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

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.

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.

MCP server for securely connecting LLMs to customer data, providing customer profile retrieval, semantic search of interaction history, and exact financial summaries via SQL aggregation, with audit logging and prompt injection protection.

Read-only MCP tools for TROCCO API, enabling workflow and BigQuery datamart audit information retrieval.

Manages Supabase projects, databases, edge functions, secrets, and branches across organizations using the Supabase Management API with 24 tools.

Connects Twenty CRM with AI assistants like Claude, enabling natural language interactions with customer data. Supports CRUD operations for people, companies, tasks, notes, and advanced search.

An MCP server that gives LLMs tools to manage leads, track pipeline stages, log interactions, and generate reports for a freelancer client pipeline.

A reference MCP server demonstrating safe agent access to multi-tenant CRM data with tenant isolation enforced in the data layer, role-based permissions, and human confirmation on writes.

Enables natural-language Q&A over customer support ticket data. Provides tools for schema inspection, SQL-based ticket counts and grouping, and full-text search for customer wording without requiring API keys.

Provides live Zoho CRM data access via MCP tools, enabling queries on modules, records, fields, and related lists without syncing data.

MCP server for Atomic CRM that enables agents to read and write CRM data via SQL queries, with OAuth authentication and Row Level Security enforced.

A read-only MCP server providing structured access to CRM data (companies, contacts, deals, activities) backed by SQLite. It enables LLMs to search contacts and deals, view full company accounts, find stale deals, and get pipeline summaries.

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

Provides specialized tools for portfolio health analysis, rebalance simulations, and trade execution via a single interface powered by MongoDB. It enables AI agents to manage investment portfolios while adhering to organizational governing rules, clearance guards, and rate limits.

Enables AI assistants to interact with Databricks workspaces, running SQL queries, managing jobs, and exploring schemas via the Model Context Protocol.

Enables LLMs to interact with a CRM system through natural language to manage employees, including creating, updating, searching, and viewing employee records and statistics.

Enables role-based order management through MCP tools, allowing users to view and refund orders according to their permissions (USER, MANAGER, ADMIN) with audit logging and JWT authentication handled by a FastAPI client.

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.

Enables AI assistants like Cursor to manage customer support tickets in SQLite through MCP tools, supporting creation, retrieval, search, and updates via natural language.

MCP data connector for Jazz v2 alpha servers, providing schema discovery and query/read tools with optional mutation capabilities for application data.