Conduyt CRM

Official MCP server for Conduyt CRM. 292 tools let AI agents work with contacts, deals, pipelines, tasks, automations, messaging, bookings and reports, using an API key scoped by access tier and module.

Documentation

Conduyt MCP Server

The official Model Context Protocol server for Conduyt CRM. It lets Claude, ChatGPT and any MCP-compatible AI agent work with your Conduyt account: contacts, deals, pipelines, tasks, automations, messaging, bookings and reports.

This repository mirrors the published npm package conduyt-mcp (version 4.71.0), which is the source of truth. It contains the compiled server in dist/.

Quick start

You need a Conduyt account and an API key. Create the key in Conduyt under Settings > API Keys. Keys start with cdy_.

Add Conduyt to your MCP client config (Claude Desktop: claude_desktop_config.json; Claude Code: .mcp.json):

{
  "mcpServers": {
    "conduyt": {
      "command": "npx",
      "args": ["-y", "conduyt-mcp"],
      "env": {
        "CONDUYT_API_URL": "https://conduyt.app",
        "CONDUYT_API_KEY": "cdy_your_key_here"
      }
    }
  }
}

Requires Node.js 18 or later. The server runs locally over stdio.

Authentication

Every tool call uses your API key. Keys support three tiers:

  • read: GET requests only
  • write: GET, POST and PATCH
  • admin: full access, including DELETE

Scopes can be restricted to specific modules (contacts, deals, tasks and so on). The agent can only do what the key allows; conduyt_check_permissions shows the current key's access.

Environment variables

VariableRequiredDescription
CONDUYT_API_URLYesBase URL, https://conduyt.app
CONDUYT_API_KEYYesAPI key starting with cdy_
CONDUYT_TIMEOUT_MSNoRequest timeout in milliseconds
CONDUYT_MAX_RESPONSE_BYTESNoCap on the size of a tool result

Tools

292 tools, grouped by module. Each tool's description and parameter schema are served to your agent by the MCP tools/list call. Use conduyt_api_catalog to discover the underlying REST endpoints.

  • Account exports: conduyt_scheduled_export_get_settings, conduyt_scheduled_export_update_settings, conduyt_account_exports_list
  • Activities: conduyt_list_activities, conduyt_create_activity
  • Ai: conduyt_ai_insights
  • Ai extended: conduyt_ai_compose_email, conduyt_ai_enrich_contact, conduyt_ai_summarize_contact, conduyt_ai_chat, conduyt_ai_improve_email, conduyt_ai_deal_insights, conduyt_ai_conversation_intelligence, conduyt_ai_call_disposition, conduyt_ai_agenda, conduyt_ai_plan_actions, conduyt_ai_execute_actions, conduyt_reply_suggestion, conduyt_reply_suggestion_decide, conduyt_ai_daily_brief, conduyt_ai_next_actions, conduyt_ai_feed, conduyt_ai_usage, conduyt_ai_task_import_and_enroll, conduyt_ai_task_segment_and_act, conduyt_ai_task_pipeline_cleanup
  • Automations: conduyt_list_automations, conduyt_get_automation, conduyt_create_automation, conduyt_update_automation, conduyt_publish_automation, conduyt_resolve_names
  • Batch operations: conduyt_create_batch_operation, conduyt_list_batch_operations, conduyt_get_batch_operation, conduyt_cancel_batch_operation
  • Booking pages: conduyt_list_booking_pages, conduyt_get_booking_page, conduyt_create_booking_page, conduyt_update_booking_page
  • Bulk: conduyt_ai_import_contacts, conduyt_export_contacts, conduyt_export_deals, conduyt_bulk_tag_contacts, conduyt_bulk_untag_contacts, conduyt_bulk_edit_contacts, conduyt_bulk_update_contacts, conduyt_bulk_delete_contacts, conduyt_bulk_delete_contacts_matching, conduyt_bulk_dnc_contacts, conduyt_bulk_edit_deals, conduyt_bulk_update_deals, conduyt_import_preflight
  • Calendar: conduyt_list_calendars, conduyt_list_appointments, conduyt_get_appointment, conduyt_create_appointment, conduyt_update_appointment, conduyt_appointment_outcome, conduyt_appointment_outcome_undo
  • Call flows: conduyt_list_call_flows, conduyt_get_call_flow, conduyt_create_call_flow, conduyt_update_call_flow, conduyt_delete_call_flow, conduyt_validate_call_flow, conduyt_publish_call_flow, conduyt_unpublish_call_flow, conduyt_simulate_call_flow, conduyt_call_flow_roster, conduyt_list_ring_groups, conduyt_get_ring_group, conduyt_create_ring_group, conduyt_update_ring_group, conduyt_delete_ring_group, conduyt_release_ring_group_number, conduyt_list_call_flow_numbers, conduyt_get_call_flow_wiring, conduyt_wire_call_flow_number, conduyt_release_call_flow_tombstone, conduyt_upload_call_flow_audio, conduyt_list_call_flow_functions, conduyt_create_call_flow_function, conduyt_update_call_flow_function, conduyt_delete_call_flow_function, conduyt_test_call_flow_function
  • Calls: conduyt_list_calls, conduyt_get_call, conduyt_get_post_call_insight, conduyt_sync_local_presence
  • Companies: conduyt_list_companies, conduyt_get_company, conduyt_create_company, conduyt_update_company
  • Contacts: conduyt_list_contacts, conduyt_get_contact, conduyt_create_contact, conduyt_update_contact, conduyt_delete_contact, conduyt_add_tags, conduyt_link_contact_to_deal, conduyt_verify_line_type
  • Custom fields: conduyt_list_custom_fields, conduyt_create_custom_field, conduyt_update_custom_field, conduyt_delete_custom_field, conduyt_get_contact_table_defaults, conduyt_set_contact_table_defaults
  • Dashboard: conduyt_dashboard
  • Dashboards: conduyt_list_dashboards, conduyt_create_dashboard, conduyt_get_dashboard, conduyt_update_dashboard, conduyt_delete_dashboard, conduyt_add_dashboard_tile, conduyt_update_dashboard_tile, conduyt_remove_dashboard_tile, conduyt_run_dashboard
  • Deals: conduyt_list_deals, conduyt_get_deal, conduyt_create_deal, conduyt_update_deal, conduyt_delete_deal, conduyt_import_deals, conduyt_add_deal_tags, conduyt_list_deal_views
  • Dialer settings: conduyt_get_dialer_settings, conduyt_update_dialer_settings, conduyt_get_call_recording_settings, conduyt_update_call_recording_settings
  • Discovery: conduyt_api_catalog, conduyt_check_permissions, conduyt_search, conduyt_mcp_coverage
  • Dnc: conduyt_list_dnc, conduyt_add_dnc, conduyt_remove_dnc
  • Drip campaigns: conduyt_list_drip_campaigns, conduyt_get_drip_campaign, conduyt_create_drip_campaign, conduyt_update_drip_campaign, conduyt_list_drip_enrollments, conduyt_batch_pause_enrollments, conduyt_batch_resume_enrollments, conduyt_batch_stop_enrollments, conduyt_cancel_drip_enrollment_barrier
  • Forms: conduyt_list_forms, conduyt_get_form, conduyt_create_form, conduyt_list_form_submissions
  • Fromk: conduyt_fromk_status, conduyt_fromk_lines, conduyt_fromk_connect, conduyt_fromk_webhook_secret
  • Invoices: conduyt_list_invoices, conduyt_get_invoice, conduyt_create_invoice, conduyt_update_invoice, conduyt_send_invoice
  • Lead pool: conduyt_list_pool_filter_sets, conduyt_create_pool_filter_set, conduyt_update_pool_filter_set, conduyt_delete_pool_filter_set, conduyt_get_lead_pool_settings, conduyt_update_lead_pool_settings, conduyt_list_up_for_grabs
  • Lifecycle: conduyt_get_lifecycle_settings, conduyt_update_intake_deals, conduyt_update_deal_working_mode, conduyt_update_lost_propagation, conduyt_update_disposition_status_map, conduyt_get_agent_statuses, conduyt_update_agent_statuses, conduyt_update_master_statuses
  • Messaging: conduyt_sms_transports, conduyt_whatsapp_templates, conduyt_voice_drop, conduyt_send_sms, conduyt_send_email, conduyt_get_conversation, conduyt_list_messages, conduyt_sms_delivery_report, conduyt_sms_drip_conversion_report, conduyt_speed_to_lead_report, conduyt_attribution_report, conduyt_agent_performance_report, conduyt_list_targets, conduyt_set_targets, conduyt_call_performance_report, conduyt_appointment_report, conduyt_funnel_report
  • Notifications: conduyt_list_notifications, conduyt_create_notification
  • Pipelines: conduyt_list_pipelines, conduyt_create_pipeline, conduyt_update_pipeline, conduyt_delete_pipeline, conduyt_create_stage, conduyt_update_stage, conduyt_delete_stage
  • Privacy: conduyt_export_contact_data, conduyt_forget_contact
  • Products: conduyt_list_products, conduyt_get_product, conduyt_create_product, conduyt_update_product
  • Project blue: conduyt_project_blue_status, conduyt_project_blue_lines, conduyt_project_blue_assign_line, conduyt_project_blue_voice_status, conduyt_project_blue_voice_connect
  • Reply capture: conduyt_reply_capture_get, conduyt_reply_capture_setup, conduyt_reply_capture_verify, conduyt_reply_capture_remove
  • Reports: conduyt_report_fields, conduyt_list_reports, conduyt_create_report, conduyt_run_report, conduyt_preview_report, conduyt_update_report, conduyt_export_report, conduyt_list_report_schedules, conduyt_create_report_schedule, conduyt_update_report_schedule, conduyt_delete_report_schedule, conduyt_send_report_schedule_now, conduyt_report_schedule_deliveries
  • Saved filters: conduyt_list_saved_filters, conduyt_create_saved_filter, conduyt_update_saved_filter, conduyt_delete_saved_filter
  • Scoring: conduyt_list_scoring_rules, conduyt_create_scoring_rule, conduyt_update_scoring_rule, conduyt_delete_scoring_rule, conduyt_recalculate_scores
  • Sequences: conduyt_list_sequences, conduyt_get_sequence, conduyt_create_sequence, conduyt_enroll_in_sequence, conduyt_unenroll_from_sequence
  • Smart lists: conduyt_list_smart_lists, conduyt_get_smart_list, conduyt_create_smart_list, conduyt_update_smart_list, conduyt_add_contacts_to_smart_list, conduyt_get_smart_list_contacts
  • Smart views: conduyt_list_smart_views, conduyt_update_smart_view_dialing, conduyt_get_smart_dialing_order, conduyt_set_smart_dialing_order, conduyt_set_smart_view_audience, conduyt_reorder_smart_views, conduyt_move_smart_view
  • Tags: conduyt_list_tags, conduyt_create_tag, conduyt_update_tag, conduyt_delete_tag, conduyt_merge_tags
  • Tasks: conduyt_list_tasks, conduyt_create_task, conduyt_get_task, conduyt_update_task, conduyt_complete_task, conduyt_delete_task
  • Templates: conduyt_list_templates, conduyt_get_template, conduyt_create_template, conduyt_update_template
  • Users: conduyt_list_users, conduyt_get_user, conduyt_create_user, conduyt_update_user, conduyt_get_user_stats, conduyt_invite_user, conduyt_deactivate_user, conduyt_reactivate_user
  • Webhooks: conduyt_list_webhooks, conduyt_create_webhook, conduyt_update_webhook, conduyt_delete_webhook, conduyt_cancel_webhook_log
  • Whatsapp: conduyt_whatsapp_status, conduyt_whatsapp_senders, conduyt_whatsapp_connect
  • Workflow sandbox: conduyt_workflow_validate, conduyt_workflow_simulate, conduyt_workflow_promote
  • Zoom: conduyt_zoom_status, conduyt_zoom_connect, conduyt_zoom_test

Questions?

Ask in GitHub Discussions. Setup questions, tool requests and ideas are all welcome there, and answers stay searchable for the next person.

For account or billing help, contact Conduyt at https://conduyt.com/contact/

License

MIT