Live 56 Actions

Vtiger MCP Server
for AI Agents

Q: What AI frameworks and AI clients does the StackOne Vtiger MCP server support?

The StackOne Vtiger MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

StackOne's Vtiger MCP server gives AI agents 56 ready-to-use actions for Vtiger — with built-in authentication, security, governance, token efficiency, and high tool-calling accuracy.

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Vtiger MCP Server

Built by

StackOne

Coverage

56 Agent Actions

Create, read, update, and delete across Vtiger — and extend your agent's capabilities with custom actions.

MCP Actions → Create Actions →

Authentication

Agent Tool Authentication

Per-user OAuth in one call. Your Vtiger MCP server gets session-scoped tokens with zero credentials stored on your infra.

Agent Auth →

Security

Agent Protection

Every Vtiger tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.

Prompt Injection Defense →

Performance

Max Agent Context. Min Cost.

Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every Vtiger call.

Tools Discovery →

What is the Vtiger MCP Server?

A Vtiger MCP server lets AI agents read and write Vtiger data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's Vtiger MCP server ships with 56 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, and optimized agent context. Connect it from MCP clients like Claude Desktop, Claude Code, Cursor, Goose, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.

All Vtiger MCP Tools and Actions

Every action from Vtiger's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.

Contacts

Create Contact
Create a new contact record in Vtiger CRM with personal and address details
List Contacts
Query contact records from Vtiger CRM with pagination support
Get Contact
Retrieve a single contact record by its composite ID from Vtiger CRM
Search Contacts
Search for contacts by email address or phone number using the /lookup endpoint
Update Contact
Partially update a contact record using the /revise endpoint, sending only changed fields
Delete Contact
Permanently delete a contact record from Vtiger CRM by its composite ID

Accounts

Create Account
Create a new account/organization record in Vtiger CRM with billing and company details
List Accounts
Query account (organization) records from Vtiger CRM with pagination support
Get Account
Retrieve a single account/organization record by its composite ID from Vtiger CRM
Search Accounts
Search for accounts by email address or phone number using the /lookup endpoint
Update Account
Partially update an account record using the /revise endpoint, sending only changed fields
Delete Account
Permanently delete an account/organization record from Vtiger CRM by its composite ID

Deals

Create Deal
Create a new deal/opportunity record in Vtiger CRM linked to an account
List Deals
Query deal (Potentials) records from Vtiger CRM with pagination support
Get Deal
Retrieve a single deal/opportunity record by its composite ID from Vtiger CRM
Update Deal
Partially update a deal record using the /revise endpoint, sending only changed fields
Delete Deal
Permanently delete a deal/opportunity record from Vtiger CRM by its composite ID

Leads

Create Lead
Create a new lead record in Vtiger CRM with contact and company details
List Leads
Query lead records from Vtiger CRM with pagination support
Get Lead
Retrieve a single lead record by its composite ID from Vtiger CRM
Search Leads
Search for leads by email address or phone number using the /lookup endpoint
Update Lead
Partially update a lead record using the /revise endpoint, sending only changed fields
Delete Lead
Permanently delete a lead record from Vtiger CRM by its composite ID

Tasks

Create Task
Create a new task, meeting, or call activity in the Vtiger CRM Calendar module
List Tasks
Query task and activity records from the Vtiger CRM Calendar module with pagination support
Get Task
Retrieve a single task/activity record by its composite ID from the Vtiger CRM Calendar module
Update Task
Partially update a task/activity record using the /revise endpoint, sending only changed fields
Delete Task
Permanently delete a task/activity record from the Vtiger CRM Calendar module by its composite ID

Products

Create Product
Create a new product record in the Vtiger CRM product catalog
List Products
Query product catalog records from Vtiger CRM with pagination support
Get Product
Retrieve a single product record by its composite ID from Vtiger CRM
Update Product
Partially update a product record using the /revise endpoint, sending only changed fields
Delete Product
Permanently delete a product record from the Vtiger CRM catalog by its composite ID

Documents

Create Document
Create a new document or note record in Vtiger CRM
List Documents
Query document and note records from Vtiger CRM with pagination support
Get Document
Retrieve a single document/note record by its composite ID from Vtiger CRM
Update Document
Partially update a document/note record using the /revise endpoint, sending only changed fields
Delete Document
Permanently delete a document/note record from Vtiger CRM by its composite ID

Related Records

Add Related Record
Create a relationship link between two existing records in Vtiger CRM
Get Related Records
Retrieve all records of a specific module type that are related to a given source record
Query Related Records
Query related records with SQL-like filter criteria, scoped to a source record's relationships
Delete Related Record
Remove a relationship link between two records without deleting either record

Other (11)

Get Current User
Retrieve the authenticated user's profile and session details from Vtiger CRM
List Users
Query all CRM user records with pagination support using SQL-like syntax
Get Account Hierarchy
Retrieve the parent-child organizational hierarchy for an account in Vtiger CRM
List Modules
List all accessible CRM modules (entity types) available to the authenticated user
Get Related Types
Discover which modules have relationship definitions with a given module in Vtiger CRM
Retrieve File
Download the binary content of a file attachment from Vtiger CRM by its resource ID
Get Picklist Dependency
Retrieve the value dependency mapping between two linked picklist fields in a module
Sync Records
Retrieve records modified since a Unix timestamp for incremental data synchronization
Convert Lead
Convert a qualified lead into a contact and account, optionally creating a deal simultaneously
Describe Module
Retrieve the schema, field definitions, and metadata for a specific Vtiger CRM module
Reopen Record
Reopen a previously closed or completed record in Vtiger CRM

Vtiger AI Agent Use Cases

Connect your AI agent to Vtiger and help your team scale the sales operations they run by hand today.

Post-Demo Follow-Up

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate post-demo follow-up.

View

Deal Risk Scoring

Use StackOne to connect your AI agent to your CRM, email, and calendar tools to automate deal risk scoring and pipeline alerts.

View

Ticket Triage

Use StackOne to connect your AI agent to your helpdesk, CRM, and messaging tools to automate ticket triage and priority routing.

View

More Sales & CRM use cases More Customer Support use cases

Set Up Your Vtiger MCP Server in Minutes

One endpoint. Any framework. Your agent is talking to Vtiger in under 10 lines of code.

MCP Clients

Agent Frameworks

Claude Desktop-

JSON

Claude Desktop Docs

{
  "mcpServers": {
    "stackone": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://api.stackone.com/mcp?x-account-id=<account_id>",
        "--header",
        "Authorization: Basic <YOUR_BASE64_TOKEN>"
      ]
    }
  }
}

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Vtiger MCP Server Resources

MCP Code Mode: Keeping Tool Responses Out of Agent Context

Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.

11 min

Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.

10 min

Indirect Prompt Injection Defense for MCP Tools: A Technical Guide

MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.

12 min

Vtiger MCP Server FAQ

Vtiger MCP server vs direct API integration — what's the difference?

A Vtiger MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling Vtiger. A Vtiger MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling Vtiger at runtime. StackOne provides both.

How does Vtiger authentication work for AI agents?

Vtiger authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own Vtiger account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via origin_owner_id.

Are Vtiger MCP tools vulnerable to prompt injection?

Yes — Vtiger MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.

What is the context bloat of a Vtiger agent and how do I avoid it?

Context bloat happens when Vtiger tool schemas and API responses eat your Vtiger agent's memory, preventing it from reasoning effectively. A single Vtiger query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.

Can I limit which actions my Vtiger agent can access?

Yes — you can limit which actions your Vtiger agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.

Can I create custom agent actions for my Vtiger MCP server?

Yes — you can create custom agent actions for your Vtiger MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research Vtiger's API, generate production-ready connector YAML, test against the live API, and validate before you ship.

When should I NOT use a Vtiger MCP server?

Skip a Vtiger MCP server if your integration is purely software-to-software — direct Vtiger API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call Vtiger actions at runtime.

What AI frameworks and AI clients does the StackOne Vtiger MCP server support?

The StackOne Vtiger MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.

Put your AI agents to work

All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.

Start Free Book Demo

Vtiger MCP Serverfor AI Agents

56 Agent Actions

Agent Tool Authentication

Agent Protection

Max Agent Context. Min Cost.

What is the Vtiger MCP Server?

All Vtiger MCP Tools and Actions

Contacts

Accounts

Deals

Leads

Tasks

Products

Documents

Related Records

Tags

Other (11)

Vtiger AI Agent Use Cases

Set Up Your Vtiger MCP Server in Minutes

More CRM MCP Servers

Vtiger MCP Server Resources

MCP Code Mode: Keeping Tool Responses Out of Agent Context

Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery

Indirect Prompt Injection Defense for MCP Tools: A Technical Guide

Vtiger MCP Server FAQ

Put your AI agents to work

Vtiger MCP Server
for AI Agents