"Guide to Managing a CRM System" matching MCP servers:

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.

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.

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.

Enables managing a small CRM of companies, contacts, deals, and activities through MCP tools, including creating and updating records, logging activities, searching across the CRM, and summarizing pipeline stages.

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.

Wraps the Close CRM API to enable AI agents to interact with Close CRM data, manage leads, contacts, and activities through natural language.

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 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.

An MCP server that allows agents to perform CRM segment and campaign queries, with a governance kernel controlling write operations for safety.

A production-ready MCP server for Method CRM API integration. It enables LLMs to interact with Method CRM data through tools for tables, files, users, events, and API key management.

Provides a one-shot CLI to open an MCP session, run a single CRM gateway tool, and exit, plus a stdio-to-Streamable-HTTP bridge for registering the gateway as an MCP connector.

Enables AI assistants to interact with Zoho CRM data through secure OAuth authentication, supporting comprehensive CRM operations including record management, search, bulk operations, and lead conversion.

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.

Connects Twenty CRM with AI assistants to manage CRM data via natural language, supporting full CRUD, dynamic schema, search, and workflow triggering.

A Model Context Protocol server for integrating Zoho CRM with GenAI applications, enabling AI assistants to interact with CRM data through a standardized interface.

CRM AI - MCP server providing AI-powered tools and automation by MEOK AI Labs

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

Enables AI assistants like Claude to read and write contacts, relationships, and interactions in a personal CRM via a graph-based API.