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EngageBay MCP

EngageBay for Gemini

Ask about your EngageBay CRM from Gemini CLI.

Connect EngageBay to Gemini through Gemini CLI and ask questions about your CRM from the terminal. The EngageBay MCP server provides 19 tools for finding, counting and reading your records, and for creating and updating them.

The Gemini app on the web does not currently support custom MCP servers, so this guide uses Gemini CLI, which connects to the hosted EngageBay MCP server over HTTP.

How to connect EngageBay to Gemini

  1. Install Gemini CLI

    If you do not have it yet, install it with npm and sign in with your Google account the first time you run gemini.

    npm install -g @google/gemini-cli
  2. Add the EngageBay server

    Run this command, or add the same entry to ~/.gemini/settings.json.

    gemini mcp add --transport http engagebay https://mcp.engagebay.com/mcp
  3. Or edit settings.json

    If you prefer a config file, add the server under mcpServers.

    {  "mcpServers": {    "engagebay": {      "httpUrl": "https://mcp.engagebay.com/mcp"    }  }}
  4. Authenticate

    Start gemini and run /mcp auth engagebay. Sign in with your EngageBay account in the browser window that opens.

  5. Verify and use it

    Run /mcp to confirm EngageBay is connected and see its tools, then ask about your CRM in plain language.

Try these prompts

How many deals are in the Negotiation stage of the Sales pipeline?
How many contacts did we add today?
What timezone is our account set to?

Tools

These tools read and write your CRM. Select one for its parameters, examples and limits, or see the full reference for all 19 tools. Nothing here deletes a record.

Only connect tools you trust. Gemini shows you the actions it wants to take, and access always follows the permissions of the EngageBay user who signs in. You can disconnect at any time.

Frequently asked questions

Not at the moment. Custom MCP servers are supported in Gemini CLI, so use it for this integration.

Only within the permissions you grant. Gemini can create and update contacts, companies, deals, tasks and appointments when your connection has the matching write permission, and products are read only. It cannot delete anything — no EngageBay MCP tool deletes records, and no permission grants deletion.

You can start with a free EngageBay account. Availability of specific features depends on your plan — see the pricing page for details.

Gemini can only see and change what the signed-in EngageBay user is allowed to. Read our privacy policy to learn how EngageBay handles your data.

Connect EngageBay to other AI tools

Put Gemini to work on your CRM

Create your free EngageBay account, connect Gemini, and start getting answers and updates in seconds.

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