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如何将 Agile CRM 连接到 Claude — 通过 MCP

Manage Agile CRM (contacts, deals, tasks, notes, campaigns) from any AI agent. 9 tools, basic-auth with email + API key.

HCBy HelpCode teamUpdated 2 min read Open source on GitHub

No credit card · 7-day trial · Self-host alternative available

MCP connector

Agile CRM

Manage Agile CRM (contacts, deals, tasks, notes, campaigns) from any AI agent. 9 tools, basic-auth with email + API key.

Tools

9

Region

INTL

Category

crm

Authentication

Required env vars

AGILECRM_DOMAINAGILECRM_EMAILAGILECRM_API_KEY
Install in one click on Cloud

7-day free trial · No credit card

  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Source-available BSL-1.1
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

No install? Use cloud.anythingmcp.com directly.

Sign in, install the Agile CRM in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.

Open Cloud

💡 无需安装? 直接使用 cloud.anythingmcp.com 登录、点击 Connectors → Agile CRM、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

Agile CRM + Claude

Manage Agile CRM (contacts, deals, tasks, notes, campaigns) from any AI agent. 9 tools, basic-auth with email + API key.

前提条件

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

AGILECRM_DOMAIN, AGILECRM_EMAIL, AGILECRM_API_KEY

步骤 1 — 获取凭证

This connector wraps the Agile CRM REST API (per-domain — yourdomain.agilecrm.com/dev/api).

Setup:

  1. Sign in to your Agile CRM instance → top-right avatar → Admin Settings → Developers & API → API key. Copy.
  2. Note your subdomain (the part before .agilecrm.com).
  3. Set AGILECRM_DOMAIN (just subdomain), AGILECRM_EMAIL (your login email), AGILECRM_API_KEY.

Authentication: HTTP Basic with email:apikey pair. The API also accepts a key query param; we use Basic for consistency.

Per-tenant baseUrl: https://${AGILECRM_DOMAIN}.agilecrm.com/dev/api — substituted at import time.

…(continued in the in-app connector instructions)

步骤 2 — 安装 adapter

git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d

步骤 3 — 在 Claude 中添加连接器

推荐路径 — 在 claude.ai web 上工作,无需触碰任何配置文件。

  1. 打开 claude.ai/customize/connectors
  2. 点击 "Add custom connector"
  3. 填入:
    • Name: Agile CRM
    • URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → 粘贴你的 MCP API key (来自 AnythingMCP → Profile → MCP API Keys → New Key)
  4. 点击 Connect 授权。

下面所有工具都会出现在你的聊天中 — 开始输入提示。

可用工具

ToolWhat it does
agilecrm_list_contactsList contacts
agilecrm_get_contactGet one contact by ID
agilecrm_get_contact_by_emailLook up a contact by email — much faster than scanning the list
agilecrm_create_contactCreate a contact
agilecrm_update_contactUpdate a contact — supply id and the properties to merge
agilecrm_delete_contactDelete a contact by ID
agilecrm_list_dealsList deals/opportunities
agilecrm_create_dealCreate a deal
agilecrm_create_taskCreate a task linked to one or more contacts

FAQ

Claude Code 和 Claude Desktop 一样工作吗? 是的 — 两者都指向 https://cloud.anythingmcp.com/mcp

下一步

Ready to ship

Your Agile agent is one click away.

Install the connector, paste the key, prompt Claude. Free for 7 days, no credit card.