CRM MCP Server

Tools · 24

• add_contact Add a new contact to the CRM
• update_contact Update an existing contact's information
• search_contacts Search for contacts by criteria
• list_contacts List all contacts in the CRM
• archive_contact Archive a contact from the CRM
• filter_contacts_by_organization Filter contacts by organization
• track_interaction Track a new interaction with a contact
• update_interaction Update an existing interaction record
• manage_calls Manage call logs for contacts
• manage_emails Manage email records for contacts
• manage_meetings Manage meeting records for contacts
• manage_notes Manage notes for contacts
• add_entry Add a new contact history entry
• update_entry Update an existing contact history entry
• delete_entry Delete a contact history entry
• list_entries List contact history entries
• add_todo Add a new todo/action item for a contact
• update_todo Update an existing todo item
• filter_todos Filter todo items by criteria
• track_todos Track action items for contacts
• export_contacts_csv Export contacts data to CSV
• export_history_csv Export contact history to CSV
• export_full_crm_csv Export full CRM data to CSV
• track_recent_activities Track and retrieve recent CRM activities