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Apptivo is a cloud-based suite of CRM applications designed to manage sales, marketing, and support operations seamlessly. Use it to streamline customer relationships and optimize business processes across different departments.
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Domain knowledge for Apptivo — workflow patterns, data models, and gotchas for your AI agent.
Apptivo is a cloud-based CRM for sales, marketing, and support. Manage contacts, customers, leads, opportunities, and cases.
Apptivo List Cases
Gather all customer support cases from your Apptivo CRM to monitor ongoing issues and address customer service requests…
Apptivo List Contacts
Access a full list of all contacts stored in your Apptivo CRM system.
Apptivo List Customers
Retrieve a complete listing of all customers registered in your Apptivo CRM.
Apptivo List Leads
Fetch a list of all potential sales leads from your CRM to track and manage sales prospects effectively.
Apptivo List Opportunities
Obtain a list of all sales opportunities in your Apptivo CRM to analyze sales pipelines and forecast revenue.
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Browse all toolsApptivo is a cloud-based suite of CRM applications designed to manage sales, marketing, and support operations seamlessly. Use it to streamline customer relationships and optimize business processes across different departments. It provides 5 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/apptivo. Authentication is handled automatically.
Apptivo provides 5 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Apptivo uses API Key. Apptivo requires credentials. Connect via MCPBundles and authentication is handled automatically.
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