Add to CRM

npx add-mcp 'https://mcp.addtocrm.com/mcp'

Add to CRM for AI assistants

Add to CRM finds work contact details and adds people and companies to your own CRM. This is its Model Context Protocol server: connect it to Claude, ChatGPT, Codex or any other MCP client and your assistant can look someone up, search for prospects, check whether a person is already in your CRM, and add the ones you choose, without leaving the conversation. It works with 29+ CRMs. You connect your CRM once in Add to CRM; your CRM credentials stay there and the assistant never sees them.

Endpoint	https://mcp.addtocrm.com/mcp
Transport	Streamable HTTP (stateless)
Authentication	OAuth 2.1: you sign in to your Add to CRM account when the assistant asks
Server name	com.addtocrm/crm
Version	1.0.0
Website	https://addtocrm.com

This repository holds the registry entry, the Claude Code plugin and the documentation. The server runs at Add to CRM; there is nothing to install or host. You need an Add to CRM account with a CRM connected.

Add it to your assistant

Claude Code

claude mcp add --transport http addtocrm https://mcp.addtocrm.com/mcp

or install the plugin, which adds the connector and a skill for going from a target to records in your CRM:

/plugin marketplace add crm-inputs/mcp
/plugin install add-to-crm@addtocrm

Claude (web and desktop): Settings, Connectors, Add custom connector, then paste https://mcp.addtocrm.com/mcp.

ChatGPT: add a custom MCP server (chatgpt.com/plugins, then Add custom MCP server), paste https://mcp.addtocrm.com/mcp and choose OAuth. Availability depends on your ChatGPT plan and workspace settings.

Codex

codex mcp add addtocrm --url https://mcp.addtocrm.com/mcp
codex mcp login addtocrm

Each assistant opens a sign-in window for your Add to CRM account the first time it needs one.

Tools

Tool	What it does
get_account	Shows which CRM is connected, the lookup credits left and anything that would stop a lookup or an add
get_profile	Shows the signed-in account's name and e-mail address
find_contact_details	Looks up one person by name and company, e-mail address or profile link
find_company_details	Looks up one company from its domain or public page link
search_prospects	Searches for people by title, seniority, location and company details
search_companies	Searches for companies by name, keywords, location, headcount or domain
find_person_in_crm	Checks whether a person is already in your CRM, without enriching them
search_crm	Searches the people and companies in your CRM
get_crm_record	Reads one CRM record in full
add_person_to_crm	Adds one person to your CRM, with your field mapping, tags and duplicate checks
add_company_to_crm	Adds one company to your CRM
add_people_to_crm	Adds up to 100 people from a search to your CRM in one job
get_bulk_add_status	Reports how a bulk add is going
confirm_possible_match	Records that a possible match in your CRM is, or is not, the same person
log_crm_activity	Logs a note, call, meeting or task on a CRM record
update_crm_record	Changes a person's or company's details on a CRM record that was read first
list_lists	Lists your saved lists
save_to_list	Saves people to a list

Tools that change your CRM are marked as writes, so your assistant can ask you before it runs them. Nothing here sends e-mail or messages, contacts anyone, or deletes CRM data.

Your data

What the server returns, how it is used and how to disconnect are in the Privacy policy and the Terms. You can disconnect an assistant at any time under Connected AI apps in your Add to CRM account.

Support: https://addtocrm.com/contact

Licence

The contents of this repository are MIT licensed, see LICENSE. That licence covers this repository only, not the service or its data: see NOTICE.