All Providers/Customer Relations/Agilecrm

Agilecrm

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.

This Agilecrm MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

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Tools From This Provider (11)

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 such as names, schedules, and objectives.

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Agilecrm List Companies

Fetch a list of all companies stored in your AgileCRM system. Ideal for managing business relationships, marketing strategies, or sales outreach. Returns company details such as names, industry, and...

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Agilecrm List Contacts

Retrieve a comprehensive list of all contacts stored in your AgileCRM account. Use this when you need a full contact list for marketing campaigns or customer follow-ups. Returns detailed information...

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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 including status, value, and associated contacts.

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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. Requires 'contact_id' path parameter and returns...

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Agilecrm List Events

View all events scheduled in AgileCRM to stay informed about meetings and deadlines. Ideal for planning and prioritizing daily activities. Returns event details like title, date, and participants.

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Agilecrm List Milestone

List all project milestones in AgileCRM to track progress and maintain project timelines. Essential for project managers and teams working towards deadlines. Returns milestone data including...

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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' path parameter and returns notes content, creation...

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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 date, and assigned contacts.

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Agilecrm List Ticket Filters

Access all available ticket filters within your AgileCRM system. Useful for organizing and managing customer service queries efficiently. Returns filter details including names and criteria for...

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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 or status. Returns comprehensive ticket...

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