Nimble CRM MCP Connector for Claude

Connect your Nimble CRM account to your AI agent and streamline your relationship management and sales pipelines through natural conversation.

What you can do

• Contact Management — List all people and companies and search for specific profiles based on keywords, emails, or notes.
• Sales Pipelines — Access all deals and opportunities, including their current stage, value, and expected close dates.
• Activity Tracking — Monitor your tasks, calendar events, and calls to stay on top of your schedule.
• Relationship Intelligence — Fetch complete metadata and social profiles for specific contacts to better prepare for meetings.
• Note Taking — Attach new notes or log entries directly to contact profiles within your chat.
• Organization Oversight — View all defined deal pipelines and retrieve your own user metadata.

How it works

1. Subscribe to this server
2. Enter your Nimble CRM API Key
3. Start managing your relationships from Claude, Cursor, or any MCP client

Who is this for?

• Sales Professionals — quickly look up a contact's details or add a follow-up note after a call without opening the CRM.
• Account Managers — monitor deal progress and activity history directly from your workspace.
• Business Owners — automate the retrieval of deal lists and pipeline statuses for daily standups.