Name: OnePageCRM
Author: onepagecrm

What it can do

Describe: Schema discovery — fields, types, constraints, and examples for reads and writes. Call with no arguments for all entities summary, or pass an entity name for full schema.

Context: Account-specific reference data: statuses, lead sources, call results, pipelines, users, tags, reason lost options, and custom fields. Call before creating or updating records to get valid fi

Query: Execute an OQL (OnePageCRM Query Language) query. Pass a JSON query object to read CRM data. Use describe() to discover entities and fields.

Turn your AI assistant into your CRM assistant. It can summarize your Action Stream, do research, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI handle the admin while you build relationships, close deals, and focus on growing your business with OnePageCRM.

Use cases

Import new contacts or deals

"Import the attached spreadsheet in OnePageCRM."

Discover idle or stale deals

"Suggest next best actions for stalled deals with no activity in the last 14+ days."

Tidy up your Action Stream

"Reschedule all overdue Actions and spread them across several months depending on priority."

Spot new sales opportunities

"Find customers who can be good upsell targets and create pending deals for them."

Save time on data entry

"Turn the attached call transcript into a call note for Jane Doe and add Next Actions."

Connection

Endpoint: https://app.onepagecrm.com/mcp
Transport: Streamable HTTP (remote / hosted)
Auth: OAuth 2.1 with dynamic client registration and PKCE — you authorize on connect, no API key to paste

Works in Claude, ChatGPT and any MCP-compatible client.

OnePageCRM

What it can do

What data it sees

Do you need an account

Use cases

Connection

describe	Schema discovery — fields, types, constraints, and examples for reads and writes. Call with no arguments for all entities summary, or pass an entity name for full schema.
context	Account-specific reference data: statuses, lead sources, call results, pipelines, users, tags, reason lost options, and custom fields. Call before creating or updating records to get valid field values.
query	Execute an OQL (OnePageCRM Query Language) query. Pass a JSON query object to read CRM data. Use describe() to discover entities and fields.
create	Create any entity. Use describe() first to discover writable fields, required fields, and examples. Use context() for valid reference values.
update	Update any entity. Only provided fields are changed. Use describe() for writable fields. Array fields (emails, phones, urls, tags) are full replacements — to add/remove a single entry, query() the current array first, modify it, then send the full list.