"CRM" matching MCP servers:

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.

Enables AI agents and IDE clients to query CRM case, customer, and order data and to perform guarded actions such as issuing refunds, updating cases, and drafting customer emails.

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.

Enables Claude to read local CRM records, capture notes, and propose updates through MCP while keeping human approval in the dashboard or CLI. It supports querying relationships, follow-ups, tickets, and qualification data backed by SQLite.

Enables AI agents to manage a simple SQLite lead CRM by creating leads, listing and filtering them by status, updating status values, viewing per-status statistics, and using a daily report prompt.

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

Enables LLMs to query a personal message archive via MCP tools, including searching messages, resolving people, and retrieving conversation context.

Enables MCP clients to read, search, create, update, and manage records in Twenty CRM with a safe, composable 14-tool interface and guarded destructive operations.

Enables local MCP clients like Claude Code and Codex CLI to interact with RD Station CRM data, including contacts, organizations, deals, pipelines, and users.

Enables lifecycle and CRM teams to plan journeys and campaign builds for Braze, Klaviyo, and Iterable, preview what changes will break, check every message across channels, and report post-launch impact through read-only access.

Exposes CRM truthfulness evaluation tasks so agents can list and retrieve scenarios, score submitted answers against consent and claim-ledger rules, run benchmarks, and fetch dataset provenance. Enables programmatic auditing of whether a sales agent claims only what its evidence supports.

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 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.

Enables AI assistants to manage an outreach CRM via SQLite, including importing contacts from Apollo/Crunchbase, fuzzy matching, seniority ranking, drafting and scoring emails, and tracking sends/replies through pluggable email providers.

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.

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

Provides Claude agents with CRM contact lookup, action logging, and prompt cost auditing tools. Includes a Streamlit UI to demo the same tools without an MCP client.

Enables querying and interacting with a SQLite CRM database of sales leads using natural language, offering tools for pipeline summaries, lead search, and weighted forecasting.

Enables AI sales agents to interact with a CRM via event-sourced actions, identity resolution, guard checks, and an approval inbox, managing communications and tasks while adhering to compliance rules.

A local-first CRM that exposes customer and project management tools via the Model Context Protocol (MCP), including an analytics server. It integrates seamlessly with Claude Code or a custom LlamaIndex ReAct agent.

Enables querying and managing a CRM database through natural language conversations with Claude Desktop.

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.

Enables LLM agents to search deals, summarize pipeline metrics, find duplicate leads, and create leads using real Zoho CRM field names through plain-language tool calls.

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.

Enables AI assistants to search, de-duplicate and route leads in a demo CRM, with read-only mode and an audit log for accountability.

Provides tools for AI agents to query customers by email, list open deals, and update deal stages with business rule enforcement.

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 natural language queries, CRUD operations, and analytics on a PostgreSQL database (Neon) via Claude, supporting customers, tickets, products, and analytics.