CRM MCP Server

Unified CRM MCP server with 20 tools across 4 backends — Salesforce, HubSpot, Zoho CRM, and Pipedrive. Contacts, companies, deals, activities, pipelines, and notes with a single consistent schema.

Architecture

Key Principles

Unified schema — agents see consistent types regardless of backend
Feature-flagged backends — compile only what you need
Full CRM lifecycle — contacts, companies, deals, activities, pipelines, notes
No credential exposure — tokens stay in env vars
Single binary — no Node.js, no Python

Tools (20)

Category	Tools	Risk
Contacts	`list_contacts`, `get_contact`, `create_contact`, `update_contact`, `search_contacts`	read / internal_write
Companies	`list_companies`, `get_company`, `create_company`, `update_company`	read / internal_write
Deals	`list_deals`, `get_deal`, `create_deal`, `update_deal`, `move_deal_stage`	read / internal_write
Activities	`list_activities`, `create_activity`	read / internal_write
Pipelines	`list_pipelines`, `get_pipeline_summary`	read_only
Notes	`list_notes`, `create_note`	read / internal_write

Backends

Backend	Auth	Env Vars
Salesforce	OAuth2	`SALESFORCE_INSTANCE_URL`, `SALESFORCE_TOKEN`
HubSpot	API key / OAuth	`HUBSPOT_TOKEN`
Zoho CRM	OAuth2	`ZOHO_CRM_TOKEN`
Pipedrive	API token	`PIPEDRIVE_TOKEN`

Installation

cargo install mcp-crm --features all-backends

Feature flags

# Default: HubSpot + Pipedrive
cargo install mcp-crm

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

# Specific
cargo install mcp-crm --no-default-features --features salesforce

Client Configuration

Claude Desktop / Kiro / Cursor

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

Usage Examples

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

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

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

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

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

"Show me the pipeline summary"
→ get_pipeline_summary()

Registry Compliance

HealthCheck — verifies backend connectivity
mcp-server.toml — 20 tools with risk classes and credential bindings
Manifest validation — startup fails fast on invalid manifest
Structured tracing — RUST_LOG env-filter

Contributors

James Karanja Maina

License

Apache-2.0

Part of the ADK-Rust Enterprise MCP server ecosystem.

mcp-crm 1.0.0