Obriym CRM

Connect it to your AI

Claude Code

claude mcp add --transport http obriym-crm https://obriym-crm.com/api/mcp

Claude, ChatGPT, Cursor and other apps

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

https://obriym-crm.com/api/mcp

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

{
  "mcpServers": {
    "obriym-crm": {
      "url": "https://obriym-crm.com/api/mcp"
    }
  }
}

Tools it offers

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

• search_leadsList and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated. Returns summary rows (id, name, contact, company, status, source, assignee, tags, next-action, isStale, timestamps)
• get_leadFetch one CRM lead in the selected workspace by lead id, including status, source, assignee, tags, custom fields, score, notes and next action. Use search_leads first when you only know a name, email, phone or company.
• list_conversationsList customer conversations across every connected channel (Instagram, Messenger, WhatsApp and comments, Telegram, OLX, Prom, eBay, Threads replies, the B2B portal, buyer order pages …). One row per lead and channel, new
• get_lead_conversationRead one lead's customer messages, oldest to newest: { at, channel, direction (inbound = from the customer, outbound = sent by the business), text (up to 2000 characters; truncated is true when cut), media ({ kind, conte
• search_dealsList and search pipeline deals, filtered by stage/owner/company/contact/stale and paginated. Returns summary rows (id, title, stage, amount, probability, owner, company, contact, next-action, isStale) plus pagination { p
• get_dealFetch one pipeline deal in the selected workspace by deal id, including stage, value, probability and linked company/contact data when present. Use search_deals first when you only know the title or related customer.
• list_ordersList this workspace's orders, filtered by status/customer/created-date and paginated. Returns summary rows (externalId, status, currency, totalAmount, itemCount, timestamps) plus pagination { page, perPage, total }, newe
• get_orderFetch full order detail in the selected workspace by externalId, including line items, payments, shipments and returns. Use list_orders first when you only know the customer or date.
• search_productsList and search active catalog products, filtered by category/brand/collection/model (productGroupId — the other colours and sizes of one model)/size/color/price/stock/tag/type, or by supplier and the supplier's last sto
• get_productFetch one catalog product in the selected workspace by product id or SKU — returned in any status (draft, active, or archived; check the status field) — with every catalog field: prices, cost, stock and trackInventory, a
• get_dashboard_overviewReturn the operational 'what needs attention today' snapshot for this workspace: active/qualified/stale lead counts, pipeline value, weighted forecast and overdue activities. Takes no arguments. Use get_report for period
• get_reportReturn one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, revenue_trend, product_sales (units, revenue and gro
• search_contactsList and search this workspace's contacts, filtered by company/owner/tag, sorted and paginated. Returns summary rows (id, firstName, lastName, email, phone, jobTitle, company, owner, tags) plus pagination { page, perPage
• get_contactFetch one CRM contact in the selected workspace by contact id, including company, owner, tags and communication fields when present. Use search_contacts first when you only know a name, email or phone.
• search_companiesList and search this workspace's companies, filtered by industry/status/owner, sorted and paginated. Returns summary rows (id, name, industry, size, status, owner, contactCount) plus pagination { page, perPage, total }.
• get_companyFetch one CRM company in the selected workspace by company id, including status, industry, owner and contact links when present. Use search_companies first when you only know the company name.
• list_activitiesList this workspace's activities (tasks, calls, meetings, emails, notes), filtered by type/assignee/overdue/completion/linked-entity and paginated. Returns summary rows (id, type, title, priority, dueDate, completed, ass
• get_activityFetch one CRM activity in the selected workspace by activity id, including type, due date, completion state, assignee and linked entity. Use list_activities first when you only know the related lead/deal/contact.
• list_customersList CRM customers: companies that bought — a purchase order (processing, ready to ship, shipped, delivered or refunded, or with a settled payment) or a won deal that never became an order. Filter by health, lifetime-val
• get_customerFetch one CRM customer summary in the selected workspace by company id: a company that bought (a purchase order — processing, ready to ship, shipped, delivered or refunded, or with a settled payment — or a won deal that
• list_people_customersList people (CRM contacts) who bought without a company — shop buyers: a purchase order without a company (processing, ready to ship, shipped, delivered or refunded, or with a settled payment) or a won deal of theirs wit
• get_person_customerFetch one person who bought without a company, by contact id: health, lifetimeValue (completed-order revenue plus won deals without an order), purchases, repeat, firstPurchaseAt, lastPurchaseAt and contact details. Read-
• list_categoriesList this workspace catalog categories as a flat array, each with id, name, slug, parentId (null for a root category), description, googleProductCategory, imageUrl, translations and marketplaceCategories (the Prom, Rozet
• get_categoryFetch one catalog category by id: name, slug, parent, description, image, translations, the linked marketplace category ids (marketplaceCategories: Prom, Rozetka, OLX, Amazon, Google Merchant, each { id, label } or null)
• search_marketplace_categoriesFind the category id a marketplace uses, to link it to a catalog category. Read-only. Pass the platform (prom, rozetka, olx, amazon or google_merchant) and a query, or for OLX and Rozetka a parentId to browse one level o
• list_brandsList this workspace catalog brands with id, name, description and website. Use a brand id here as the brandId for create_product/update_product, or as the search_products brand filter.
• list_warehousesList this workspace warehouses with id, name, description, phone, address (the street line), country (ISO code), city, postalCode, workingHours (free text) and pickupEnabled (whether the warehouse is offered as a self-pi
• list_marketplacesList every marketplace connected to this workspace with its setup state, health, last activity, any current sync error with `problem` (its kind, whether a person must reconnect the account, and what to do), orders revenu
• get_marketplaceFetch one connected marketplace in detail: every adapter on it with its setup state, last poll, last poll error, last catalog-sync outcome (`sync`, whose `lastSuccessAt` is the last run without a connection error — it su
• list_channel_productsList the products that are on one marketplace, with each listing external id, what the marketplace last reported about it (`presence`, valid only when `observedAt` is set — null `observedAt` means the marketplace has nev
• check_channel_readinessCheck locally which products a marketplace will refuse and why — missing price, unusable price, blank name, unmapped category — grouped by what fixes them, without calling the marketplace. The response separates `blocked
• get_workspace_infoShow which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type and granted scopes — and the server itself: its version and every tool it has now (serve
• get_obriym_product_factsRead-only facts about Obriym CRM itself: approved marketing claims, conditions, limitations, review sources, plan prices/limits and integration scenarios/readiness with beta caveats; no customer data or external calls, a
• create_leadCreate a lead. Idempotent by externalId (re-sending the same externalId returns the existing lead). Requires an email or phone. Enforces the workspace plan limit; the result echoes the workspace it landed in. Use update_
• update_leadUpdate fields on an existing lead by id. Provide a patch with at least one field. Use search_leads first to find the lead id. The result echoes the operating workspace.
• create_dealCreate a pipeline deal. Requires a stageId, title, and next-action note. Use list_pipeline_stages for the stageId, and search_companies/search_contacts to link a company or contact. Enforces the workspace plan limit; the
• create_activityCreate an activity (task, call, meeting, email, or note). Must link to at least one lead, contact, company, or deal — use search_leads/search_contacts/search_companies/search_deals to get the entity id. The result echoes
• update_order_statusMove an order to a new status by externalId. Only valid transitions from the current status are allowed. Use list_orders to find the externalId and get_order to see the current status. The result echoes the operating wor
• create_contactCreate a contact (person). Use search_companies for the companyId to link an employer. Enforces the workspace plan limit and validates the company/owner links; the result echoes the operating workspace.
• update_contactUpdate fields on a contact by id. Provide a patch with at least one field. Use search_contacts first to find the contact id. The result echoes the operating workspace.

Questions