plan_ai_agent
plan ai agent
com.crm-connector/crm-connector
The integration hub for your CRM, field service and accounting apps: integrations and AI agents.
transport:streamable-http
tools:63
Target client
run in your project directory
claude mcp add --transport http crm-connector https://platform-mcp.crm-connector.comsetup guides: Claude Code Claude Desktop Cursor VS Code Zed Windsurf Cline Gemini CLI Grok ChatGPT Claude.ai LangChain
Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs
get_ai_agent_options
Read-only
get ai agent options
propose_automation
propose automation
list_automations
Read-only
list automations
set_automation_status
Mutating
set automation status
update_ai_agent
Mutating
update ai agent
describe_record_type
Read-only
describe record type
search_records
Read-only
search records
get_record
Read-only
get record
find_linked_records
Read-only
find linked records
read_report
Read-only
read report
list_related_records
Read-only
list related records
read_activities
Read-only
read activities
read_conversation
Read-only
read conversation
search_tasks
Read-only
search tasks
find_free_slots
Read-only
find free slots
list_items
Read-only
list items
get_item
Read-only
get item
list_changes
Read-only
list changes
propose_changes
propose changes
propose_update_fields
propose update fields
propose_move_stage
propose move stage
propose_assign_owner
propose assign owner
propose_add_note
propose add note
propose_add_task
propose add task
propose_update_task
propose update task
propose_log_activity
propose log activity
propose_add_line_item
propose add line item
propose_send_record
propose send record
propose_convert_estimate
propose convert estimate
propose_convert_lead
propose convert lead
propose_link_records
propose link records
propose_unlink_records
propose unlink records
propose_create_item
propose create item
propose_update_item
propose update item
propose_set_item_state
propose set item state
propose_move_item
propose move item
propose_add_tag
propose add tag
propose_remove_tag
propose remove tag
propose_add_follower
propose add follower
propose_remove_follower
propose remove follower
propose_add_to_workflow
propose add to workflow
propose_remove_from_workflow
propose remove from workflow
propose_update_note
propose update note
propose_send_message
propose send message
propose_update_conversation
propose update conversation
propose_record_payment
propose record payment
propose_change_consent
propose change consent
propose_void_record
propose void record
propose_send_document
propose send document
apply_proposal
Mutating
apply proposal
undo_change
undo change
plan_integration
plan integration
get_integration_options
Read-only
get integration options
get_integration_fields
Read-only
get integration fields
list_integrations
Read-only
list integrations
run_integration
Mutating
run integration
set_integration_status
Mutating
set integration status
get_integration_health
Read-only
get integration health
resolve_integration_conflict
Read-only
resolve integration conflict
get_connection_guide
Read-only
get connection guide
send_request
Mutating
send request
get_profile
Read-only
get profile
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. Check the server's own documentation before granting access.