# CRM MCP connectors for Claude, ChatGPT and Cursor 20+ CRM connectors in the Elaichi catalog, each callable through https://api.elaichi.ai/mcp once connected, under the same roles, restrictions and audit log as the rest of the catalog. Source: https://elaichi.ai/connectors/category/crm/ | | | | --- | --- | | Category | CRM | | MCP endpoint | https://api.elaichi.ai/mcp | | Works with | Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent | ## CRM connectors - [Affinity](https://elaichi.ai/connectors/affinity/) — 61 tools · hosted sign-in - [Attio](https://elaichi.ai/connectors/attio/) — 97 tools · bring your own OAuth app - [EveryAction](https://elaichi.ai/connectors/everyaction/) — 29 tools · hosted sign-in - [Google Contacts](https://elaichi.ai/connectors/googlecontacts/) — 6 tools · hosted sign-in - [Highlevel](https://elaichi.ai/connectors/highlevel/) — 297 tools · bring your own OAuth app - [HubSpot](https://elaichi.ai/connectors/hubspot/) — 283 tools · bring your own OAuth app - [Jobber](https://elaichi.ai/connectors/jobber/) — 15 tools · bring your own OAuth app - [LeadPerfection](https://elaichi.ai/connectors/leadperfection/) — 59 tools · hosted sign-in - [LendingWise](https://elaichi.ai/connectors/lendingwise/) — 32 tools · hosted sign-in - [Membes](https://elaichi.ai/connectors/membes/) — 58 tools · hosted sign-in - [Method CRM](https://elaichi.ai/connectors/method/) — 14 tools · hosted sign-in - [Nimble](https://elaichi.ai/connectors/nimble/) — 85 tools · hosted sign-in - [Octapipe](https://elaichi.ai/connectors/octapipe/) — 42 tools · hosted sign-in - [Pipedrive](https://elaichi.ai/connectors/pipedrive/) — 117 tools · bring your own OAuth app - [Planhat](https://elaichi.ai/connectors/planhat/) — 97 tools · hosted sign-in - [Salesforce](https://elaichi.ai/connectors/salesforce/) — 154 tools · hosted sign-in - [Sellsy](https://elaichi.ai/connectors/sellsy/) — 327 tools · hosted sign-in - [Streak](https://elaichi.ai/connectors/streak/) — 24 tools · hosted sign-in - [Virtuous](https://elaichi.ai/connectors/virtuous/) — 345 tools · hosted sign-in - [Wealthbox](https://elaichi.ai/connectors/wealthbox/) — 50 tools · bring your own OAuth app - [Wiwink](https://elaichi.ai/connectors/wiwink/) — 100 tools · hosted sign-in - [Zendesk Sell](https://elaichi.ai/connectors/zendesksell/) — 101 tools · bring your own OAuth app - [Zoho Bigin](https://elaichi.ai/connectors/zohobigin/) — 7 tools · hosted sign-in - [Zoho CRM](https://elaichi.ai/connectors/zohocrm/) — 243 tools · hosted sign-in ## What teams do with CRM connectors ### Sales - **Catch the company record up after a call** (Sellsy) — Tell the agent what happened on the call and it adds a comment to the Sellsy company, so the history is current before the next touch. - **Catch a contact up after a call** (Highlevel) — Tell the agent what changed on the call and it updates the Highlevel contact, applies the right tag and adds the rep who now owns the relationship as a follower. - **Ask pipeline questions in plain language** (HubSpot) — Which companies came in this week with no owner, which contacts have gone quiet, what is closing this month. Every answer is scoped to what that person can already see in HubSpot. ### Marketing - **Review new leads before handoff** (Zoho CRM) — Pull the leads that came in this week, check what is filled in and what is missing, and tidy up notes before they go to a rep. - **Add event leads straight into Pipedrive** (Pipedrive) — Paste a list of names, companies and emails from a webinar or trade show and the agent creates the people and organizations in Pipedrive and opens a deal for the ones worth following. - **Check which lead sources convert** (Zendesk Sell) — List the lead sources set up in Zendesk Sell and the leads that came from each, then compare them against the pipeline stages to see where webinar and paid leads actually end up. ### Operations - **Clean up contacts and individuals in bulk** (Virtuous) — Walk through Virtuous contacts that need a corrected address, a renamed individual or a merged duplicate, and apply the updates one confirmed change at a time. - **Keep custom fields tidy and consistent** (Nimble) — Add, rename or retire a contact field in Nimble and set which value counts as primary, without clicking through every record by hand. - **Clean up duplicate and stale records** (Affinity) — Spot organizations and people that need merging or updating, fix names, domains and details, and remove records that should not be there, within the limits your admin has set. ### Support - **Give Support case context, not the pipeline** (Salesforce) — Cases and contacts, and no opportunities. Support sees the customer and their history, and the pipeline stays where it belongs. - **See every end user at an account** (Planhat) — Before replying to a ticket, ask who the end users are at that company in Planhat and which issues are already open for them. - **Log a customer issue on their record** (Octapipe) — When a customer writes in, the agent finds their Octapipe record, adds a note describing the problem, and attaches the file they sent. ## Things to ask once it is connected - "List opportunities created in Affinity this week" (Affinity) - "Which Attio companies have no owner assigned?" (Attio) - "Search EveryAction people in Ohio added this week." (EveryAction) - "Find contacts in Google Contacts with no email address." (Google Contacts) - "List Highlevel contacts added to the London location this week." (Highlevel) - "List HubSpot companies created this week with no owner." (HubSpot) - "Which Jobber requests came in this week and from whom?" (Jobber) - "Which leads booked appointments this week?" (LeadPerfection) ## What an agent can call in CRM 2643 tools across the category. 17 of these connectors use hosted sign-in with nothing to register first; 7 ask you to bring your own OAuth app. ## Frequently asked questions ### How many CRM connectors does Elaichi have? 20+ CRM connectors are in the catalog today, and the list grows as connectors are added. Each one arrives as a set of MCP tools an agent can call through https://api.elaichi.ai/mcp. ### Can Claude, ChatGPT and Cursor all use CRM connectors? Yes. Elaichi exposes one organization-wide endpoint, https://api.elaichi.ai/mcp, and Claude, ChatGPT, Cursor, any MCP client and the Elaichi Agent all connect to that same address with OAuth. Connecting a CRM account once makes it reachable from every one of them. ### Do CRM connectors work with Gemini, Codex, Claude Code or other MCP clients? Yes. CRM connectors are reached over the same MCP endpoint every client uses, so anything that speaks MCP can call them — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor and the Elaichi Agent. There is no per-client setup beyond pointing the client at https://api.elaichi.ai/mcp. ### Do CRM connectors need me to bring my own OAuth app? Most do not. 17 of the CRM connectors use Elaichi's hosted sign-in, with nothing to register. The other 7 ask you to bring your own OAuth app: you register it once with the vendor and connect. Hosted sign-in for those is in progress, a vendor partnership at a time, and when one lands the only thing that changes is that the registration step goes away. Each connector's page says which it is before you start. ### Can I stop an agent from writing to CRM tools? Yes. Tool restrictions apply at role and individual level, and a restricted tool is never advertised to the model, so it cannot be called or guessed at from the tool list. Read-only access to a CRM connector is a matter of allowing the reads and leaving the writes out. ### Whose access does an agent get on a shared CRM connection? The access of the person the agent is acting for, resolved against their current role on every call — not the access of whoever connected the account. A colleague can use a connection without ever seeing its credential. ## Related categories - [Marketing Automation](https://elaichi.ai/connectors/category/marketing-automation/) - [Sales Enablement](https://elaichi.ai/connectors/category/sales-enablement/) - [Conversational Intelligence](https://elaichi.ai/connectors/category/conversational-intelligence/) [Browse the full connector catalog](https://elaichi.ai/connectors/)