"OnePageCRM - A Simple Action-Focused CRM Software" matching MCP connectors:
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Know where your business stands and what needs attention next. Review available inquiry and paid-work records, goals and recorded spending from your connected workspace. See what needs attention and which conclusions the data cannot yet support. Create non-money goals on explicit request. Revenue targets and increased spending limits require owner approval. Requires a Samuelz account with the relevant Business OS modules. Data coverage depends on connected sources; missing data stays unknown. OAuth access remains bound to one workspace and its current permissions. By Glöggl GmbH.
IQ Books is an AI-native UK ledger that does the bookkeeping for you. Bank transactions arrive already coded, receipts and bills file themselves, invoices are allocated, the bank is reconciled, and VAT and MTD for Income Tax updates go to HMRC from it. Through this connector Claude can read the reports, raise invoices, record payments and code bank statements, with every change shown as a plan you approve first. UK businesses; the ledger is free for one business, and there is a free demo company to try.
Check products, stock on hand, customers, orders, invoices and quotes, and create records.
Read Merit Aktiva invoices, customers, vendors, items, payments and reports; create a customer.
QuipAssist's MCP server lets an assistant look up equipment, repairs, work orders, maintenance schedules, parts, vendors, IoT readings and reports across the sites a user can access. With write access it drafts repair, maintenance and parts changes, which wait for human review by default. An agent can never dispatch work, sign off safety steps, approve spending or send messages.
I connect Claude to your own Oracle Cloud EPM pod and help the people who run EPM check jobs, run rules, load data and read metadata or a slice of numbers. Each person connects as themselves, so Oracle applies their own roles. I encrypt credentials on my server; they never reach Claude. Every call passes a policy check and is logged. Risky writes ask for confirmation first, with a preview of what will change. On a production pod that is every write. The activity log holds no cell values.
Every Xero organisation you run, in one AI session. Writes wait for a person to approve them.
Taokeh is accounting software for Malaysian SMEs — double-entry books, LHDN e-Invoice (MyInvois), SST, and full statutory payroll — and this connector opens a company's live books to the AI its owner already uses. 59 tools. The reads answer real questions from the ledger: P&L and balance sheet with server-computed comparisons, cash position, A/R and A/P aging, per-channel marketplace sales, an 8-week cash-flow forecast, tax position, document search with e-Invoice standing, and a one-call daily brief. The writes are drafts only — expenses, invoices, bills, quotes, purchase orders, receipts, credit and debit notes, adjusting journals, bank-statement imports and bank-row suggestions — every figure re-checked by the server, every draft waiting for a human tap in Taokeh. The AI can also work the Shoebox: staff snap paper on free phone logins, and the connector lists the pile, reads each photo, and files the draft with the original attached — the server maps its own stored copy, so the document trail stays byte-perfect. One connection is bound to one company at consent; no tool takes a company argument. Migrating from another system? The same connector stages the chart of accounts, opening balances, contacts, products, historical documents and workspace settings onto the owner's own review screens. Bring your own AI subscription — no per-call fees.
The integration hub for your CRM, field service and accounting apps: integrations and AI agents.
India GST credit check: matches GSTR-2B with the purchase register and signs a receipt.
Odoo MCP Pack — ERP/CRM via Odoo's external JSON-RPC API.
Reconcile a bank account against your books and see which items do not match.
Get quotes in minutes and order wholesale industrial and operational supplies from a US distributor.
A supplier directory that does not rot: contacts, terms, lead times, review dates.
A price list and rate card the quotes and invoice servers read by SKU.
Work out how many flat-pack units fit in a 20ft or 40HQ container: layers, weight and utilisation.
Equipment maintenance log: assets, service entries with costs, and a due report from stored dates.
Change orders against a quote or work order: deltas, approval, running contract value.
Inventory reorder plans from SKU sales, stock and lead times. $19 a run, paid by card.
How Office of the CFO software really works: cited findings on AP, ERP, procurement and more.