com.crm-connector/crm-connector

up checked 2026-11-11T05:37:32.856Z

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Publisher-provided title

CRM Connector

Publisher-provided description

The integration hub for your CRM, field service and accounting apps: integrations and AI agents.

Summary by lookupd

Lets an agent read and update CRM contacts, deals, invoices, quotes, tasks, calendars and automations, plus pull accounting reports.

Install

Claude Code, remote (streamable-http)

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

Codex, remote (streamable-http)

codex mcp add crm-connector --url https://platform-mcp.crm-connector.com

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

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

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 63)

Publisher-provided text

• plan_ai_agent AI Agents (inside one system): Use when someone wants an AI agent inside one of their systems, for example "let the assistant read my contacts and deals and add
• get_ai_agent_options AI Agents (inside one system): Use when someone asks what AI Agents is, which systems it works with, what an agent can do in one of their business systems, or w
• propose_automation AI 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 pr
• list_automations AI 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
• set_automation_status AI Agents (inside one system): Use when the customer asks to approve, pause, resume or remove one automation, after they confirmed. approve switches on a rule p
• update_ai_agent AI Agents (inside one system): Use when the customer asks to change what one AI agent may do: which record types it reads or reads and writes, which groups of a
• describe_record_type AI 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 th
• search_records AI 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 (con
• get_record AI 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 w
• find_linked_records AI 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: fo
• read_report AI Agents (inside one system): Use to read a report of an AI agent's accounting system for a period, such as profit and loss, what customers still owe or sales
• list_related_records AI Agents (inside one system): Use to see which records of another type, or which notes, tasks, calls, meetings, conversations, line items or payments, one reco
• read_activities AI 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_
• read_conversation AI 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
• search_tasks AI 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 o
• find_free_slots AI 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
• list_items AI Agents (inside one system): Use to list what an AI agent's system holds next to contacts, opportunities, invoices, quotes, jobs and appointments, such as pro
• get_item AI Agents (inside one system): Use to read one item of an AI agent's system that is not one of the six record types, such as a product, an order, a calendar, a
• list_changes AI 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,
• propose_changes AI Agents (inside one system): Use when the person asks to fill, correct or empty fields of records, or to make a new record, in a system whose AI agent may cha
• propose_update_fields AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: New values for fields of a record that exist in
• propose_move_stage AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A record moved to another stage or status of its
• propose_assign_owner AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A contact, deal or ticket given to another user
• propose_add_note AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A note on a record's timeline in the person's sy
• propose_add_task AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A task or follow up on a record in the person's
• propose_update_task AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A task or follow up that already exists moved to
• propose_log_activity AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A call or meeting that took place, written on a
• propose_add_line_item AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A product or service line added to a record, suc
• propose_send_record AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: An invoice or quote emailed to the customer by t
• propose_convert_estimate AI Agents (inside one system): Use when the person asks for this in a system whose AI agent may change records: A new invoice with the lines of a quote, linked

Details

• Version: 1.1.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 752 ms
• First indexed: 2026-11-01T08:53:33.669Z
• Last seen in registry: 2026-11-01T08:53:33.669Z
• Website: https://crm-connector.com/platform/mcp

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