About CRM
CRM is a hosted customer relationship management MCP server for Claude, ChatGPT, and AI agents. It manages contacts, companies, and sales pipelines, with customizable objects and fields plus tools for records and files.
Key features
- 01Manage contacts, companies, and deals
- 02Create custom objects and fields
- 03Search, filter, and update records
- 04Link records and move deal stages
- 05Upload, manage, and share files
Use cases
- 01Track open deals in a sales pipeline
- 02Add custom fields for business data
- 03Find and update contact or company records
- 04Upload files and link them to CRM records
MCP support
It exposes 30 read/write tools to MCP clients over MCP over HTTP for managing CRM data, schema, and files.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://api.mcp.ai/p_crmclaude mcp add --transport http dir-crm https://api.mcp.ai/p_crm{"mcpServers":{"dir-crm":{"type":"http","url":"https://api.mcp.ai/p_crm"}}}Open in Cursor{"servers":{"dir-crm":{"type":"http","url":"https://api.mcp.ai/p_crm"}}}Open in VS Code{"mcpServers":{"dir-crm":{"type":"http","url":"https://api.mcp.ai/p_crm"}}}{"mcpServers":{"dir-crm":{"serverUrl":"https://api.mcp.ai/p_crm"}}}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
36| Parameter | Type | Required | Description |
|---|---|---|---|
| account | string | No |
Details
The maintainer has not added details yet. Check the README in the repository.
Comments
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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.