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Let AI manage Lofty CRM workflows, leads, and customer data in natural language.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Lofty MCP Server" yet — see the docs or source repo.
Connect to Lofty CRM and find high-intent leads added in the last 7 days, then summarize them by source, region, and follow-up status.
A lead list plus a summary organized by source, region, and follow-up status.
In Lofty CRM, filter active customers with no contact in the last 14 days, create follow-up tasks for this week, and add the note "priority callback needed."
A list of updated customers, the number of tasks created, and an execution result summary.
Extract this month’s new customers, opportunities, and conversion rate data from Lofty CRM, then create a brief report suitable for a weekly meeting.
A bilingual report summary with key metrics, trend highlights, and business takeaways.
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