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anyCRM

anyCRM

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About anyCRM

anyCRM is an MCP server for small businesses, letting assistants such as Claude Code and Codex manage clients, appointments, orders, stock, and finances. It applies staff permissions and uses the app’s own checks and side-effect handling.

Key features

  1. 01Manage clients, services, and materials
  2. 02Schedule appointments and orders
  3. 03Maintain products, stock, and sales channels
  4. 04Handle finances, taxes, and bank data
  5. 05Manage staff, notifications, and delivery

Use cases

  1. 01Look up or update client records through an assistant
  2. 02Schedule appointments and track order payments
  3. 03Sync products and stock across sales channels
  4. 04Export accounting data or view tax reports

MCP support

OAuth connects MCP clients to anyCRM and exposes tools for client management, stock, finances, and other app operations. Assistants can access only the modules and permissions granted by the account.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://mcp.anycrm.io
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

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 README

anyCRM for Claude Code and Codex

anyCRM's MCP server is at https://mcp.anycrm.io. Sign-in is OAuth: the first time, the browser opens anyCRM, you sign in and press Allow. Connected assistants are listed, and can be disconnected, in anyCRM > Profile > AI assistants.

The assistant works with your rights: a staff member reaches only the sections the owner gave them, and every check and side effect is the app's own (stock, income from done appointments and completed orders, marketplaces, notifications).

Claude Code

claude plugin marketplace add kvlkstudio/anycrm-ai-plugins
claude plugin install anycrm@anycrm

Or the server alone, without the plugin's skill:

claude mcp add --transport http anycrm https://mcp.anycrm.io

Then /mcp > anycrm > Authenticate.

Codex

codex plugin marketplace add kvlkstudio/anycrm-ai-plugins
codex plugin add anycrm@anycrm
codex mcp login anycrm

Or the server alone:

codex mcp add anycrm --url https://mcp.anycrm.io
codex mcp login anycrm

Claude (web and desktop)

Settings > Connectors > Add custom connector, URL https://mcp.anycrm.io.

Tools

  • Account and companies: get_profile, update_profile, list_companies, get_company, create_company, update_company, list_modules, set_module, request_module_access, get_summary.
  • Clients: list_clients, get_client, save_client, delete_client.
  • Services and materials: list_services, save_service, delete_service, list_materials, save_material, delete_material, get_material_history, add_material_supply.
  • Calendar: list_appointments, save_appointment, delete_appointment.
  • Products and stock: list_products, get_product, save_product, delete_product, set_product_stock, upload_product_image, import_products_yml, list_categories, save_category, delete_category.
  • Orders: list_orders, get_order, save_order, delete_order, create_payment_link, check_payment.
  • Restaurant: list_tables, save_table, delete_table, list_reservations, save_reservation, delete_reservation.
  • Finances and taxes: list_transactions, save_transaction, delete_transaction, export_accounting, get_tax_settings, save_tax_settings, get_tax_report, get_income_book, get_tax_declaration.
  • Web app: get_web_app, save_web_app, check_alias.
  • Integrations and sales channels: list_integrations, add_integration, delete_integration, get_connect_url, get_plugin_key, save_integration_settings, sync_integration, export_to_channel, get_sync_log, get_channel_matrix, retry_channel_queue, set_stock_source, list_unlinked_items, link_unlinked_item, ignore_unlinked_item, set_listing_price, list_reviews, lookup_company_register, export_to_dilovod.
  • Delivery: np_find_cities, np_find_warehouses, create_np_waybill, track_np, up_find_cities, up_find_warehouses, create_up_shipment, track_up.
  • SMS: get_sms_balance, send_sms.
  • Fiscal receipts (ПРРО): get_fiscal_shift, open_fiscal_shift, close_fiscal_shift, fiscalize_order, list_fiscal_receipts, refresh_fiscal_receipt.
  • Banks: list_bank_accounts, sync_bank, import_bank_statement.
  • Staff: list_staff, invite_staff, set_staff_sections, remove_staff.
  • Notifications: list_notifications, mark_notifications_read, get_notification_settings, save_notification_settings.
  • Billing: get_billing, list_billing_charges, top_up_balance, check_top_up, set_auto_top_up.

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