Add to CRM
Find work contact details and add people and companies to your own CRM.
Install
Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).
claude mcp add --transport http add-to-crm 'https://mcp.addtocrm.com/mcp'{
"mcpServers": {
"add-to-crm": {
"type": "http",
"url": "https://mcp.addtocrm.com/mcp"
}
}
}Documentation
From the project's README on GitHub, refreshed weekly. Links open on GitHub.
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/mcpor 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@addtocrmClaude (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 addtocrmEach 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.
Frequently asked questions
What is Add to CRM?
Find work contact details and add people and companies to your own CRM.
How do I install Add to CRM?
It runs as a remote server. In Claude Code: claude mcp add --transport http add-to-crm 'https://mcp.addtocrm.com/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.
Does Add to CRM need an API key?
Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.
Is Add to CRM open source?
Yes. Its code is on GitHub under the MIT license.
Who maintains Add to CRM?
It is published by crm-inputs. AI.tn lists it but does not maintain or endorse it.
From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.