OnePageCRM

Turn your AI assistant into your CRM assistant.

CommunityOnlineNo sign-inGlobalFreeCan modify data

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.

What data it sees

Do you need an account

No: the server works without sign-in

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.

How to connect

How to connect OnePageCRM to Claude

The server address to paste into Claude settings:

https://onepagecrm.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect OnePageCRM to ChatGPT

The server address to paste into ChatGPT settings:

https://onepagecrm.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect OnePageCRM to Cursor

The server address to paste into Cursor settings:

https://onepagecrm.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (5)

Raw names from tools/list. Only developers need these.

describeSchema 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.
contextAccount-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.
queryExecute an OQL (OnePageCRM Query Language) query. Pass a JSON query object to read CRM data. Use describe() to discover entities and fields.
createCreate any entity. Use describe() first to discover writable fields, required fields, and examples. Use context() for valid reference values.
updateUpdate 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.