"Automated Solutions for Tax Client Services, Chatbots, VOIP, and Task Routing" matching MCP servers:

A lightweight MCP server for client relationship management, enabling client tracking, notes, and search via natural language.

Bridges AI assistants to HubSpot CRM via OAuth2.1+PKCE, enabling tool access through OpenClaw or stdio MCP.

Generates personalized client strategy briefs from a name, and manages client profiles for behavioral intelligence, enabling client-facing professionals to prepare for conversations.

Enables querying client onboarding status and basic client info (name, family) via two tools, designed for integration with Microsoft Copilot and Teams.

Generates professional client proposals including timeline, tech stack, price estimate, and milestone breakdown from client requirements.

Provides interactive tools to explore AFAS customer data and employee leave information, including bubble charts, leave balance reports, and detailed leave cards.

Connects AI agents to Yuki accounting via SOAP API, enabling management of administrations, relations, invoices, transactions, and documents through natural language.

Enables retrieval of customer records and triggering refunds via MCP tools, supporting both stdio and streamable HTTP transports.

Exposes a Model Context Protocol interface to a growth and revenue API, enabling MCP clients to manage account data and interact with platform tools through natural-language-driven tool calls.

Official Cursor plugin enabling natural-language management of your SideShift company—discovering creators, managing campaigns and contracts, communicating with your network, and inspecting analytics through a secure OAuth-linked MCP server.

An MCP server that exposes Filevine matter management and Lead Docket intake APIs as natural-language-callable tools, enabling legal teams to query, update, and create projects and leads directly from Claude.

Enables AI clients to securely interact with Salesforce data using natural language, translating prompts into structured queries for analysis, reporting, and business insights.

Finds, filters, and verifies local-business leads on demand; every returned email carries a verification receipt (verifier, verdict, timestamp). Credit-based with per-key spend budgets; 25 free validated leads at signup.

Live LinkedIn data for AI agents: 44 tools for profiles, companies, jobs, posts, people search, job-change signals and email finding. Hosted remote server (streamable HTTP) - your agent never touches your own LinkedIn account. 300 free credits on signup, no card. Dockerfile in repo bridges stdio clients to the hosted endpoint via mcp-remote.

Enables AI assistants to securely access and interact with Odoo data through natural language, supporting full CRUD operations, OAuth 2.1 and API key authentication, and granular per-model permissions.

Enables managing client records with tools for adding, listing, retrieving, updating, and deleting clients, plus a read-only resource for viewing all clients.

Freento MCP is a native Magento 2 extension that implements the Model Context Protocol (MCP) — an open standard for connecting AI assistants to external data sources. This server acts as a secure, direct bridge between your Adobe Commerce / Magento 2 store and LLM-powered assistants (like Claude, ChatGPT, and others), allowing you to manage and audit your store using natural language.

Enables AI clients to securely access and query Zoho CRM data using natural-language prompts, returning structured results for analysis and reporting. It supports sales pipeline tracking, lead analysis, team performance reporting, and other CRM use cases through self-hosted deployment.

Centralized MCP server for Kommo CRM multi-tenancy, enabling AI assistants to interact with multiple client accounts via SSE and dynamic client routing.

Connects Claude Code to the theLeadRouter lead routing platform, enabling lead management, routing, and reporting via API.