PRO Annual — 50 users, $106.80/year
Stop toggling between your CRM and GitScrum. When Claude connects to Agency Elephant via this MCP, you delegate the complex process of lead qualification, status updates, and automated follow-up drips directly into your project workflow.
Claude
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task.delegate()
Delegate the request to Claude. For example, 'Claude, pull all leads created last week that haven't been assigned a follow-up sequence and list their current status.'
Claude autonomously interacts with this MCP. It calls the necessary tools, pulling detailed lead profiles, checking group assignments, or triggering a follow-up drip sequence using your connected data.
You receive a clean, actionable summary report within the task comments. This includes updated lead statuses and confirmed actions, allowing you to move the ticket to 'Ready for Review.'
task.create()
Copy. Paste into a Claude-aware GitScrum task. Done.
A new cohort of insurance leads comes in, and I need to quickly audit who needs manual assignment before they go stale.
Claude, please use the Agency Elephant MCP. List every lead currently in the system that isn't assigned to a specific group or follow-up campaign. For each lead, retrieve their name, last interaction date, and current status so I can review them before assigning next steps.
I've manually qualified a batch of leads from a recent event, and they need immediate follow-up sequencing.
Using the Agency Elephant MCP, I need you to initiate a 3-day nurturing drip campaign for these five specific lead IDs: [ID1, ID2, ID3, ID4, ID5]. Make sure Claude logs the successful trigger and confirms the sequence type in the ticket.
The sales cycle is ramping up, and I need to know which agents are available and what roles they hold before delegating new leads.
Claude, please use the Agency Elephant MCP to pull a comprehensive directory of all active team members. Provide their names, contact details, and current group assignments so we can coordinate lead distribution efficiently across the agency.
Manually managing an insurance pipeline means jumping between spreadsheets, CRM dashboards, and email threads just to track a single lead's journey. It’s easy for agents or managers to miss critical follow-ups, leading to stalled opportunities and wasted time.
With Claude connecting via the Agency Elephant MCP, you eliminate dashboard hopping. You define the task in GitScrum, and Claude handles the entire interaction with your CRM. The outcome—the updated lead status, the assigned group, or the confirmed drip trigger—lands directly back in your project ticket for final review.
Open this workflow in GitScrum →Before this, tracking lead performance meant exporting massive reports, filtering by status, and hoping the data was clean enough for actionable insights. This manual process eats up hours that should be spent selling policies.
Now, Claude manages the intelligence layer. You prompt it in GitScrum to check a lead's history or trigger an action using this MCP. Your AI agent doesn't just report; it executes complex, multi-step sales sequences directly into your project flow.
claude.ask()
Claude, I'm reviewing our sales pipeline for this sprint. Can you use the Agency Elephant MCP to list all leads that were created in the last 7 days but haven't had a status update or drip campaign triggered yet?
What are the most recent campaigns running? Claude, can you query the Agency Elephant MCP to list all active marketing campaigns so I can check their status and performance metrics for our report.
We have new leads coming in from a trade show. Claude, please create three new lead records for these contacts using the Agency Elephant MCP and assign them to the 'Hot Leads' group immediately.
Review the overall team health. Claude, use the Agency Elephant MCP to list all existing lead groups and tell me which groups have the highest volume of leads that require immediate attention.
tools.list()
Each tool is one operation Claude runs on your behalf.
| tool_name | operation |
|---|---|
| add_lead_to_group | Claude can use the AI agent to assign a specific lead record to an existing group within your agency's structure. |
| create_lead | Your Claude prompt tells the MCP to generate and input an entirely new, qualified lead profile into Agency Elephant. |
| get_lead_details | This tool allows Claude to pull deep-dive information on a single lead ID, including their full history and interaction metadata. |
| list_campaigns | Claude can request this function to retrieve a complete list of all active or archived marketing drip campaigns running through the system. |
| list_lead_groups | Using this MCP tool, Claude gathers a comprehensive overview of every defined lead group in your organization's setup. |
| list_leads | The AI agent calls this tool to pull a paginated list of all leads currently stored in the Agency Elephant database for auditing or review. |
| list_workspace_users | Claude uses this MCP function to gather directory information, providing names and roles for every member across your entire workspace. |
| trigger_drip_campaign | This is how Claude autonomously starts a defined drip sequence (SMS or Email) for a lead, ensuring continuous follow-up without manual input. |
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