How do I install Crm?

Crm is a remote plugin. You do not need to install anything locally. Add the server URL to your AI app's MCP configuration and you are ready to go.

Yes. Crm passed MCP Marketplace's automated security scan with a score of 10/10 (low risk). Every server on MCP Marketplace is security-scanned before it's listed; see the full security report on this page for the findings and permissions.

What AI apps work with Crm?

Crm uses the Model Context Protocol (MCP) and works with any MCP-compatible AI app, including Claude, ChatGPT / Codex, Gemini, Copilot, Cursor, and more.

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Crm MCP Server

by Crm Inputs

Developer ToolsLow Risk10.0MCP RegistryRemote

Free

Server data from the Official MCP Registry

Find work contact details and add people and companies to your own CRM.

About

Find work contact details and add people and companies to your own CRM.

Remote endpoints: streamable-http: https://mcp.addtocrm.com/mcp

Security Report

10.0

Low Risk10.0Low Risk

Valid MCP server (1 strong, 1 medium validity signals). No known CVEs in dependencies. Imported from the Official MCP Registry.

18 tools verified · Open access · No issues found

Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.

Permissions Found in Source Code

Found by scanning the linked source code. This listing connects to a hosted endpoint, so none of this runs on your machine: it describes what the server software does where it is hosted.

HTTP Network Access

Connects to external APIs or services over the internet.

How to Connect

Remote Plugin

No local installation needed. Your AI client connects to the remote endpoint directly.

Add this to your MCP configuration to connect:

{
  "mcpServers": {
    "com-addtocrm-crm": {
      "url": "https://mcp.addtocrm.com/mcp"
    }
  }
}

Documentation

View on GitHub

From the project's GitHub README.

Add to CRM for AI assistants

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

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

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
`get_account`	Shows which CRM is connected, the lookup credits left and anything that would stop a lookup or an add
`get_profile`	Shows the signed-in account's name and e-mail address
`find_contact_details`	Looks up one person by name and company, e-mail address or profile link
`find_company_details`	Looks up one company from its domain or public page link
`search_prospects`	Searches for people by title, seniority, location and company details
`search_companies`	Searches for companies by name, keywords, location, headcount or domain
`find_person_in_crm`	Checks whether a person is already in your CRM, without enriching them
`search_crm`	Searches the people and companies in your CRM
`get_crm_record`	Reads one CRM record in full
`add_person_to_crm`	Adds one person to your CRM, with your field mapping, tags and duplicate checks
`add_company_to_crm`	Adds one company to your CRM
`add_people_to_crm`	Adds up to 100 people from a search to your CRM in one job
`get_bulk_add_status`	Reports how a bulk add is going
`confirm_possible_match`	Records that a possible match in your CRM is, or is not, the same person
`log_crm_activity`	Logs a note, call, meeting or task on a CRM record
`update_crm_record`	Changes a person's or company's details on a CRM record that was read first
`list_lists`	Lists your saved lists
`save_to_list`	Saves people to a list

Tools that change your CRM are marked as writes, so your assistant can ask you before it runs them. Nothing here sends e-mail or messages, contacts anyone, or deletes CRM data.

Your data

What the server returns, how it is used and how to disconnect are in the Privacy policy and the Terms. You can disconnect an assistant at any time under Connected AI apps in your Add to CRM account.

Support: https://addtocrm.com/contact

Licence

The contents of this repository are MIT licensed, see LICENSE. That licence covers this repository only, not the service or its data: see NOTICE.

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