MCP Crm

zavora-ai3stars

ADK-Rust Enterprise CRM MCP Server — Salesforce, HubSpot, Zoho CRM, Pipedrive with unified contacts, deals, pipelines

1# MCP Crm

README.mdMCP server

Transport: stdio
Status: Local

Power your agent

Add this server

Install from the publisher. Not a PlugMCP endpoint.

Run on PlugMCP

Host a copy with our keys and logs.

No packaged release in the registry yet. Follow the repository README.

RepositoryPublisher installStep-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

Server facts

Local

Transport: stdio
License: NOASSERTION
Last checked: 2026-10-27

Stars: 3
Tools: —
Uptime: —

Tools

No tool list yet. Remote servers get one after the first health check.

FAQ

Questions

How do I install MCP Crm?

Copy the stdio config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does MCP Crm need an API key?

No required environment variable is listed on this record.

What transport does MCP Crm use?

MCP Crm runs locally over stdio.

When was MCP Crm last checked?

Last checked 2026-10-27. ADK-Rust Enterprise CRM MCP Server — Salesforce, HubSpot, Zoho CRM, Pipedrive with unified contacts, deals, pipelines

From the publisher

Documentation

CRM MCP Server

Unified CRM MCP server with 28 tools across 4 backends — Salesforce, HubSpot, Zoho CRM, and Pipedrive. Unified contacts, companies, deals, activities, pipelines, and notes with associations, search, and lifecycle management. Single Rust binary with feature-flagged backends and enterprise governance.

Architecture

Key Principles

Unified schema — agents see consistent types (Contact, Company, Deal, Activity, Pipeline, Note) regardless of backend
Feature-flagged backends — compile only what you need (--features salesforce,hubspot)
Full CRM lifecycle — search contacts, manage deals through pipeline stages, log activities, attach notes
No credential exposure — tokens stay in env vars, never reach LLM context
Single binary — no Node.js, no Python, no runtime dependencies

Comparison

Feature	Generic REST	Zapier	mcp-crm
Multi-backend (4 CRMs)	❌	Partial	✅
Unified schema	❌	❌	✅
Pipeline stage management	❌	❌	✅
Contact search	❌	❌	✅
Activity logging	❌	Partial	✅
Risk classification	❌	❌	✅
Agent-native (MCP)	❌	❌	✅
Single binary	❌	❌	✅

Tools (28)

Contacts (6)

Tool	Purpose	Risk Class
`list_contacts`	List contacts with optional limit	Read-only
`get_contact`	Get a contact by ID	Read-only
`create_contact`	Create a new contact	Internal write
`update_contact`	Update an existing contact	Internal write
`search_contacts`	Search by name, email, or query	Read-only
`delete_contact`	Delete a contact by ID	External write

Companies (5)

Tool	Purpose	Risk Class
`list_companies`	List companies/accounts	Read-only
`get_company`	Get a company by ID	Read-only
`create_company`	Create a new company	Internal write
`update_company`	Update an existing company	Internal write
`search_companies`	Search companies by name or domain	Read-only

Deals (7)

Tool	Purpose	Risk Class
`list_deals`	List deals/opportunities	Read-only
`get_deal`	Get a deal with stage, value, probability	Read-only
`create_deal`	Create a new deal	Internal write
`update_deal`	Update deal (stage, value, close date)	Internal write
`move_deal_stage`	Move a deal to a different pipeline stage	Internal write
`search_deals`	Search deals by name, stage, or value	Read-only
`delete_deal`	Delete a deal by ID	External write

Activities (3)

Tool	Purpose	Risk Class
`list_activities`	List activities for a contact or deal	Read-only
`create_activity`	Log a call, email, meeting, task, or note	Internal write
`update_activity`	Update an activity (mark done, change subject)	Internal write

Pipelines (2)

Tool	Purpose	Risk Class
`list_pipelines`	List sales pipelines and their stages	Read-only
`get_pipeline_summary`	Get deal counts and values per stage	Read-only

Notes (2)

Tool	Purpose	Risk Class
`list_notes`	List notes for a contact, company, or deal	Read-only
`create_note`	Add a note to a record	Internal write

Associations (3)

Tool	Purpose	Risk Class
`associate_contact_company`	Link a contact to a company	Internal write
`associate_deal_contact`	Link a deal to a contact	Internal write
`list_deal_contacts`	List contacts associated with a deal	Read-only

Backends

Backend	Protocol	Auth	Default Feature
Salesforce	REST v59.0 + SOQL	OAuth2	❌
HubSpot	CRM API v3	Private App Token	✅
Zoho CRM	REST API v2	OAuth2	❌
Pipedrive	REST API v1	API Token	✅

Backend Capabilities

Capability	Salesforce	HubSpot	Zoho CRM	Pipedrive
Contacts CRUD	✅	✅	✅	✅
Contact search	✅ (SOQL)	✅ (native)	✅ (criteria)	✅ (term)
Contact delete	✅	✅	✅	✅
Companies CRUD	✅	✅	✅	✅
Company search	✅ (SOQL)	✅ (native)	✅ (criteria)	✅ (term)
Deals CRUD	✅	✅	✅	✅
Deal search	✅ (SOQL)	✅ (native)	✅ (criteria)	✅ (term)
Deal delete	✅	✅	✅	✅
Pipeline stages	✅	✅	✅	✅ (with counts)
Activities	✅ (Task)	✅ (Engagement)	✅ (Task)	✅ (Activity)
Activity update	✅	✅	✅	✅
Notes	✅	✅	✅	✅
Associations	✅ (ContactRole)	✅ (v3 assoc)	✅ (lookup)	✅ (participants)

API Mapping

Entity	Salesforce	HubSpot	Zoho CRM	Pipedrive
Contact	Contact	contacts	Contacts	persons
Company	Account	companies	Accounts	organizations
Deal	Opportunity	deals	Deals	deals
Activity	Task	tasks/engagements	Tasks	activities
Note	Note	notes	Notes	notes
Pipeline	OpportunityStage	pipelines	settings/pipeline	pipelines + stages

Installation

cargo install mcp-crm --features all-backends

Or build from source:

git clone https://github.com/zavora-ai/mcp-crm
cd mcp-crm
cargo build --release --features all-backends

Feature flags

# Default: HubSpot + Pipedrive (lightest, token-based auth)
cargo install mcp-crm

# All backends
cargo install mcp-crm --features all-backends

# Specific backends
cargo install mcp-crm --no-default-features --features salesforce
cargo install mcp-crm --no-default-features --features "hubspot,zoho-crm"

Configuration

Salesforce

export SALESFORCE_INSTANCE_URL="https://yourorg.my.salesforce.com"
export SALESFORCE_TOKEN="00D..."

HubSpot

export HUBSPOT_TOKEN="pat-na1-xxxxxxxx"

Zoho CRM

export ZOHO_CRM_TOKEN="1000.xxxxxxxx"

Pipedrive

export PIPEDRIVE_TOKEN="xxxxxxxxxxxxxxxx"

Client Configuration

Claude Desktop

{
  "mcpServers": {
    "crm": {
      "command": "mcp-crm",
      "args": [],
      "env": {
        "HUBSPOT_TOKEN": "pat-na1-xxxx"
      }
    }
  }
}

Kiro

Add to .kiro/settings/mcp.json:

{
  "mcpServers": {
    "crm": {
      "command": "mcp-crm",
      "args": [],
      "env": {
        "PIPEDRIVE_TOKEN": "xxxx"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "crm": {
      "command": "mcp-crm",
      "args": [],
      "env": {
        "SALESFORCE_INSTANCE_URL": "https://yourorg.my.salesforce.com",
        "SALESFORCE_TOKEN": "00D..."
      }
    }
  }
}

Windsurf

Add to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "crm": {
      "command": "mcp-crm",
      "args": [],
      "env": {
        "ZOHO_CRM_TOKEN": "1000.xxxx"
      }
    }
  }
}

Usage Examples

Contact management

"List my top 10 contacts"
→ list_contacts(limit: 10)

"Search for contacts at Acme Corp"
→ search_contacts(query: "Acme")

"Create a contact for Sarah Chen at Acme, email [email protected]"
→ create_contact(first_name: "Sarah", last_name: "Chen", email: "[email protected]")

"Link Sarah to the Acme company"
→ associate_contact_company(contact_id: "sarah-id", company_id: "acme-id")

"Delete the test contact"
→ delete_contact(id: "test-id")

Deal pipeline

"Show me all open deals"
→ list_deals(limit: 50)

"Search for deals related to enterprise"
→ search_deals(query: "enterprise")

"Create a $50k deal for the Acme enterprise contract"
→ create_deal(name: "Acme Enterprise", amount: 50000, stage: "Negotiation")

"Link Sarah to the Acme deal"
→ associate_deal_contact(deal_id: "deal-123", contact_id: "sarah-id")

"Who's involved in the Acme deal?"
→ list_deal_contacts(id: "deal-123")

"Move the Acme deal to Closed Won"
→ move_deal_stage(id: "deal-123", stage: "closedwon")

"What does our pipeline look like?"
→ get_pipeline_summary()

Companies

"Search for companies in fintech"
→ search_companies(query: "fintech")

Activity logging

"Log a call with Sarah about the proposal"
→ create_activity(activity_type: "call", subject: "Proposal discussion", contact_id: "sarah-id")

"Mark that task as done"
→ update_activity(id: "activity-id", done: true)

"Show all activities for the Acme deal"
→ list_activities(deal_id: "deal-123")

Notes

"Add a note to the Acme deal: 'Budget approved by CFO'"
→ create_note(content: "Budget approved by CFO", deal_id: "deal-123")

Documentation

Document	Description
Architecture	System diagram
mcp-server.toml	ADK-Rust Enterprise registry manifest
CHANGELOG.md	Version history
LICENSE	Apache-2.0 license

Registry Compliance

This server implements the ADK MCP SDK contract:

HealthCheck — verifies backend connectivity on startup
mcp-server.toml — manifest with 28 tools, risk classes, and credential bindings
Manifest validation — startup fails fast on invalid manifest (SDK 0.1.3+)
Structured tracing — RUST_LOG env-filter for observability

Contributors

James Karanja Maina

License

Apache-2.0 — see LICENSE for details.

Part of the ADK-Rust Enterprise MCP server ecosystem.

Built with ❤️ by Zavora AI

rmcp and MCP compatibility

This server is built with rmcp 3.1.2 and requires Rust 1.94.1 or newer. The rmcp 3 rollout retains legacy MCP initialization compatibility and targets MCP protocol revisions 2025-11-25 and 2026-07-28.

MCP 2026-07-28 rollout (P4 workflow/business)

This server uses rmcp 3.1.2 and adk-mcp-sdk 0.2 with a minimum supported Rust version of 1.94.1. It accepts stateless MCP 2026 requests with per-request protocol, client identity, and capability metadata while retaining the legacy MCP 2025-11-25 initialize flow for ordinary tools.

Tasks: None; this server's operations are short-lived and execute directly.
MRTR approvals: delete_contact, delete_deal
Discovery and routing: rmcp serves on-demand discovery and validates the per-request protocol envelope; HTTP deployments can route with Mcp-Method and Mcp-Name. The packaged binary currently uses stdio.
Caching: tools/list returns a public ttlMs of 60,000 for MCP 2026; rmcp omits the cache fields for legacy clients.
Deprecated extensions: this server does not add new Roots, Sampling, or dynamic client-registration dependencies.

Protected tools require MCP_REQUEST_STATE_KEY with at least 32 high-entropy bytes. All replicas must share that key so sealed approval state can resume on another instance. Approval state is bound to the client identity, tool, and arguments and expires after two minutes. Missing identity, invalid state, rejection, or legacy protocol use fails closed. Task records are process-local for the current stdio runtime; use a durable task store before deploying the server behind scale-to-zero HTTP infrastructure.

MCP Crm

zavora-ai3stars

ADK-Rust Enterprise CRM MCP Server — Salesforce, HubSpot, Zoho CRM, Pipedrive with unified contacts, deals, pipelines

Marketing

Install Run on PlugMCP

GitHub Website

Run on PlugMCP

1# MCP Crm

README.mdMCP server

Transport: stdio
Status: Local

Power your agent

Add this server

Install from the publisher. Not a PlugMCP endpoint.

Run on PlugMCP

Host a copy with our keys and logs.

No packaged release in the registry yet. Follow the repository README.

RepositoryPublisher installStep-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

Server facts

Local

Transport: stdio
License: NOASSERTION
Last checked: 2026-10-27

Stars: 3
Tools: —
Uptime: —

Tools

No tool list yet. Remote servers get one after the first health check.

FAQ

Questions

How do I install MCP Crm?

Copy the stdio config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.

Does MCP Crm need an API key?

No required environment variable is listed on this record.

What transport does MCP Crm use?

MCP Crm runs locally over stdio.

When was MCP Crm last checked?

Last checked 2026-10-27. ADK-Rust Enterprise CRM MCP Server — Salesforce, HubSpot, Zoho CRM, Pipedrive with unified contacts, deals, pipelines

From the publisher

Documentation

CRM MCP Server

Architecture

Key Principles

Unified schema — agents see consistent types (Contact, Company, Deal, Activity, Pipeline, Note) regardless of backend
Feature-flagged backends — compile only what you need (--features salesforce,hubspot)
Full CRM lifecycle — search contacts, manage deals through pipeline stages, log activities, attach notes
No credential exposure — tokens stay in env vars, never reach LLM context
Single binary — no Node.js, no Python, no runtime dependencies

Comparison

Feature	Generic REST	Zapier	mcp-crm
Multi-backend (4 CRMs)	❌	Partial	✅
Unified schema	❌	❌	✅
Pipeline stage management	❌	❌	✅
Contact search	❌	❌	✅
Activity logging	❌	Partial	✅
Risk classification	❌	❌	✅
Agent-native (MCP)	❌	❌	✅
Single binary	❌	❌	✅

Tools (28)

Contacts (6)

Tool	Purpose	Risk Class
`list_contacts`	List contacts with optional limit	Read-only
`get_contact`	Get a contact by ID	Read-only
`create_contact`	Create a new contact	Internal write
`update_contact`	Update an existing contact	Internal write
`search_contacts`	Search by name, email, or query	Read-only
`delete_contact`	Delete a contact by ID	External write

Companies (5)

Tool	Purpose	Risk Class
`list_companies`	List companies/accounts	Read-only
`get_company`	Get a company by ID	Read-only
`create_company`	Create a new company	Internal write
`update_company`	Update an existing company	Internal write
`search_companies`	Search companies by name or domain	Read-only

Deals (7)

Tool	Purpose	Risk Class
`list_deals`	List deals/opportunities	Read-only
`get_deal`	Get a deal with stage, value, probability	Read-only
`create_deal`	Create a new deal	Internal write
`update_deal`	Update deal (stage, value, close date)	Internal write
`move_deal_stage`	Move a deal to a different pipeline stage	Internal write
`search_deals`	Search deals by name, stage, or value	Read-only
`delete_deal`	Delete a deal by ID	External write

Activities (3)

Tool	Purpose	Risk Class
`list_activities`	List activities for a contact or deal	Read-only
`create_activity`	Log a call, email, meeting, task, or note	Internal write
`update_activity`	Update an activity (mark done, change subject)	Internal write

Pipelines (2)

Tool	Purpose	Risk Class
`list_pipelines`	List sales pipelines and their stages	Read-only
`get_pipeline_summary`	Get deal counts and values per stage	Read-only

Notes (2)

Tool	Purpose	Risk Class
`list_notes`	List notes for a contact, company, or deal	Read-only
`create_note`	Add a note to a record	Internal write

Associations (3)

Tool	Purpose	Risk Class
`associate_contact_company`	Link a contact to a company	Internal write
`associate_deal_contact`	Link a deal to a contact	Internal write
`list_deal_contacts`	List contacts associated with a deal	Read-only

Backends

Backend	Protocol	Auth	Default Feature
Salesforce	REST v59.0 + SOQL	OAuth2	❌
HubSpot	CRM API v3	Private App Token	✅
Zoho CRM	REST API v2	OAuth2	❌
Pipedrive	REST API v1	API Token	✅

Backend Capabilities

Capability	Salesforce	HubSpot	Zoho CRM	Pipedrive
Contacts CRUD	✅	✅	✅	✅
Contact search	✅ (SOQL)	✅ (native)	✅ (criteria)	✅ (term)
Contact delete	✅	✅	✅	✅
Companies CRUD	✅	✅	✅	✅
Company search	✅ (SOQL)	✅ (native)	✅ (criteria)	✅ (term)
Deals CRUD	✅	✅	✅	✅
Deal search	✅ (SOQL)	✅ (native)	✅ (criteria)	✅ (term)
Deal delete	✅	✅	✅	✅
Pipeline stages	✅	✅	✅	✅ (with counts)
Activities	✅ (Task)	✅ (Engagement)	✅ (Task)	✅ (Activity)
Activity update	✅	✅	✅	✅
Notes	✅	✅	✅	✅
Associations	✅ (ContactRole)	✅ (v3 assoc)	✅ (lookup)	✅ (participants)

API Mapping

Entity	Salesforce	HubSpot	Zoho CRM	Pipedrive
Contact	Contact	contacts	Contacts	persons
Company	Account	companies	Accounts	organizations
Deal	Opportunity	deals	Deals	deals
Activity	Task	tasks/engagements	Tasks	activities
Note	Note	notes	Notes	notes
Pipeline	OpportunityStage	pipelines	settings/pipeline	pipelines + stages

Installation

cargo install mcp-crm --features all-backends

Or build from source:

git clone https://github.com/zavora-ai/mcp-crm
cd mcp-crm
cargo build --release --features all-backends

Feature flags

# Default: HubSpot + Pipedrive (lightest, token-based auth)
cargo install mcp-crm

# All backends
cargo install mcp-crm --features all-backends

# Specific backends
cargo install mcp-crm --no-default-features --features salesforce
cargo install mcp-crm --no-default-features --features "hubspot,zoho-crm"

Configuration

Salesforce

export SALESFORCE_INSTANCE_URL="https://yourorg.my.salesforce.com"
export SALESFORCE_TOKEN="00D..."

HubSpot

export HUBSPOT_TOKEN="pat-na1-xxxxxxxx"

Zoho CRM

export ZOHO_CRM_TOKEN="1000.xxxxxxxx"

Pipedrive

export PIPEDRIVE_TOKEN="xxxxxxxxxxxxxxxx"

Client Configuration

Claude Desktop

{
  "mcpServers": {
    "crm": {
      "command": "mcp-crm",
      "args": [],
      "env": {
        "HUBSPOT_TOKEN": "pat-na1-xxxx"
      }
    }
  }
}

Kiro

Add to .kiro/settings/mcp.json:

{
  "mcpServers": {
    "crm": {
      "command": "mcp-crm",
      "args": [],
      "env": {
        "PIPEDRIVE_TOKEN": "xxxx"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "crm": {
      "command": "mcp-crm",
      "args": [],
      "env": {
        "SALESFORCE_INSTANCE_URL": "https://yourorg.my.salesforce.com",
        "SALESFORCE_TOKEN": "00D..."
      }
    }
  }
}

Windsurf

Add to ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "crm": {
      "command": "mcp-crm",
      "args": [],
      "env": {
        "ZOHO_CRM_TOKEN": "1000.xxxx"
      }
    }
  }
}

Usage Examples

Contact management

"List my top 10 contacts"
→ list_contacts(limit: 10)

"Search for contacts at Acme Corp"
→ search_contacts(query: "Acme")

"Create a contact for Sarah Chen at Acme, email [email protected]"
→ create_contact(first_name: "Sarah", last_name: "Chen", email: "[email protected]")

"Link Sarah to the Acme company"
→ associate_contact_company(contact_id: "sarah-id", company_id: "acme-id")

"Delete the test contact"
→ delete_contact(id: "test-id")

Deal pipeline

"Show me all open deals"
→ list_deals(limit: 50)

"Search for deals related to enterprise"
→ search_deals(query: "enterprise")

"Create a $50k deal for the Acme enterprise contract"
→ create_deal(name: "Acme Enterprise", amount: 50000, stage: "Negotiation")

"Link Sarah to the Acme deal"
→ associate_deal_contact(deal_id: "deal-123", contact_id: "sarah-id")

"Who's involved in the Acme deal?"
→ list_deal_contacts(id: "deal-123")

"Move the Acme deal to Closed Won"
→ move_deal_stage(id: "deal-123", stage: "closedwon")

"What does our pipeline look like?"
→ get_pipeline_summary()

Companies

"Search for companies in fintech"
→ search_companies(query: "fintech")

Activity logging

"Log a call with Sarah about the proposal"
→ create_activity(activity_type: "call", subject: "Proposal discussion", contact_id: "sarah-id")

"Mark that task as done"
→ update_activity(id: "activity-id", done: true)

"Show all activities for the Acme deal"
→ list_activities(deal_id: "deal-123")

Notes

"Add a note to the Acme deal: 'Budget approved by CFO'"
→ create_note(content: "Budget approved by CFO", deal_id: "deal-123")

Documentation

Document	Description
Architecture	System diagram
mcp-server.toml	ADK-Rust Enterprise registry manifest
CHANGELOG.md	Version history
LICENSE	Apache-2.0 license

Registry Compliance

This server implements the ADK MCP SDK contract:

HealthCheck — verifies backend connectivity on startup
mcp-server.toml — manifest with 28 tools, risk classes, and credential bindings
Manifest validation — startup fails fast on invalid manifest (SDK 0.1.3+)
Structured tracing — RUST_LOG env-filter for observability

Contributors

James Karanja Maina

License

Apache-2.0 — see LICENSE for details.

Part of the ADK-Rust Enterprise MCP server ecosystem.

Built with ❤️ by Zavora AI

rmcp and MCP compatibility

MCP 2026-07-28 rollout (P4 workflow/business)

Tasks: None; this server's operations are short-lived and execute directly.
MRTR approvals: delete_contact, delete_deal
Discovery and routing: rmcp serves on-demand discovery and validates the per-request protocol envelope; HTTP deployments can route with Mcp-Method and Mcp-Name. The packaged binary currently uses stdio.
Caching: tools/list returns a public ttlMs of 60,000 for MCP 2026; rmcp omits the cache fields for legacy clients.
Deprecated extensions: this server does not add new Roots, Sampling, or dynamic client-registration dependencies.