CRM MCP servers let your AI read and write directly in your sales pipeline. Pull contact details from HubSpot, update deal stages in Pipedrive, enrich leads through Clearbit, and log activities in Salesforce — all from your AI assistant without switching tabs.
Best MCP Servers for Sales & CRM Teams in 2026Showing 24 of 56 servers
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GetExperience allows users to search for and manage various experiences, including scheduling and checkout functionalities. It is aimed at businesses and service providers looking to enhance customer engagement through experience management.
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Gorgias is a customer support platform that centralizes communication by integrating various channels like email, chat, and social media to streamline customer interaction and ticket management.
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Greenhouse is a talent acquisition platform that provides tools for recruiting, interviewing, and onboarding, allowing organizations to streamline their hiring process and manage candidate interactions effectively.
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Help Scout is a customer service platform that provides businesses with tools for managing customer support through email and live chat. Use it to streamline customer interactions and improve response times.
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High Level offers CRM and marketing automation services, providing tools for lead tracking, client communication, and campaign management. Primarily used by businesses to enhance customer relations and streamline marketing efforts.
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HubSpot is a full-featured CRM platform that helps businesses manage customer relationships, marketing automation, sales pipelines, and customer service. Use it to manage contacts, companies, deals, tickets, marketing campaigns, content, and more.
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HubSpot's official MCP server providing direct access to CRM data, marketing automation, sales pipeline, and customer service tools through the Model Context Protocol.
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Insightly is a CRM platform that helps businesses manage customer relationships, sales, and project pipelines. Use it to improve client engagement and streamline business processes.
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Intercom is a customer communication platform that provides tools for messaging, chat, and customer support, enabling businesses to engage with and retain their customers effectively. Use it for real-time customer interaction and support integration on your platform.
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JustCall provides a cloud-based phone system for businesses to make, receive, and track phone calls and SMS messages. It is primarily used for improving customer communication and support.
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Lead411 is a powerful B2B lead generation tool that allows users to search for companies and enrich contact data. It is particularly useful for sales and marketing professionals looking to identify potential leads, gather company insights, and enhance their customer relationship management efforts.
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LeadDelta is a customer relationship management tool that helps businesses manage their leads and sales processes effectively. It provides functionalities for tracking interactions and optimizing lead management, making it suitable for sales teams and marketers.
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Less Annoying CRM is a customer relationship management software designed for small businesses to organize contacts, track leads, and manage tasks. Use it to streamline the sales process and improve customer engagement.
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NoCRM is a lead management software designed to simplify and streamline the process of managing sales prospects. It helps sales teams prioritize and track leads to improve conversion rates and optimize sales operations.
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Nutshell is a CRM software that helps businesses manage customer relationships, sales pipelines, and communications. Use it to streamline your sales process and improve customer engagement.
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Onepagecrm is a customer relationship management platform that helps businesses streamline sales processes and manage customer interactions. It is used for contact management, sales tracking, and organizing follow-up tasks.
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Outreach is a sales engagement platform that streamlines communication with leads and customers by automating outreach processes and providing performance analytics. It is primarily used to increase productivity and customer relationship management for sales teams.
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Phos Sales Engine provides a suite of tools for managing sales processes, including prospecting, outreach, and pipeline management. It is designed for sales professionals looking to streamline their workflows and improve conversion rates.
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Pipeliner is a CRM platform designed to manage sales processes, enhance customer relationships, and improve sales team productivity. Use it to track sales activities, manage contacts, and analyze sales performance.
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Planhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze data, and drive growth. It provides tools for onboarding, tracking customer health, and ensuring client retention.
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Company intelligence data platform. Tracks hiring signals, product launches, partnerships, funding events, and technology changes across millions of companies.
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Recruitee is a collaborative hiring platform enabling teams to manage recruitment processes, track applicants, and centralize hiring actions. It supports end-to-end recruiting workflows from job posting to candidate onboarding.
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This server offers a refund eligibility verification service for US subscriptions, helping users determine if they qualify for refunds. It is particularly useful for consumers and businesses managing subscription services.
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Repairshopr is a platform providing customer relationship management and ticketing solutions for service repair businesses, enabling users to manage customer profiles, repair tickets, and invoicing. Utilize it to streamline operations and enhance customer service experiences.
CRM MCP servers connect AI agents to customer relationship management platforms like HubSpot, Salesforce, Pipedrive, and Attio. The AI can search contacts, update deal stages, create tasks, and pull pipeline reports through natural language.
Yes. Most CRM servers support both read and write operations. Your AI can create contacts, update deal values, log notes, and move opportunities through pipeline stages. Each server skill explains which operations are available.
HubSpot and Attio are strong choices for smaller teams — both have free tiers and their MCP servers cover the full CRM API. Pipedrive is another good option with a focused toolset for pipeline management.
Each CRM requires its own API key or OAuth connection, which you set up once in MCPBundles. After that, your AI accesses the tools automatically with the stored credentials.