Nimble CRM

將AI連接到您的Nimble CRM工作區,處理那些堆積如山且常被跳過的手動管理工作——通話後記錄筆記、更新交易階段、建立後續任務、標記聯絡人、設定提醒。告訴Nimble MCP發生了什麼事,它會立即處理記錄保存,而不是等待某人的記憶或待辦清單。它還能查找聯絡人、公司、交易和日曆事件,並在已認證用戶現有的Nimble權限範圍內運作。變更和刪除操作始終需要先確認。

託管 MCP 伺服器

npx add-mcp 'https://app.nimble.com/mcp'

可安裝到 Claude Code、Codex、Cursor 等客戶端

文件

Beta setup instructions

ChatGPT

  1. Open Settings → Security and login, then enable Developer mode. Without it, ChatGPT will not let you add a custom MCP server.
  2. Open Plugins → Personal, select +, then create a new plugin.
  3. Enter the server URL and keep Authentication set to OAuth. The name and description are optional; leave everything else at the default settings.
  4. Accept the testing warning, create the plugin, then sign in to Nimble and approve access.

Server URL

https://app.nimble.com/mcp

Authentication

OAuth

Claude

  1. Open Settings → Connectors, select Add → Add custom connector.
  2. Enter Nimble and the server URL below, then continue.
  3. Keep the detected Authentication and OAuth client defaults; leave everything else unchanged.
  4. Add the connector, then sign in to Nimble and approve access.

Server URL

https://app.nimble.com/mcp

Authentication

Always required

After the beta, we plan to make Nimble available as a published plugin so users can connect without this manual setup.

Try Nimble in your AI assistant

Start with one of these prompts, then adapt it to your workflow.

Contacts

Recent activity

Deals

Tasks, calls & events

Sequences

Nimble Help

Nimble MCP server Beta

Nimble MCP for AI assistants

Nimble MCP gives AI assistants secure access to useful CRM tools. Connect the Nimble plugin in your preferred AI client, then ask it to find context, prepare follow-ups, and update your records.

Included in every Nimble plan — no add-on required

Use with care: Review proposed changes before confirming them, especially updates and deletions.

Connect Nimble to your AI assistant

Open your AI client's plugin, connector, or integration directory and select Nimble.

ChatGPT Claude Codex Microsoft Copilot Other MCP clients

1 Select Nimble 2 Sign in to Nimble 3 Start asking