The CRM MCP connector for Claude & ChatGPT

Pull up one contact, company, or deal with its full activity timeline.

Find the exact person behind an email address before you log or send anything.

Spot likely duplicate contacts so you can clean them up.

Open one contact, lead, company, or deal with its full activity and related records.

See tasks, meetings, deal close dates, and busy time across any date range.

Review open and completed tasks with due dates and their linked records.

Book a meeting, all-day entry, or repeating series on the shared calendar.

Search across contacts, leads, companies, and deals all at once.

List contacts, leads, companies, or deals, filtered by status, owner, or keyword.

Confirm which user and workspace you're connected to.

Add a note to the workspace or attach it to a specific contact.

Turn a qualified lead into a contact, carrying all its history across.

Open a support case for an issue, including straight from a customer email.

Create a new contact, lead, company, or deal in seconds.

Remove a note that's wrong or no longer applies.

Permanently remove a contact, lead, company, or deal and its history.

Get an AI summary of a contact with a recommended next step and draft message.

Open one support case with its severity, age, account, and full history.

Work the support queue by status, severity, owner, or account, with overdue ones flagged.

Record a call, email, note, or meeting on a contact's timeline.

Turn a pasted LinkedIn, meeting, or call thread into a clean timeline entry.

Create, update, complete, or reschedule a task, including repeating ones.

Combine two duplicate contacts into one, keeping all of their history.

See what needs attention today: top priorities, pipeline snapshot, and follow-ups.

Move a case forward, change its severity, or hand it to someone else.

Revise a note's text or reattach it to a different contact.

Change details on a contact, lead, company, or deal.

Record what was agreed with a customer and when the term runs out, straight from a won deal.

Add a product, service, subscription, or contract to your catalog.

Build a line-item quote for a deal, contact, or company, priced from your catalog.

Open one contract with its term, value, account, and how long is left to run.

Open one catalog item with its price, details, and the campaigns, deals, and quotes around it.

Open one quote with its line items, total, and who it is for.

See every contract by status or account, soonest to expire first.

See how your catalog is organized by category and item count.

Browse your full product and service catalog, filtered by type or category.

Review quotes by status, deal, or contact, with totals and expiry dates.

See open and won deal value, win rate, and a stage-by-stage breakdown.

Activate, expire, or cancel a contract, or reset its term when it renews.

Change the price, cost, or details of a catalog item.

Mark a quote sent, accepted, or declined as the buyer responds.

Record how an incoming reply landed so you can see which pitch is working.

Discard an email draft you no longer want to send.

Have the AI write personalized outreach drafts, saved for your review before sending.

Open any draft or sent email to check its content before it goes out.

Find pending drafts, recover a draft, or review what a contact was sent.

Find conversations that went quiet and are due a follow-up nudge.

Pull every eligible contact for an offering with timeline context, ready to personalize.

See which verified addresses and mailboxes you can send email from.

See incoming replies you haven't sorted yet, newest first.

Have the AI rank which contacts best fit an offering, with a reason for each.

Draft a reply that continues the same thread, saved for your approval before sending.

Send an approved email draft to the recipient once a person signs off.

Compose an email to a contact, saved as a draft for approval, attachments included.

Choose which matched contacts to include before drafting outreach.

Edit a draft's subject, body, sender, or campaign before it's approved.

Attach a file that goes out with every email in a campaign.

Start a draft email campaign to a tag or a fixed list of contacts.

Build a multi-step outreach sequence of timed emails and tasks.

Remove a draft campaign that was never sent.

Start one or more contacts on a sequence's scheduled steps.

Open a campaign with its audience, status, and delivery stats.

Open a sequence with its steps and enrollment numbers.

Launch or schedule a campaign, creating a draft per recipient for approval.

Review all email campaigns and their status at a glance.

Review all outreach sequences with their steps and enrollment counts.

Revise a draft campaign's copy or audience before it sends.

Check your HubSpot connection status or start a two-way sync.

Check your Zoho CRM connection status or start a two-way sync.