Agile CRM MCP server

What the model can do

Agile CRM contacts and companies, deals and tracks, tasks, campaigns and the notes on a contact; can add a note, create and update contacts, companies, deals, tasks and events, tag a contact, change its owner, enrol it in a campaign, and delete a contact, deal or task.

Reads

• agilecrm_list_contactsAgile CRM contacts (people), in the order they were created: name, email, title, company, tags, lead score and star rating.
• agilecrm_find_contactOne Agile CRM contact by email address or by id, with the notes on it.
• agilecrm_list_companiesAgile CRM companies, newest first: name, website, tags.
• agilecrm_list_dealsAgile CRM deals in the order they were created: name, value, probability, milestone, track, close date, owner and contacts.
• agilecrm_list_tasksAgile CRM tasks filtered by one criterion: a category (CALL, EMAIL, FOLLOW_UP, MEETING, MILESTONE, SEND, TWEET, OTHER), a status (YET_TO_START…
• agilecrm_list_tracksAgile CRM deal tracks (pipelines) with their milestones in order, for the milestone names a deal takes.
• agilecrm_list_campaignsAgile CRM campaigns (workflows): id, name, creator and dates, for the campaign id agilecrm_enroll_contact_in_campaign takes.

Acts, when you ask

These change something in Agile CRM. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• agilecrm_add_noteAdds a note (a subject and a description) to an Agile CRM contact, given the contact's id or email.
• agilecrm_create_taskCreates an Agile CRM task with a subject, a type, a priority and a due date, optionally for a contact (by id or email).
• agilecrm_create_contactCreates a person in Agile CRM with a first name and optionally a last name, email, title, company and tags.
• agilecrm_create_dealCreates a deal in Agile CRM: a name, an expected value, a milestone of its track (case-sensitive; see agilecrm_list_tracks)…
• agilecrm_update_contactChanges fields on an existing Agile CRM contact or company by id: for a person first and last name, email (the work email, overwritten)…
• agilecrm_add_contact_tagsAdds tags to an Agile CRM contact or company by id, keeping its other tags.
• agilecrm_remove_contact_tagsRemoves the named tags from an Agile CRM contact or company by id; tags it does not carry are ignored.
• agilecrm_set_contact_lead_scoreSets an Agile CRM contact's lead score to the given number (replaces it).
• agilecrm_change_contact_ownerReassigns an Agile CRM contact to another user of the account, named by that user's login email; the contact moves into their book.
• agilecrm_enroll_contact_in_campaignEnrols a contact, by email, in an Agile CRM campaign (find its id with agilecrm_list_campaigns).
• agilecrm_create_companyCreates a company in Agile CRM with a name and optionally a website and tags.
• agilecrm_create_eventCreates an event on the connection user's Agile CRM calendar with a title, a start and an end, optionally all-day and linked to contacts by id.
• agilecrm_update_dealUpdates an existing Agile CRM deal by id: name, expected value, probability, milestone (case-sensitive, from agilecrm_list_tracks), track…
• agilecrm_update_taskUpdates an existing Agile CRM task by id: subject, type, priority, due date, status (COMPLETED marks it done), progress, description…
• agilecrm_delete_contactPermanently deletes an Agile CRM contact or company by id, with nothing in the API to restore it.
• agilecrm_delete_dealPermanently deletes an Agile CRM deal by id, with nothing in the API to restore it.
• agilecrm_delete_taskPermanently deletes an Agile CRM task by id, with nothing in the API to restore it.

Connect it

First connect Agile CRM on Dashboard → Connections, then add Memtro to your client once. The Agile CRM tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Agile CRM connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › What did we last discuss with Priya Nair at Northwind?
• › Which deals are expected to close this month, and at what milestone?
• › Which high-priority follow-up tasks are still pending?
• › Move the Acme deal to the Negotiation milestone and set its close date to 30 November
• › Enrol Dan Fletcher in the Pilot onboarding campaign

Questions

Is this an official Agile CRM MCP server?

No. It is Memtro's MCP server with Memtro's Agile CRM connector behind it: the connector reads Agile CRM through its API with the credentials you connect on Dashboard → Connections, and Agile CRM publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in Agile CRM?

Only when you ask, and only what it has been granted: add a note to a contact, by id or by email; create a task, optionally for a contact; create a contact; create a deal; update a contact's or company's fields; add tags to a contact; remove tags from a contact; set a contact's lead score; change a contact's owner; enrol a contact in a campaign, which then emails or texts them; create a company; create a calendar event; update a deal; update or complete a task; delete a contact or company permanently; delete a deal permanently; delete a task permanently. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

Other MCP servers · CRM and sales

• HubSpot MCP server
• Twenty CRM MCP server
• Salesforce MCP server
• Pipedrive MCP server
• Apollo.io MCP server
• Aircall MCP server