Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Kylas CRM MCP ServerFind leads that have been idle for more than 7 days"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Kylas CRM MCP Server (Lead Only)
Model Context Protocol server for Kylas CRM lead operations. Use it from Cursor, Claude Desktop, or any MCP client to create leads, search and filter leads, and look up users, products, and pipelines.
Features
get_lead_field_instructions – Get lead schema (standard + custom fields, picklist IDs)
create_lead – Create a lead with dynamic fields from user context
search_leads – Search/filter leads by multiple criteria
lookup_users – Resolve user names to IDs (for owner, created by, etc.)
lookup_products – Resolve product names to IDs
lookup_pipelines / get_pipeline_stages – Resolve pipeline and stage for open/closed/won leads
search_idle_leads – Find leads with no activity for N days
Requirements
Python 3.10+
Kylas account and API key
Installation
Configuration
Set environment variables (or use a .env file):
Variable | Required | Description |
| Yes | Your Kylas API key |
| No | API base URL (default: https://api.kylas.io/v1) |
Running the server
The server uses stdio transport (default for MCP). Run:
MCP clients (e.g. Cursor) typically start this process and communicate via stdin/stdout.
Docker
Development
License
See repository for license information.