The CRM MCP connector for Claude & ChatGPT

See everyone at a company who engaged, or which accounts are heating up or went quiet.

Report the Performance page's numbers for a date range: weighted forecast by close month and stage, campaign outreach results, per-rep activity (emails sent, replies, calls and notes, tasks done, deal stage moves) and won/lost by lead source.

Add an email address to the suppression list as a manual opt-out, so no campaign, sequence, automation or send reaches it, and flag matching contacts as opted out.

Post an internal comment on a shared inbox conversation, visible only to teammates.

Archive shared inbox conversations, or bring them back with `archived: false`.

Give a website chat an owner, or unassign it. `assigneeId` is a user id, 'me' for yourself, or null to put it back in Unassigned.

Give one or more shared inbox conversations an owner, who is then responsible for the reply.

Attach a file (up to 10 MB) to any record: a contact, lead, deal, company, quote, contract, task, note, case, campaign or offering. Send either base64 bytes (`contentBase64`) or a public https `url` the server downloads (preferred for anything over ~100 KB; base64 wastes the context window). `recordId` is the raw record id (no type prefix) or the record's externalId.

Book a specific open slot from `get_availability` on a host's booking type. Requires `hostEmail` and `typeSlug` (same reason as `get_availability`) and the exact `startAt` instant `get_availability` returned — never a time you reconstruct yourself, or you risk booking the wrong instant. Confirmation-gated: call once WITHOUT `confirm` to get a summary of what would be booked, show it to the human, then call again with `confirm: true` only after they agree. The first call never books anything.

Cancel a booked meeting as the host.

Mark a website chat handled for the whole team, or reopen it with `reopen: true`.

Create one of your own meeting types: a booking page people use to pick a time with you.

Define a new custom field on contacts, leads, companies or deals. Owner only.

Create a tag in the workspace, or return the existing one if a tag with that exact name is already there.

Create an automation workflow that runs actions when a record matches a trigger.

Permanently delete one file (by the file id from `list_files`) and its stored bytes. Campaign files can only be removed before the campaign sends. Confirm with the user before calling.

List the contacts, leads or companies in one engagement tab, people to call first: HOT (a hot-lead alert in the last 24 hours, such as several opens in an hour or a click on an offer page),

Pull up one contact, company, or deal with its full activity timeline.

Find the exact person behind an email address before you log or send anything.

Spot likely duplicate contacts so you can clean them up.

Find open meeting slots for one host's booking type in a date range, rendered in the requested time zone. Requires both `hostEmail` and `typeSlug` — a meeting-type slug is unique per person, not per workspace, so a slug alone can't tell two hosts' `30min` apart. Call `list_booking_types` first if you don't already have these. Each slot's raw `startAt` instant is echoed back in backticks — pass that exact value to `book_slot`, never a value you reconstruct from the rendered local time.

Show one booked meeting: when, with whom, the booking form answers, guests, join link, status, and the CRM contact, lead and task it created.

Show the weekly hours and date overrides of one of your meeting types, and the timezone they are read in.

Show one of your own meeting types in full (by `typeId` or `typeSlug`), or omit both to list all of them, paused ones included, with the ids the other booking-type tools take.

Read one website chat conversation: the visitor's details, the site and page they were on, who is handling it, and the transcript oldest first.

Read one conversation from the shared inbox: its owner, state, tags, waiting time and every message in order.

Open one contact, lead, company, or deal with its full activity and related records.

Read one automation workflow by id, including its exact conditions and actions as JSON.

Step out of a website chat you are handling. Inside the site's team hours it goes back to waiting and the team is notified; outside them the AI agent picks it up.

List the meeting types people can book on this workspace's public booking pages, with each one's host, duration and public URL. Use this first to find the `hostEmail` and `typeSlug` that `get_availability` and `book_slot` need.

List meetings people booked through booking links, one page at a time.

See tasks, meetings, deal close dates, and busy time across any date range.

List website chat conversations from the /chat queue, newest first.

List the workspace's custom field definitions for contacts, leads, companies or deals: each field's key, label, type, allowed options and whether it is required.

List the files attached to one record (contact, lead, deal, company, quote, contract, task, note, case, campaign or offering), newest first, each with a download link valid for one hour.

List the leads a lead-capture form created, newest first, with the page they submitted from and the contact id if the lead was converted.

List conversations in the team's shared email inbox, one row per thread, with owner, open or closed state, tags and how long each has been waiting on a reply.

Find open times a booked meeting can be moved to.

List addresses the workspace will not email, newest first, with the reason: UNSUBSCRIBE, MANUAL, BOUNCE (hard bounce) or COMPLAINT (marked as spam).

List every tag in the workspace with its id, color, and how many contacts, leads, companies and deals carry it. Takes no arguments.

Review open and completed tasks with due dates and their linked records.

Read the internal team comments on a shared inbox conversation, oldest first.

List the people in this workspace with their name, email, role, whether they are active, and who they report to.

Show what a workflow recently did: one row per action run with status OK, SKIPPED (with the reason) or ERROR (with the message), newest first.

List the workspace's automation workflows with their trigger, conditions, actions, active state and run count.

Move a website chat to Spam and block that visitor on the site for 30 days, so they cannot start a new chat.

Rank the buyers who replied to or clicked an offer, so you know who to call first.

Move a booked meeting to a new time as the host.

Book a meeting, all-day entry, or repeating series on the shared calendar.

Search across contacts, leads, companies, and deals all at once.

List contacts, leads, companies, or deals, filtered by status, owner, or keyword.

Replace the weekly hours of one of your meeting types.

Change one date's availability on one of your meeting types, leaving the weekly hours alone.

Close or reopen shared inbox conversations, or move them to or out of spam or trash.

Activate or pause an automation workflow.

Hide shared inbox conversations until a later time, or wake them now with `until: null`.

Add a tag to a website chat, or remove one with `remove: true`.

Add or remove tags on shared inbox conversations.

Take a website chat over from the AI agent or the waiting queue so you are the one answering.

Change one of your own meeting types.

Confirm which user and workspace you're connected to.

Add a note to the workspace or attach it to a specific contact.

Turn a qualified lead into a contact, carrying all its history across.

Open a support case for an issue, including straight from a customer email.

Create a new contact, lead, company, or deal in seconds.

Remove a note that's wrong or no longer applies.

Permanently remove a contact, lead, company, or deal and its history.

Get an AI summary of a contact with a recommended next step and draft message.

Open one support case with its severity, age, account, and full history.

Work the support queue by status, severity, owner, or account, with overdue ones flagged.

List the workspace's embeddable lead-capture forms with their fields, active state and submission count.

Record a call, email, note, or meeting on a contact's timeline.

Turn a pasted LinkedIn, meeting, or call thread into a clean timeline entry.

Create, update, complete, or reschedule a task, including repeating ones.

Combine two duplicate contacts into one, keeping all of their history.

Add one or more tags to up to 500 contacts, leads, companies or deals of the same type in one call.

See what needs attention today: top priorities, pipeline snapshot, and follow-ups.

Remove one or more tags from up to 500 contacts, leads, companies or deals of the same type in one call.

Move a case forward, change its severity, or hand it to someone else.

Revise a note's text or reattach it to a different contact.

Change details on a contact, lead, company, or deal.

Record what was agreed with a customer and when the term runs out, straight from a won deal.

Add a product, service, subscription, or contract to your catalog.

Add a stage to a deal pipeline, at the end or at a given position. Owner only.

Build a line-item quote for a deal, contact, or company, priced from your catalog.

Open one contract with its term, value, account, and how long is left to run.

Open one catalog item with its price, details, and the campaigns, deals, and quotes around it.

Open one quote with its line items, total, and who it is for.

See every contract by status or account, soonest to expire first.

See how your catalog is organized by category and item count.

Browse your full product and service catalog, filtered by type or category.

List the workspace's deal pipelines with their stages in board order, each stage's id, whether it counts as won or lost, and how many deals sit in it.

Review quotes by status, deal, or contact, with totals and expiry dates.

See open and won deal value, win rate, and a stage-by-stage breakdown.

Activate, expire, or cancel a contract, or reset its term when it renews.

Change the price, cost, or details of a catalog item.

Rename a pipeline stage, change whether it counts as won or lost, or move it to a new position on the board. Owner only.

Mark a quote sent, accepted, or declined as the buyer responds.

Call off a paced batch — every email still waiting goes back to your drafts.

Record how an incoming reply landed so you can see which pitch is working.

Space a batch of finished drafts out over hours or days instead of sending them all at once.

Discard an email draft you no longer want to send.

Have the AI write personalized outreach drafts, saved for your review before sending.

See what a paced batch has sent, what is still queued, and who replied before their turn.

Open any draft or sent email to check its content before it goes out.

Find pending drafts, recover a draft, or review what a contact was sent.

Find conversations that went quiet and are due a follow-up nudge.

Pull every eligible contact for an offering with timeline context, ready to personalize.

See which verified addresses and mailboxes you can send email from.

See incoming replies you haven't sorted yet, newest first.

Have the AI rank which contacts best fit an offering, with a reason for each.

Hold a paced batch mid-send without losing its place in the queue.

Send a message to the visitor in a website chat, as you.

Draft a reply that continues the same thread, saved for your approval before sending.

Start a paused batch again, re-spaced from now so the backlog doesn't go out at once.

Send an approved email draft to the recipient once a person signs off.

Compose an email to a contact, saved as a draft for approval, attachments included.

Choose which matched contacts to include before drafting outreach.

Edit a draft's subject, body, sender, or campaign before it's approved.

Attach a file that goes out with every email in a campaign.

Replies, interest and deals per campaign, with every buyer conversation and whose turn it is.

Start a draft email campaign to a tag or a fixed list of contacts.

Build a multi-step outreach sequence of timed emails and tasks.

Remove a draft campaign that was never sent.

Start one or more contacts on a sequence's scheduled steps.

Open a campaign with its audience, status, and delivery stats.

Open a sequence with its steps and enrollment numbers.

Launch or schedule a campaign, creating a draft per recipient for approval.

Review all email campaigns and their status at a glance.

Review all outreach sequences with their steps and enrollment counts.

Revise a draft campaign's copy or audience before it sends.

Check your HubSpot connection status or start a two-way sync.

Check your Zoho CRM connection status or start a two-way sync.