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Use case

Work with your CRM and sales pipeline using AI

CRM servers give an assistant access to the contacts, companies, and deals your team already tracks in HubSpot, Salesforce, Pipedrive, or a similar tool. It can look up an account before a call, summarize recent activity, update a deal stage, or log notes after a meeting, which keeps records current without manual data entry. Sales managers also use it for quick pipeline questions. CRM data is personal data, so use an integration user with limited permissions, and be careful about which fields the agent can edit in bulk.

317 matching serversRanked by trust score
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Example prompts

Paste one into Claude, Cursor, or any MCP client once a matching server is installed.

  • Give me a briefing on Acme Corp: open deals, last contact, and key people.

  • Which deals in the pipeline have not been updated in 30 days?

  • Log a note on the Globex deal: demo went well, follow up next Tuesday.

Top matches

MCP servers for CRM & sales

The 12 strongest of 317 matching servers. Servers that name the topic directly come first.

  • Trust score 67 of 100, Good

    Close Crm

    by pipeworx-io · JavaScript

    Close CRM MCP Pack — wraps the Close (close.com) API v1.

    RegistryRemote
    0 stars30/wk weekly downloads— tools
  • Trust score 65 of 100, Good

    Conduyt CRM tools for AI agents: contacts, deals, pipelines, tasks, automations, messaging, reports

    Registry
    0 stars—/wk weekly downloads— tools
  • Trust score 55 of 100, Fair

    A local CRM as Markdown files in git: read and update pipeline, contacts and interactions.

    Registry
    — stars—/wk weekly downloads— tools
  • HubSpot MCP logo
    Trust score 55 of 100, Fair

    Every HubSpot Sales Hub feature, plus offline cross-object queries, property-change-history

    Registry
    — stars—/wk weekly downloads— tools
  • Trust score 55 of 100, Fair

    Manage Kommo CRM leads, contacts, pipelines, tasks, notes, tags and companies.

    Registry
    — stars—/wk weekly downloads— tools
  • Pipedrive MCP logo
    Trust score 55 of 100, Fair

    Full Pipedrive CRUD plus a local SQLite pipeline copy: stale deals, forecasts, aging, dupes, rep

    Registry
    — stars—/wk weekly downloads— tools
  • Trust score 55 of 100, Fair

    Salesforce CRM MCP server: accounts, contacts, opportunities, leads, tasks, and custom objects

    Registry
    — stars—/wk weekly downloads— tools
  • Trust score 55 of 100, Fair

    Manage Sellinger AI SDR CRM leads, conversations and pipeline from any MCP client.

    Registry
    — stars—/wk weekly downloads— tools
  • Trust score 52 of 100, Fair

    Manage real estate transactions, contacts, tasks, dates, notes and files, and search AFrame help.

    RegistryRemote
    — stars—/wk weekly downloads— tools
  • Add to CRM logo
    Trust score 52 of 100, Fair

    Find work contact details and add people and companies to your own CRM.

    RegistryRemote
    — stars—/wk weekly downloads— tools
  • Anvil CRM logo
    Trust score 52 of 100, Fair

    Anvil CRM

    Unknown author

    A lightweight, agentic CRM for growing businesses. Let AI assistants keep every account current.

    RegistryRemote
    — stars—/wk weekly downloads— tools
  • Beacon CRM MCP by usefulapi logo
    Trust score 52 of 100, Fair

    Read and filter Beacon CRM records of any type; create, update, upsert, delete records; run exports.

    RegistryRemote
    — stars—/wk weekly downloads— tools
Setup

How to set it up

  1. Pick a server. Close Crm is the strongest match. Check its tools and the API keys it needs on its page.
  2. Copy the config for your client. Open the install guide for Claude Desktop, Claude Code, Cursor, or VS Code, and paste the generated block into the client's config file. The client guides show where each config file lives.
  3. Restart and try a prompt. Restart the client so it loads the server, then paste one of the example prompts above.
FAQ

Questions about CRM & sales

What is the best MCP server for CRM & sales?

Close Crm ranks first here with a trust score of 67/100, followed by Conduyt CRM (65) and Hermit CRM (55). Servers that name the topic directly come first, each group ordered by the public trust score, which nobody can pay for. See the methodology for how it is calculated.

How do I set up Close Crm in Claude or Cursor?

Open the install guide for Claude Desktop or Cursor, copy the generated config into the client's config file, add any API keys the server asks for, then restart the client. The client guides cover VS Code, Claude Code, Windsurf, and more.

Can I use a hosted server instead of installing one locally?

5 of the 12 servers listed here can connect remotely over HTTP, so there is nothing to run on your machine: Close Crm, AFrame Real Estate Transaction Management + CRM, Add to CRM, and others. The rest run locally over stdio.

How many MCP servers can do this?

MCPpedia lists 317 published servers that match this use case. This page shows the 12 strongest matches; thin and duplicate listings are left out.

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