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AgileCRM MCP Server

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AgileCRM is a customer relationship management platform that helps businesses manage sales, marketing, and service automation. Use it to track leads, engage customers, and improve service delivery.

11 tools
Agent guide included
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AI Skill
SKILL.md

Domain knowledge for AgileCRM — workflow patterns, data models, and gotchas for your AI agent.

AgileCRM

AgileCRM is a CRM with sales, marketing, and support. Contacts and companies are core; deals use milestones; tickets handle support.

Data Model

  • Contacts are leads/customers. Notes and documents are contact-scoped — need contact_id from listing contacts.
  • Companies are organizations. List to discover and link to contacts.
  • Deals are opportunities with milestone_id linking to pipeline stages. Milestones define stages; deals reference them.
  • Campaigns are marketing sends. Tasks and events are activities.
  • Tickets are support cases. Ticket filters define saved views.
  • Hierarchy: Contact ID required for notes and documents. Get from list contacts first.

Gotchas

  • contact_id required: Notes and documents are contact-scoped. List contacts to obtain IDs.
  • Milestone vs deal: Milestones are pipeline stages; deals reference milestone_id. Different entities.
  • Pagination: List endpoints support limit and offset for large datasets.

Tools in this Server (11)

Agilecrm Fetch Documents

Fetch all documents related to a specific contact from AgileCRM. Use this when you need to review or update documents linked to a particular client. R...

Agilecrm List Campaigns

Get a list of marketing campaigns set up in AgileCRM. Perfect for analyzing past performance or planning new initiatives. Returns campaign details suc...

Agilecrm List Companies

Fetch a list of all companies stored in your AgileCRM system. Ideal for managing business relationships, marketing strategies, or sales outreach. Retu...

Agilecrm List Contacts

Retrieve a full list of all contacts stored in your AgileCRM account. Use this when you need a full contact list for marketing campaigns or customer f...

Agilecrm List Deals

Access a list of all sales deals being tracked in AgileCRM. Use this to monitor current opportunities and sales progress. Returns data on deals includ...

Agilecrm List Events

View all events scheduled in AgileCRM to stay informed about meetings and deadlines. Ideal for planning and prioritizing daily activities. Returns eve...

Agilecrm List Milestone

List all project milestones in AgileCRM to track progress and maintain project timelines. Essential for project managers and teams working towards dea...

Agilecrm List Notes

List all notes attached to a specific contact. This is useful for reviewing contact details and history before reaching out. Requires 'contact_id' pat...

Agilecrm List Tasks

Retrieve a list of all tasks in AgileCRM. Use when managing your to-do items or planning team priorities. Returns task details including status, due d...

Agilecrm List Ticket Filters

Access all available ticket filters within your AgileCRM system. Useful for organizing and managing customer service queries efficiently. Returns filt...

Agilecrm List Tickets

Retrieve a filtered list of customer service tickets from AgileCRM. Use it when you need to view tickets that match specific criteria, like priority o...

Frequently Asked Questions

What is the AgileCRM MCP server?

AgileCRM is a customer relationship management platform that helps businesses manage sales, marketing, and service automation. Use it to track leads, engage customers, and improve service delivery. It provides 11 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect AgileCRM to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/agilecrm. Authentication is handled automatically.

How many tools does AgileCRM provide?

AgileCRM provides 11 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does AgileCRM require?

AgileCRM uses API Key. AgileCRM requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect AgileCRM to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/agilecrm

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

Ready to use AgileCRM?

Sign in to connect your credentials and start running tools from the chat.

AgileCRM MCP Server & Skill — 11 Tools