general, unformatted text notes and comments from the records you're reviewing.
You'll also find any old history by checking out list_contacts again to see who worked on an account years ago.
This setup means your agent can take a natural language prompt—like asking for 'Acme Corp’s primary contact email and their last call activity'—and run the necessary tools (get_company_details, get_contact_details, and list_activities) in sequence, spitting out all the facts you need. You don't just get data; you get actionable intelligence right where you are.
019d7610-06e1-730f-a67f-dc9a4208a194 
How Tactile CRM MCP Works
- 1 Associate the Tactile CRM environment with your AI client via Vinkius. You'll need your corporate
TACTILE_SUBDOMAINand API key. - 2 Instruct your agent in plain language: 'Get me all contacts for X, then list their recent activities.'
- 3 The server translates this into tool calls (e.g.,
list_contactsfollowed bylist_activities) and returns the structured data directly to your prompt window.
The bottom line is you treat the CRM like an external, callable data source inside your conversation thread.
Who Is Tactile CRM MCP For?
This is for B2B Account Executives who hate switching between their CRM and research tabs. It’s also critical for Sales Ops Analysts who need to cross-reference opportunity funnels programmatically, and Customer Success Managers needing real-time account health checks. If you spend time digging through dashboards instead of talking to clients, this tool saves you hours.
Uses it pre-meeting: Runs a check on get_company_details and list_activities for the prospect so they walk in knowing every detail.
Runs programmatic checks across the entire sales funnel by calling list_opportunities and analyzing structural data parameters. They use it to validate process gaps.
Uses it for account health: Calls get_contact_details and cross-references them with activity logs (list_activities) to verify client engagement levels instantly.
What Changes When You Connect
- Instead of navigating through complex web portals to get a client summary, you can pull unformatted notes instantly. Running
get_company_detailsallows your agent to pull key metadata right into the chat window for immediate context review. - You eliminate manual contact lookups. If you know a company name, calling
list_companiesfirst and then usingget_contact_detailslets you find the primary lead's direct email without leaving your workflow. - Sales forecasting becomes faster. You can run
list_opportunitiesto see all open deals, then useget_opportunity_detailson specific items to confirm if they are stalled or progressing as expected. - Account history is always available. By running
list_activities, you get a clean, consolidated timeline of calls and emails attached to an account—no more guessing which tab holds the last interaction record. - The process for cross-referencing data gets simpler. You can list both contacts (
list_contacts) and opportunities (list_opportunities), then ask your agent to correlate them, saving you dozens of clicks across different tabs.
Real-World Use Cases
The Pre-Call Intelligence Dump
You're about to call a prospect. Instead of opening the web portal, you prompt your agent: 'What is AlphaTech’s status?' The agent executes get_company_details and list_activities, returning key metadata alongside the last three recorded interactions so you can start the conversation informed.
Uncovering Stale Deals
You suspect a deal is stuck. You ask your agent to 'Check the sales funnel for any deals with no activity in 60 days.' The system runs list_opportunities and then uses get_opportunity_details on each one, flagging exactly which deal needs a follow-up call.
Finding the Right Person
You know 'MegaCorp' has an issue but don't have a name. You prompt: 'Who is the Head of Finance at MegaCorp?' The agent first calls list_companies to verify, then uses get_company_details, and finally executes get_contact_details to pinpoint the correct individual.
Quick Account Health Check
A client asks about their relationship history. You prompt your agent: 'Show me everything that happened with them.' The tool calls list_activities and summarizes every call, email, or note (list_notes) in a readable format.
The Tradeoffs
Copying/Pasting CRM Data
Opening the web portal, clicking 'View Notes,' copying text, pasting it into an email draft, and then switching tabs to check contact details. It's slow and loses formatting.
→
Ask your agent to perform a multi-step query: 'Get Acme Corp's notes, and list their primary contacts.' The system handles the retrieval of list_notes and get_contact_details in one sequence.
Forgetting Contextual Links
Finding a contact name, but then having to manually search for that person's associated opportunities or company details. The data gets siloed.
→
Use get_contact_details and immediately follow up with 'Show me this contact's current opportunities.' This links the individual back to the entire deal lifecycle via list_opportunities.
Over-relying on Dashboards
Trusting a dashboard view that hasn't been updated in hours. The data is only as good as the last person who logged into the web interface.
→
Force the AI to run list_activities first. This guarantees you pull the most recent, programmatically available interaction log from the system.
When It Fits, When It Doesn't
Use this server if your primary need is programmatic data extraction and structured querying across multiple, related CRM records (Companies, Contacts, Deals). It works best when you need to combine information: 'Show me X's details AND Y's recent activity.'
You shouldn't use it if all you need is a simple view of one single record. For example, if you just want the name of every pipeline stage, list_pipelines handles that fine. However, if your goal involves complex data transformation—like aggregating revenue across multiple external systems or running predictive models—this server only provides raw read access and won't help with the math itself.
If you are building a workflow where the next step depends on checking an existing record (e.g., 'If Opportunity X is closed, then send this email'), use its tools (get_opportunity_details to verify status). Don't use it if you need write access—it only allows reading data.
Common Questions About Tactile CRM MCP
How do I use the list_companies tool to find a client's metadata? +
First, run list_companies to get a master list of available organizations. Then, provide the name you want and ask your agent to call get_company_details. This retrieves all core information for that specific company.
Can I find a contact's direct email using get_contact_details? +
Yes. You must first identify the person via list_contacts, and then pass their ID to get_contact_details. The tool returns structured data that includes their direct professional email.
What is the difference between list_opportunities and list_pipelines? +
list_pipelines shows you the defined stages (e.g., 'Qualification,' 'Proposal Sent'). list_opportunities lists the actual deals that are currently moving through those pipelines, providing specific values.
If I ask about a company, does it also list their recent activities? (Using get_company_details) +
While get_company_details provides core static data, you should follow up with the agent to call list_activities. This guarantees you pull the most current operational logs like calls and emails.
How do I ensure the `list_companies` tool uses my correct API credentials? +
You must pass your dedicated TACTILE_API_KEY and SUBDOMAIN in the initial connection parameters. The MCP server validates these keys before executing any query, ensuring the agent operates within your authorized organizational scope.
Can I filter notes by date or type when using `list_notes`? +
Yes, you can pass specific filters to list_notes. The tool accepts parameters for a start/end date range and allows filtering by note classification (e.g., 'Internal' or 'Client').
What happens if I run `get_opportunity_details` with an ID that doesn't exist? +
The tool handles non-existent IDs gracefully and returns a structured error message, preventing the agent from crashing. You can use this failure state to prompt the user for correction.
Are there rate limits when calling `list_activities` multiple times in quick succession? +
Yes, excessive calls within a short period may trigger rate limiting enforced by Vinkius. For large data pulls, batching your requests or implementing an exponential backoff strategy is recommended.
Is the integration read-only? +
Yes. All tools (list_companies, list_contacts, list_opportunities, etc.) are read-only queries. They cannot modify, create, or delete any CRM records.
What is the TACTILE_SUBDOMAIN? +
It's the unique prefix of your Tactile CRM URL (e.g., if your URL is acme.tactilecrm.com, the subdomain is acme). You can find it in the address bar when logged in.
What data can the agent access? +
Companies, contacts, opportunities with pipeline stages, notes, and activities. The scope is determined by the permissions of the API key you provide.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.