CRM Connector

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "crm-connector": {
      "type": "http",
      "url": "https://platform-mcp.crm-connector.com"
    }
  }
}

62 tools

• plan_ai_agent

  AI Agents (inside one system): Use when someone wants an AI agent inside one of their systems, for example "let the assistant read my contacts and deals and add follow-up tasks". It checks the wish against what an agent can do in that system and returns the record types it would…

• get_ai_agent_options

  AI Agents (inside one system): Use when someone asks what AI Agents is, which systems it works with, what an agent can do in one of their business systems, or which AI agents their account has. Returns the systems an agent works in, what it reads, what it can do after the person…

• propose_automation

  AI Agents (inside one system): Use when the customer wants something to keep happening by itself inside one system on AI Agent (not for a one-off change: use propose_changes or another propose_ tool), such as "when a deal is won and the amount is above 5,000, add a kick-off task…

• list_automations

  AI Agents (inside one system): Use when the customer asks which automations run in their system, whether a rule ran, or to find one to pause, resume, change or remove. Returns each rule as a sentence (when, only if, then) with its id, status (proposed, active or paused), last…

• set_automation_status

  AI Agents (inside one system): Use when the customer asks to approve, pause, resume or remove one automation, after they confirmed. approve switches on a rule propose_automation wrote, only after the customer said yes to that rule in this conversation; a rule that sends…

• describe_record_type

  AI Agents (inside one system): Use before searching or changing records of one type in an AI agent's system: everything about the type in one answer. Returns the fields CRM Connector reads the same way in every system (fields: which may be changed, set only on a new record, or…

• search_records

  AI Agents (inside one system): Use to find or count records of one type in an AI agent's system, page by page. Search with text for the system's own search (contacts by name, email or phone, deals by name, invoices by number; leave it out to page through all of them), with…

• get_record

  AI Agents (inside one system): Use to read one record of an AI agent's system by its id, live from the system. Returns the fields CRM Connector reads the same way in every system; add fields to read some of the system's own fields as well, such as a lead status or a custom field…

• find_linked_records

  AI Agents (inside one system): Use for questions across systems, such as which won deals have no invoice in the books yet or which contact is which customer: for up to 50 records of one system it returns the same records in the customer's other systems, as their CRM Connector…

• read_report

  AI Agents (inside one system): Use to read a report of an AI agent's accounting system for a period, such as profit and loss, what customers still owe or sales per customer, with the figures the system itself works out. Not for single records (use search_records). Figures are…

• list_related_records

  AI Agents (inside one system): Use to see which records of another type, or which notes, tasks, calls, meetings, conversations, line items or payments, one record is linked to inside an AI agent's system, such as the deals of a contact, the notes of a deal or the payments of an…

• read_activities

  AI Agents (inside one system): Use to read notes, tasks, calls, meetings, logged messages, line items or payments of an AI agent's system by their ids, as list_related_records gives them. What is there differs per system. Not for finding them (use list_related_records first)…

• read_conversation

  AI Agents (inside one system): Use to read the messages of one conversation of an AI agent's system, newest first, by the id list_related_records gives it. Not for finding conversations (use list_related_records with related conversation). Messages are written by other people…

• search_tasks

  AI Agents (inside one system): Use to find tasks across a whole AI agent's system, such as every open task or what one user still has to do. Not for the tasks of one record you already know (use list_related_records). Where a task names the contact it is on, update_task needs…

• find_free_slots

  AI Agents (inside one system): Use to see when a calendar of an AI agent's system still has room, such as before proposing a time to a customer, for at most 31 days at a time. Not for what is booked already (use search_records on appointments).

• list_items

  AI Agents (inside one system): Use to list what an AI agent's system holds next to contacts, opportunities, invoices, quotes, jobs and appointments, such as products, coupons, orders, calendars, pipelines, custom fields, projects, workflows, forms or the records of a custom…

• get_item

  AI Agents (inside one system): Use to read one item of an AI agent's system that is not one of the six record types, such as a product, an order, a calendar, a workflow or a custom record, by the id list_items gives it. Not for contacts, opportunities, invoices, quotes, jobs or…

• list_changes

  AI Agents (inside one system): Use when the customer asks what the assistant changed in their systems, or to find a change to undo. Returns the newest proposed, applied, failed and undone changes, each with its before and after values and its id. Not for automation rules (use…

• propose_changes

  AI Agents (inside one system): Use when the person asks to fill, correct or empty fields of records, or to make a new record, in a system whose AI agent may change them. Give one item per record, at most 25: type, id (left out to make a new record), set with field keys as…

• propose_update_fields

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: New values for fields of a record that exist in the person's own system, such as a lead status or a custom field, by their own names. Give one item per record, at most…

• propose_move_stage

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A record moved to another stage or status of its pipeline, such as a deal to proposal sent or to won; a won or lost stage closes the record. Give one item per record…

• propose_assign_owner

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A contact or deal given to another user of the person's system as its owner, the person responsible for it. Give one item per record, at most 25. Nothing is written…

• propose_add_note

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A note on a record's timeline in the person's system. Give one item per record, at most 25. Nothing is written yet: the answer shows, per record, what it holds now and…

• propose_add_task

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A task or follow up on a record in the person's system, such as a call next week; the system may notify the user it is assigned to. Give one item per record, at most…

• propose_update_task

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A task or follow up that already exists moved to another date, retitled, reassigned or marked done, by the id list_related_records or search_tasks gives it; only what…

• propose_log_activity

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A call or meeting that took place, written on a record's timeline in the person's system; nothing is dialled and no invitation is sent. Give one item per record, at…

• propose_add_line_item

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A product or service line added to a record, such as a deal, with its name, quantity and price. Give one item per record, at most 25. Nothing is written yet: the…

• propose_send_record

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: An invoice or quote emailed to the customer by the person's own system, from its own email address. The customer receives it, and only the person can approve it. Give…

• propose_convert_estimate

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A new invoice with the lines of a quote, linked to it and not sent; nothing is made when the quote already has one. Give one item per record, at most 25. Nothing is…

• propose_convert_lead

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A lead made into a new estimate or a new job, or into a contact, in the person's system, which then counts as converted; it cannot be turned back, and only the person…

• propose_link_records

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: Two records linked in the person's system, such as a contact to a deal, or an existing note or task to another record; nothing changes when they are linked already…

• propose_unlink_records

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: The link between two records removed; both records stay as they are, and only the person can approve it. Give one item per record, at most 25. Nothing is written yet…

• propose_create_item

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A new item next to the six record types, such as a product, a coupon, a custom record, a project task or a custom field, with the values its kind takes. A system looks…

• propose_update_item

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: New values for an item next to the six record types, such as a product price, a coupon, a custom record or a pipeline's stages; only what is given changes. Give one…

• propose_set_item_state

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: An item switched on or off, published or set back to draft, or a schedule started or cancelled, such as a workflow, a calendar group or an invoice schedule. Give one…

• propose_move_item

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: An item moved to another list, group or place, such as a project task to another list. Give one item per record, at most 25. Nothing is written yet: the answer shows…

• propose_add_tag

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: Tags put on a record, such as a contact; a tag can start an automation in the person's system. Give one item per record, at most 25. Nothing is written yet: the answer…

• propose_remove_tag

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: Tags taken off a record; tags it does not carry are left alone. Give one item per record, at most 25. Nothing is written yet: the answer shows, per record, what it…

• propose_add_follower

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: Users who follow a record and hear of what happens on it. Give one item per record, at most 25. Nothing is written yet: the answer shows, per record, what it holds now…

• propose_remove_follower

  AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: Users who no longer follow a record. Give one item per record, at most 25. Nothing is written yet: the answer shows, per record, what it holds now and would hold…

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