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yacrum-mcp

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 Customization → 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 Customization → API Keys (yk_…).

YACRUM_URL

Your Yacrum address. Defaults to the Yacrum staging site.

Related MCP server: mcp-pipedrive

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

log_activity

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

create_action_item

A task, optionally on a record, with a due date

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 qualification answers, scores and tier

deal_context

Everything about one deal in one read, to summarise it

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

Limits

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

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.

Licence

MIT

Maintenance

ActivityMaintained
ResponsivenessNo issues

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