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Apptivo MCP Server

Connect your account, then chat with AI to run tools.

Apptivo is a cloud-based suite of CRM applications designed to manage sales, marketing, and support operations seamlessly. Use it to streamline customer relationships and optimize business processes across different departments.

5 tools
Agent guide included
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AI Skill
SKILL.md

Domain knowledge for Apptivo — workflow patterns, data models, and gotchas for your AI agent.

Apptivo

Apptivo is a cloud-based CRM for sales, marketing, and support. Manage contacts, customers, leads, opportunities, and cases.

Data Model

  • Cases are support tickets. Contacts are people. Customers are organizations.
  • Leads are prospects. Opportunities are deals. All listable with limit/offset.
  • Relationships: Contacts link to customers; opportunities link to contacts/customers.

Gotchas

  • Pagination: List tools support limit/offset. Use for large datasets.

Tools in this Server (5)

Apptivo List Cases

Gather all customer support cases from your Apptivo CRM to monitor ongoing issues and address customer service requests promptly. This endpoint return...

Apptivo List Contacts

Access a full list of all contacts stored in your Apptivo CRM system. This tool is ideal for managing outreach efforts or updating your contact inform...

Apptivo List Customers

Retrieve a complete listing of all customers registered in your Apptivo CRM. Use this tool when you need to access or analyze your entire customer bas...

Apptivo List Leads

Fetch a list of all potential sales leads from your CRM to track and manage sales prospects effectively. This endpoint provides lead information inclu...

Apptivo List Opportunities

Obtain a list of all sales opportunities in your Apptivo CRM to analyze sales pipelines and forecast revenue. This tool returns opportunity details, s...

Frequently Asked Questions

What is the Apptivo MCP server?

Apptivo is a cloud-based suite of CRM applications designed to manage sales, marketing, and support operations seamlessly. Use it to streamline customer relationships and optimize business processes across different departments. It provides 5 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Apptivo to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/apptivo. Authentication is handled automatically.

How many tools does Apptivo provide?

Apptivo provides 5 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Apptivo require?

Apptivo uses API Key. Apptivo requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Apptivo to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/apptivo

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

Ready to use Apptivo?

Sign in to connect your credentials and start running tools from the chat.

Apptivo MCP Server & Skill — 5 Tools