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crm-inputs

com.addtocrm/crm

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Add to CRM for AI assistants

Add to CRM finds work contact details and adds people and companies to your own CRM. This is its Model Context Protocol server: connect it to Claude, ChatGPT, Codex or any other MCP client and your assistant can look someone up, search for prospects, check whether a person is already in your CRM, and add the ones you choose, without leaving the conversation. It works with 29+ CRMs. You connect your CRM once in Add to CRM; your CRM credentials stay there and the assistant never sees them.

Endpoint

https://mcp.addtocrm.com/mcp

Transport

Streamable HTTP (stateless)

Authentication

OAuth 2.1: you sign in to your Add to CRM account when the assistant asks

Server name

com.addtocrm/crm

Version

1.0.0

Website

https://addtocrm.com

This repository holds the registry entry, the Claude Code plugin and the documentation. The server runs at Add to CRM; there is nothing to install or host. You need an Add to CRM account with a CRM connected.

Add it to your assistant

Claude Code

claude mcp add --transport http addtocrm https://mcp.addtocrm.com/mcp

or install the plugin, which adds the connector and a skill for going from a target to records in your CRM:

/plugin marketplace add crm-inputs/mcp
/plugin install add-to-crm@addtocrm

Claude (web and desktop): Settings, Connectors, Add custom connector, then paste https://mcp.addtocrm.com/mcp.

ChatGPT: add a custom MCP server (chatgpt.com/plugins, then Add custom MCP server), paste https://mcp.addtocrm.com/mcp and choose OAuth. Availability depends on your ChatGPT plan and workspace settings.

Codex

codex mcp add addtocrm --url https://mcp.addtocrm.com/mcp
codex mcp login addtocrm

Each assistant opens a sign-in window for your Add to CRM account the first time it needs one.

Related MCP server: Overdrive MCP Server

Tools

Tool

What it does

get_account

Shows which CRM is connected, the lookup credits left and anything that would stop a lookup or an add

get_profile

Shows the signed-in account's name and e-mail address

find_contact_details

Looks up one person by name and company, e-mail address or profile link

find_company_details

Looks up one company from its domain or public page link

search_prospects

Searches for people by title, seniority, location and company details

search_companies

Searches for companies by name, keywords, location, headcount or domain

find_person_in_crm

Checks whether a person is already in your CRM, without enriching them

search_crm

Searches the people and companies in your CRM

get_crm_record

Reads one CRM record in full

add_person_to_crm

Adds one person to your CRM, with your field mapping, tags and duplicate checks

add_company_to_crm

Adds one company to your CRM

add_people_to_crm

Adds up to 100 people from a search to your CRM in one job

get_bulk_add_status

Reports how a bulk add is going

confirm_possible_match

Records that a possible match in your CRM is, or is not, the same person

log_crm_activity

Logs a note, call, meeting or task on a CRM record

update_crm_record

Changes a person's or company's details on a CRM record that was read first

list_lists

Lists your saved lists

save_to_list

Saves people to a list

Tools that change your CRM are marked as writes, so your assistant can ask you before it runs them. Nothing here sends e-mail or messages, contacts anyone, or deletes CRM data.

Your data

What the server returns, how it is used and how to disconnect are in the Privacy policy and the Terms. You can disconnect an assistant at any time under Connected AI apps in your Add to CRM account.

Support: https://addtocrm.com/contact

Licence

The contents of this repository are MIT licensed, see LICENSE. That licence covers this repository only, not the service or its data: see NOTICE.

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

ActivityMaintained
ResponsivenessNo issues

Resources

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