CRM MCP Server

by mcp-dir Your server? Claim it

answering

CRM is answering right now. Last checked 3 min ago. It exposes 36 tools. Last commit 21 Aug 2026.

Your own CRM, fully customizable and agent-driven. Start with contacts, companies and a sales pipeli

Uptime history 28 days of history · worst day 97%

28 days agonow

100.0%

Uptime 24h

92 of 92 checks

Tools

read from the server

1117 ms

Response time

average over 24h

Stars

last commit 21 Aug 2026

What changed 65

Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 22 August 2026. No other catalogue keeps this.

13 Sep a tool changed version2 times that day

9 Sep a tool changed version

8 Sep a tool changed version

7 Sep a tool changed version

6 Sep a tool changed version

5 Sep a tool changed version

4 Sep a tool changed version

3 Sep a tool changed version3 times that day

2 Sep a tool changed version6 times that day

1 Sep a tool changed version2 times that day

and 55 more, back to 22 August 2026

CRM does not always answer

Over the last week it answered 99.4% of our checks. We check every 15 minutes, so you hear about the next outage within the hour — not from your users.

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 3 min ago.

Claude Code Claude Desktop Codex Cursor VS Code

run in your terminal

claude mcp add crm-mcp --transport http https://api.mcp.ai/p_crm

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "crm-mcp": {
      "url": "https://api.mcp.ai/p_crm"
    }
  }
}

~/.codex/config.toml

[mcp_servers.crm-mcp]
url = "https://api.mcp.ai/p_crm"

.cursor/mcp.json

{
  "mcpServers": {
    "crm-mcp": {
      "url": "https://api.mcp.ai/p_crm"
    }
  }
}

.vscode/mcp.json

{
  "mcpServers": {
    "crm-mcp": {
      "url": "https://api.mcp.ai/p_crm"
    }
  }
}

Available tools 36

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

crm

crm_add_field

Adiciona um CAMPO custom a um objeto (sem migração; registros antigos ficam sem a key). Tipos: string text integer float boolean date datetime singleselect multiselect email phone url currency relation user_ref json group.

crm_confirm_upload

Confirma o upload depois do PUT na upload_url (o storage valida o tamanho real). Marca o arquivo como pronto e contabiliza no uso. Bulk support: accepts file_ids for batched execution.

crm_create_records

Cria um registro (ou vários) de um objeto. Passe `object` (ex.: 'contact', 'deal') e `data` (objeto JSON com os campos por key). Para vários, use `records` (array JSON de {data}).

crm_define_object

Cria um OBJETO custom no CRM (além de contact/company/deal) e ganha CRUD/API automático. Passe `key` (api name, a-z/0-9/_), `label` e opcionalmente `fields` (array JSON de definições de campo).

crm_delete_file

Remove um ou mais arquivos (apaga do storage e libera o espaço contabilizado).

crm_delete_object

Remove um objeto CUSTOM (objetos de sistema não podem ser removidos). Se houver registros, passe delete_records:true para apagar tudo junto.

crm_delete_records

Remove um ou mais registros de um objeto por id.

crm_describe

Descreve o schema do CRM: todos os objetos (contact, company, deal e quaisquer custom) com seus campos (key, tipo, obrigatório, opções, relações) e o kanban. CHAME ISTO PRIMEIRO para saber quais objetos/campos existem antes de criar/ler registros.

crm_download_file

Gera uma URL presigned de download (GET) pra um arquivo. A URL expira em alguns minutos. Bulk support: accepts file_ids for batched execution.

crm_get_file

Metadados de um arquivo (nome, tamanho, content_type, status, anexo). Bulk support: accepts file_ids for batched execution.

crm_get_object

Detalha UM objeto: seu rótulo, kanban e todos os campos (key, tipo, obrigatório, opções, relação). Versão focada do crm_describe.

crm_get_records

Busca um ou mais registros de um objeto por id.

crm_link_record

Liga um registro a outro por um campo de relação (ex.: vincular um contato a uma empresa). Para relação 'many' adiciona ao conjunto; para 'single' define o alvo. Bulk support: accepts ids, target_ids for batched execution.

crm_list_accounts

Lista os CRMs conectados neste install. Retorna cada um com id, rótulo e is_default (true quando só há um, não precisa passar `account` nas outras tools).

crm_list_files

Lista os arquivos do CRM (id, nome, tamanho, status). Opcionalmente filtra os anexados a um objeto/registro. Bulk support: accepts record_ids for batched execution.

crm_list_objects

Lista os objetos do CRM (key, rótulo, módulo, kanban). Versão enxuta do crm_describe, sem os campos.

crm_list_records

Lista registros de um objeto, com filtro/ordenação/paginação. `filter` é um objeto JSON: {campo: valor} ou {campo: {op: valor}} (ops: eq ne gt gte lt lte in nin contains exists).

crm_move_stage

Move um registro de um objeto kanban (ex.: deal) para outra etapa do funil. Valida a etapa contra as opções do campo de stage. Bulk support: accepts ids for batched execution.

crm_publish_file

Torna um arquivo PÚBLICO e devolve uma URL estável (`https://api.mcp.ai/f/<token>`) pra embutir num site (ex.: thumbnail). O objeto continua privado no storage, o token é a chave (revogável com crm_unpublish_file). Egress da visualização pública é contabilizado. Bulk support: accepts file_ids for batched execution.

crm_related_records

Resolve os registros relacionados de um registro: segue os campos de relação e devolve os registros-alvo (todos, ou só de um `field`). Bulk support: accepts ids for batched execution.

crm_remove_field

Remove um campo CUSTOM (soft-delete: some do schema, mas os valores já gravados ficam preservados). Campos de sistema não podem ser removidos.

crm_search

Busca textual nos registros (por nome/título/valores). Opcionalmente restrita a um `object`.

crm_unlink_record

Desfaz uma relação. Para relação 'many' remove o target_id do conjunto; para 'single' limpa o campo (target_id opcional). Bulk support: accepts ids, target_ids for batched execution.

crm_unpublish_file

Revoga o link público de um arquivo (o token para de funcionar na hora). Bulk support: accepts file_ids for batched execution.

crm_update_field

Edita um campo: rótulo, obrigatório, visível, posição, opções, indexação. Mudança de TIPO só é permitida se for um alargamento seguro (ex.: integer→float); mudança com perda é bloqueada (crie um campo novo e migre).

crm_update_object

Edita um objeto: rótulo, campo de exibição, módulo ou config de kanban (a key é imutável). Vale para objetos de sistema e custom.

crm_update_records

Atualiza um registro (merge parcial) por id. Passe `object`, `id` e `data` (só os campos a mudar; null apaga o campo). Para vários, use `updates` (array JSON de {id, data}). Bulk support: accepts ids for batched execution.

crm_upload_file

Inicia o upload de um arquivo (até 200 MB) e devolve uma URL presigned (`upload_url`) pra fazer o PUT direto no storage, mais o `file_id`. Depois do PUT, chame crm_confirm_upload. Opcional: anexe a um registro com `object`+`record_id`. Bulk support: accepts record_ids for batched execution.

crm_upload_from_url

Sobe um arquivo A PARTIR DE UMA URL (a plataforma baixa e armazena, até 200 MB) — o jeito do AGENTE subir via API sem segurar os bytes. Devolve o arquivo já pronto. Opcional: anexe a um registro com object+record_id. Bulk support: accepts record_ids for batched execution.

crm_usage

Uso de storage deste CRM: bytes do banco + bytes de arquivos, total em GB, nº de arquivos e egress acumulado. É a base do que é cobrado (storage GB-mês + egress).

authenticate

authenticate

MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.

connect

connect

Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

marketplace

marketplace

The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.

report

report_bug

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

show

show_version

Show the current MCP platform and adapter versions.

toolkit

toolkit_info

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

Endpoints

URL	Transport	State	Latency	Checked
https://api.mcp.ai/p_crm	streamable-http	answering	639 ms	3 min ago

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CRM — questions

Answers built from our own checks of this server.

What can CRM do?

It exposes 36 tools, read directly from the server on our last check. Among them: authenticate, connect, crm_add_field, crm_confirm_upload, crm_create_records, crm_define_object and 30 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →

Is CRM working right now?

We send a real MCP handshake every 15 minutes. Over the last 24 hours 92 of 92 checks got a reply (100.0%), average response time 1117 ms. The bar chart above shows every period we have measured.

How do I connect CRM?

Copy the ready config from this page — we generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each with the file path that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.

Does CRM need an API key?

No. CRM completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 36 of them are readable on this page. This is what we observed, not what the docs claim.

How fast is CRM?

It answers our handshake in 1117 ms on average, which is faster than 6% of all working MCP servers we measure. That is on the slow side — worth knowing if the tool sits inside an interactive loop. The comparison comes from our own checks across the whole registry, every 15 minutes.

Is CRM open source?

Yes — it is published under the MIT licence and 0 stars on GitHub. The source link is on this page, so you can read exactly what it does with your data before you connect it.