← Back to install

Install in your
IDE or CLI.

One URL. OAuth sign-in. Drop into Cursor, VS Code, or Claude Code with a single click or one command.

Claude · Web, Desktop, Mobile, Cowork

Three clicks. Same flow everywhere.

~5 seconds
1
Copy your MCP URL
https://www.tryagentcrm.com/mcp
2
Open Claude → Customize → Connectors
On the web the button below opens the Add modal directly. In Desktop or Mobile, navigate to Customize → Connectors.
Open Claude → Add connectorOpens claude.ai · the same Customize → Connectors page exists in Claude Desktop and Mobile.
3
Paste, click Add, sign in
Claude opens our consent screen (Google · Microsoft · email). Approve, and the tools light up in chat.

Your workspace is auto-claimed on first connect — no separate signup step. If you already have an agentCRM account, you'll see your existing workspaces.

One-click install

Coding agents with real deep links

These open the client with the URL pre-filled.
Cursor
1-click

Opens Cursor with agentCRM pre-filled. Approve, sign in, done.

Add to Cursor
VS Code
1-click

Requires the GitHub Copilot MCP extension. Opens VS Code with the server pre-filled.

Add to VS Code
Claude Code · CLI

One command, browser opens for OAuth.

terminal
$ claude mcp add --transport http agentscrm https://www.tryagentcrm.com/mcp

Then run /mcp in any session to confirm agentscrm shows as connected.

What Claude can do
  • • Save contacts, companies, deals from natural language
  • • Log forwarded emails — auto-linked to existing contacts
  • • Answer "what was my last email from Jim?", "what's new this week?"
  • • Build saved views joining tables — properties + owner phone + last note
  • • Run any SQL you don't want to write yourself
What stays private
  • • Your data lives in your workspace — only you and your invited teammates see it
  • • Each Claude session uses an OAuth token, not your password
  • • Revoke any time from your dashboard
  • • Privacy · Terms
Advanced — Claude Desktop config file (skip if the UI worked)▸

Older Claude Desktop builds — or environments where the Connectors UI is hidden — can install via the JSON config file. The newer Settings → Connectors path above is preferred when available.

claude_desktop_config.json
{
  "mcpServers": {
    "agentscrm": {
      "url": "https://www.tryagentcrm.com/mcp"
    }
  }
}

Or open the file via Claude Desktop's Settings → Developer → Edit Config. Restart Claude Desktop after saving.

Trouble connecting?▸

No "Add custom connector" button. Custom connectors are gated by Claude plan in some surfaces. If the web is gated, Claude Desktop is usually open — use that.

"Failed to connect" after Add. URL must end in /mcp exactly — no trailing slash, not the origin alone.

Cursor / VS Code deep-link does nothing. The client must be installed locally to register the URL scheme. Install Cursor or the VS Code MCP extension first, then retry the button.

Tools list is empty after connect. Disconnect and reconnect — the token may have expired. Dashboard shows session status.