crm-inputs/mcp

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Add to CRM MCP connector: find work contact details and add people and companies to your own CRM from Claude, ChatGPT, Codex and other MCP clients.

Обзор

Add to CRM finds work contact details and adds people and companies to your own CRM. This is its Model Context Protocol server: connect it to Claude, ChatGPT, Codex or any other MCP client and your assistant can look someone up, search for prospects, check whether a person is already in your CRM, and add the ones you choose, without leaving the conversation. It works with 29+ CRMs. You connect your CRM once in Add to CRM; your CRM credentials stay there and the assistant never sees them. This repository holds the registry entry, the Claude Code plugin and the documentation. The server runs at Add to CRM; there is nothing to install or host. You need an Add to CRM account with a CRM connected. or install the plugin, which adds the connector and a skill for going from a target to records in your CRM: : Settings, Connectors, Add custom connector, then paste https://mcp.addtocrm.com/mcp. : add a custom MCP server (chatgpt.com/plugins, then Add custom MCP server), paste https://mcp.

README

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Add to CRM for AI assistants


Endpoint	`https://mcp.addtocrm.com/mcp`
Transport	Streamable HTTP (stateless)
Authentication	OAuth 2.1: you sign in to your Add to CRM account when the assistant asks
Server name	`com.addtocrm/crm`
Version	1.0.0
Website	https://addtocrm.com

This repository holds the registry entry, the Claude Code plugin and the documentation. The server runs at Add to CRM; there is nothing to install or host. You need an Add to CRM account with a CRM connected.

Add it to your assistant

Claude Code

claude mcp add --transport http addtocrm https://mcp.addtocrm.com/mcp

or install the plugin, which adds the connector and a skill for going from a target to records in your CRM:

/plugin marketplace add crm-inputs/mcp
/plugin install add-to-crm@addtocrm

Claude (web and desktop): Settings, Connectors, Add custom connector, then paste https://mcp.addtocrm.com/mcp.

ChatGPT: add a custom MCP server (chatgpt.com/plugins, then Add custom MCP server), paste https://mcp.addtocrm.com/mcp and choose OAuth. Availability depends on your ChatGPT plan and workspace settings.

Codex

codex mcp add addtocrm --url https://mcp.addtocrm.com/mcp
codex mcp login addtocrm

Each assistant opens a sign-in window for your Add to CRM account the first time it needs one.

Tools

Tool	What it does
`get_account`	Shows which CRM is connected, the lookup credits left and anything that would stop a lookup or an add
`get_profile`	Shows the signed-in account’s name and e-mail address
`find_contact_details`	Looks up one person by name and company, e-mail address or profile link
`find_company_details`	Looks up one company from its domain or public page link
`search_prospects`	Searches for people by title, seniority, location and company details
`search_companies`	Searches for companies by name, keywords, location, headcount or domain
`find_person_in_crm`	Checks whether a person is already in your CRM, without enriching them
`search_crm`	Searches the people and companies in your CRM
`get_crm_record`	Reads one CRM record in full
`add_person_to_crm`	Adds one person to your CRM, with your field mapping, tags and duplicate checks
`add_company_to_crm`	Adds one company to your CRM