Agile CRM MCP connector
Updated
Agile CRM is an all-in-one CRM platform for managing contacts, companies, and deals throughout the sales pipeline. The Agile CRM MCP connector allows AI agents to create, update, retrieve, and delete contact and deal records, as well as search across contacts and companies. It also supports listing deals and managing their progress, giving teams a unified way to keep customer and sales data current.
Authentication type
- API Key - Requires a static API key to be configured before the agent can connect to the service.
Uses
Use the Agile CRM MCP connector to perform the following actions:
- Create and update contact records without duplicate entries
- Track deal progress across every stage of the sales pipeline
- Search contacts and companies to find leads faster
- Remove outdated contacts and deals to keep data clean
- Retrieve full contact details before a sales call or meeting
- Monitor open deals and their current value in one view
- Sync new leads into Agile CRM from other workflows
- Update deal terms as negotiations progress
Example prompts
Use the following example prompts to invoke Agile CRM MCP connector tools from your AI assistant or Boomi Connect workflow:
Add a new contact named Sarah Chen to Agile CRM.Find all companies in Agile CRM located in Toronto.Show me the details for John Smith's contact record in Agile CRM.Delete the contact for a customer who unsubscribed from Agile CRM.List all deals currently in the negotiation stage in Agile CRM.Create a new deal worth 15000 dollars for Acme Corp in Agile CRM.Update the phone number for a contact in Agile CRM.What deals are closing this month in Agile CRM?Search Agile CRM for any contact with the last name Patel.Remove a deal that fell through from Agile CRM.
Agile CRM MCP connector tools
The Agile CRM MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| updateContact | Update a contact |
| createContact | Create a contact |
| getContact | Get a contact |
| deleteContact | Delete a contact |
| searchContactsAndCompanies | Search contacts and companies |
| listDeals | List deals |
| createDeal | Create a deal |
| getDeal | Get a deal |
| deleteDeal | Delete a deal |
| updateDeal | Update a deal |
