nimble-crm-mcp
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@nimble-crm-mcplist my open deals"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
nimble-crm-mcp
MCP server for the Nimble CRM API — manage contacts, deals, notes, tasks, and tags from Claude Code or any MCP client.
Installation
pip install nimble-crm-mcpOr install from source:
git clone https://github.com/cphoskins/nimble-crm-mcp.git
cd nimble-crm-mcp
pip install -e .Related MCP server: Bitrix24 MCP Server
Configuration
Get your Nimble API Key
Log in to Nimble
Go to Settings > API Tokens (or visit the API Access guide)
Generate an API key
Claude Code
Add to your Claude Code MCP settings (~/.claude/settings.json or project .claude/settings.json):
{
"mcpServers": {
"nimble-crm": {
"command": "nimble-crm-mcp",
"env": {
"NIMBLE_API_KEY": "your-api-key-here"
}
}
}
}Generic MCP Client
{
"mcpServers": {
"nimble-crm": {
"command": "python",
"args": ["-m", "nimble_crm_mcp.server"],
"env": {
"NIMBLE_API_KEY": "your-api-key-here"
}
}
}
}Available Tools
Contacts
list_contacts — List contacts with optional keyword search and record type filter
search_contacts — Advanced search with field-level operators (is, contains, range, etc.)
get_contact — Get a single contact by ID with all fields and tags
create_contact — Create a person or company contact with name, email, phone, tags
update_contact — Update contact fields (merge or replace mode)
delete_contacts — Delete one or more contacts by ID
Notes
list_notes — List notes for a specific contact
get_note — Get a single note by ID
create_note — Create a note attached to one or more contacts
update_note — Update an existing note
delete_note — Delete a note
Tags
replace_tags — Replace all tags on a contact (full replace, not additive)
Tasks
create_task — Create a task with subject, notes, due date, and related contacts
Deals
list_deals — List all deals with pagination
create_deal — Create a deal with name, amount, stage, probability, etc.
update_deal — Update deal fields
delete_deal — Delete a deal
Metadata
list_contact_fields — List all contact field metadata (tabs, groups, fields, types)
Account
get_myself — Get current authenticated user info
Development
# Clone and install
git clone https://github.com/cphoskins/nimble-crm-mcp.git
cd nimble-crm-mcp
pip install -e .
# Run tests (no credentials needed — all mocked)
pytest tests/ -v
# Run the server locally
NIMBLE_API_KEY=your-key nimble-crm-mcpLicense
MIT
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Maintenance
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