Which integrations are available for this server?

Provides CRM integration with HubSpot as a backend, allowing AI agents to search contacts and accounts, list and retrieve deals, create deals, and log activities through unified MCP tools. Provides CRM integration with Salesforce as a backend, allowing AI agents to search contacts and accounts, list and retrieve deals, create deals, and log activities through unified MCP tools. Provides CRM integration with Zoho as a backend, allowing AI agents to search contacts and accounts, list and retrieve deals, create deals, and log activities through unified MCP tools.

How do I use namakan-mcp-crm?

1. Click on "Deploy Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@namakan-mcp-crm find contact named Alex" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

namakan-mcp-crm

Internal MCP server: one CRM tool surface for Namakan agents. They call crm_find_contact whether the plant runs HubSpot, Salesforce, Dynamics, Pipedrive, or Zoho.

The client never configures MCP. integration-engineer (and delivery-manager, solution-architect, data-engineer, agent-systems-engineer) get this server from bootstrap. Writes stay off until ciso approves.

How agents connect

mcp_servers:
  namakan-mcp-crm:
    command: uvx
    args:
      - --from
      - git+https://github.com/cfollette18/namakan-mcp-crm.git
      - namakan-mcp-crm
      - serve
    env:
      NAMAKAN_CRM_BACKEND: mock
    trust: full

Swap NAMAKAN_CRM_BACKEND per engagement in clients/<slug>/ config — never by teaching the agent a vendor API.

Related MCP server: Bitrix24 MCP Server

Architecture

integration-engineer to MCP to CRM tools to mock or vendor. Writes off until CISO

Full AI workflow

Find contact, find account, list deals, then a blocked write

Playbook path (playbooks/phase-2-erp-crm-automation.md):

integration-engineer is assigned the connector card.
Agent calls crm_run_workflow (or the individual crm_* tools).
The last step is a blocked write. That is the demo, not a failure.
Production writes require NAMAKAN_MCP_ALLOW_WRITES=1, dry-run, and ciso.

Demo without an agent process:

namakan-mcp-crm workflow

Expected: four JSON steps. Last step "error": "writes_disabled".

Tools

Tool	Read/write	Arguments
`crm_find_contact`	read	`query`
`crm_find_account`	read	`query`
`crm_list_deals`	read	`account_id?`
`crm_get_deal`	read	`deal_id`
`crm_create_deal`	write	`name`, `account_id?`, `amount?`, `stage?`
`crm_log_activity`	write	`note`, `contact_id?`, `deal_id?`
`crm_run_workflow`	read + blocked write	`use_case?`, `query?`

Potential use cases

Who owns this account, open Phase 2 pipeline, log the plant visit

Use case	Which agent	Why it matters
Who owns this account?	`integration-engineer`	Same tool on HubSpot today and Salesforce after a migration.
Open Phase 2 pipeline	`vp-sales` via assigned IC	Mock data ships; no token needed to rehearse the call.
Log the plant visit	`delivery-manager`	Stays blocked until writes are enabled and `ciso` signs off.

use_case: who-owns-account (default), open-pipeline, log-plant-visit.

Tests

pip install -e ".[dev]"
pytest

License

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

GitHub Repository

Need Help?

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