🚀 Iri CRM — Official Model Context Protocol (MCP) Server

Iri CRM MCP Server bridges your entire customer lifecycle, communications, sales pipeline, and finances directly to Claude Desktop, Cursor IDE, ChatGPT, and autonomous AI agents.

Control your entire company through natural language: send WhatsApp messages, inspect live sales conversion rates, manage appointments, and trigger AI audits in seconds.

✨ Key Capabilities & Modules

💬 1. Omnichannel Unified Communications

WhatsApp Integration: Send outbound WhatsApp messages, follow-up notifications, and internal team notes.
Email & Instagram DM: Deliver transactional emails and manage Instagram business direct messages.
Chat History: Retrieve chronological message threads and conversation transcripts.

👥 2. Lead & Sales Pipeline Management

Smart Lead Search: Query and filter customer leads by stage, assigned representative, or custom tags.
Deal Creation & Updates: Add new deals, change stages on visual Kanban, and update estimated deal values.
Follow-up Reminders: Schedule time-sensitive follow-up tasks and automated reminder triggers.

📅 3. Calendar, Meetings & Appointments

Appointment Scheduling: Book consultations, patient visits, or sales demo meetings with zero conflict.
Calendar Queries: Fetch upcoming meetings, daily schedules, and team availability.

📊 4. Financial Analytics & Google Ads ROI

Live Revenue Dashboard: Query won deals, closed revenue, and acquisition channel conversion rates.
Expense Logging: Track business expenses, categorize operational spend, and monitor budget health.
Google Ads Intelligence: Inspect live ad spend, impressions, clicks, CTR, and conversion metrics.

🤖 5. Autonomous 24/7 AI Sales Agent

AI Sales Bot Control: Inspect or update real-time WhatsApp AI sales representative instructions.
Autonomous Business Audit: Run end-to-end AI revenue audits to discover lost sales opportunities.

💻 Instant Zero-Install Setup

Add to your claude_desktop_config.json or .cursor/mcp.json:

{
  "mcpServers": {
    "iricrm": {
      "command": "npx",
      "args": ["-y", "@iricrm/mcp-server"],
      "env": {
        "IRICRM_API_KEY": "iri_live_your_api_key_here",
        "IRICRM_BASE_URL": "https://iricrm.com"
      }
    }
  }
}

get_workspace_profile	Get authenticated CRM clinic/company profile, active currency, and enabled modules.
list_leads	Search, filter, and retrieve customer sales leads by stage, search term, or rep.
get_lead_details	Get full profile, stage history, notes, and activity of a specific sales lead.
create_lead	Create a new sales lead or deal in the CRM pipeline.
update_lead	Update lead stage, value, assigned rep, notes, or fields.
add_lead_note	Append a time-stamped note to a lead profile.
assign_lead	Assign a sales lead to a specific team representative.
update_lead_tags	Add or replace tags for segmentation and automated marketing.
get_lead_activities	Get chronological timeline of all activities and calls for a lead.
list_conversations	List recent multi-channel customer conversations and unread counts.
get_chat_history	Fetch full chronological message transcript for a contact.
send_whatsapp_message	Send WhatsApp messages or internal notes to a contact.
send_email_message	Send emails directly via integrated SMTP gateway.
send_instagram_message	Send direct messages (DM) via connected Instagram business account.
get_unread_messages_count	Get total unread incoming messages across all connected channels.
list_appointments	Query booked team calendar meetings and appointments.
book_appointment	Schedule a new meeting or consultation in the CRM calendar.
update_appointment	Reschedule or modify appointment details.
cancel_appointment	Cancel a scheduled appointment.
list_followups	List client follow-up reminder tasks.
create_followup	Schedule a future follow-up call or task reminder.
complete_followup	Mark a follow-up task as done.
delete_followup	Delete an unwanted follow-up reminder task.
list_services	List catalog of business services, treatments, and pricing.
create_service	Add a new service or treatment offering to the price list.
update_service	Update pricing or description of an existing service item.
list_team_members	List staff members, sales representatives, and roles.
get_analytics_summary	Retrieve live revenue, sales conversion rates, and channel ROI statistics.
get_funnel_stats	Retrieve conversion rates across sales pipeline stages.
get_ai_sales_config	Inspect AI sales agent status and active system instructions.
update_ai_sales_config	Enable/disable AI sales agent or update system selling prompts.
get_ai_sales_logs	Fetch recent autonomous AI sales qualification logs.
list_workflows	List visual automation workflows and trigger conditions.
trigger_workflow	Manually execute an automation workflow for a contact.
run_ai_business_audit	Execute end-to-end AI revenue audit to detect lost opportunities.
get_financial_summary	Get net profit, total revenue, and total expenses breakdown.
list_expenses	Query expense logs and budget distribution.
add_expense	Record financial expense with category, amount, and currency.
list_broadcast_campaigns	List bulk WhatsApp and email broadcast campaigns.
get_google_ads_performance	Retrieve live spend, impressions, clicks, CTR, and conversions.

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