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CRM

by io.github.mcp-dir
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Server Details

Your own CRM, fully customizable and agent-driven. Start with contacts, companies and a sales pipeli

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Status
Healthy
Uptime
100.0% over the last 24 hours
Last Tested
Transport
Streamable HTTP · MCP 2025-11-25
URL
Repository
mcp-dir/crm-mcp
GitHub Stars
0
Server Listing
CRM
ChatGPT
–
Claude
–

TDQS

A3.6/5.0

Scored across 36 tools

Disambiguation4/5

The CRM tools are mostly distinct (CRUD, file operations, schema management), but there is potential confusion between crm_describe, crm_get_object, and crm_list_objects, and between crm_upload_file/crm_upload_from_url/crm_confirm_upload. However, descriptions clarify these somewhat. The set also includes auxiliary tools (authenticate, connect, marketplace, etc.) that are clearly separate.

Naming Consistency4/5

Most tools follow the crm_verb_noun pattern (crm_create_records, crm_delete_records, crm_update_records, etc.). Some deviations like authenticate, connect, toolkit_info, and show_version lack the crm_ prefix, and bulk support is noted in descriptions but not in names. Still, the convention is fairly consistent.

Tool Count3/5

With 36 tools, the count is on the heavier side. The CRM-specific tools (about 27) cover CRUD, schema, relationships, files, and usage, which is reasonable for a full CRM API. However, the inclusion of platform-level tools (marketplace, report_bug, show_version, toolkit_info) adds breadth that goes beyond CRM-specific functionality, making the set feel larger than necessary.

Completeness5/5

The tool surface is quite complete: full CRUD for records, objects, fields, files, relationships, search, and usage. The descriptions mention validations and bulk support, and the crm_describe tool prompts agents to understand schema first. Gaps are minimal—for instance, no explicit bulk delete for records but crm_delete_records supports bulk via ids. Overall, the domain is well-covered.

Available Tools

36 tools
authenticateA
Idempotent
Inspect

MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header Authorization: Bearer <token> for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "" } after the user pastes, or with no args to get the link.

Inputs: token.

connectA
Read-onlyIdempotent
Inspect

Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

Inputs: no named parameters.

crm_add_fieldAInspect

Adiciona um CAMPO custom a um objeto (sem migração; registros antigos ficam sem a key). Tipos: string text integer float boolean date datetime singleselect multiselect email phone url currency relation user_ref json group.

Inputs: key (required), type (required), object (required), label, +6 more.

crm_confirm_uploadAInspect

Confirma o upload depois do PUT na upload_url (o storage valida o tamanho real). Marca o arquivo como pronto e contabiliza no uso.

Bulk support: accepts file_ids for batched execution.

Inputs: file_id (required), account, file_ids.

crm_create_recordsAInspect

Cria um registro (ou vários) de um objeto. Passe object (ex.: 'contact', 'deal') e data (objeto JSON com os campos por key). Para vários, use records (array JSON de {data}).

Inputs: object (required), data, account, records, +1 more.

crm_define_objectAInspect

Cria um OBJETO custom no CRM (além de contact/company/deal) e ganha CRUD/API automático. Passe key (api name, a-z/0-9/_), label e opcionalmente fields (array JSON de definições de campo).

Inputs: key (required), label, fields, module, +2 more.

crm_delete_fileCInspect

Remove um ou mais arquivos (apaga do storage e libera o espaço contabilizado).

Inputs: ids, account, file_id.

crm_delete_objectBInspect

Remove um objeto CUSTOM (objetos de sistema não podem ser removidos). Se houver registros, passe delete_records:true para apagar tudo junto.

Inputs: object (required), account, delete_records.

crm_delete_recordsCInspect

Remove um ou mais registros de um objeto por id.

Inputs: ids (required), object (required), account.

crm_describeA
Read-onlyIdempotent
Inspect

Descreve o schema do CRM: todos os objetos (contact, company, deal e quaisquer custom) com seus campos (key, tipo, obrigatório, opções, relações) e o kanban. CHAME ISTO PRIMEIRO para saber quais objetos/campos existem antes de criar/ler registros.

Inputs: account.

crm_download_fileA
Read-onlyIdempotent
Inspect

Gera uma URL presigned de download (GET) pra um arquivo. A URL expira em alguns minutos.

Bulk support: accepts file_ids for batched execution.

Inputs: file_id (required), account, file_ids.

crm_get_fileA
Read-onlyIdempotent
Inspect

Metadados de um arquivo (nome, tamanho, content_type, status, anexo).

Bulk support: accepts file_ids for batched execution.

Inputs: file_id (required), account, file_ids.

crm_get_objectA
Read-onlyIdempotent
Inspect

Detalha UM objeto: seu rótulo, kanban e todos os campos (key, tipo, obrigatório, opções, relação). Versão focada do crm_describe.

Inputs: object (required), account.

crm_get_recordsB
Read-onlyIdempotent
Inspect

Busca um ou mais registros de um objeto por id.

Inputs: ids (required), object (required), account.

crm_link_recordAInspect

Liga um registro a outro por um campo de relação (ex.: vincular um contato a uma empresa). Para relação 'many' adiciona ao conjunto; para 'single' define o alvo.

Bulk support: accepts ids, target_ids for batched execution.

Inputs: id (required), field (required), object (required), target_id (required), +3 more.

crm_list_accountsA
Read-onlyIdempotent
Inspect

Lista os CRMs conectados neste install. Retorna cada um com id, rótulo e is_default (true quando só há um, não precisa passar account nas outras tools).

Inputs: no named parameters.

crm_list_filesA
Read-onlyIdempotent
Inspect

Lista os arquivos do CRM (id, nome, tamanho, status). Opcionalmente filtra os anexados a um objeto/registro.

Bulk support: accepts record_ids for batched execution.

Inputs: object, account, record_id, record_ids.

crm_list_objectsA
Read-onlyIdempotent
Inspect

Lista os objetos do CRM (key, rótulo, módulo, kanban). Versão enxuta do crm_describe, sem os campos.

Inputs: account.

crm_list_recordsA
Read-onlyIdempotent
Inspect

Lista registros de um objeto, com filtro/ordenação/paginação. filter é um objeto JSON: {campo: valor} ou {campo: {op: valor}} (ops: eq ne gt gte lt lte in nin contains exists).

Inputs: object (required), sort, limit, filter, +2 more.

crm_move_stageAInspect

Move um registro de um objeto kanban (ex.: deal) para outra etapa do funil. Valida a etapa contra as opções do campo de stage.

Bulk support: accepts ids for batched execution.

Inputs: id (required), stage (required), object (required), ids, +1 more.

crm_publish_fileAInspect

Torna um arquivo PÚBLICO e devolve uma URL estável (https://api.mcp.ai/f/<token>) pra embutir num site (ex.: thumbnail). O objeto continua privado no storage, o token é a chave (revogável com crm_unpublish_file). Egress da visualização pública é contabilizado.

Bulk support: accepts file_ids for batched execution.

Inputs: file_id (required), account, file_ids.

crm_related_recordsA
Read-onlyIdempotent
Inspect

Resolve os registros relacionados de um registro: segue os campos de relação e devolve os registros-alvo (todos, ou só de um field).

Bulk support: accepts ids for batched execution.

Inputs: id (required), object (required), ids, field, +1 more.

crm_remove_fieldAInspect

Remove um campo CUSTOM (soft-delete: some do schema, mas os valores já gravados ficam preservados). Campos de sistema não podem ser removidos.

Inputs: key (required), object (required), account.

crm_searchA
Read-onlyIdempotent
Inspect

Busca textual nos registros (por nome/título/valores). Opcionalmente restrita a um object.

Inputs: q (required), limit, object, account.

crm_unlink_recordAInspect

Desfaz uma relação. Para relação 'many' remove o target_id do conjunto; para 'single' limpa o campo (target_id opcional).

Bulk support: accepts ids, target_ids for batched execution.

Inputs: id (required), field (required), object (required), ids, +3 more.

crm_unpublish_fileAInspect

Revoga o link público de um arquivo (o token para de funcionar na hora).

Bulk support: accepts file_ids for batched execution.

Inputs: file_id (required), account, file_ids.

crm_update_fieldAInspect

Edita um campo: rótulo, obrigatório, visível, posição, opções, indexação. Mudança de TIPO só é permitida se for um alargamento seguro (ex.: integer→float); mudança com perda é bloqueada (crie um campo novo e migre).

Inputs: key (required), object (required), type, label, +6 more.

crm_update_objectAInspect

Edita um objeto: rótulo, campo de exibição, módulo ou config de kanban (a key é imutável). Vale para objetos de sistema e custom.

Inputs: object (required), label, kanban, module, +2 more.

crm_update_recordsAInspect

Atualiza um registro (merge parcial) por id. Passe object, id e data (só os campos a mudar; null apaga o campo). Para vários, use updates (array JSON de {id, data}).

Bulk support: accepts ids for batched execution.

Inputs: object (required), id, ids, data, +3 more.

crm_upload_fileAInspect

Inicia o upload de um arquivo (até 200 MB) e devolve uma URL presigned (upload_url) pra fazer o PUT direto no storage, mais o file_id. Depois do PUT, chame crm_confirm_upload. Opcional: anexe a um registro com object+record_id.

Bulk support: accepts record_ids for batched execution.

Inputs: size (required), filename (required), object, account, +3 more.

crm_upload_from_urlAInspect

Sobe um arquivo A PARTIR DE UMA URL (a plataforma baixa e armazena, até 200 MB) — o jeito do AGENTE subir via API sem segurar os bytes. Devolve o arquivo já pronto. Opcional: anexe a um registro com object+record_id.

Bulk support: accepts record_ids for batched execution.

Inputs: url (required), object, account, filename, +3 more.

crm_usageA
Read-onlyIdempotent
Inspect

Uso de storage deste CRM: bytes do banco + bytes de arquivos, total em GB, nº de arquivos e egress acumulado. É a base do que é cobrado (storage GB-mês + egress).

Inputs: account.

marketplaceAInspect

The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/ link that opens without login.

Inputs: limit, query, action, mcp_id, +19 more.

report_bugA
Idempotent
Inspect

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

Inputs: message (required), context, conversation.

show_versionA
Read-onlyIdempotent
Inspect

Show the current MCP platform and adapter versions.

Inputs: no named parameters.

toolkit_infoA
Read-onlyIdempotent
Inspect

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

Inputs: no named parameters.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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