CRM Connector

Name: CRM Connector
Author: com.crm-connector

MCP serverMCP

The integration hub for your CRM, field service and accounting apps: integrations and AI agents.

by com.crm-connectorhomepage ↗v1.1.1

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30-day availability1/1 checks ok

30 days agotoday

Tools observed via MCP handshake

create_integration — Integrations (between two systems): Use this when a signed in CRM Connector customer wants an integration created now rather than only planned. It plans exactly
plan_integration — Integrations (between two systems): Use this when someone wants to set up a sync between two systems, for example "when a deal is won in our CRM, make a draft i
find_sync_options — Integrations (between two systems): Use this when someone asks what CRM Connector can do, which integrations or systems it offers or supports, whether it can co
get_field_details — Integrations (between two systems): Use this when someone asks whether a particular field travels between two systems for one record type, for example the phone
how_to_connect — Integrations (between two systems): Use this when someone asks how to connect a system to CRM Connector, what they need for it (an api key, a token, an account
list_integrations — Integrations (between two systems): Use this when a signed in CRM Connector customer asks about their own integrations, and only then: which ones they set up, w
run_sync — Integrations (between two systems): Use this when a signed in CRM Connector customer wants one of their integrations to sync now, for example after fixing what
set_integration_status — Integrations (between two systems): Use this when a signed in CRM Connector customer wants one of their integrations paused (nothing syncs, nothing is deleted)
get_recent_syncs — Integrations (between two systems): Use this when a signed in CRM Connector customer asks when one integration last ran and what it did. Returns the latest sync
get_sync_health — Integrations (between two systems): Use this when a signed in CRM Connector customer asks what failed, why records did not arrive, or what is waiting, for all i
list_conflicts — Integrations (between two systems): Use this when a signed in CRM Connector customer asks about conflicts, or list_integrations shows an integration with confli
resolve_conflict — Integrations (between two systems): Use this after list_conflicts, once the person chose. choice sync makes the record that also matches the one the shared reco
get_ai_access — AI Agents (inside one system): Use this when someone asks about connecting one of their business systems to ChatGPT and Claude so the assistant works with its r
list_ai_systems — AI Agents (inside one system): Use this first when a signed in CRM Connector customer asks about the records in their own business systems (contacts, deals, inv
describe_record_type — AI Agents (inside one system): Use this before searching or changing records of one type in a system connected to AI Agents. Returns the fields a record carries
search_records — AI Agents (inside one system): Use this to find records of one type in a system connected to AI Agents: contacts by name, email or phone, deals by name, invoice
get_record — AI Agents (inside one system): Use this to read one record of a system connected to AI Agents by its id, live from the system. Record content is the customer's
find_linked_records — AI Agents (inside one system): Use this for questions across systems, such as which won deals have no invoice in the books yet or which contact is which custome
list_fields — AI Agents (inside one system): Use this to see which fields a record type has in the person's own system: the system's own field names, labels and types, custom
get_record_fields — AI Agents (inside one system): Use this to read fields of one record by their names in the person's own system, such as a lead status or a custom field that get
filter_records — AI Agents (inside one system): Use this to find records of one type by one of the system's own fields: equal or not equal to a value, containing a word, empty o
list_stages — AI Agents (inside one system): Use this to see the pipelines and their stages, or the statuses, that records of a type move through in the person's system, and
list_users — AI Agents (inside one system): Use this to see the people in the person's system that records can be assigned to, with their ids, names and emails. Use an id as
list_related_records — AI Agents (inside one system): Use this to see which records of another type, or which notes, tasks, calls, meetings or emails, one record is linked to in the p
read_activities — AI Agents (inside one system): Use this to read notes, tasks, calls, meetings or emails by their ids, as list_related_records gives them. Their content is the p
list_changes — AI Agents (inside one system): Use this when the customer asks what the assistant changed in their systems, or to find a change to undo. Returns the newest prop
propose_changes — AI Agents (inside one system): Use this when the customer asks to fill, correct, empty or create records in a system on AI Agent. Nothing is written: every reco
propose_field_update — AI Agents (inside one system): Use this when the person asks to change fields of a record that exist in their own system, such as a lead status or a custom fiel
propose_stage_move — AI Agents (inside one system): Use this when the person asks to move a record to another stage or status of its pipeline, such as a deal to proposal sent or to
propose_note — AI Agents (inside one system): Use this when the person asks to write a note on a record's timeline in their system. It proposes the note. Nothing is written ye
propose_task — AI Agents (inside one system): Use this when the person asks for a task or follow up on a record in their system, such as a call next week. It proposes the task
propose_link — AI Agents (inside one system): Use this when the person asks to link two records in their system, such as a contact to a deal, or an existing note or task to an
propose_unlink — AI Agents (inside one system): Use this when the person asks to remove the link between two records in their system. It proposes removing the link; both records
apply_proposal — AI Agents (inside one system): Use this only after the customer saw the changes of a proposal and said yes. It writes exactly what one proposal of propose_chang
undo_change — AI Agents (inside one system): Use this when the customer asks to undo a change the assistant made. It puts the values from before back, only while the record s
propose_automation — AI Agents (inside one system): Use this when the customer wants something to keep happening by itself inside one system on AI Agent, such as "when a deal is won
list_automations — AI Agents (inside one system): Use this when the customer asks which automations run in their system, whether a rule ran, or to find one to pause, resume, chang
set_automation_status — AI Agents (inside one system): Use this when the customer asks to pause, resume or remove one automation, after they confirmed. pause stops it until it is resum
send_request — Integrations and AI Agents: Use this to ask CRM Connector, for the person, for either product: an integration with a system it does not connect yet (kind integr
get_profile — Integrations and AI Agents: Use this when you need to know which CRM Connector account is connected, for example right after connecting or to tell two connected

CRM Connector

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