"Information on organizing notes" matching MCP servers:

Enables interacting with Planhat customer data via natural language, supporting CRUD operations on companies, contacts, opportunities, notes, conversations, users, assets, issues, tickets, tasks, licenses, and invoices.

Exposes the Wealthbox CRM API to MCP-enabled clients, enabling operations on contacts, tasks, events, notes, opportunities, projects, workflows, and more.

Enables AI assistants to read and act on SmartAgent real estate CRM data, such as finding leads, creating tasks, moving deals through pipelines, looking up property listings, and leaving notes.

Connects SAP Business One to Claude, ChatGPT, and Copilot, providing 12 MCP tools to read business partners, items, sales orders, invoices, quotations, and delivery notes, and to create sales orders.

amoCRM / Kommo CRM for AI agents: leads, contacts, tasks and notes, plus sales analytics - pipeline report with win rate and manager leaderboard, stale deals and overdue tasks.

MCP server for the Mamba Labs People Finder & Email Verifier actor on Apify. Give it a company domain, name or LinkedIn URL and it returns the people at that company who match your role, seniority and department filters, each as a structured contact record with an optional verified business email.

An MCP server for accelerator programs to query, review, and manage startup applications via natural language. It enables searching applications by sector or impact score, fetching full application details with reviewer notes, listing pending reviews, and flagging applications for panel discussion.

Model Context Protocol server for the Apideck Unified API. Connect any MCP-compatible agent framework to 100+ accounting systems, HRIS platforms, file storage providers, and more through one integration. More information https://www.apideck.com/mcp-server

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.

Enables research on prospects, pull call transcripts, and enrich leads using Gong, ZoomInfo, Clay, and LinkedIn Sales Navigator through natural language.

Enables LLMs to read and manage Affinity CRM data including companies, persons, lists, opportunities, pipeline stages, notes, custom field details, change history, and network intelligence for warm introductions.

MCP server for Zammad that focuses on workflows the standard Zammad API tooling does not cover well — primarily shared drafts with strict reply-HTML validation, fresh signature rendering and German-localised quote blocks.

Manage Kommo CRM leads, contacts, companies, pipelines, tasks, notes, tags and custom fields from natural language. Also packaged as a Kiro Power.

Enables AI agents to query customer churn risk, MRR at risk, and customer health profiles from Retain, and take actions like adding notes and marking alerts contacted.

Create and manage quizzes, question banks, and translations; capture and manage leads, respondents, and bookings; and pull stats and funnel analytics on RooQuiz — a lightweight assessment platform for lead capture and viral sharing.

MCP server for Ashby ATS that enables AI agents to review candidates, read application details, and write evaluation notes through the Model Context Protocol.

Enables managing Kaspi Marketplace orders through AI assistants, including listing, accepting, completing, and canceling orders, with real-time operations directly on production data (no sandbox).

Enables natural language interaction with HawkSoft insurance agency management data, including reading clients, policies, and claims, and writing log notes, attachments, and receipts.

Enables AI tools like Claude and Codex to access and manage Recruit CRM data including candidates, jobs, companies, tasks, meetings, notes, and call logs through natural language.

Connects AI agents to the Ploomes CRM REST API, exposing 56 tools for managing contacts, deals, tasks, pipelines, interactions, quotes, orders, products, fields, users, and account information.