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Connect AI assistants to Ploomes CRM for CRUD, configuration, and automation tasks.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Ploomes MCP Server" yet — see the docs or source repo.
Connect to Ploomes CRM, retrieve a specific customer record, and update its contact information and sales stage.
Returns the target record details and completes the requested entity field retrieval and update.
Inspect the current sales pipeline stages in Ploomes and list the field configuration items that can be adjusted.
Outputs pipeline stage information and related field configuration results for further changes.
List the existing automation rules and webhook configurations in Ploomes CRM and describe their purposes.
Returns a configuration inventory of automations and webhooks to help review integration logic.
Developers or business users can have an AI assistant perform CRUD operations on Ploomes CRM entities, reducing manual work on customers, deals, and similar records. It fits teams that frequently update CRM data.
Product or operations teams can use this tool to inspect and manage pipeline and field configuration, making it easier to refine sales process structure. It is useful when CRM workflows need ongoing optimization.
When teams need to work with CPQ proposal models, automation rules, or webhooks, an AI assistant can access those capabilities through this MCP server. This helps maintain internal CRM flows and external system integrations more efficiently.
This is a Ploomes MCP Server that connects AI assistants to the Ploomes CRM. It exposes 153 tools for entity CRUD, pipeline and field configuration, CPQ proposal models, automations, and webhooks.
Based on the provided description, it supports CRUD on CRM entities and handles pipeline configuration, field configuration, CPQ proposal models, automations, and webhooks. Other capabilities are not stated in the provided material.
The provided material does not include installation steps, runtime requirements, or authentication details. For confirmation, see the source repository.
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