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Connectors / CRM

CRM MCP connectors for Claude, ChatGPT and Cursor

35+ CRM connectors in the catalog, each behind the same governed MCP endpoint as everything else in Elaichi.

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https://api.elaichi.ai/mcp The same for every user.

  • Their own access. An agent never gets more than the person it acts for.

  • One connection, every client. Claude, ChatGPT, Cursor, any MCP client, and the Elaichi Agent.

The connectors

CRM connectors in the catalog

Connect one and your whole team reaches it, each inside the access they already have, without anyone handling a credential.

35 connectors

Browse all 600+ connectors →

In practice

What teams do with CRM connectors

Drawn from the connector pages in this category, so every line describes something one of these connectors actually does.

Sales

  • Sellsy

    Catch the company record up after a call

    Tell the agent what happened on the call and it adds a comment to the Sellsy company, so the history is current before the next touch.

  • Highlevel

    Catch a contact up after a call

    Tell the agent what changed on the call and it updates the Highlevel contact, applies the right tag and adds the rep who now owns the relationship as a follower.

  • HubSpot

    Ask pipeline questions in plain language

    Which companies came in this week with no owner, which contacts have gone quiet, what is closing this month. Every answer is scoped to what that person can already see in HubSpot.

Marketing

  • Zoho CRM

    Review new leads before handoff

    Pull the leads that came in this week, check what is filled in and what is missing, and tidy up notes before they go to a rep.

  • Planhat

    Set up and tidy customer campaigns

    Create a Planhat campaign, update its details as the plan changes, and list what is running so you know what customers are already receiving.

  • Follow Up Boss

    Log a lead event from an open house

    Create a Follow Up Boss event for each sign-in from the weekend so the source and the property stay attached to the person.

Operations

  • Virtuous

    Clean up contacts and individuals in bulk

    Walk through Virtuous contacts that need a corrected address, a renamed individual or a merged duplicate, and apply the updates one confirmed change at a time.

  • Nimble

    Keep custom fields tidy and consistent

    Add, rename or retire a contact field in Nimble and set which value counts as primary, without clicking through every record by hand.

  • SoftSync

    Keep group visibility tidy across teams

    Update visibility on many SoftSync groups at once when a team reorganizes, and confirm afterward that each group is shown only to the people who should see it.

Finance

  • Close

    Check invoices against closed deals

    Look up the invoices attached to a lead in Close, compare them with the won opportunities, and spot anything billed late or not at all.

  • Housecall Pro

    See which invoices are still open

    Billing asks which invoices from last week have not been paid and gets the list with amounts and customers. A preview of any single invoice is a question away.

  • Zoho Bigin

    Count Zoho Bigin seats before renewal

    Get a current head count of Zoho Bigin users so the renewal quote matches the people who actually use the CRM.

Once it is connected

Things to ask

Each of these is answered against the access the person asking already has, in the CRM account you connected.

  • List opportunities created in Affinity this week

    Affinity

  • Which Attio companies have no owner assigned?

    Attio

  • Which private offers are still waiting on buyer acceptance this week?

    Clazar

  • Log 0.5 hours on the Henderson matter for today's client call

    Clio Manage

  • Which opportunities in the Q3 pipeline haven't had a call this week?

    Close

  • Summarize yesterday's meeting with Acme and add a follow-up task.

    Day AI

  • Search EveryAction people in Ohio added this week.

    EveryAction

  • Find every person at Acme in folk and show their latest notes

    folk

The tools

What an agent can call in CRM

Connectors
35+

in the CRM catalog

Tools
3,825

callable the moment you connect

Hosted sign-in
7

connect with nothing to register

Of those 3,825 tools, 11% delete something. Restricting an agent to reads is not a promise here, it is 1,664 tools admitted and the rest left out — and a restricted tool is never advertised to the model at all.

Read 44%
1,664 tools · list, get, search
Write 29%
1,113 tools · create, update, send
Delete 11%
427 tools · delete, remove, archive
Other 16%
621 tools · vendor-specific verbs

One endpoint

https://api.elaichi.ai/mcp

Every connector above answers here.

Every CRM connector, by depth

Tool counts are what the connector exposes today; the split is what those tools do.

Hosted sign-in takes a partnership with each vendor, and more are in progress. Until one lands, Your own app means the connector works today — you register an OAuth app once and connect. API key and App credentials mean an admin pastes them once, with nothing to register.

CRM connectors with tool counts split by read, write and delete
Connector Tools Read · write · delete Sign-in
Virtuous 345 API key
Sellsy 327 App credentials
Clio Manage 304 Your own app
Highlevel 297 Your own app
HubSpot 284 Your own app
Zoho CRM 243 Hosted
Salesforce 230 Hosted
Planhat 143 API key
Follow Up Boss 139 API key
Close 121 Hosted
Pipedrive 117 Your own app
Zendesk Sell 101 Your own app
Wiwink 100 API key
Attio 99 API key
Housecall Pro 95 API key
Lightfield 87 API key
Zoho Bigin 87 Hosted
Nimble 85 API key
SoftSync 80 API key
Affinity 61 API key
LeadPerfection 59 API key
Membes 58 API key
Qomon 53 API key
Wealthbox 50 Your own app
Octapipe 42 API key
folk 37 Hosted
LendingWise 32 API key
JobNimbus 30 API key
Clazar 29 API key
EveryAction 29 API key
Streak 26 API key
Jobber 15 Your own app
Method CRM 14 API key
Google Contacts 6 Hosted
Day AI Hosted

FAQ

Frequently asked questions

How many CRM connectors does Elaichi have?

35+ CRM connectors are in the catalog today, and the list grows as connectors are added. Each one arrives as a set of MCP tools an agent can call through https://api.elaichi.ai/mcp.

Can Claude, ChatGPT and Cursor all use CRM connectors?

Yes. Elaichi exposes one organization-wide endpoint, https://api.elaichi.ai/mcp, and Claude, ChatGPT, Cursor or any MCP client connects to that same address with OAuth, while the Elaichi Agent reaches the same tools inside the app. Connecting a CRM account once makes it reachable from every one of them.

Do CRM connectors work with Gemini, Codex, Claude Code or other MCP clients?

Yes. CRM connectors are reached over the same MCP endpoint every client uses, so anything that speaks MCP can call them — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor and the Elaichi Agent. There is no per-client setup beyond pointing the client at https://api.elaichi.ai/mcp.

Do CRM connectors need me to bring my own OAuth app?

Most do not. 7 of the CRM connectors use Elaichi's hosted sign-in, with nothing to register. 21 connect with an API key or app credentials that an admin pastes once, with no app to register. 7 ask you to bring your own OAuth app: you register it once with the vendor and connect. Hosted sign-in for those is in progress, a vendor partnership at a time, and when one lands the only thing that changes is that the registration step goes away. Each connector's page says which it is before you start.

Can I stop an agent from writing to CRM tools?

Yes. Tool restrictions apply at role and individual level, and a restricted tool is left out of the model's tool list and cannot be called. Read-only access to a CRM connector is a matter of allowing the reads and leaving the writes out.

Whose access does an agent get on a shared CRM connection?

The access of the person the agent is acting for, resolved against their current role on every call — not the access of whoever connected the account. A colleague can use a connection without ever seeing its credential.

Nearby

Teams that connect CRM usually connect these too

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