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yacrum-mcp

yacrum-mcp

by david-loadman
OverviewSchemaSourceRelated ServersDiscussionsAdmin
TypeScript
Remote

yacrum-mcp

An MCP server for the Yacrum CRM. It lets Claude Desktop, Claude Code and other MCP clients search, create and update your CRM records, log activity, read the pipeline and the forecast, and summarise a deal. Your own AI does the thinking; this server only fetches from Yacrum.

It talks to Yacrum through its public REST API, with your own API key. A key acts as the member it was made for, with that member's role: the server can do exactly what that person could do in the app, and nothing more. A read key cannot change anything.

Setup

  1. In Yacrum, an Admin opens Administration → API Keys, makes a key for you, and copies it. The key is shown only once. Choose Read and write if you want the AI to create and update records.

  2. Add the server to your MCP client.

Claude Desktop

Edit claude_desktop_config.json:

{
  "mcpServers": {
    "yacrum": {
      "command": "npx",
      "args": ["-y", "yacrum-mcp"],
      "env": {
        "YACRUM_API_KEY": "yk_your_key_here",
        "YACRUM_URL": "https://yacrum--yacrum.us-central1.hosted.app"
      }
    }
  }
}

Claude Code

claude mcp add yacrum --env YACRUM_API_KEY=yk_your_key_here -- npx -y yacrum-mcp

Variable

YACRUM_API_KEY

Required. A key from Administration → API Keys (yk_…).

YACRUM_URL

Your Yacrum address. Defaults to the Yacrum staging site.

Related MCP server: pipedrive-mcp

Tools

Tool

What it does

whoami

The workspace, the member the key acts as, its scope, and this month's API usage

search

Companies, contacts, opportunities and open leads by name

list_companies, get_company, create_company, list_company_types

Companies

list_contacts, create_contact

Contacts

list_opportunities, create_opportunity, update_opportunity, move_opportunity_stage

Deals

set_sales_health

A deal's Sales Health (G on track, Y at risk, R off track) and the note saying why, always together

log_activity

A note on a company, contact, deal or lead: a call, a meeting, a decision

create_action_item, list_action_items, update_action_item

Tasks, optionally on a record, with a due date; complete or reopen one

list_quotes, get_quote

Quotes, with their lines, totals, taxes and status (read only)

get_signals

What is worth doing now, and why: quiet and expiring quotes, stale and slipping deals, lost and paused deals to revisit, dormant customers, renewals and referrals

snooze_signal, unsnooze_signal

Hide a signal from yourself until a day, or bring it back. Works with a read key

get_outreach_settings

The address to BCC on a draft so the sent mail is logged, and the workspace's style guide

pipeline_changes

What changed since last week's pipeline snapshot: new, advanced, slipped, won, lost and the totals then and now

get_pipeline, pipeline_summary

The stages, and open deals by stage (totals kept per currency)

forecast

Bookings, billings and cash by month (Admin, Management and Sales)

qualification_score

A deal's score: answers, scores, percent of its template's maximum, and tier

list_scoring_templates

The workspace's scoring templates: questions, choices, weights, tiers, maximums and stage gates

score_opportunity

Score a deal, or change its answers or template (switching template deletes the old answers)

stage_readiness

The stage gates ahead of a deal, met or not, and the next stage when all of its gates are met

deal_context

Everything about one deal in one read, to summarise it or draft to it, with the CASL consent facts for its contacts

list_profiles, get_workspace_setup

The seven Profiles, and how far the workspace is set up (Admin)

apply_profile

Apply a Profile. dryRun is required: true answers with the diff and changes nothing (Admin)

set_workspace_features

Show or hide Quotes, Forecast, Deal team and CASL. Hiding authorizes nothing (Admin)

get_import_templates

The spreadsheet templates, and what each CRM's export looks like (Admin)

preview_import

Upload an export or spreadsheet from this computer, save the answers, and see what the import would do. Nothing reaches the workspace's records (Admin)

import_records, get_import_status, undo_import

Run an import (call again while more is true), see where it has got, and undo it, all or none (Admin)

There is also a summarize_deal prompt that reads a deal's context and asks for a summary and next steps.

Every tool says what it does, so your AI client can ask before a write:

Kind

Tools

Annotations

Reads

whoami, search, every list_… and get_…, pipeline_summary, forecast, qualification_score, deal_context, pipeline_changes, stage_readiness

read only

Additions

create_company, create_contact, create_opportunity, create_action_item, log_activity, preview_import

not destructive

Updates

update_opportunity, set_sales_health, update_action_item, snooze_signal, unsnooze_signal, set_workspace_features

not destructive, idempotent

A stage move

move_opportunity_stage

destructive: a lost or paused stage records a reason and changes the forecast. A stage gate can refuse it (409 stage_gate); an Admin or Management member may override it with overrideReason

Scoring

score_opportunity

destructive, idempotent: switching a scored deal's template deletes its answers

Setup and imports

apply_profile, import_records, undo_import

destructive: each changes the workspace's stages or many records at once. Show the diff or preview and get a yes first

Files for an import are read from your computer. preview_import takes full paths and reads only regular .csv and .xlsx files, never through a symlink, at most 12 files, 10 MB each and 25 MB together. Anything else is refused before a byte is read or sent.

Yacrum never sends email. To draft outreach, pair this server with your own Gmail or Microsoft 365 connector: draft in your mailbox with the BCC from get_outreach_settings, and log it with log_activity.

The Claude plugin

plugin/ packages this server with five sales routines: morning signals, re-engaging a deal, an account pulse before a meeting, the weekly pipeline review and qualifying an opportunity. Outreach is drafted in your own mailbox with your workspace's logging address in BCC. Nothing is sent.

It also has two for an Admin: /yacrum:setup interviews you, shows a Profile's diff and applies it once you agree, and /yacrum:import brings in a Pipedrive or HubSpot export or a spreadsheet. Both need an Admin's write key and a local server, so they work in Claude Code and Claude Desktop, and not on claude.ai on the web.

claude plugin marketplace add david-loadman/yacrum-mcp
claude plugin install yacrum@yacrum

Setup, including the Gmail and Microsoft 365 connectors and email logging, is in plugin/SETUP.md.

Limits

Every call counts against your workspace plan's monthly API calls. One key may make 120 requests a minute. An import uses about one call per 200 records. When a limit is reached, Yacrum's refusal says so, and the server passes it on to the AI as a tool error.

Releasing

npm releases are staged and need a maintainer's approval with 2FA. A version goes live in three steps:

  1. Bump the version in package.json and VERSION in src/index.ts, and merge.

  2. Publish a GitHub release tagged v<version>. The Stage on npm workflow checks that the tag matches, builds, tests, and runs npm stage publish. It has no token: it authenticates through npm's trusted publishing, and npm attaches provenance automatically.

  3. Approve it with 2FA, either on the package's page at npmjs.com, or with:

    npm stage list
npm stage approve <stage-id>

    npm stage reject <stage-id> discards a staged version instead.

The trusted publisher on npmjs.com (user david-loadman, repository yacrum-mcp, workflow publish.yml) does not allow npm publish. Leave it that way: a compromised workflow can then stage a version but never ship one.

Development

npm install
npm test        # against a fake Yacrum; nothing leaves the machine
npm run build
YACRUM_API_KEY=yk_… node dist/index.js

The Yacrum API is described at <YACRUM_URL>/api/v1/openapi.json.

⚠️ npx yacrum-mcp fails inside a clone of this repository, including when Claude Code is started in it: npm resolves yacrum-mcp to the local package instead of the published one, and finds no command to run. Start Claude Code, or npx, from another directory, or point the MCP config at node <clone>/dist/index.js.

Licence

MIT

Tool Schema Changelog

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

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