"Customer Relationship Management (CRM) software and tools" matching MCP servers:

Enables agents to search people, retrieve evidence-backed facts and timelines, prepare briefs, rank reconnect opportunities, and propose outreach while keeping writes human-approved.

Enables AI agents to manage a fully customizable CRM, including contacts, companies, sales pipelines, custom objects and fields, file uploads, and data relationships via MCP over HTTP.

Enables an AI assistant to answer customer-success questions by synthesizing simulated billing, support ticket, and product usage data into composite churn-risk scores, bands, and plain-language explanations for fictional accounts. It exposes raw-data tools, a synthesis tool, and a methodology resource so users can list at-risk accounts or get a per-account health summary.

Connects your LCApps CRM with AI assistants like Claude, enabling querying and creation of CRM data such as clients, invoices, and expenses. Optionally allows saving PDF documents locally when used as a package.

AI-native CRM with 33 tools. Pipeline, leads, health scores, revenue analytics, CSV import/export.

Enables AI assistants to look up work contact and company details, search prospects, check existing CRM records, and add or update people and companies in a connected CRM without exposing CRM credentials.

Enables MCP clients to access a CRM over stdio, with Microsoft Entra device-code sign-in so queries run as the signed-in user, and tools to start/check login and search CRM accounts.

MCP server for the Nimble CRM API, enabling management of contacts, deals, notes, tasks, and tags through natural language.

Enables AI agents to manage CRM data including companies, contacts, prospects, pipelines, forecasts, and tasks via typed MCP tools, with local SQLite storage and a JSON CLI.

Enables Claude to read local CRM records, capture notes, and propose updates through MCP while keeping human approval in the dashboard or CLI. It supports querying relationships, follow-ups, tickets, and qualification data backed by SQLite.

Enables AI agents to manage a simple SQLite lead CRM by creating leads, listing and filtering them by status, updating status values, viewing per-status statistics, and using a daily report prompt.

An MCP server that lets AI agents search contacts, manage the call queue, log activities, and update deal stages in a CRM while preventing destructive actions and email sending.

Exposes an authenticated Streamable HTTP endpoint that lets MCP clients search and read records, create and update people, companies and pipelines, manage boards and stages, append notes, set follow-ups, inspect history and export bounded pages. Writes require the current revision and a stable operation identifier, with validation shared with the browser interface.

An MCP-native CRM backend for AI agents, enabling customer, opportunity, note, follow-up, and pipeline health management through 15 MCP tools.

Validates customer information completeness by checking caller-provided data against required fields, returning present and missing fields.

Enables querying customers by name with a React UI for pagination, details, external company search, and safe customer creation after explicit confirmation.

Enables authorized integration with Reynolds FOCUS CRM to manage daily work plans, tasks, customer records, notes, SMS/email actions, follow-ups, appointments, and call outcomes.

A local-first CRM that exposes customer and project management tools via the Model Context Protocol (MCP), including an analytics server. It integrates seamlessly with Claude Code or a custom LlamaIndex ReAct agent.

An MCP server for RD Station CRM that enables managing contacts, deals, tasks and notes, and generating pipeline health reports through natural language in any MCP-compatible client like Claude.

A read-only MCP server that exposes BD Leads CRM analytics (win rate, conversion funnel, connects economics, sales velocity, forecast, and lead lookup) to MCP clients like Cursor and Claude Desktop.

Enables users to manage contacts, deals, follow-ups, activities, pipeline summaries, and outreach drafts stored in a local JSON file, with every write requiring an explicit preview and confirmation before it is applied. It operates without network access and never sends messages.

A read-only MCP server providing 56 tools to query Qobrix real-estate CRM data, covering listings, leads, viewings, offers, contracts, analytics, and more, with RESO Data Dictionary alignment and caching support.

Manage podcast guest pipeline, outreach drafts, and analytics via 5 MCP tools.

MCP server that connects AI assistants to Perfex CRM via public web forms, enabling lead creation, ticket creation, quote requests, and health checks without API keys.

Servidor MCP para integração com o Clint CRM. Gerencie contatos, negócios, tags, organizações e toda a configuração do seu CRM diretamente através de assistentes de IA compatíveis com MCP.

MCP server for HeyMax CRM API, providing read-only tools to query pipelines, services, and other CRM data.

Enables AI assistants to search, de-duplicate and route leads in a demo CRM, with read-only mode and an audit log for accountability.

Enables lifecycle and CRM teams to plan journeys and campaign builds for Braze, Klaviyo, and Iterable, preview what changes will break, check every message across channels, and report post-launch impact through read-only access.

Exposes Zoho CRM v6 REST API as structured tools for LLM agents via MCP, enabling CRUD operations, search, COQL queries, and more.

MCP server for the Nimble CRM API that enables managing contacts, deals, pipelines, notes, tasks, tags, fields metadata, and message drafts from any MCP client.