crm-inputs/mcp

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
bash
claude mcp add --transport http addtocrm https://mcp.addtocrm.com/mcp
or 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@addtocrm
Claude (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
bash
codex mcp add addtocrm --url https://mcp.addtocrm.com/mcp
codex mcp login addtocrm
Each assistant opens a sign-in window for your Add to CRM account the first time it needs one.
## Tools
| Tool | What it does |
| getaccount | Shows which CRM is connected, the lookup credits left and anything that would stop a lookup or an add |
| getprofile | Shows the signed-in account's name and e-mail address |
| findcontactdetails | Looks up one person by name and company, e-mail address or profile link |
| findcompanydetails | Looks up one company from its domain or public page link |
| searchprospects | Searches for people by title, seniority, location and company details |
| searchcompanies | Searches for companies by name, keywords, location, headcount or domain |
| findpersonincrm | Checks whether a person is already in your CRM, without enriching them |
| searchcrm | Searches the people and companies in your CRM |
| getcrmrecord | Reads one CRM record in full |
| addpersontocrm | Adds one person to your CRM, with your field mapping, tags and duplicate checks |
| addcompanytocrm | Adds one company to your CRM |
| addpeopletocrm | Adds up to 100 people from a search to your CRM in one job |