CRM & Sales

noto-crm

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Minimalist CRM with AI agent for freelancers — pricing, features, comparisons

Noto CRM

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MCP server for Noto CRM — the minimalist CRM with built-in AI agent for freelancers and solopreneurs.

• Noto Get Overview: Get a complete overview of Noto CRM — the minimalist CRM with built-in AI agent designed for French freelancers and solopreneurs (indépendants, auto-entrepreneurs, consultants). Ret
• Noto Get Pricing: Get complete pricing details for Noto CRM plans: FREE (0 euros/month, 100 leads, 10 AI messages/month), PRO (19 euros/month or 14 euros/month annually — unlimited leads and AI), BUSI
• Noto Get Ai Agent: Get details about Noto's built-in AI agent that understands natural French language for CRM operations. The AI agent creates leads, schedules tasks, searches contacts, analyzes pipe

Swiss SME back office: accounting, VAT, QR-bill invoicing, supplier bills, CRM, HR and payroll.

Nynch MCP Server

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CRM, relationship intelligence, and multi-agent orchestration for AI agents.

Operate Obriym CRM from your AI assistant: leads, deals, orders, catalog, stock, marketplaces.

Odoo

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Odoo MCP Pack — ERP/CRM via Odoo's external JSON-RPC API.

Olist Tiny ERP

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Olist Tiny ERP ERP de e-commerce Olist Tiny (ex-Tiny ERP) com a API REST oficial v3 completa, produtos, estoque, pedidos, notas fiscais (NF-e/NFC-e), contas a…

• Search Tools: Single entrypoint for MCP catalog. action=search returns available tools ordered by relevance. action=describe returns tool schema. action=invoke executes a tool by ID.
• Show Version: Show the current MCP platform and adapter versions.
• Report Bug: Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

ololand-dd

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OloLand M&A intelligence — 33 tools for deal analysis, valuation, risk, and cross-deal learning.

Omnier

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Turn signals from email, CRM, and meetings into a prioritized daily sales to-do list.

Omnier

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A sales todo list that runs itself.

• Query: Read-only SQL against the Omnier database for the signed-in user. Use for SELECTs on structured todo lists (`todo_lists`), documents (`documents`), and related reads needed to collaborate on ta
• Action: Mutating SQL for the signed-in user: freely INSERT, UPDATE, DELETE on tables needed for structured todo lists and documents — primarily `todo_lists` and `documents`. Combine steps in one state
• Read Skill: Load Omnier skill files (schema, rules, workflows) before reading or changing data. Always call this first when working with todo lists or documents. Pass only the skills you need. Without

onehq-comissions-calculator

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OneHQ Commission Calculator MCP is a MCP server that gives AI assistants direct access to insurance commission calculation and compliance tools.

• Calculate Commission: Calculate insurance commissions across a distribution hierarchy. Given an annual premium and a list of agents/tiers with their contract percentages, returns a full breakdown of w
• Build Hierarchy: Build or model a distribution hierarchy structure. Accepts named tiers with contract percentages and returns a validated hierarchy object ready to use with calculate_commission. Also
• Validate Hierarchy: Validate a commission hierarchy against a specific carrier's maximum allowed contract levels. Flags errors (over-contracted tiers), warnings (outside typical ranges), and returns a

OnePageCRM

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Turn your AI assistant into your CRM assistant.

• 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.

OnlineFitness.app

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Run the business side of online coaching from Claude, ChatGPT or any MCP client.

• List Clients: Lists all of the coach's clients with status and last workout date.
• Get Client: Returns one client's full card by id, including compliance stats, tags and the client's AI system prompt.
• List Inactive Clients: Lists active clients with no scheduled workout in the last N days (default 7), including clients who never had one.

opc-mcp-server

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OPC Suite — CRM, sales, inventory, accounting, HRM, payroll, claims, projects from any AI agent.

Open Campus Advisor

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Live academic data across 101 US colleges and universities — directly inside Claude.

• Set Student Context: Update the student's profile for this session. Merges with any previously set context — array fields (completed_courses, career_targets, interests, constraints) append and dedupli
• Get Student Context: Read back the current stored student profile for this session. Use this to confirm what you know about the student before making recommendations.
• List Schools: List all available school slugs. Use a slug as the 'school' parameter in any per-school tool.

Oral Heritage Index

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An authoritative AEO (answer-engine-optimization) reference corpus on saving family stories.

• Search Family Story Content: Main entry point. Natural-language search across the Oral Heritage Index corpus. Use for any question about interviewing relatives, recording methods, preserving artifacts
• Search Interview Questions: Returns curated interview prompts filtered by relationship, life stage, or theme. Use when the user asks 'what questions should I ask...' about a relative.
• Get Pillar Overview: Returns the guide content and top Q&A for one of the eight pillars (interview-craft, question-banks, capture-methods, artifact-preservation, end-of-life, gifting, publishing, digi

PandaDoc MCP

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What is PandaDoc MCP?

• Documents Audit Trail Get: Retrieve audit trail for a document.
• Documents List: Paginated document listing with structured filters. Examples: 'list 50 Draft docs' · 'documents infolder abc-123 tagged onboarding' · 'page 3 of my docs' For natural-language queries,
• Documents Search: Full-text search with status/date filters. Examples: 'NDA in completed docs' · 'modified 2026-01-01–2026-03-31' · 'sent docs Q1 2026' For natural-language queries, prefer ``ai_search

Parsley

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Query buyer intent signals, MEDDIC qualifications, and lead scores from your Parsley account.

• Get Conversations: List recent chatbot conversations with filtering by lead quality, intent signal, and date range.
• Get Conversation Detail: Get full details of a single conversation including MEDDIC signals, engagement metrics, and enrichment data.
• Get Hot Leads: Get all hot and warm leads with MEDDIC evidence. The morning briefing tool.

Parsley - Buyer Intent Signals

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Query buyer intent signals, MEDDIC qualifications, and lead scores from Parsley.

B2B lead generation — prospect discovery, ICP scoring, outreach, and pipeline management.

Pipedrive

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Pipedrive MCP Pack — wraps the Pipedrive REST API v1

Pipeline Scoring & Lead Conversion

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Your reps work whichever lead is newest, loudest, or theirs — and the CRM's 0-to-100 lead score doesn't help, because it explains nothing and means nothing in…

• Lead Pipeline: Scores an open sales pipeline of 500 lead rows OR FEWER into conversion probabilities, money at risk / value of contact, funnel stage outlook, multi-touch Shapley attribution, and a dai
• Lead Pipeline Get Engine: For pipelines LARGER than 500 lead rows. Returns a complete, runnable Python script that loads the lead export in your sandbox and scores it via the Lead Pipeline API (conver

pitchiq-mcp

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Agent-native CRM + get-booked platform.

AI marketing agent for paid social: Meta ads campaigns, ad creative generation, lead delivery.

Operate the Plixana CRM from any AI: contacts, deals, quotes, WhatsApp and metrics.

AI that makes and runs your Google and Facebook ads from your own account, with a CRM behind it.

Plyto

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Plyto is an agentic CRM for small businesses, and this server exposes the whole platform to the AI you already use.

• Memory Save: Save (or update) a durable memory — a standing preference, playbook rule, correction, or business fact that should hold across ALL future conversations. Use when the user says "remember…"
• Memory List: List every durable memory you hold for this business (business-wide plus the current user's personal ones), with ids and when each was last confirmed. Use before consolidating, when the u
• Memory Forget: Permanently delete a saved memory. Destructive — confirm with the user first unless they just explicitly asked you to forget exactly this. Users can also remove memories themselves unde

predictleads-mcp

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PredictLeads MCP Server The PredictLeads MCP Server enables AI agents, assistants, and MCP-compatible tools to access structured company intelligence directly…

• Open Api Schema: PredictLeads OpenAPI schema in JSON format.
• Followed Companies: Returns followed companies.
• Follow Company: Follow the company.

Preuve AI Market Research

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Preuve AI is market research and competitive intelligence your agent can run mid-conversation, for founders pressure-testing an idea, and the engine agencies…

• Start Analysis: Create one analysis run on Preuve AI. Returns { id, reportId, scanType, status, ... }. Runs are async: poll with get_analysis until status is COMPLETED. scanType "deep" spends paid quo
• Get Analysis: Poll one analysis by run id or report id. Returns status (PROCESSING/COMPLETED/FAILED), readyForExport, enrichment progress, and report/share URLs. Note: an in-flight deep run reports an
• Enrich Analysis: Idempotently generate missing core enrichment sections for a completed analysis (use when get_analysis reports readyForExport: false, then poll again). Optionally request bundled deep

ProofCore Notary (Free & Zero-Auth)

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Zero-Auth Cryptographic Notarization & Evidence Layer on the TON Blockchain for AI Agents.

• Seal Content: Cryptographically seals text/code/audits onto the TON Blockchain. Returns an immutable proof and citation badge.
• Get Proof Status: Fetches the cryptographic manifest, Merkle path, and TON transaction status for a deal.
• Verify Content: Programmatically verify a sealed deal (Agent-to-Agent). Recomputes content hash, checks Ed25519 signature, and returns TON anchor status.