Ledgo CRM

Lets AI assistants work in Ledgo CRM: search records, create leads, set follow-ups, move deals between stages, log calls and create tasks, with the user's own permissions.

Hosted MCP Server

npx add-mcp 'https://ledgo.io/api/mcp'

Installs into Claude Code, Codex, Cursor and more

Documentation

An API, webhooks and a connection for AI assistants

Create and read records from your own tools, hear about changes through signed webhooks, and let an AI assistant work in Ledgo with a person's own permissions.

Ledgo's REST API uses per-workspace API keys and runs every call through the same services and permissions as the app. Signed outgoing webhooks announce record changes to your tools. The AI connection, an MCP server, gives assistants tools such as search, create lead, set follow-up and my day, limited to what the key's owner may do.

Revenue won

$86,400

+18%

New leads

132

+9%

Conversion

21%

+2 pts

Outstanding

$12,050

3 invoices

Won by month

Monthly target

Revenue72%

New leads110%

Deals won40%

REST API

API keys per workspace with rate limits; endpoints for leads, deals, contacts, companies, activities, tasks and more. Every call is audited and limited to the key owner's role.

  • Business plans
  • Keys revoked at any time
  • Documentation in Settings → Integrations

See plans and prices

Webhooks

Outgoing webhooks on record changes, signed so your endpoint can verify them. An incoming webhook connector takes messages and leads from any tool.

  • Retries on failure
  • Events per record type
  • History of deliveries

AI connection (MCP)

A stateless MCP server with tools for whoami, search, records, follow-ups, stages, activities, tasks, team and reports. Connect an assistant that supports API-key bearer auth with one command.

  • Each call runs with the key owner's permissions
  • Audited as AI use
  • Clients needing OAuth are not supported yet

Questions

Which plans include the API?

Business and Enterprise include the REST API, webhooks and the AI connection.

Are webhooks signed?

Yes. Each delivery carries a signature your endpoint verifies with the webhook secret.

What is the AI connection?

An MCP server at /api/mcp. An assistant with an API key can search, read and update records, limited to the key owner's permissions.

Is there a sandbox?

Use the trial workspace and the Test channel; nothing goes to real customers from them.

Last updated October 22, 2026.

Try it with your own team.

Set up a workspace with stages for your business, invite the team, import your contacts from a spreadsheet, and connect WhatsApp when you are ready.