LotsCRM

The CRM your AI agent keeps up to date: contacts, companies, deals, pipelines and follow-ups.

View on lotscrm.com

Hosted MCP Server

npx add-mcp 'https://api.lotscrm.com/mcp'

Installs into Claude Code, Codex, Cursor and more

Documentation

Connect your AI agent to LotsCRM.

Give Claude, ChatGPT, Codex, Cursor or another compatible agent access to your contacts, deals and follow-ups through MCP. Use the REST API for your own integrations. Your agent for speed, the dashboard for control.

MCP server URL

https://api.lotscrm.com/mcp

Remote MCP with OAuth: sign in with your Lots account, no key needed.

What your agent can do

Your agent adds leads, logs every conversation, moves deals and lines up follow-ups. Ask in plain words:

“Add these 20 people from today's event and tag them 'Oct meetup'.”

“Log my call with Priya and move her deal to Proposal.”

“What follow-ups are due today?”

Reads before it acts

Agents start with the CRM briefing: your workspace, your role, the pipeline and what needs attention.

Records, never sends

LotsCRM is the record of your sales work. Your agent sends messages with the tools you already use and logs each one here. Opted-out and do-not-contact records are blocked from drafting.

Every change in your dashboard

See the same records in contacts, pipeline and the Today view. Your agent works within your workspace role.

Set up your agent

Works in any agent that supports remote MCP. The server URL is https://api.lotscrm.com/mcp.

Claude (claude.ai and desktop)

  1. Open Customize, then Connectors. Select + Add, then Add custom connector.
  2. Name it LotsCRM, paste the MCP URL and select Add. 
    https://api.lotscrm.com/mcp
  3. Select Connect and sign in with your Lots account.
  4. In a chat, turn LotsCRM on from the + menu under Connectors.

Team and Enterprise: an owner adds it once under Organization settings, then Connectors (Add, Custom, Web). Members then connect it from Customize, then Connectors.

ChatGPT

  1. Turn on developer mode: ChatGPT Settings > Security and login (on Business, Enterprise or Edu: Settings > Apps > Advanced settings). On Business, only admins and owners can turn it on.
  2. Go to Plugins, select +, then Add custom MCP server. Name it LotsCRM, enter the server URL, choose OAuth, confirm the warning, then Create. 
    https://api.lotscrm.com/mcp
  3. Install it and sign in with your Lots account, then in a new chat select it from + > More and ask.

Works on ChatGPT plans that support custom MCP servers (developer mode). OpenAI offers full MCP, read and write, on Business, Enterprise and Edu; other plans may be limited to read-only tools. Workspace admins can also add it under Workspace settings > Apps > Create.

Claude Code

  1. Add the server: 
    claude mcp add --transport http lots-crm https://api.lotscrm.com/mcp
  2. Start Claude Code and run /mcp. Select lots-crm, choose Authenticate and allow access in the browser.

Codex CLI

  1. Add the server: 
    codex mcp add lots-crm --url https://api.lotscrm.com/mcp
  2. Sign in, then finish in the browser: 
    codex mcp login lots-crm
  3. Check it is connected: 
    codex mcp list

Cursor

  1. Add this to ~/.cursor/mcp.json (or the project's.cursor/mcp.json): 
    {
  "mcpServers": {
    "lots-crm": {
      "url": "https://api.lotscrm.com/mcp"
    }
  }
}
  2. Cursor asks you to sign in with your Lots account the first time it connects.

Other agents that support remote MCP: add the same URL as a remote (HTTP) server and sign in.

Cloud agents without MCP

  1. Create an API key at www.lotstech.com/api and store it in the agent's secrets.
  2. Give the agent the skill at https://lotscrm.com/skill.md and the agent docs at https://api.lotscrm.com/docs.md.
  3. It calls the REST API with Authorization: Bearer <key>.

39 tools on the MCP server

The same contract powers the dashboard, MCP and REST, so your agent and your team always see the same records. Your agent also gets get_profile, which reads your Lots account.

Briefings and search

get_crm_briefing

Mandatory first read for CRM agents.

get_deal_brief

Return complete pre-call context: workspace business context, deal, stage, company, contacts, recent activity, open follow-ups, and contact restrictions.

get_pipeline_summary

Return deal counts, raw value, and weighted value per stage and currency without mixing currencies.

get_sales_brief

Return deterministic sales priorities together with separately labelled workspace business context projected from LotsNotes.

prepare_follow_up

Return grounded CRM and workspace business context plus safety instructions for drafting.

search_crm

Search contacts, companies, and deals in one accessible workspace.

Contacts and companies

archive_company

Recoverably archive a company; associated contacts and deals remain intact.

archive_contact

Recoverably archive a contact.

bulk_upsert_prospects

Import 1–100 researched or CSV-derived prospects.

create_company

Create a company with provenance and optional custom fields.

create_contact

Create a contact with consent, provenance, and optional company relationship.

get_company

Get a company with its contacts and active deals.

get_contact

Get a contact with company relationships, deals, and channels.

list_companies

List active companies with search, lifecycle filtering, and pagination.

list_contacts

List active contacts with lead status, owner, search, and pagination filters.

update_company

Update a company in the selected workspace.

update_contact

Update contact qualification, consent, ownership, details, or company relationship.

Deals and pipelines

archive_deal

Recoverably archive a deal using optimistic concurrency.

create_deal

Create a deal in an owned pipeline and stage with optional company and contacts.

create_pipeline

Create a custom pipeline with ordered open, won, and lost stages.

get_deal

Get a deal with its stage, company, contacts, and stage history.

list_deals

List active deals by pipeline, stage, status, owner, or search text.

list_pipelines

List pipelines and their ordered stages.

move_deal

Move a deal to another stage atomically with status and stage history.

update_deal

Update deal details using expected_version to prevent an agent overwriting newer work.

Activities and follow-ups

create_follow_up

Create a due task linked to a contact, company, or deal.

get_timeline

Get recent activities linked to any supplied contact, company, or deal.

list_follow_ups

List due, overdue, completed, or owner-assigned follow-ups.

record_activity

Record a call, meeting, email, message, note, or other completed interaction.

update_follow_up

Reschedule, reassign, edit, complete, or reopen a follow-up.

Workspaces and team

add_member

Add an existing Lots Auth user to a workspace by email.

create_workspace

Create an isolated CRM workspace.

get_workspace

Get one accessible CRM workspace and the caller role.

list_members

List members of an accessible CRM workspace.

list_workspaces

List active CRM workspaces available to the authenticated user.

update_member

Change or suspend a workspace member.

update_workspace

Update workspace operating settings.

Billing

create_checkout

Create a checkout link.

get_billing

Show how the caller's LotsCRM workspaces are paid for: the plan (if any), whether today is covered or paid from credits, the credit balance, and the plans to choose from.

Roles apply to agents too

Your agent acts as you, so it can do exactly what your workspace role allows.

Owner

Everything, including the workspace itself.

Admin

Manage the team, pipelines and settings.

Manager

Edit and archive any record.

Member

Create and edit records.

Viewer

Read only.

REST API

Building your own integration, or running a cloud agent without MCP? Call the REST API at https://api.lotscrm.com with an API key.