MCP Radar
Serveur MCP

CRM

io.github.mcp-dir/crm-mcp
Entreprise et opérations Ventes et CRM Public et accessible MCP 2025-11-25

Ce que fait ce MCP

Provides customizable CRM objects and fields with record CRUD, relationships, kanban stages, search, and file attachments.

Capacités

Outils

36 outils
authenticate
MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.
Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'token': {'type': 'string'}}}
connect
Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
crm_add_field
Adiciona um CAMPO custom a um objeto (sem migração; registros antigos ficam sem a key). Tipos: string text integer float boolean date datetime singleselect multiselect email phone url currency relation user_ref json group.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'key', 'type'], 'properties': {'key': {'type': 'string'}, 'type': {'type': 'string'}, 'label': {'type': 'string'}, 'object': {'type': 'string'}, 'unique': {'type': 'boolean'}, 'account': {'type': 'string'}, 'indexed': {'type': 'boolean'}, 'options': {'type': 'string'}, 'relation': {'type': 'string'}, 'required': {'type': 'boolean'}}}
crm_confirm_upload
Confirma o upload depois do PUT na upload_url (o storage valida o tamanho real). Marca o arquivo como pronto e contabiliza no uso. Bulk support: accepts file_ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['file_id'], 'properties': {'account': {'type': 'string'}, 'file_id': {'type': 'string'}, 'file_ids': {'type': 'array', 'items': {'type': 'string'}}}}
crm_create_records
Cria um registro (ou vários) de um objeto. Passe `object` (ex.: 'contact', 'deal') e `data` (objeto JSON com os campos por key). Para vários, use `records` (array JSON de {data}).
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object'], 'properties': {'data': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}, 'records': {'type': 'string'}, 'metadata': {'type': 'string'}}}
crm_define_object
Cria um OBJETO custom no CRM (além de contact/company/deal) e ganha CRUD/API automático. Passe `key` (api name, a-z/0-9/_), `label` e opcionalmente `fields` (array JSON de definições de campo).
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['key'], 'properties': {'key': {'type': 'string'}, 'label': {'type': 'string'}, 'fields': {'type': 'string'}, 'module': {'type': 'string'}, 'account': {'type': 'string'}, 'display_field': {'type': 'string'}}}
crm_delete_file
Remove um ou mais arquivos (apaga do storage e libera o espaço contabilizado).
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'ids': {'type': 'array', 'items': {'type': 'string'}}, 'account': {'type': 'string'}, 'file_id': {'type': 'string'}}}
crm_delete_object
Remove um objeto CUSTOM (objetos de sistema não podem ser removidos). Se houver registros, passe delete_records:true para apagar tudo junto.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object'], 'properties': {'object': {'type': 'string'}, 'account': {'type': 'string'}, 'delete_records': {'type': 'boolean'}}}
crm_delete_records
Remove um ou mais registros de um objeto por id.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'ids'], 'properties': {'ids': {'type': 'array', 'items': {'type': 'string'}}, 'object': {'type': 'string'}, 'account': {'type': 'string'}}}
crm_describe
Descreve o schema do CRM: todos os objetos (contact, company, deal e quaisquer custom) com seus campos (key, tipo, obrigatório, opções, relações) e o kanban. CHAME ISTO PRIMEIRO para saber quais objetos/campos existem antes de criar/ler registros.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'account': {'type': 'string'}}}
crm_download_file
Gera uma URL presigned de download (GET) pra um arquivo. A URL expira em alguns minutos. Bulk support: accepts file_ids for batched execution.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['file_id'], 'properties': {'account': {'type': 'string'}, 'file_id': {'type': 'string'}, 'file_ids': {'type': 'array', 'items': {'type': 'string'}}}}
crm_get_file
Metadados de um arquivo (nome, tamanho, content_type, status, anexo). Bulk support: accepts file_ids for batched execution.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['file_id'], 'properties': {'account': {'type': 'string'}, 'file_id': {'type': 'string'}, 'file_ids': {'type': 'array', 'items': {'type': 'string'}}}}
crm_get_object
Detalha UM objeto: seu rótulo, kanban e todos os campos (key, tipo, obrigatório, opções, relação). Versão focada do crm_describe.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object'], 'properties': {'object': {'type': 'string'}, 'account': {'type': 'string'}}}
crm_get_records
Busca um ou mais registros de um objeto por id.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'ids'], 'properties': {'ids': {'type': 'array', 'items': {'type': 'string'}}, 'object': {'type': 'string'}, 'account': {'type': 'string'}}}
crm_link_record
Liga um registro a outro por um campo de relação (ex.: vincular um contato a uma empresa). Para relação 'many' adiciona ao conjunto; para 'single' define o alvo. Bulk support: accepts ids, target_ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'id', 'field', 'target_id'], 'properties': {'id': {'type': 'string'}, 'ids': {'type': 'array', 'items': {'type': 'string'}}, 'field': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}, 'target_id': {'type': 'string'}, 'target_ids': {'type': 'array', 'items': {'type': 'string'}}}}
crm_list_accounts
Lista os CRMs conectados neste install. Retorna cada um com id, rótulo e is_default (true quando só há um, não precisa passar `account` nas outras tools).
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
crm_list_files
Lista os arquivos do CRM (id, nome, tamanho, status). Opcionalmente filtra os anexados a um objeto/registro. Bulk support: accepts record_ids for batched execution.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'object': {'type': 'string'}, 'account': {'type': 'string'}, 'record_id': {'type': 'string'}, 'record_ids': {'type': 'array', 'items': {'type': 'string'}}}}
crm_list_objects
Lista os objetos do CRM (key, rótulo, módulo, kanban). Versão enxuta do crm_describe, sem os campos.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'account': {'type': 'string'}}}
crm_list_records
Lista registros de um objeto, com filtro/ordenação/paginação. `filter` é um objeto JSON: {campo: valor} ou {campo: {op: valor}} (ops: eq ne gt gte lt lte in nin contains exists).
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object'], 'properties': {'sort': {'type': 'string'}, 'limit': {'type': 'number'}, 'filter': {'type': 'string'}, 'object': {'type': 'string'}, 'offset': {'type': 'number'}, 'account': {'type': 'string'}}}
crm_move_stage
Move um registro de um objeto kanban (ex.: deal) para outra etapa do funil. Valida a etapa contra as opções do campo de stage. Bulk support: accepts ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'id', 'stage'], 'properties': {'id': {'type': 'string'}, 'ids': {'type': 'array', 'items': {'type': 'string'}}, 'stage': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}}}
crm_publish_file
Torna um arquivo PÚBLICO e devolve uma URL estável (`https://api.mcp.ai/f/<token>`) pra embutir num site (ex.: thumbnail). O objeto continua privado no storage, o token é a chave (revogável com crm_unpublish_file). Egress da visualização pública é contabilizado. Bulk support: accepts file_ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['file_id'], 'properties': {'account': {'type': 'string'}, 'file_id': {'type': 'string'}, 'file_ids': {'type': 'array', 'items': {'type': 'string'}}}}
crm_related_records
Resolve os registros relacionados de um registro: segue os campos de relação e devolve os registros-alvo (todos, ou só de um `field`). Bulk support: accepts ids for batched execution.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'id'], 'properties': {'id': {'type': 'string'}, 'ids': {'type': 'array', 'items': {'type': 'string'}}, 'field': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}}}
crm_remove_field
Remove um campo CUSTOM (soft-delete: some do schema, mas os valores já gravados ficam preservados). Campos de sistema não podem ser removidos.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'key'], 'properties': {'key': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}}}
crm_search
Busca textual nos registros (por nome/título/valores). Opcionalmente restrita a um `object`.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['q'], 'properties': {'q': {'type': 'string'}, 'limit': {'type': 'number'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}}}
crm_unlink_record
Desfaz uma relação. Para relação 'many' remove o target_id do conjunto; para 'single' limpa o campo (target_id opcional). Bulk support: accepts ids, target_ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'id', 'field'], 'properties': {'id': {'type': 'string'}, 'ids': {'type': 'array', 'items': {'type': 'string'}}, 'field': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}, 'target_id': {'type': 'string'}, 'target_ids': {'type': 'array', 'items': {'type': 'string'}}}}
crm_unpublish_file
Revoga o link público de um arquivo (o token para de funcionar na hora). Bulk support: accepts file_ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['file_id'], 'properties': {'account': {'type': 'string'}, 'file_id': {'type': 'string'}, 'file_ids': {'type': 'array', 'items': {'type': 'string'}}}}
crm_update_field
Edita um campo: rótulo, obrigatório, visível, posição, opções, indexação. Mudança de TIPO só é permitida se for um alargamento seguro (ex.: integer→float); mudança com perda é bloqueada (crie um campo novo e migre).
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object', 'key'], 'properties': {'key': {'type': 'string'}, 'type': {'type': 'string'}, 'label': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}, 'indexed': {'type': 'boolean'}, 'options': {'type': 'string'}, 'visible': {'type': 'boolean'}, 'position': {'type': 'number'}, 'required': {'type': 'boolean'}}}
crm_update_object
Edita um objeto: rótulo, campo de exibição, módulo ou config de kanban (a key é imutável). Vale para objetos de sistema e custom.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object'], 'properties': {'label': {'type': 'string'}, 'kanban': {'type': 'string'}, 'module': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}, 'display_field': {'type': 'string'}}}
crm_update_records
Atualiza um registro (merge parcial) por id. Passe `object`, `id` e `data` (só os campos a mudar; null apaga o campo). Para vários, use `updates` (array JSON de {id, data}). Bulk support: accepts ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['object'], 'properties': {'id': {'type': 'string'}, 'ids': {'type': 'array', 'items': {'type': 'string'}}, 'data': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}, 'updates': {'type': 'string'}, 'metadata': {'type': 'string'}}}
crm_upload_file
Inicia o upload de um arquivo (até 200 MB) e devolve uma URL presigned (`upload_url`) pra fazer o PUT direto no storage, mais o `file_id`. Depois do PUT, chame crm_confirm_upload. Opcional: anexe a um registro com `object`+`record_id`. Bulk support: accepts record_ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['filename', 'size'], 'properties': {'size': {'type': 'number'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}, 'filename': {'type': 'string'}, 'record_id': {'type': 'string'}, 'record_ids': {'type': 'array', 'items': {'type': 'string'}}, 'content_type': {'type': 'string'}}}
crm_upload_from_url
Sobe um arquivo A PARTIR DE UMA URL (a plataforma baixa e armazena, até 200 MB) — o jeito do AGENTE subir via API sem segurar os bytes. Devolve o arquivo já pronto. Opcional: anexe a um registro com object+record_id. Bulk support: accepts record_ids for batched execution.
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['url'], 'properties': {'url': {'type': 'string'}, 'object': {'type': 'string'}, 'account': {'type': 'string'}, 'filename': {'type': 'string'}, 'record_id': {'type': 'string'}, 'record_ids': {'type': 'array', 'items': {'type': 'string'}}, 'content_type': {'type': 'string'}}}
crm_usage
Uso de storage deste CRM: bytes do banco + bytes de arquivos, total em GB, nº de arquivos e egress acumulado. É a base do que é cobrado (storage GB-mês + egress).
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'account': {'type': 'string'}}}
marketplace
The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.
Accès externe
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'number', 'default': 10}, 'query': {'type': 'string', 'default': ''}, 'action': {'enum': ['search', 'describe', 'install', 'uninstall', 'subscribe', 'cancel', 'resume', 'report_bug', 'request_mcp', 'list_tools', 'invoke', 'search_prompts', 'get_prompt', 'publish_prompt'], 'type': 'string', 'default': 'search'}, 'mcp_id': {'type': 'string', 'default': ''}, 'message': {'type': 'string', 'default': ''}, 'tool_id': {'type': 'string', 'default': ''}, 'arguments': {'type': 'string', 'default': '{}'}, 'immediate': {'type': 'boolean', 'default': False}, 'tier_slug': {'type': 'string', 'default': ''}, 'prompt_body': {'type': 'string', 'default': ''}, 'prompt_slug': {'type': 'string', 'default': ''}, 'prompt_tool': {'type': 'string', 'default': ''}, 'prompt_vars': {'type': 'string', 'default': '{}'}, 'conversation': {'type': 'string', 'default': '[]'}, 'prompt_title': {'type': 'string', 'default': ''}, 'request_name': {'type': 'string', 'default': ''}, 'cancel_reason': {'enum': ['too_expensive', 'missing_features', 'switched_service', 'unused', 'customer_service', 'too_complex', 'low_quality', 'other'], 'type': 'string'}, 'cancel_comment': {'type': 'string', 'default': ''}, 'prompt_targets': {'type': 'array', 'items': {'enum': ['claude', 'chatgpt', 'cursor', 'lovable'], 'type': 'string'}, 'default': []}, 'report_context': {'type': 'string', 'default': ''}, 'prompt_category': {'type': 'string', 'default': ''}, 'request_details': {'type': 'string', 'default': ''}, 'prompt_description': {'type': 'string', 'default': ''}}}
report_bug
Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.
Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['message'], 'properties': {'context': {'type': 'string', 'default': ''}, 'message': {'type': 'string'}, 'conversation': {'type': 'string', 'default': '[]'}}}
show_version
Show the current MCP platform and adapter versions.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
toolkit_info
Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.
Lecture seule Idempotent
Schéma d’entrée 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}}
Historique

Modifications récentes des outils

Ajouté
authenticate
17 September 2026 12:43
Ajouté
marketplace
17 September 2026 12:43
Ajouté
toolkit_info
17 September 2026 12:43
Ajouté
connect
17 September 2026 12:43
Ajouté
report_bug
17 September 2026 12:43
Ajouté
show_version
17 September 2026 12:43
Ajouté
crm_list_accounts
17 September 2026 12:43
Ajouté
crm_usage
17 September 2026 12:43
Ajouté
crm_unpublish_file
17 September 2026 12:43
Ajouté
crm_publish_file
17 September 2026 12:43
Ajouté
crm_delete_file
17 September 2026 12:43
Ajouté
crm_download_file
17 September 2026 12:43
Ajouté
crm_get_file
17 September 2026 12:43
Ajouté
crm_list_files
17 September 2026 12:43
Ajouté
crm_upload_from_url
17 September 2026 12:43
Ajouté
crm_confirm_upload
17 September 2026 12:43
Ajouté
crm_upload_file
17 September 2026 12:43
Ajouté
crm_move_stage
17 September 2026 12:43
Ajouté
crm_related_records
17 September 2026 12:43
Ajouté
crm_unlink_record
17 September 2026 12:43
Ajouté
crm_link_record
17 September 2026 12:43
Ajouté
crm_remove_field
17 September 2026 12:43
Ajouté
crm_update_field
17 September 2026 12:43
Ajouté
crm_delete_object
17 September 2026 12:43
Ajouté
crm_update_object
17 September 2026 12:43
Ajouté
crm_get_object
17 September 2026 12:43
Ajouté
crm_add_field
17 September 2026 12:43
Ajouté
crm_define_object
17 September 2026 12:43
Ajouté
crm_search
17 September 2026 12:43
Ajouté
crm_delete_records
17 September 2026 12:43
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