CRM MCP servers let your AI read and write directly in your sales pipeline. Pull contact details from HubSpot, update deal stages in Pipedrive, enrich leads through Clearbit, and log activities in Salesforce — all from your AI assistant without switching tabs.
Best MCP Servers for Sales & CRM Teams in 2026Showing 25–48 of 56 servers
Customer Relations
High Level offers CRM and marketing automation services, providing tools for lead tracking, client communication, and campaign management. Primarily used by businesses to enhance customer relations and streamline marketing efforts.
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HubSpot is a full-featured CRM platform that helps businesses manage customer relationships, sales pipelines, and commerce activity. Use it to manage contacts, companies, deals, products, line items, engagements, lists, and related CRM records.
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Freshsales is a CRM by Freshworks for managing contacts, accounts, deals, tasks, appointments, and sales activities. Automate your sales pipeline with lead scoring, built-in phone/email, and visual deal pipelines.
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Outreach is a sales engagement platform that streamlines communication with leads and customers by automating outreach processes and providing performance analytics. It is primarily used to increase productivity and customer relationship management for sales teams.
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Repairshopr is a platform providing customer relationship management and ticketing solutions for service repair businesses, enabling users to manage customer profiles, repair tickets, and invoicing. Utilize it to streamline operations and enhance customer service experiences.
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Copper is a CRM platform that integrates with Google Workspace, enabling businesses to manage contacts, sales opportunities, and customer relationships effectively. Use it to streamline CRM activities directly within Gmail and other Google apps.
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Twilio Taskrouter is a task distribution service that enables businesses to manage and route tasks to the most qualified agents in real-time. Use it to optimize workflow and improve customer service efficiency.
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RD Station CRM is a sales CRM for pipeline management, contact tracking, and deal execution. Connect to read and write deals, contacts, organizations, tasks, products, pipeline stages, and deal notes.
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Search LinkedIn Sales Navigator on behalf of your connected LinkedIn account — people search, account search, profile lookups, and InMail. Connect once via the in-app sign-in flow; no LinkedIn cookies or browser extensions required.
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Less Annoying CRM is a customer relationship management software designed for small businesses to organize contacts, track leads, and manage tasks. Use it to streamline the sales process and improve customer engagement.
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Customer relationship management: Accounts, Leads, Pipelines, Emails, Loss Reasons. Manage your customer relationships and sales pipeline.
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Customerly is a customer relationship management platform that offers live chat, email automation, and surveys to enhance customer support and engagement. Use it to streamline communication and improve customer satisfaction.
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Greenhouse is a talent acquisition platform that provides tools for recruiting, interviewing, and onboarding, allowing organizations to streamline their hiring process and manage candidate interactions effectively.
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Recruitee is a collaborative hiring platform enabling teams to manage recruitment processes, track applicants, and centralize hiring actions. It supports end-to-end recruiting workflows from job posting to candidate onboarding.
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Access Attio CRM data through Attio's native MCP server. Manage contacts, companies, deals, lists, tasks, notes, and more using the Model Context Protocol.
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Close is a sales CRM platform designed for inside sales teams, offering built-in communication tools including power dialer, email sequences, and SMS. It focuses on streamlining sales processes with features like lead management, pipeline tracking, and sales automation.
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Phos Sales Engine provides a suite of tools for managing sales processes, including prospecting, outreach, and pipeline management. It is designed for sales professionals looking to streamline their workflows and improve conversion rates.
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This server offers a refund eligibility verification service for US subscriptions, helping users determine if they qualify for refunds. It is particularly useful for consumers and businesses managing subscription services.
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ThriveStack PLG CRM is a customer relationship management tool that helps businesses manage their customer interactions and sales processes. It is particularly beneficial for sales teams and marketers aiming to improve customer engagement and drive growth.
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The Resonance Reward Agent provides a platform for managing user rewards, brand interactions, and analytics related to brand performance and user engagement. This service is aimed at businesses and marketers looking to enhance customer loyalty programs.
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This server facilitates B2B lead generation and company searches through the Generect Live platform, enabling businesses to find potential clients and partners efficiently. It is particularly useful for sales and marketing teams looking to expand their networks.
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GetExperience allows users to search for and manage various experiences, including scheduling and checkout functionalities. It is aimed at businesses and service providers looking to enhance customer engagement through experience management.
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This server allows users to query trade show leads, meetings, and events, providing valuable insights for businesses looking to manage their trade show activities effectively. It is designed for event coordinators and sales teams seeking to optimize their trade show strategies.
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Company intelligence data platform. Tracks hiring signals, product launches, partnerships, funding events, and technology changes across millions of companies.
CRM MCP servers connect AI agents to customer relationship management platforms like HubSpot, Salesforce, Pipedrive, and Attio. The AI can search contacts, update deal stages, create tasks, and pull pipeline reports through natural language.
Yes. Most CRM servers support both read and write operations. Your AI can create contacts, update deal values, log notes, and move opportunities through pipeline stages. Each server skill explains which operations are available.
HubSpot and Attio are strong choices for smaller teams — both have free tiers and their MCP servers cover the full CRM API. Pipedrive is another good option with a focused toolset for pipeline management.
Each CRM requires its own API key or OAuth connection, which you set up once in MCPBundles. After that, your AI accesses the tools automatically with the stored credentials.