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<img src="icon.png" alt="SmartAgent" width="128" height="128" />

# SmartAgent CRM — MCP Server

**Connect your AI assistant to the SmartAgent real estate CRM.**

[smartagent.ru](https://smartagent.ru) · [Support](#support--contacts) · [Privacy Policy](https://smartagent.ru/politika-konfidencialnosti)

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## What is this?

[SmartAgent](https://smartagent.ru) is a CRM built specifically for **real estate agencies**. It handles the daily work of a brokerage: incoming leads, agent tasks, sales pipelines, property listings and their publication to classified portals, client notes, saved searches, and team management.

> **Note on audience:** SmartAgent is a Russian-language product serving real estate agencies in **Russia and the CIS**. The CRM interface, tool descriptions and returned data are in Russian. This README is in English because MCP catalogs and clients are international — but if you are not a SmartAgent customer, this server will not be useful to you.

This repository publishes the **MCP (Model Context Protocol) server manifest** for SmartAgent. The server lets any MCP-compatible AI assistant — Claude Desktop, Claude Code, or your own agent — read and act on your CRM data on your behalf: find leads, create tasks, move deals through the pipeline, look up property listings, leave notes, and more.

Typical things you can ask your assistant once it's connected:

- *"What leads came in this week that nobody has called yet?"*
- *"Create a follow-up task for tomorrow on this deal and leave a note about the call."*
- *"Show me the two-bedroom listings we have in this district under 15M."*
- *"Which deals are stuck in the 'viewing scheduled' stage for more than 10 days?"*

**This repository contains only the public manifest, icon and documentation.** The CRM and the MCP server implementation are closed source and are not published here.

## Server details

| | |
|---|---|
| **Endpoint** | `https://mcp.smartagent.ru/` |
| **Transport** | Streamable HTTP (MCP revision `2025-06-18`) |
| **Authentication** | API key, sent as a header |
| **Tools available** | 200+ |
| **Hosting** | Fully hosted by SmartAgent — nothing to install or self-host |
| **Access** | SmartAgent **corporate plan** only |

## Access and limits

MCP access is part of the SmartAgent **corporate plan**. Keys issued on trial, free or regular plans are rejected with `403`.

| Limit | Value |
|---|---|
| Requests | 60 per minute, 1,000 per hour, 5,000 per day (per company) |
| Listing records returned | 50,000 per day (per company) |
| Owner phone numbers | within the phone-reveal limit of your plan |

To get the corporate plan, contact us (see [Support & contacts](#support--contacts)).

## Getting an API key

1. Log in to your SmartAgent account at **[smartagent.ru](https://smartagent.ru)** (the company must be on the corporate plan).
2. Open **Menu → API keys** in the CRM.
3. Create a key and copy it. It looks like `sa_mcp_` followed by 64 hex characters.

The key carries the permissions of the account it belongs to and gives access to your company's CRM data — **treat it like a password**. Don't commit it to a repository, don't paste it into shared chats, and revoke it in the same screen if it leaks.

## Connecting your MCP client

The server is remote — there is nothing to install. Point your client at the URL and pass the key in the `Authorization` header.

### Claude Desktop / Claude Code

Add this to your MCP client configuration (for Claude Desktop: `claude_desktop_config.json`):

```json
{
  "mcpServers": {
    "smartagent": {
      "type": "http",
      "url": "https://mcp.smartagent.ru/",
      "headers": {
        "Authorization": "Bearer sa_mcp_YOUR_KEY_HERE"
      }
    }
  }
}
```

Restart the client afterwards. The SmartAgent tools should then appear in the tool list.

### Clients without native remote-server support

If your client can only launch local (stdio) servers, bridge to the remote endpoint with `mcp-remote`:

```json
{
  "mcpServers": {
    "smartagent": {
      "command": "npx",
      "args": [
        "-y", "mcp-remote",
        "https://mcp.smartagent.ru/",
        "--header", "Authorization: Bearer sa_mcp_YOUR_KEY_HERE"
      ]
    }
  }
}
```

### Authentication notes

The API key is accepted in any of these forms:

| Header | Value |
|---|---|
| `Authorization` | `Bearer sa_mcp_...` |
| `Authorization` | `sa_mcp_...` (the `Bearer` prefix is optional) |
| `X-Api-Key` | `sa_mcp_...` |

Use whichever your client supports. `Authorization: Bearer ...` is the recommended default.

## What the tools cover

200+ tools, grouped by the CRM entity they work with:

| Category | What it covers |
|---|---|
| **Leads** | Incoming leads and clients — search, read, create, update, assign, track status |
| **Tasks** | Agent to-dos and reminders — create, reschedule, complete, filter by assignee and due date |
| **Sales pipelines** | Deals and their stages — move deals along the funnel, inspect stage history |
| **Property listings** | Real estate objects and their classified ads — search the base, read details, manage publication |
| **Notes & attachments** | Comments, call notes and files attached to leads, deals and listings |
| **Saved searches** | Client search requests stored in the CRM and matching against the property base |
| **Tags & labels** | Categorising and filtering records with the company's own labels |
| **Buildings & calls** | Building/complex lookups and call records linked to leads |
| **Ad platforms** | Publishing and syndication settings for listings across classified portals (Avito, CIAN, etc.) |
| **Reports** | Aggregated CRM reports (e.g. competitor counts for a listing) |
| **Company & employees** | Company profile, team members, roles and assignment |

Tool names and parameters are discovered automatically by your MCP client via `tools/list` — there is nothing to memorise. Each tool is described in Russian, matching the CRM's own terminology.

## Security & privacy

- Access is scoped to the account that issued the API key: the assistant sees your company's data and nothing else.
- Keys can be revoked at any time in **Menu → API keys**.
- Data handling is covered by our **[Privacy Policy](https://smartagent.ru/politika-konfidencialnosti)**.
- Give the key only to AI clients you trust — an assistant with this key can modify CRM records, not just read them.

## Support & contacts

We answer in Russian and English.

| Channel | |
|---|---|
| 🌐 Website | **[smartagent.ru](https://smartagent.ru)** |
| ✉️ Email | **[info@smartagent.ru](mailto:info@smartagent.ru)** |
| ☎️ Phone | **[+7 (495) 988-93-91](tel:+74959889391)** |
| 💬 WhatsApp | **[+7 (495) 988-93-91](https://api.whatsapp.com/send/?phone=74959889391)** |
| ✈️ Telegram support bot | **[@SmartAgentSupportBot](https://t.me/SmartAgentSupportBot)** |
| 📣 Telegram channel | **[@SmartAgent_ru](https://t.me/SmartAgent_ru)** |
| 🅜 MAX support bot | **[max.ru/id7725737972_bot](https://max.ru/id7725737972_bot)** |

Found a bug in the MCP server or want a tool that doesn't exist yet? Open an issue in this repository or write to [info@smartagent.ru](mailto:info@smartagent.ru).

## License

The contents of this repository (manifest, icon, documentation) are released under the [MIT License](LICENSE). The SmartAgent CRM and the MCP server implementation itself are proprietary and are not covered by this license.

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<sub>© 2026 SmartAgent · <a href="https://smartagent.ru">smartagent.ru</a> · <a href="https://smartagent.ru/politika-konfidencialnosti">Privacy Policy</a></sub>
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