Agile CRM MCP connector

Agile CRM is an all-in-one customer relationship management platform that handles contact, company, and deal management operations. The Agile CRM MCP connector allows AI agents to manage contacts and companies, including creating, updating, retrieving, and deleting records, as well as searching across the database. It also supports full deal lifecycle management, from creating and tracking deals to updating stages and removing closed opportunities.

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:

• Capture new customer information and automatically create contacts in Agile CRM
• Update contact details across your organization without manual data entry
• Search your entire customer database to find contacts and companies instantly
• Track and manage sales deals from creation through closure in Agile CRM
• Remove duplicate or outdated contact and deal records to maintain data quality
• Retrieve specific customer and deal information to inform business decisions
• Automate deal creation when customers reach key milestones in your workflow

Example prompts

Use the following example prompts to invoke Agile CRM MCP connector tools from your AI assistant or Boomi Connect workflow:

• Create a new contact in Agile CRM for Sarah Johnson at Acme Corp with her email and phone number.
• Update the contact record for James Chen to reflect his new job title and department.
• Search Agile CRM for all contacts working in the technology industry.
• Show me all open deals in Agile CRM that are in the negotiation stage.
• Create a new deal in Agile CRM for a potential $50,000 contract with Vertex Industries.
• Find the contact details for anyone at BuildRight LLC in Agile CRM.
• Delete the deal record for the cancelled partnership with Global Solutions.
• List all deals in Agile CRM that close in the next 30 days.
• Retrieve the full contact history and notes for customer ID 12345 in Agile CRM.
• Search Agile CRM for companies with more than 100 employees in our pipeline.

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	Modifies existing contact information such as name, email, or other details.
createContact	Creates a new contact record with provided information like name and email.
getContact	Retrieves detailed information for a specific contact.
deleteContact	Removes a contact record from the system permanently.
searchContactsAndCompanies	Finds contacts and companies matching specified search criteria.
listDeals	Displays all deals with their current status and details.
createDeal	Establishes a new deal record with specified information and stage.
getDeal	Retrieves complete information for a specific deal.
deleteDeal	Removes a deal record from the system permanently.
updateDeal	Modifies existing deal information such as amount, stage, or status.