About Add to CRM
Add to CRM is an MCP server for finding work contact details and managing selected people and companies in a connected CRM. It supports prospect discovery and CRM record operations while keeping CRM credentials with the service; write actions can be confirmed before execution.
Key features
- 01Find person and company contact details
- 02Search for prospects and companies
- 03Check and search CRM records
- 04Add people and companies to a CRM
- 05Update records and log CRM activity
- 06Save people to lists
Use cases
- 01Find a prospect using their role and company
- 02Check whether a contact is already in the CRM
- 03Add selected people or companies to CRM
- 04Record a meeting or task on a CRM record
MCP support
The hosted server provides tools for lookup, prospect search, CRM records, and list management to MCP clients over Streamable HTTP. It uses OAuth 2.1, and CRM-changing tools are marked as writes; the server does not send messages or delete CRM data.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://mcp.addtocrm.com/mcpclaude mcp add --transport http com-addtocrm-crm https://mcp.addtocrm.com/mcp{"mcpServers":{"com-addtocrm-crm":{"type":"http","url":"https://mcp.addtocrm.com/mcp"}}}Open in Cursor{"servers":{"com-addtocrm-crm":{"type":"http","url":"https://mcp.addtocrm.com/mcp"}}}Open in VS Code{"mcpServers":{"com-addtocrm-crm":{"type":"http","url":"https://mcp.addtocrm.com/mcp"}}}{"mcpServers":{"com-addtocrm-crm":{"serverUrl":"https://mcp.addtocrm.com/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEAdd to CRM for AI assistants
Add to CRM finds work contact details and adds people and companies to your own CRM. This is its Model Context Protocol server: connect it to Claude, ChatGPT, Codex or any other MCP client and your assistant can look someone up, search for prospects, check whether a person is already in your CRM, and add the ones you choose, without leaving the conversation. It works with 29+ CRMs. You connect your CRM once in Add to CRM; your CRM credentials stay there and the assistant never sees them.
| Endpoint | https://mcp.addtocrm.com/mcp |
| Transport | Streamable HTTP (stateless) |
| Authentication | OAuth 2.1: you sign in to your Add to CRM account when the assistant asks |
| Server name | com.addtocrm/crm |
| Version | 1.0.0 |
| Website | https://addtocrm.com |
This repository holds the registry entry, the Claude Code plugin and the documentation. The server runs at Add to CRM; there is nothing to install or host. You need an Add to CRM account with a CRM connected.
Add it to your assistant
Claude Code
claude mcp add --transport http addtocrm https://mcp.addtocrm.com/mcp
or install the plugin, which adds the connector and a skill for going from a target to records in your CRM:
/plugin marketplace add crm-inputs/mcp
/plugin install add-to-crm@addtocrm
Claude (web and desktop): Settings, Connectors, Add custom connector, then paste
https://mcp.addtocrm.com/mcp.
ChatGPT: add a custom MCP server (chatgpt.com/plugins, then Add custom MCP server), paste
https://mcp.addtocrm.com/mcp and choose OAuth. Availability depends on your ChatGPT plan and workspace settings.
Codex
codex mcp add addtocrm --url https://mcp.addtocrm.com/mcp
codex mcp login addtocrm
Each assistant opens a sign-in window for your Add to CRM account the first time it needs one.
Tools
| Tool | What it does |
|---|---|
get_account | Shows which CRM is connected, the lookup credits left and anything that would stop a lookup or an add |
get_profile | Shows the signed-in account's name and e-mail address |
find_contact_details | Looks up one person by name and company, e-mail address or profile link |
find_company_details | Looks up one company from its domain or public page link |
search_prospects | Searches for people by title, seniority, location and company details |
search_companies | Searches for companies by name, keywords, location, headcount or domain |
find_person_in_crm | Checks whether a person is already in your CRM, without enriching them |
search_crm | Searches the people and companies in your CRM |
get_crm_record | Reads one CRM record in full |
add_person_to_crm | Adds one person to your CRM, with your field mapping, tags and duplicate checks |
add_company_to_crm | Adds one company to your CRM |
add_people_to_crm | Adds up to 100 people from a search to your CRM in one job |
get_bulk_add_status | Reports how a bulk add is going |
confirm_possible_match | Records that a possible match in your CRM is, or is not, the same person |
log_crm_activity | Logs a note, call, meeting or task on a CRM record |
update_crm_record | Changes a person's or company's details on a CRM record that was read first |
list_lists | Lists your saved lists |
save_to_list | Saves people to a list |
Tools that change your CRM are marked as writes, so your assistant can ask you before it runs them. Nothing here sends e-mail or messages, contacts anyone, or deletes CRM data.
Your data
What the server returns, how it is used and how to disconnect are in the Privacy policy and the Terms. You can disconnect an assistant at any time under Connected AI apps in your Add to CRM account.
Support: https://addtocrm.com/contact
Licence
The contents of this repository are MIT licensed, see LICENSE. That licence covers this repository only, not the service or its data: see NOTICE.
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.