Plyto

Connect it to your AI

Claude Code

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

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://plyto.ai/api/mcp

This server expects extra headers, usually an API key from its maker.

Cursor, VS Code and other apps (mcp.json)

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

Tools it offers

60 tools, as the server itself reported during our check on Oct 31, 2026.

• memory__saveSave (or update) a durable memory: a standing preference, playbook rule, correction, or business fact that should hold across ALL future conversations. Use when the user says "remember…", "always…", "never…", "from now o
• memory__listList every durable memory you hold for this business (business-wide plus the current user's personal ones), with ids and when each was last confirmed. Use before consolidating, when the user asks what you remember, or to
• memory__forgetPermanently delete a saved memory. Destructive: confirm with the user first unless they just explicitly asked you to forget exactly this. Users can also remove memories themselves under Settings → Business profile.
• business__updateSave what you learn about the business the moment the owner says it: real name, website, industry, who their customers are, what sets them apart, the phone to show on pages, where an ad's click should go (clickTarget pag
• brand__scan__waitWait for the website scan business.update started (up to 45 seconds) and get what it read: industry, audience, value proposition, claims. Call it right after saving a website on a first draft, then build from the result.
• account__profileReturn the Plyto profile this connection is signed in as: an opaque id that stays the same across token refresh and reconnection, the person's name and email for display, and the business the connection manages as a labe
• documents__listList the documents the owner has given you, newest first: files attached in the chat (PDF, Word, text), long messages kept as documents, and links you read and kept. Each has an id to read it with documents.read. Use it
• documents__readRead a document the owner gave you (an attached PDF, Word or text file, a long message kept as a document, or a link you kept), 30,000 characters at a time; pass offset to go on. Read before you answer about it: never de
• brand__colors__setSave the brand colors the owner names in chat, as hex codes: the primary (what graphics build on) and, when they give one, an accent. They replace the colors on file (a website scan's guess, a logo's extraction), so pass
• brand__logo__setMake an image the business's logo: the one on file for ads, pages, emails and pitch decks, replacing whatever logo is there (a website scan's find or an older upload). Pass the library asset id of a logo the owner upload
• business__claims__removeTake claims off the business profile once the owner says they no longer hold: the business moved and no longer serves the old area, an offer ended, a credential lapsed. Pass each claim as it is on file (a draft's placeCl
• crm__contacts__createCreate a contact (or find-and-update if one with the same email already exists in this business). Returns the created/updated contact. Use when the user mentions adding, capturing, or tracking a new person. Email is the
• crm__contacts__updateUpdate fields on an existing contact. Only pass fields you want to change. No-op fields are silently skipped.
• crm__contacts__getFetch a single contact by id, with where they came from: the ad campaign and search keyword that brought them (when an ad did), where they were and on what device, what they asked for on the landing page, how many forms
• crm__contacts__listList contacts in this business with simple filters. For free-text search use crm.contacts.search. For complex filters use crm.contacts.query (W3).
• crm__contacts__searchFree-text search across contact email, first/last name, and phone. Case-insensitive substring match. Returns up to 20 contacts by default.
• crm__contacts__get_propertiesReturn all custom property values for a contact as a {key: value} map.
• crm__companies__createCreate a company (or find-and-update if one with the same domain already exists). Domain is the natural dedup key; always pass the bare domain like 'acme.com' (not the full URL).
• crm__companies__updateUpdate fields on an existing company. Only pass fields you want to change.
• crm__companies__getFetch a single company by id. Returns null if not found.
• crm__companies__listList companies in this business. For text search use crm.companies.search.
• crm__companies__searchFree-text search across company name, domain, and industry. Case-insensitive substring match.
• crm__companies__get_propertiesReturn all custom property values for a company as a {key: value} map.
• crm__tags__createCreate a new tag (or find one with the same name; idempotent). Tags are lightweight orthogonal categories like 'VIP', 'Newsletter-only', 'Cold'.
• crm__tags__listList all tags defined in this business.
• crm__tags__add_to_contactApply a tag to a contact. Idempotent: adding an already-applied tag is a no-op.
• crm__tags__remove_from_contactRemove a tag from a contact. Idempotent.
• crm__tags__list_for_contactList all tags applied to a contact.
• crm__tags__add_to_companyApply a tag to a company. Idempotent.
• crm__tags__remove_from_companyRemove a tag from a company. Idempotent.
• crm__tags__list_for_companyList all tags applied to a company.
• crm__properties__defineDefine a new custom property on contact or company. Keys must be lowercase snake_case (e.g. 'plan_tier'). For single_select / multi_select, options is required.
• crm__properties__listList custom property definitions for an entity type. Excludes archived by default.
• crm__properties__archiveArchive a custom property. Existing values are preserved but the property is hidden from UI and rejected for new value sets. To 'rename', archive + redefine.
• crm__properties__set_contact_valueSet the value of a custom property on a contact. Value type must match property type. For multi_select pass an array of option values.
• crm__properties__set_company_valueSet the value of a custom property on a company.
• crm__properties__set_deal_valueSet the value of a custom property on a deal.
• crm__properties__clear_contact_valueRemove a custom property value from a contact.
• crm__properties__clear_company_valueRemove a custom property value from a company.
• crm__properties__clear_deal_valueRemove a custom property value from a deal.

Questions