Skip to main content
Glama
261,692 tools. Last updated 2026-07-05 13:44

"A CRM platform for managing customer relationships" matching MCP tools:

  • Store a generated outreach message on a CRM lead so it becomes durable context — e.g. an email, an email follow-up, a LinkedIn message or LI follow-up. The CRM is a 'sponge': you save the copy here, then read it back later (get_lead_context / list_lead_messages) and push it to the right channel via that channel's own tool/MCP (e.g. Smartlead for email). Does NOT send anything. Pass message_id to update an existing draft instead of creating a new one.
    Connector
  • Capture a lead for an insurance product Libertas doesn't quote inline (renters, life, commercial, motorcycle, boat, RV, umbrella, condo, landlord, etc.) — OR any home/auto customer who asks to be contacted later instead of finishing the quote in chat. Creates a row in the CRM Leads bucket so a licensed agent can follow up. CALL THIS WHEN: - The customer asks about an insurance type other than home/auto/bundle, AND has shared a name + email or phone. Confirm with the customer that you're going to have someone reach out, then call this tool. - The customer says "have someone call me later" or similar even on a home/auto inquiry. - The customer mentions an unusual circumstance and wants a human follow-up. DO NOT CALL WHEN: - The customer is still actively answering questions in the home/auto intake flow — keep going through the regular intake. - You don't have any contact info yet — ask for name + email/phone first. What it does: writes a Leads row tagged with the line of interest, contact info, preferred follow-up time, and any notes you supply. A licensed Libertas agent will reach out within one business day. Returns a confirmation message you can paraphrase to the customer ("you're on our list — someone from the team will reach out about [interest]").
    Connector
  • Sends a reply to the customer on an existing ticket and DELIVERS it immediately (customer email plus any connected chat threads) — this is not a draft and reaches the customer. Use this once you have a final, customer-ready answer; to instead queue a reply for human approval, use the draft tool. Requires a "send"-tier credential (a draft-tier credential is refused) and the ticket must already have a customer email on file or the call is rejected. [$0.06 draft / live when trusted]
    Connector
  • Phase 2 of 2. Finalise a checkout and mint the payment link — Yoco for card payments or Ozow for instant EFT. Returns payment_url to share with the customer. Payment confirmation arrives via webhook; poll get_order afterwards to confirm paid status. Once called, the checkout is locked — use cancel_checkout to abort if the customer changes their mind before paying.
    Connector
  • Create an Eveoy checkout and return a payment link. Pricing mirrors the order page ($24.99 per verified customer; Starter/Proof/Rollout). Works for agents directly — no sign-in required. Use this when the user has decided to buy and confirmed the size: - They picked a customers-per-location count (and optionally locations) and want to pay - Trigger phrases: "buy a pilot", "start checkout", "place an order", "let's order 100 customers" Provide your_name, work_email, brand_website, and campaign_start_date (at least 14 days out) — or call capture_profile first and I will reuse your saved details, then I only need campaign_start_date. Returns: { checkout_url, session_id, total, customers } — pay on Stripe's hosted page; no charge until then. Do NOT use this for: price-only questions (use get_pricing), saving your company (use capture_profile), or order status (use check_order_status). Confirm the customer count and total with the user first. Cost: free to call. Latency: 2-5s. Creates a real checkout session and a CRM deal (no charge until the user pays). Confirm first.
    Connector
  • Create a new booking/appointment at a business. Requires customer information (name and email) and a selected time slot. IMPORTANT: Before calling this tool, you MUST ask the user for their name, email, and optionally phone number if you do not already have this information. Do not guess or fabricate customer details. Returns a booking confirmation with a unique booking_id.
    Connector

Matching MCP Servers

  • A
    license
    -
    quality
    A
    maintenance
    AI-native CRM with 33 tools. Pipeline, leads, health scores, revenue analytics, CSV import/export.
    Last updated
    3
    MIT
  • A
    license
    -
    quality
    D
    maintenance
    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.
    Last updated
    5
    MIT

Matching MCP Connectors

  • AI-native CRM with 33 tools. Pipeline, leads, deals, Stripe sync. OAuth 2.1. Free tier.

  • Minimalist CRM with AI agent for freelancers — pricing, features, comparisons

  • Get customer testimonials tied to a specific project (by slug or keyword) from the testimonials table. Returns star rating, customer name, project name, and quote text. Use to source social proof or case-study quotes for a particular job. For unfiltered reviews, use list_reviews.
    Connector
  • Phase 2 of 2. Finalise a checkout and mint the payment link — Yoco for card payments or Ozow for instant EFT. Returns payment_url to share with the customer. Payment confirmation arrives via webhook; poll get_order afterwards to confirm paid status. Once called, the checkout is locked — use cancel_checkout to abort if the customer changes their mind before paying.
    Connector
  • Dispatch to the QUALITATIVE RESEARCHER — thematic synthesis from unstructured text (interviews, reviews, forum threads, customer language). Use for: "what are the 2-3 recurring themes in how D2C founders talk about X / what language is being used around Y / what are the patterns in customer reviews of Z". Every theme carries evidence count, triangulation status, ≥1 verbatim quote, outlier-check note. SOLVES the Reddit/X/Substack named-operator voice retrieval gap that legacy search tools could not fill. Returns: Corpus + Sampling + Coding methodology + 4-axis Themes table + Theme synthesis + Outlier voices + Saturation assessment + Sources. NOT for: quantitative effect sizes (use dispatch_quantitative_researcher) / multi-platform discourse mapping (use dispatch_social_listening_researcher).
    Connector
  • List and keyword-search federal accounts by agency identifier or title keyword. Returns account numbers, names, managing agencies, and budgetary resources. Use account_number from results as input to usaspending_get_federal_account for full budget detail. Use usaspending_list_agencies to look up agency_identifier codes (3-digit strings, e.g. "097" for DoD).
    Connector
  • Google X-Ray search for public LinkedIn profiles via Google operators (site:linkedin.com/in). Useful when you don't want to consume LinkedIn search limits. Found profiles are saved into your contacts (in a 'Google X-Ray' list, deduplicated by profile URL) and the tool returns their contact_id values. To move them into the CRM, add them to a campaign with add_contacts_to_campaign (auto-creates CRM leads) or use a CRM tool like set_deal_stage. Paginates Google results and auto-filters duplicates.
    Connector
  • Structured intake of a prospect into an SMB's funnel with validation, enrichment hooks, and deduplication. Inserts into the SMB's CRM or direct-booking pipeline if available. EXAMPLE USER QUERIES THAT MATCH THIS TOOL: user: "Tell smb_xyz I'm interested and want a callback" -> call capture_lead({"smb_id": "smb_xyz", "prospect": {"name": "Jane", "phone": "+15551234567", "email": "jane@example.com"}, "source": "agent"}) WHEN TO USE: Use when a potential customer has expressed interest in an SMB's service and you want to ensure they are registered in the SMB's pipeline for follow-up. WHEN NOT TO USE: Do not use for confirmed bookings — use schedule_appointment. Do not use for bulk list imports. COST: $0.05 per_lead LATENCY: ~600ms EXECUTION: sync_fast (use get_outcome to retrieve result)
    Connector
  • Legacy auth-required tool — prefer the open UCP flow (create_cart → create_checkout → complete_checkout) for credentialless checkout. Use submit_enquiry only when the customer wants a sales team follow-up by email rather than paying online. Requires Bearer token. Pass a configure_product output plus customer name, email, and phone. Team responds within 24 hours.
    Connector
  • Legacy auth-required tool — prefer the open UCP flow (create_cart → create_checkout → complete_checkout) for credentialless checkout. Use submit_enquiry only when the customer wants a sales team follow-up by email rather than paying online. Requires Bearer token. Pass a configure_product output plus customer name, email, and phone. Team responds within 24 hours.
    Connector
  • Deletes TMV's retained credentials for a managed test identity. This does not guarantee deletion inside the customer app; run an account-deletion test first if you need customer-site cleanup.
    Connector
  • Create a CRM account/customer with a primary contact. Optionally enroll the account as a member; use enrol_membership later when the account already exists.
    Connector
  • Submit a proposed resolution for an existing support ticket as a DRAFT for human approval — it is queued for a human agent to review and is NOT sent to the customer and does NOT close the ticket. Reach for this once you have diagnosed a ticket and have a concrete, customer-ready answer or fix to suggest. The ticket is looked up by id within the authenticated tenant; if no matching ticket exists the call is refused. [price: $0.06]
    Connector
  • Create a Blueprint — a governance contract that defines validation rules. A Blueprint tells the platform what "correct" means for your data: which fields exist, what math must hold between them, and what value ranges are acceptable. Without a Blueprint, the platform has nothing to validate against. If you don't know what rules to define, use load_rule_pack to start from a prebuilt template, or use discover_patterns to find rules from your data. Use the blueprint_guide prompt for the complete reference of all available rule types, constraint types, and configuration options. Args: api_key: GeodesicAI API key (starts with gai_) customer_name: Organization or project name (used for folder naming) workflow_name: Unique identifier for this Blueprint (used as the 'blueprint' parameter in validate) mode: "observe" (platform checks agent's work) or "enforce" (platform computes derived fields) extracted_fields: Fields the agent extracts from source data (e.g. ["vendor", "qty", "unit_cost"]) derived_fields: Fields computed from other fields (e.g. ["subtotal", "total"]) derivation_rules: Math rules defining field relationships. Available types: "add" (target = a + b), "subtract" (target = a - b), "multiply" (target = a × b), "divide" (target = a ÷ b), "round" (round field to N places), "copy" (copy source to target), "items_multiply" (per-item a × b in a list), "items_sum" (sum a field across list items). Each rule requires "type" and the relevant fields. See blueprint_guide prompt for full schema. formal_constraints: Value bounds and ratio constraints. Available types: "magnitude_anchor" (field within min/max range, requires "field", "min", "max"), "relative_anchor" (ratio a/b within tolerance, requires "a", "b", "expected_ratio", "tolerance"), "max_action_threshold" (trigger action if field exceeds threshold, requires "field", "threshold", "action"). See blueprint_guide prompt for full schema. semantic_checks: Domain-specific validation checks require_math: Validate mathematical relationships (default true) require_consistency: Check internal consistency (default true) require_coherence: Check structural coherence (default true) require_provenance: Require agents to report extraction source locations require_high_assurance: Strictest validation — feasibility, spectral, and global consistency required enable_anomaly_detection: Geometric fingerprinting to detect structural outliers enable_drift_tracking: Monitor pattern stability across batches
    Connector
  • Get schema details for a Salesforce object (e.g., 'Account'). Returns field names, types, relationships, and metadata. Use before querying to understand available fields.
    Connector
  • Samples the major AI engines for which companies they name for a query (e.g. "best CRM for startups"); returns a consensus shortlist (≤5). Use when you want to know who agents *recommend* for a category — not where a specific brand is mentioned (use scan_visibility for that). Free, no URL needed. Result: { companies[], tool_schema_version }.
    Connector