"Using a CRM System for Work" matching MCP servers:

面向 Codex、WorkBuddy 等 AI 工具的知你AI助手合并版 Skills，涵盖当前会话分诊、客户查询与画像、历史会话检索、客户分群和 API Key 用量查询，并连接个微、企微、视频号、微信小程序、公众号、服务号、微信客服、微信小店、抖音号、小红书、微博、网站及H5客服等渠道。

Enables AI agents to safely operate HubSpot CRM contacts, deals, and pipelines via MCP, with caching, idempotency, audit trails, and robust error handling.

A production-grade MCP server for Fireberry CRM that enables LLMs to query, create, update, and delete CRM records using natural language.

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

Real-time CRM intelligence for Claude and other AI clients — map corporate ownership hierarchies, verify entity names and registered addresses, and detect duplicate records, directly in chat. No manual lookups, no spreadsheets, no messy data.

Enables AI assistants to securely interact with Fireberry CRM, allowing metadata exploration, schema management, and record operations through natural language.

This read-only MCP Server allows you to connect to Bullhorn CRM data from Claude Desktop through CData JDBC Drivers. Free (beta) read/write servers available at https://www.cdata.com/solutions/mcp

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.

A production-ready MCP server for Customer Relationship Management (CRM) that uses TypeScript and SQLite to manage contacts, interaction history, and action items. It features a suite of 18 tools for full CRUD operations, data searching, and CSV exports with robust database management capabilities.

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

自动登录微生活管理系统，查询会员、储值、消费、优惠券、营销活动等全维度经营数据。

Enables AI agents to interact with Twenty CRM data through GraphQL and REST APIs to manage persons, companies, opportunities, and tasks. It supports both core entities and custom objects, providing a comprehensive interface for CRM automation.

Enables interaction with Twenty CRM through a Model Context Protocol server. Provides comprehensive CRM operations including managing people, companies, opportunities, notes, tasks, and custom objects with support for filtering, pagination, and AI-powered automations.

Enables AI agents to interact with Salesforce CRM data by executing SOQL queries and managing records. It provides tools for object metadata discovery and record operations, specifically optimized for Heroku deployment.

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

Connects Claude to Zoho CRM with read-only access, enabling natural language queries to search records, list modules, retrieve field information, and count records using OAuth authentication.

A Python MCP server that provides a lightweight CRM by integrating Google Sheets, Gmail, and Google Docs for contact management, email communication, and document creation. It features 30 specialized tools, OAuth2 endpoint protection, and a comprehensive audit logging system.

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

Enables read-only interaction with Zoho CRM data through natural language queries, allowing users to search records, list modules, retrieve field information, and count records using secure OAuth authentication.

Enables AI agents to securely read and write data to an Atomic CRM instance via SQL queries. It features OAuth 2.1 authentication through Supabase and automatically enforces Row Level Security to protect user data.