Conecto CRM

Connect Remote server

claude mcp add --transport http crm https://api.conecto.chat/mcp/crm --header "Authorization: Bearer <YOUR_API_KEY>"

{
  "mcpServers": {
    "crm": {
      "url": "https://api.conecto.chat/mcp/crm",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

{
  "servers": {
    "crm": {
      "type": "http",
      "url": "https://api.conecto.chat/mcp/crm",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://api.conecto.chat/mcp/crm

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools 70 found in our last check

• crm_find_contacts

  Search the CRM by name, email, company or phone, or by filters on any field, tag or custom field, or by a saved segment. Returns a page of contacts (most recently seen first unless `sort` says otherwise), the total, and next_offset for the next page. Free.

• crm_get_contact

  One contact with its tags, custom fields, recent activity, open tasks and deals, by id or email, and came_from: the website visit that led to their first chat, booking, form or signup (channel, source, campaign, landing page), when the site is counted. crm_timeline has everythin…

• crm_get_customer

  One read before you answer someone: the contact (or company) and what is open with them across Conecto: open deals, help desk tickets, unpaid invoices and open quotes (with the balance due per currency), documents waiting for their signature, their next meetings, the last email,…

• crm_save_contact

  Create a contact, or update the one with this email if it already exists. Only the fields you send change; tags are added, custom fields merged. Without an email a new contact is always created. Costs $0.01 per call; nothing if it fails.

• crm_save_contacts

  Create or update up to 100 contacts in one call, each exactly like crm_save_contact (matched by email; without an email a new contact is made). Each one succeeds or fails on its own; the reply lists which, and you pay only for the ones saved. Costs $0.01 per record saved; nothin…

• crm_update_contact

  Change fields on an existing contact by id. Only the fields you send change; tags are added, custom fields merged. Costs $0.01 per call; nothing if it fails.

• crm_archive_contact

  Hide a contact from searches and lists. Its history is kept; crm_update_contact cannot un-archive, crm_restore_contact does. Costs $0.001 per call; nothing if it fails.

• crm_restore_contact

  Bring an archived contact back. Costs $0.001 per call; nothing if it fails.

• crm_add_note

  Add a note to a contact (by contact id or email), a deal or a company: what was said, decided or learned. A note on a deal also shows on its company's and contact's timelines. Costs $0.01 per call; nothing if it fails.

• crm_create_task

  A follow-up on a contact, with an optional due time (ISO 8601) and priority. Costs $0.01 per call; nothing if it fails.

• crm_list_tasks

  Tasks by status (default open), optionally for one contact or due before a time, soonest first, each with the contact it is about (id, name, email). Free.

• crm_complete_task

  Mark a task done (or cancelled). Costs $0.01 per call; nothing if it fails.

• crm_save_company

  Create a company, or update the one with this name (case-insensitive). With company_id, update that company instead, and a name renames it. Only the fields you send change; tags are added, custom fields merged. Costs $0.01 per call; nothing if it fails.

• crm_archive_company

  Hide a company from crm_find_companies, crm_search, duplicates and exports. Its people, deals and notes stay as they are, and crm_get_company still reads it (archived: true). Saving it again, even by name, does not bring it back; crm_restore_company does. Costs $0.001 per call;…

• crm_restore_company

  Bring an archived company back into the lists, searches, duplicates and exports. Costs $0.001 per call; nothing if it fails.

• crm_save_companies

  Create or update up to 100 companies in one call, each exactly like crm_save_company (matched by name). Each one succeeds or fails on its own; the reply lists which, and you pay only for the ones saved. Costs $0.01 per record saved; nothing if none are found.

• crm_find_companies

  Search companies by name or domain, or by filters on any field, tag or custom field, or by a saved segment. Archived companies are left out unless include_archived is true. Returns a page, the total, and next_offset for the next page. Free.

• crm_get_company

  One company, by id or name, with its tags, custom fields, people, deals (open ones first) and notes, each note with who wrote it (by and via, as crm_timeline gives them). An archived company is read too (archived: true). Free.

• crm_save_deal

  Create a deal (no deal_id) or update one (with deal_id): pipeline and stage, amount, expected close date, next step, the company and contact it belongs to, tags and custom fields. A new deal starts at the first stage of its pipeline unless you give one. Costs $0.01 per call; not…

• crm_find_deals

  Deals by pipeline, stage, status (open, won, lost), company or contact, or by filters on any field, tag or custom field, or by a saved segment; most recently changed first unless `sort` says otherwise. Deals that have not moved in 14 days: filters [{"field": "status", "op": "eq"…

• crm_get_deal

  One deal with its pipeline and stage, its stage history (each stage and the days it stayed there), its notes with who wrote each (by and via, as crm_timeline gives them), and its contact and company. Free.

• crm_list_pipelines

  The deal pipelines in order, each with its stages in order: id, name, probability (the chance a deal there is won, 0-100), outcome (open, won or lost), and how many deals sit there with their value by currency. Every account starts with "Sales": New, Qualified, Meeting, Proposal…

• crm_save_pipeline

  Create a deal pipeline, or change one (by pipeline_id, or the pipeline with this name): its name, its position among the pipelines, and its stages in order. A stage that still holds deals cannot be dropped; move them first with crm_move_deal. Costs $0.001 per call; nothing if it…

• crm_delete_pipeline

  Delete an empty pipeline (by id or name). A pipeline that holds deals cannot be deleted: move them to another pipeline first with crm_move_deal. The last pipeline cannot be deleted. Costs $0.001 per call; nothing if it fails.

• crm_move_deal

  Move a deal to a stage (by name or id), optionally of another pipeline. A won or lost stage closes the deal (give lost_reason when it is lost); an open stage reopens it. Each move is kept in the deal's history: crm_get_deal shows how many days it stayed in each stage. Costs $0.0…

• crm_pipeline_report

  How a pipeline is doing: open deals by stage with their value and weighted value (value x probability), deals won and lost in a period (this month by default) with the win rate, average deal won, average days to close and lost reasons, a forecast of open deals by expected close…

• crm_define_field

  Add a field of your own to contacts, companies or deals, such as a "plan" picked from a list or a "renewal_date", or change its label, description or options. From then on values sent in custom_fields are checked against its type (text, number, boolean, date as YYYY-MM-DD, selec…

• crm_list_fields

  The fields you can read, filter and sort on for contacts, companies and deals: the standard ones and the custom fields defined with crm_define_field (type, options, description, and how many records hold a value). Free.

• crm_delete_field

  Delete a custom field and its value on every record. This cannot be undone. Costs $0.001 per call; nothing if it fails.

• crm_tag_records

  Add and remove tags on up to 100 contacts, companies or deals at once, such as everyone who came to a webinar. A new tag is made on first use; tags match in any case. Find tagged records with the tag argument of the find tools. Costs $0.001 per record tagged; nothing if none are…

• crm_list_tags

  Every tag with how many contacts, companies and deals carry it. Free.

• crm_delete_tag

  Delete a tag and take it off every contact, company and deal. Costs $0.001 per call; nothing if it fails.

• crm_save_segment

  Save filters under a name, such as "customers renewing within 30 days" (a new name creates a segment, an existing one replaces its filters). Use it with the segment argument of crm_find_contacts, crm_find_companies, crm_find_deals and crm_export. Relative dates (today+30) are wo…

• crm_list_segments

  The saved segments, each with its filters and how many records match right now. Free.

• crm_delete_segment

  Delete a saved segment; the records stay as they are. Costs $0.001 per call; nothing if it fails.

• crm_search

  Find contacts, companies and deals in one call from whatever you have: a name, an email, a phone number (any format), a domain, a company name or a deal title. Use it to turn what someone told you into record ids. Free.

• crm_timeline

  Everything that happened with a contact, a company (all its people) or a deal, or in the whole CRM when you name none of them, newest first: notes, tasks, emails from your inboxes, website chats, phone calls (with their summary), tickets, meetings, deal stage moves and deal note…

• crm_export

  Contacts, companies or deals as CSV text (one row each; tags and custom fields as columns), with the same filters, tag and segment as the find tools: for a spreadsheet or for the owner. Archived contacts and companies are left out. Up to 500 rows a call; continue with next_offse…

• crm_find_duplicates

  Contacts or companies that are probably the same: contacts with the same email in any case, the same phone number in any format, or the same name at the same company; companies with the same domain, or the same name once "Inc", "Ltd", "GmbH" and the like are dropped. Archived on…

• crm_merge_contacts

  Merge duplicate contacts into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept contact wins where both have a value), and every note, task, email, chat, call, ticket and deal moves to it. The merged contacts are archive…

• crm_merge_companies

  Merge duplicate companies into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept company wins where both have a value), and their people, deals and notes move to it. The merged companies are deleted. Costs $0.01 per call…

• account_balance

  The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are holding, this key's daily budget, the auto-reload state, and how much of this month's free reads and downloads is used.…

• account_get_call

  One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.

• account_list_calls

  Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.

• account_refund_topup

  Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the credit back with its tax. The service fee is kept. Without topup_id, the newest top-up (GET /v1/topups lists them with t…

• account_set_owner_email

  When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings and approval requests, and only the owner raises limits. Nothing changes until they open the link. Free. Free.

• account_rename

  Change the business's name: what Conecto calls the account in its emails, on the owner's page and in the account list, and the sender name on emails and pages to its customers while account_set_brand sets none. Its email addresses and its pages' addresses stay as they are. For t…

• account_owner_link

  A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rentals and keys. page opens it where the owner is needed, like people for a role only the owner gives, or settings for joi…

• account_dashboard_link

  A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the applicants, a bookkeeper at what is due. Do the work and answer with the area's own tools first; a link never replaces th…

• account_get_limits

  The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and the most that can be asked for, and the business's requests with their answers. Free.

• account_request_limit

  Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews it and approves (maybe with less) or declines; the answer comes as the account.limit_request_answered event and by emai…

• account_events

  What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goals reached on the website; and the custom events bots sent with account_emit_event. Kept 30 days. Poll with after = the…

• account_emit_event

  Send an event you name, custom.<name> (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its name: Slack, Teams, a webhook to Zapier, Make, n8n or the business's own systems) and to account_events, where another…

• account_search

  One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and deals, emails, tickets, quotes and invoices, book entries, stock items and project tasks. Every word must appear (any…

• account_get_brand

  The name, logo, colour and footer line the business's emails and published pages carry. Free.

• account_set_brand

  The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every email to its customers (bookings, applications, tests, signatures, invoices, newsletters, replies) and on its published p…

• account_list_email_templates

  Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with when it goes out and its subject, headline and opening words as they are now, and the {variables} each can use. Free.

• account_set_email_template

  Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). The facts under them (times, places, amounts, links and buttons) stay as they are. Only what you pass changes; an empty s…

• account_export_all

  Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, with a README saying what is where. Credentials are left out. Runs in the background: poll the call with account_get_cal…

• account_audit_log

  The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads and writes, credentials set and everything deleted. Ordinary work is in the call log (account_list_calls). verify: true a…

• account_save_team

  A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its areas, only read when read_only is on, and spend against its budget (monthly_budget_usd per budget_period: a month, a fisc…

• account_list_teams

  The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this period's spend, its ERP code, whether it is paused, its keys, and its people with who manages it. A person's own assistant…

• account_pause_team

  Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a bot that misbehaves or a team that spends too fast. Free. Free.

• account_assign_team

  Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens through it is charged to that team from now on (a form's responses, a number's calls, an inbox's tickets), and its ren…

• account_add_approval_rule

  Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whose argument is one of some values (like connect_call when method is POST, PUT, PATCH or DELETE). A held call answers app…

• account_list_approval_rules

  The tools that wait for a person's approval, with their thresholds and approvers. Free.

• account_find_person

  Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls, applications, invoices, orders, newsletters, HR and the call log, with their chats and CRM history. For a person who…

• account_export_person

  Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those records point to, like a CV. Give the person the download link when they ask for a copy of their data (GDPR Art. 15 and 20),…

• account_erase_person

  Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, chat visitor, past meetings and calls are anonymised, so deals stay without them, and a meeting they were only a guest a…

• account_data_locations

  Where each area's data is stored and processed: the company that runs each place, the country or region, and what it holds. Every area keeps its records in the database and runs on Conecto's servers; some also use a service named here (email, phone, PDFs, search). For the busine…

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