The integration hub for your CRM, field service and accounting apps: integrations and AI agents.
Connect Remote server
claude mcp add --transport http crm-connector https://platform-mcp.crm-connector.com{
"mcpServers": {
"crm-connector": {
"url": "https://platform-mcp.crm-connector.com"
}
}
}{
"servers": {
"crm-connector": {
"type": "http",
"url": "https://platform-mcp.crm-connector.com"
}
}
}Settings > Connectors > Add custom connector
URL: https://platform-mcp.crm-connector.comTools 63 found in our last check
plan_ai_agentAI 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_optionsAI 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_automationAI 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_automationsAI 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 ru…
set_automation_statusAI 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 somethin…
update_ai_agentAI Agents (inside one system): Use when the customer asks to change what one AI agent may do: which record types it reads or reads and writes, which groups of actions are switched on (for example when a tool answered that a group is switched off), read only, or pausing and resum…
describe_record_typeAI 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 e…
search_recordsAI 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 field…
get_recordAI 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_recordsAI 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 sy…
read_reportAI 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 th…
list_related_recordsAI 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_activitiesAI 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). Th…
read_conversationAI 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: n…
search_tasksAI 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 th…
find_free_slotsAI 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_itemsAI 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 obje…
get_itemAI 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_changesAI 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 li…
propose_changesAI 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 descri…
propose_update_fieldsAI 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_stageAI 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_ownerAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A contact, deal or ticket given to another user of the person's system as its owner or assignee, the person responsible for it. Give one item per record, at most 25. N…
propose_add_noteAI 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_taskAI 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 2…
propose_update_taskAI 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_activityAI 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 mo…
propose_add_line_itemAI 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, or to an order, with its name, quantity and price. Give one item per record, at most 25. Nothing is writte…
propose_send_recordAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: An invoice, quote or order 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…
propose_convert_estimateAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A new invoice or order with the lines of a quote, or an invoice from an order, linked to it and not sent; nothing is made when one was made from it already. Give one i…
propose_convert_leadAI 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_recordsAI 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. Gi…
propose_unlink_recordsAI 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_itemAI 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_itemAI 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 it…
propose_set_item_stateAI 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 i…
propose_move_itemAI 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_tagAI 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_tagAI 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 hol…
propose_add_followerAI 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_followerAI 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 after…
propose_add_to_workflowAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A record put into one of the person's own workflows or campaigns, which then runs its steps, and may send messages. Only the person can approve it. Give one item per r…
propose_remove_from_workflowAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A record taken out of a workflow or campaign, so its next steps do not run for it. Only the person can approve it. Give one item per record, at most 25. Nothing is wri…
propose_update_noteAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: The text of a note that already exists, by the id list_related_records gives it. Give one item per record, at most 25. Nothing is written yet: the answer shows, per re…
propose_send_messageAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: An email or text message sent to a contact from the person's own system, as part of the conversation with them. The contact receives it, and only the person can approv…
propose_update_conversationAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A conversation marked read or unread, or starred, by the id list_related_records gives it. Give one item per record, at most 25. Nothing is written yet: the answer sho…
propose_record_paymentAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A payment the customer made elsewhere, such as in cash or by bank transfer, written on an invoice or order; no card is charged. Only the person can approve it, and it…
propose_change_consentAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A contact subscribed to or unsubscribed from the email the person's system sends. Only the person can approve it. Give one item per record, at most 25. Nothing is writ…
propose_void_recordAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: An invoice or quote voided in the person's system, so nothing is owed on it any more; it stays there, marked void. Only the person can approve it, and it is never undo…
propose_send_documentAI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A document or contract sent for signing from the person's own system, either one that exists or a new one made from a template for a contact. The recipients receive it…
apply_proposalAI Agents (inside one system): Use only after the customer saw the changes of a proposal and said yes. It writes exactly what one proposal of propose_changes showed, and nothing else. CRM Connector reads every record again, refuses one that changed since the proposal, writes the…
undo_changeAI Agents (inside one system): Use when the customer asks to undo a change the assistant made. It puts the values from before back, only while the record still holds what was written, so newer work is never overwritten. A new record cannot be undone: nothing is ever deleted. Ask…
plan_integrationIntegrations (between two systems): Use when someone wants to set up a sync between two systems, for example "when a deal is won in our CRM, make a draft invoice in our accounting system" or "keep our customers and invoices the same in both systems". It checks the plan against w…
get_integration_optionsIntegrations (between two systems): Use when someone asks what CRM Connector can do, which integrations or systems it offers or supports, whether it can connect a business system, which systems it pairs with, or what travels between two systems: record types, direction (one way…
get_integration_fieldsIntegrations (between two systems): Use when someone asks whether a particular field travels between two systems for one record type, for example the phone number, the address, the due date, the line items or the tax of an invoice. Returns every field that travels with the name…
list_integrationsIntegrations (between two systems): Use when a signed in CRM Connector customer asks about their own integrations, and only then: which ones they set up, whether they are running, when they last synced, or what became of a setup they planned. Returns every integration whatever i…
run_integrationIntegrations (between two systems): Use when a signed in CRM Connector customer wants one of their integrations to sync now, for example after fixing what made records fail. mode changes (the default) picks up what changed since the last sync; mode full reads and writes every re…
set_integration_statusIntegrations (between two systems): Use when a signed in CRM Connector customer wants one of their integrations paused (nothing syncs, nothing is deleted) or running again (status active, which also switches on a draft once the account has a plan). Ask the person to confirm firs…
get_integration_healthIntegrations (between two systems): Use when a signed in CRM Connector customer asks how their syncs are doing: what failed, why records did not arrive, what is waiting, when an integration last ran or which conflicts wait for a choice. Returns, for all integrations or one, the…
resolve_integration_conflictIntegrations (between two systems): Use after get_integration_health with include conflicts, once the person chose. choice sync makes the record that also matches the one the shared record follows from the next sync; choice keep_apart leaves both records as they are and stops as…
get_connection_guideIntegrations and AI Agents: Use when someone asks how to connect a system to CRM Connector, what they need for it (an api key, a token, an account id, a store address) or where to find it, or whether connecting means signing in or pasting a key. Returns the way the system connec…
send_requestIntegrations and AI Agents: Use when the person wants something CRM Connector does not offer yet: an integration with a system it does not connect (kind integration), or an AI agent for a system that has none (kind ai_access). Sends the request to CRM Connector's support team by…
get_profileIntegrations and AI Agents: Use when you need to know which CRM Connector account is connected, for example right after connecting or to tell two connected accounts apart. Returns an opaque id, the organisation name and the email address of the signed in person, plus a short not…
Details
| Endpoint | https://platform-mcp.crm-connector.com (Streamable HTTP) |
| First published | 28 Oct 2026 |
| Last updated | 28 Oct 2026 |
| Registry name | com.crm-connector/crm-connector |
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