MCP For Claude Marketplace
Agile CRM

Agile CRM MCP Connector for Claude

A+

Manage contacts, deals, and marketing campaigns in one place with a CRM built for growing sales teams.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Agile CRM account to any AI agent and take full control of your sales, marketing, and service automation workflows through natural conversation.

What you can do

  • Contact & Relationship Orchestration — List and manage your entire high-fidelity contact directory programmatically, retrieving detailed profile metadata and interaction notes
  • Deal Lifecycle Management — Monitor your sales pipeline in real-time, create new high-fidelity opportunities, and track deal probability and values directly through your agent
  • Task & Event Intelligence — Programmatically organize your daily workflow by creating tasks and calendar events to maintain a perfectly coordinated team schedule
  • Customer Discovery — Access complete profile properties including custom tags and high-fidelity contact history to oversee your organizational relationship ecosystem
  • Operational Monitoring — Access account-level configuration and verify API connectivity directly through your agent for instant performance reporting

How it works

  1. Subscribe to this server
  2. Retrieve your API Key, Email, and Domain from your Agile CRM dashboard (Admin Settings > Developers & API)
  3. Start orchestrating your business growth from Claude, Cursor, or any MCP client

No more manual status checking across different CRM modules or digging through complex deal tables. Your AI acts as your dedicated sales coordinator and relationship architect.

Who is this for?

  • Sales Executives — instantly retrieve deal summaries and update contact records using natural language commands
  • Marketing Teams — monitor lead distribution and task priorities without leaving your workspace
  • Operations Leads — automate the oversight of sales pipelines and team calendars through simple AI queries
contact-managementdeal-trackingpipeline-managementlead-nurturingsales-funnelmarketing-campaigns

12 tools expose this connector's capabilities to your AI agent.

create_contact

Create a new contact

create_deal

Create a new deal

delete_contact

Delete a contact

list_contacts

List all contacts in Agile CRM

list_deals

List all deals (opportunities)

list_events

List all calendar events

list_contact_notes

List notes for a specific contact

list_tasks

List all tasks

retrieve_contact

Get details of a specific contact

retrieve_deal

Get details of a specific deal

retrieve_task

Get details of a specific task

update_contact

Update an existing contact

See how to talk to your AI agent using Agile CRM.

List all active sales deals in my Agile CRM pipeline.

I've retrieved your active deals. You currently have 10 opportunities in the pipeline, including 'Web Redesign' (Value: $5,000) and 'Enterprise License'. Would you like the detailed probability metadata for any of these?

Create a new contact 'John Doe' (john@example.com) and add a note about our last meeting.

Contact orchestrated! I've successfully created the profile for John Doe (ID: cont_123) and registered your high-fidelity meeting note in his profile. He is now active in your CRM. Need help creating a follow-up task?

What are my pending tasks and events for today?

Accessing schedule... Today you have 3 pending tasks, including 'Call Acme Corp', and a 'Project Sync' event at 2 PM. I've retrieved the high-fidelity due times for your organizational alignment. Need more historical context?

Log in to your dashboard, navigate to **Admin Settings** > **Developers & API**, and copy your REST API Key.

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