"CRM" matching MCP servers:

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

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.

A unified MCP server that integrates Zoho CRM and Zoho Books, enabling AI assistants to manage CRM records, Books customers/invoices, synchronize data, and search across both systems.

Enables natural language control of Teamleader Focus CRM, invoicing, and project management through the Model Context Protocol.

MCP server for Holded — invoicing, accounting, CRM, projects, and team

Canadian real estate MCP server providing verified expert lookup, market stats, current rates, land transfer taxes, and more via Cloudflare Workers.

MCP server that fetches Brazilian financial data from the CVM open data portal and exposes tools for LLM clients to query companies and calculate financial indicators from published financial statements.

Enables policy-aware access to the Productive.io API v2 for managing projects, tasks, time tracking, resource planning, financials, CRM, and reports, with safe defaults and staged writes for sensitive operations.

Enables LLMs to retrieve the official Colombian TRM (USD/COP exchange rate) with its validity window, perform currency conversions, and analyze rate series, all with auditable provenance.

Zenrus MCP Server is a server that provides real-time currency exchange rates and oil prices, supports multiple computing functions, and is suitable for financial analysis and automation tool integration.

Connects AI assistants to Costa Rica's Ministry of Finance public APIs, enabling lookups of official exchange rates, taxpayer tax status, CABYS product/service codes with their VAT rates, and tax exemptions for e-invoicing. Requires no API keys and returns both readable text and structured data.

Gives AI clients the CAM product viability verdict (TEST_CANDIDATE / HOLD / REJECT) from price and costs per order.

Enables Claude, ChatGPT and other MCP clients to read a financial adviser's CRM data—clients, households, reviews due, tasks, cases, plans and notes—and, when writes are enabled, create tasks and notes.

Enables interaction with the ChartMogul API to manage subscription data, customer relationships, and sales CRM activities. It allows users to retrieve key business metrics like MRR and churn while performing data operations on plans, invoices, and contacts.

Exposes NexusTrader's account, positions, market data, and trading capabilities to AI assistants via natural language.

Provides AI assistants access to YOUREPT CRM admin data, including leads, students, teachers, lessons, payments, payouts, and financial reports, enabling natural-language queries about business metrics.

Enables pulling live Federal Reserve economic data (SOFR, Treasury yields, Fed funds rate, mortgage rates, CPI, PCE) for CRE capital markets analysis through an MCP client.

MCP server for Moxie CRM that enables managing clients, projects, invoices, tasks, time tracking, expenses, and more through natural language.

Enables Claude to interact with the Centrex CRM & LOS API, providing direct access to contacts, advances, documents, alerts, users, teams, and lender submissions.

Lets MCP clients such as Claude and Cursor query a TrafficOX advertising account through the TrafficOX REST API, covering account balances, popunder and sticker orders, RTB feeds, domain filters and conversion tracking, plus confirmation-gated actions to start or pause orders and feeds and manage domain filter lists. Runs locally with the user's own API key so the assistant only sees what that key can access.

Enables AI agents to interact with the Smart NPV CRM for Israeli mortgage advisors, allowing natural language management of client files, statuses, documents, and simulations.

Give your AI the full context of how your business runs: CRM, finances, tasks, and memory in one self-hosted MCP server." Short + long descriptions lead with cross-domain reasoning ("which customers are behind on payment and what did we last promise them" reads the ledger and CRM in one answer) and self-hosted data ownership (your own Supabase, stdio, MIT).

An MCP server for Massive.com Financial Market Data

MCP server for the bexio API, the Swiss business software for invoicing, accounting, CRM, projects and payroll. It provides 310 tools covering the complete public API surface across all three API versions.

An independent MCP server built from HubSpot's OpenAPI specs, offering 106 tools for CRM automation including contacts, companies, deals, invoices, and line items.

Exposes native OnlyFans and Fansly access as MCP tools, letting agents read fans, messages, media, earnings, posts, transactions and subscribers across connected creators, with opt-in outbound writes. It also provides CRM tags, smart links, webhooks and bulk exports through a single API key.

Enables AI assistants to manage crypto trading through Coinrule via natural language, including portfolio inspection, strategy creation, backtesting, and execution with configurable read/write permissions.

MCP tools for geo, email, phone, company, DNS, FX, equities, weather, tax, economics, and intelligence — streamable HTTP, one API key.

Provides VC-grade startup intelligence, allowing founders to validate ideas and VCs to screen deals using tools like scoring, investor matching, and financial analysis.

Enables AI agents and MCP clients to manage a private balance on Robinhood Chain by checking balances and pools, reviewing policy and activity, and quoting or executing sends, swaps, withdrawals, and deposits through quote IDs.