CRM Connector

Connect it to your AI

Claude Code

claude mcp add --transport http crm-connector https://platform-mcp.crm-connector.com/

Claude, ChatGPT, Cursor and other apps

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

https://platform-mcp.crm-connector.com/

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

{
  "mcpServers": {
    "crm-connector": {
      "url": "https://platform-mcp.crm-connector.com/"
    }
  }
}

Tools it offers

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

• plan_integrationIntegrations (between two systems): Use when someone wants to set up a sync between two systems, for example "when a deal is won in our CRM, make a draft invoice in our accounting system" or "keep our customers and invoi
• find_sync_optionsIntegrations (between two systems): Use when someone asks what CRM Connector can do, which integrations or systems it offers or supports, whether it can connect a business system, which systems it pairs with, or what tra
• get_field_detailsIntegrations (between two systems): Use when someone asks whether a particular field travels between two systems for one record type, for example the phone number, the address, the due date, the line items or the tax of
• get_connection_guideIntegrations (between two systems): Use when someone asks how to connect a system to CRM Connector, what they need for it (an api key, a token, an account id, a store address) or where to find it, or whether connecting m
• list_integrationsIntegrations (between two systems): Use when a signed in CRM Connector customer asks about their own integrations, and only then: which ones they set up, whether they are running, when they last synced, or what became of
• run_syncIntegrations (between two systems): Use when a signed in CRM Connector customer wants one of their integrations to sync now, for example after fixing what made records fail. mode changes (the default) picks up what chang
• set_integration_statusIntegrations (between two systems): Use when a signed in CRM Connector customer wants one of their integrations paused (nothing syncs, nothing is deleted) or running again (status active, which also switches on a draft o
• get_sync_healthIntegrations (between two systems): Use when a signed in CRM Connector customer asks how their syncs are doing: what failed, why records did not arrive, what is waiting, when an integration last ran or which conflicts wa
• resolve_conflictIntegrations (between two systems): Use after get_sync_health with include conflicts, once the person chose. choice sync makes the record that also matches the one the shared record follows from the next sync; choice kee
• get_ai_agents_infoAI Agents (inside one system): Use when someone asks what AI Agents is, what an agent can do in one of their business systems, or which AI agents their account has. Returns what an agent reads, what it can do after the p
• describe_record_typeAI Agents (inside one system): Use before searching or changing records of one type in an AI agent's system: everything about the type in one answer. Returns the fields CRM Connector reads the same way in every system (f
• search_recordsAI Agents (inside one system): Use to find or count records of one type in an AI agent's system, page by page. Search with text for the system's own search (contacts by name, email or phone, deals by name, invoices by nu
• get_recordAI Agents (inside one system): Use to read one record of an AI agent's system by its id, live from the system. Returns the fields CRM Connector reads the same way in every system; add fields to read some of the system's
• find_linked_recordsAI Agents (inside one system): Use for questions across systems, such as which won deals have no invoice in the books yet or which contact is which customer: for up to 50 records of one system it returns the same records
• list_related_recordsAI Agents (inside one system): Use to see which records of another type, or which notes, tasks, calls, meetings, conversations, line items or payments, one record is linked to inside an AI agent's system, such as the dea
• read_activitiesAI Agents (inside one system): Use to read notes, tasks, calls, meetings, logged messages, line items or payments of an AI agent's system by their ids, as list_related_records gives them. What is there differs per system
• read_conversationAI Agents (inside one system): Use to read the messages of one conversation of an AI agent's system, newest first, by the id list_related_records gives it. Not for finding conversations (use list_related_records with rel
• search_tasksAI Agents (inside one system): Use to find tasks across a whole AI agent's system, such as every open task or what one user still has to do. Not for the tasks of one record you already know (use list_related_records). Wh
• find_free_slotsAI Agents (inside one system): Use to see when a calendar of an AI agent's system still has room, such as before proposing a time to a customer, for at most 31 days at a time. Not for what is booked already (use search_r
• list_changesAI Agents (inside one system): Use when the customer asks what the assistant changed in their systems, or to find a change to undo. Returns the newest proposed, applied, failed and undone changes, each with its before an
• propose_changesAI Agents (inside one system): Use whenever the person asks to change records in a system whose AI agent may change them: every change goes through here first, and nothing is written. Pick one action and give one item pe
• apply_proposalAI Agents (inside one system): Use only after the customer saw the changes of a proposal and said yes. It writes exactly what one proposal of propose_changes showed, and nothing else. CRM Connector reads every record aga
• undo_changeAI Agents (inside one system): Use when the customer asks to undo a change the assistant made. It puts the values from before back, only while the record still holds what was written, so newer work is never overwritten.
• propose_automationAI Agents (inside one system): Use when the customer wants something to keep happening by itself inside one system on AI Agent (not for a one-off change: use propose_changes), such as "when a deal is won and the amount i
• list_automationsAI Agents (inside one system): Use when the customer asks which automations run in their system, whether a rule ran, or to find one to pause, resume, change or remove. Returns each rule as a sentence (when, only if, then
• set_automation_statusAI Agents (inside one system): Use when the customer asks to pause, resume or remove one automation, after they confirmed. pause stops it until it is resumed; resume switches a paused rule on again, and a rule the custom
• send_requestIntegrations and AI Agents: Use when the person wants something CRM Connector does not offer yet, to ask for it for them, for either product: an integration with a system it does not connect yet (kind integration), or AI
• get_profileIntegrations and AI Agents: Use when you need to know which CRM Connector account is connected, for example right after connecting or to tell two connected accounts apart. Returns an opaque id, the organisation name and

Questions