mcp-crm-server
This server does not currently have a deployable release on Glama. Follow the repository's setup instructions to install and configure it for your MCP client, including any required credentials and local dependencies.
mcp-crm-server
An MCP server that gives Claude access to a CRM: search clients, create tasks and build a weekly report, straight from Claude Desktop or Claude Code.
🚧 Work in progress. The full documentation, including how to connect the server to Claude Desktop and Claude Code, will land with the tools.
Planned tools
Tool | What it does | Mode |
| Find clients by name, company, email or status | read |
| Create a follow-up task for a client | write |
| Summarise new clients and tasks for a week | read |
Related MCP server: Atomic CRM MCP Server
Development
Requires Node 22.12+.
npm ci
npm run lint && npm run typecheck && npm testLicense
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
This server cannot be deployed
Maintenance
Related MCP Connectors
Solk CRM for Claude: accounts, pipeline, visits, quotes, orders and tickets with your permissions.
Create contacts, move deals, send proposals and invoices, read your inbox, from Claude or ChatGPT.
Real estate CRM for Claude and ChatGPT: find leads and listings, report on pipeline, log follow-ups.
Personal CRM for Claude. Contacts live as plain-text files in your own Google Drive.
Related MCP Servers
- AlicenseNot gradedqualityDmaintenanceIntegrates CRM data with AI agents to manage leads, track pipeline statistics, and search price catalogs via Supabase. It enables automated lead creation, stage updates, and history tracking through natural language commands.MIT
- FlicenseNot gradedqualityNot gradedmaintenanceEnables AI agents to securely read and write data to an Atomic CRM instance via SQL queries. It features OAuth 2.1 authentication through Supabase and automatically enforces Row Level Security to protect user data.-
- AlicenseCqualityDmaintenanceEnables Claude to fully manage self-hosted Supabase instances, covering authentication, database, storage, edge functions, and more.423MIT
- FlicenseNot gradedqualityDmaintenanceEnables querying and managing a CRM database through natural language conversations with Claude Desktop.-