Customer Sales Automation
Security scan passedTwo subagents for sales and support: cold email sequences, follow-ups, proposals and sales scripts, plus support workflows and help content.

Catch up on a relationship, find contacts and deals, log calls and notes, and create follow-up tasks in Nimble CRM from your agent.
by Nimble· SalesUnclaimed · Yours? Claim it
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About
Nimble's own hosted MCP server for Nimble CRM, currently in beta. Connect it to your agent and work with your contacts, relationship history, deals, tasks and calendar in plain language: get caught up before a meeting, find the people you haven't talked to lately, update records and capture follow-ups. It's included in every Nimble plan at no extra cost. What you can do with it - Summarize your relationship history with a contact from emails, calls, meetings, notes and tasks - Find contacts by company, tags, custom fields, segments or past interactions, including people you haven't contacted recently - Search deals by stage, owner or amount, create or update deals and move them through your pipeline - Create and update contacts (Nimble checks for existing records first and shows possible matches), tag them and fill in custom fields - Add notes, log calls, and create tasks and events - Search and browse email connected to Nimble, and draft replies for you to send - View your messaging sequences and Stay in Touch reminders - Search the Nimble Help Center for how-to answers How it connects Nimble hosts it at https://app.nimble.com/mcp (Streamable HTTP). Add it as a remote MCP server and sign in to your Nimble account with OAuth. Nimble's setup guide covers Claude (Settings, then Connectors, then Add custom connector; it then works on web, desktop and mobile) and ChatGPT (turn on Developer mode, then add it under Plugins, Personal). To connect a second Nimble account, add https://app.nimble.com/mcp2 and sign in with that account. Nimble also publishes a Nimble CRM plugin for Claude, Claude Code, ChatGPT and Codex that adds workflow skills on top of this server. Good to know - It's in beta. Nimble asks you to review proposed changes before confirming them, especially updates and deletions, and your agent asks before it changes your data. - It only sees what your Nimble account can view. Adding information to a field doesn't remove what's already there, and deleted contacts go to the trash, where they can be recovered. - It can't send email, mark deals won or lost, or change sequences; you do those in Nimble. Events it creates go on your Nimble calendar only, with no invitations and no syncing to Google or Outlook. - Nimble says it works on every Claude plan, including Free (which allows one custom connector), and on ChatGPT Pro, Business, Enterprise and Edu.
Once it’s added
“Summarize where we stand with Sarah at Meridian before my 2 PM meeting.”
“Which clients haven't I spoken to in sixty days, and what did we last discuss?”
“Which deals are closing this month, and who owns them?”
Before you add it
Reads only
Contacts, companies and their relationship history · Deals, pipelines, tasks, calls and events · Email connected to Nimble, sequences and the Help Center
Makes changes · your agent can ask first
Creates and updates contacts, tags and custom fields · Adds notes, logs calls, and creates tasks and events · Creates and updates deals and moves them between stages
From people who use it
Step by step
Nothing new reaches your agent until a person has looked at it.
Plugins people install alongside Nimble CRM.
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Write a reviewA hosted server: nothing runs on your machine.
A hosted server: nothing runs on your machine.
A hosted server: nothing runs on your machine.
A hosted server: nothing runs on your machine.
A hosted server: nothing runs on your machine.
A hosted server: nothing runs on your machine.
A hosted server: nothing runs on your machine.
Add to VS Codecopilot mcp add --transport http nimble-crm https://app.nimble.com/mcp
A hosted server: nothing runs on your machine.
Add to Cursor.cursor/mcp.json{
"mcpServers": {
"nimble-crm": {
"url": "https://app.nimble.com/mcp"
}
}
}A hosted server: nothing runs on your machine.
claude mcp add --transport http nimble-crm https://app.nimble.com/mcp
A hosted server: nothing runs on your machine.
codex mcp add nimble-crm --url https://app.nimble.com/mcp
A hosted server: nothing runs on your machine.
~/.gemini/config/mcp_config.json{
"mcpServers": {
"nimble-crm": {
"url": "https://app.nimble.com/mcp"
}
}
}A hosted server: nothing runs on your machine.
gemini mcp add --transport http nimble-crm https://app.nimble.com/mcp
A hosted server: nothing runs on your machine.
A hosted server: nothing runs on your machine.
openclaw mcp add nimble-crm --url https://app.nimble.com/mcp --transport streamable-http
A hosted server: nothing runs on your machine.
opencode mcp add nimble-crm --url https://app.nimble.com/mcp
A hosted server: nothing runs on your machine.
hermes mcp add nimble-crm --url https://app.nimble.com/mcp
~/.hermes/config.yaml{
"mcp_servers": {
"nimble-crm": {
"url": "https://app.nimble.com/mcp"
}
}
}Scanned and passed · checked 5 h ago
Plugins people install alongside Nimble CRM.
Two subagents for sales and support: cold email sequences, follow-ups, proposals and sales scripts, plus support workflows and help content.
Sales playbooks and scoring scripts for account executives, sales engineers, sales ops, solutions architects and customer success.
monday.com's own CRM plugin: daily deal briefings, forecasts, deal updates from meetings and CRM cleanup, written back into monday.
Clay's own plugin: sets up the clay CLI so your agent can find prospects, enrich lists, query Clay tables and run Clay workflows.
Nobody has shared how they use Nimble CRM yet.
“Log that call, add a note about the pricing question, and remind me to send the proposal Thursday.”
“Show me tomorrow's calls and any overdue tasks.”
“How do I set up a lead pipeline in Nimble?”
Scanned on every change, and again when our rules improve.
Tell us and a person on the trust team will look at it. Or email [email protected].
Security scan
Passed
Safe to install in every agent it supports. Runs remotely on app.nimble.com · needs your sign-in.