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Query and manage CRM data using natural language in Claude Desktop.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "CRM MCP Server" yet — see the docs or source repo.
Find the top 20 customers by closed revenue in the last 6 months from the CRM, then group them by industry and summarize total revenue and last interaction date.
A ranked customer list with industry grouping, revenue totals, and last interaction details.
Mark all leads that have had no follow-up in the last 14 days and are currently labeled 'Contacted' as 'Needs Follow-up', then list the owner and contact details.
Updated lead statuses plus a list of affected records and their owners.
Analyze customers lost in the past year, identify the most common churn reasons, related product lines, and key patterns from the last communication before churn.
A churn summary with common reasons, product distribution, and actionable improvement insights.
Manage CRM contacts, leads, and deals through natural-language AI actions.
Connect Zero CRM with Claude to manage companies, contacts, and deals.
Access and manage Centrex CRM and LOS contacts, loans, documents, and alerts.
Query company, contact, and pipeline CRM records through natural language.
Connect AI to Method CRM for secure data, file, user, and event management.
Manage Pipedrive CRM deals, contacts, and activities using natural language commands.