chat.conecto/crm

up checked 2026-11-11T06:40:16.563Z

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Publisher-provided title

Conecto CRM

Publisher-provided description

Contacts, companies and deals, with every email, call and meeting on one record. Pay per action.

Summary by lookupd

Manages contacts, companies, deals and tasks in a CRM, including notes, pipelines, custom fields, tagging and pipeline reports.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http crm https://api.conecto.chat/mcp/crm

Codex, remote (streamable-http)

codex mcp add crm --url https://api.conecto.chat/mcp/crm

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "crm": {
      "url": "https://api.conecto.chat/mcp/crm"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 70)

Publisher-provided text

• crm_find_contacts Search the CRM by name, email, company or phone, or by filters on any field, tag or custom field, or by a saved segment. Returns a page of contacts (most recent
• crm_get_contact One contact with its tags, custom fields, recent activity, open tasks and deals, by id or email, and came_from: the website visit that led to their first chat,
• crm_get_customer One read before you answer someone: the contact (or company) and what is open with them across Conecto: open deals, help desk tickets, unpaid invoices and open
• crm_save_contact Create a contact, or update the one with this email if it already exists. Only the fields you send change; tags are added, custom fields merged. Without an emai
• crm_save_contacts Create or update up to 100 contacts in one call, each exactly like crm_save_contact (matched by email; without an email a new contact is made). Each one succeed
• crm_update_contact Change fields on an existing contact by id. Only the fields you send change; tags are added, custom fields merged. Costs $0.01 per call; nothing if it fails.
• crm_archive_contact Hide a contact from searches and lists. Its history is kept; crm_update_contact cannot un-archive, crm_restore_contact does. Costs $0.001 per call; nothing if i
• crm_restore_contact Bring an archived contact back. Costs $0.001 per call; nothing if it fails.
• crm_add_note Add a note to a contact (by contact id or email), a deal or a company: what was said, decided or learned. A note on a deal also shows on its company's and conta
• crm_create_task A follow-up on a contact, with an optional due time (ISO 8601) and priority. Costs $0.01 per call; nothing if it fails.
• crm_list_tasks Tasks by status (default open), optionally for one contact or due before a time, soonest first, each with the contact it is about (id, name, email). Free.
• crm_complete_task Mark a task done (or cancelled). Costs $0.01 per call; nothing if it fails.
• crm_save_company Create a company, or update the one with this name (case-insensitive). With company_id, update that company instead, and a name renames it. Only the fields you
• crm_archive_company Hide a company from crm_find_companies, crm_search, duplicates and exports. Its people, deals and notes stay as they are, and crm_get_company still reads it (ar
• crm_restore_company Bring an archived company back into the lists, searches, duplicates and exports. Costs $0.001 per call; nothing if it fails.
• crm_save_companies Create or update up to 100 companies in one call, each exactly like crm_save_company (matched by name). Each one succeeds or fails on its own; the reply lists w
• crm_find_companies Search companies by name or domain, or by filters on any field, tag or custom field, or by a saved segment. Archived companies are left out unless include_archi
• crm_get_company One company, by id or name, with its tags, custom fields, people, deals (open ones first) and notes, each note with who wrote it (by and via, as crm_timeline gi
• crm_save_deal Create a deal (no deal_id) or update one (with deal_id): pipeline and stage, amount, expected close date, next step, the company and contact it belongs to, tags
• crm_find_deals Deals by pipeline, stage, status (open, won, lost), company or contact, or by filters on any field, tag or custom field, or by a saved segment; most recently ch
• crm_get_deal One deal with its pipeline and stage, its stage history (each stage and the days it stayed there), its notes with who wrote each (by and via, as crm_timeline gi
• crm_list_pipelines The deal pipelines in order, each with its stages in order: id, name, probability (the chance a deal there is won, 0-100), outcome (open, won or lost), and how
• crm_save_pipeline Create a deal pipeline, or change one (by pipeline_id, or the pipeline with this name): its name, its position among the pipelines, and its stages in order. A s
• crm_delete_pipeline Delete an empty pipeline (by id or name). A pipeline that holds deals cannot be deleted: move them to another pipeline first with crm_move_deal. The last pipeli
• crm_move_deal Move a deal to a stage (by name or id), optionally of another pipeline. A won or lost stage closes the deal (give lost_reason when it is lost); an open stage re
• crm_pipeline_report How a pipeline is doing: open deals by stage with their value and weighted value (value x probability), deals won and lost in a period (this month by default) w
• crm_define_field Add a field of your own to contacts, companies or deals, such as a "plan" picked from a list or a "renewal_date", or change its label, description or options. F
• crm_list_fields The fields you can read, filter and sort on for contacts, companies and deals: the standard ones and the custom fields defined with crm_define_field (type, opti
• crm_delete_field Delete a custom field and its value on every record. This cannot be undone. Costs $0.001 per call; nothing if it fails.
• crm_tag_records Add and remove tags on up to 100 contacts, companies or deals at once, such as everyone who came to a webinar. A new tag is made on first use; tags match in any

Details

• Version: 1.0.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 884 ms
• First indexed: 2026-11-02T21:17:11.963Z
• Last seen in registry: 2026-11-02T22:17:19.049Z
• Website: https://conecto.chat/tools/crm

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