Best Crm AI Skills & MCP Servers

MCP server for Affinity CRM API

Unofficial MCP server for Ploomes CRM — connects AI agents to the Ploomes REST API

MCP server for Holded — invoicing, accounting, CRM, projects, and team

MCP server for Megaplan project management — 8 tools for tasks, deals, projects, employees, comments + 2 MCP prompts.

Model Context Protocol server for Plutio — CRM, projects, invoices, proposals, forms, time tracking, scheduling, and more.

MCP server for Microsoft PowerPlatform/Dataverse - read-only access (production-safe)

Bitrix24 MCP Server for AI Agent Integration.

MCP Server for BoondManager API - 167 tools, 11 prompts, 21 resources (ERP/CRM)

Recruit CRM MCP Server

MCP server for Apollo.io — people search, contact management, sequences, and organization enrichment via the Model Context Protocol

Agentic HubSpot CLI + MCP server. Covers ~all documented public endpoints (1180 across 55+ command domains). Reachability is tier/scope/auth-model gated — UI-only surfaces and deprecated APIs excluded. Enterprise safety rails, self-hosted.

Nex CLI provides organizational context & memory to AI agents. Connect email, CRM, Slack, meetings, and 100+ tools into one knowledge graph. Delegates to the nex-cli binary.

MCP server for Full Queso CRM/POS — Reporte 239 daily sales reconciliation by payment method with IGTF/IVA, counter closings, and cross-reference auditing

AI-native MCP server for business management — invoices, expenses, deposits, clients, products, quotes, webhooks, CRM. 62 tools. Remote endpoint at mcp.frihet.io (zero install). Works with Claude, Cursor, Windsurf, Cline.

The most complete MCP server for Microsoft Dataverse. 79 production-ready tools for AI agents: OData & FetchXML queries, CRUD, metadata, solutions, audit, batch operations, schema write, record access and more. Device code, client credentials, and managed

MCP server for Bitrix24 CRM — deals, contacts, tasks via webhook API. 4 tools. Auth via URL webhook path.

MCP server with 600+ AI-agent tools for invoicing, payroll, booking, accounting, CRM, payments, tax filing (incl. T2 corporate), churn off-ramps, and firm client management. Works with Claude, ChatGPT, Gemini, Cursor, and any MCP client.

MoltFlow — complete WhatsApp automation platform: bulk messaging, scheduled messages, scheduled reports, custom groups, lead detection & CRM, AI replies with style cloning, knowledge base (RAG), voice transcription, group monitoring, labels, anti-spam, co

Open-source GoHighLevel alternative for agencies. 146+ MCP tools that let Claude Code spin up white-labeled client workspaces — CRM, booking, intake forms, landing pages, AI chatbot, and pre-wired agent archetypes (speed-to-lead, missed-call-text-back, re

AI-powered access to Attio CRM. Manage contacts, companies, deals, tasks, and notes. Search records, update pipelines, and automate workflows for sales and GTM teams.

MCP server for TrustPager — connect Claude to your CRM

Model Context Protocol server for Pipedrive API integration

GoHighLevel MCP Server for Claude. 212 tools — full CRM, automation, marketing control, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.

Shared core infrastructure for PowerPlatform MCP packages - authentication, HTTP client, and modular services