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Which CRMs have an MCP server for Claude and ChatGPT?

CRM Nadya Neykova Updated 12 minute read

Short answer: HubSpot, Zoho CRM, Pipedrive, Attio, Close and Teamo all have an official MCP server. All are hosted: you paste a URL and sign in, or pick the CRM's own app in your assistant. All can write as well as read. They differ in what the assistant may change or delete, and which plan you need.

Which CRMs have an official MCP server?

Checked on 9 November 2026 against each vendor's own documentation. "Can it write" means create or update records; delete is called out where it exists.

Disclosure: I co-founded Teamo, one of the tools below, and Opsters, the agency Teamo was built out of.

CRM Hosted or local Can it write? Plan needed Works with (documented)
Teamo Hosted, OAuth or token Create and update; deleting records needs confirmation; undo Every plan Claude, ChatGPT, Cursor
HubSpot Hosted, OAuth Create and update, asks first; no delete All HubSpot accounts; some tools need a paid hub Claude, ChatGPT, Gemini
Zoho CRM Hosted, OAuth One read-only server, one that creates, updates and deletes records, two that change setup (modules, workflows) Calls use your API credits Claude, Cursor, VS Code, Windsurf
Pipedrive Hosted, OAuth Create and update; no delete All plans, with a usage limit per plan Claude, ChatGPT
Attio Hosted, OAuth Create, update and some deletes; asks before creates and updates All plans; SQL tool needs Enterprise Claude, ChatGPT, Cursor
Close Hosted, OAuth or API key You choose: read, create, or also update and delete All plans, per Close's pricing page Claude, ChatGPT, Cursor, VS Code

Other CRMs with an official server, which we didn't check in the same detail: folk, Capsule, Affinity, Nutshell, Salesflare, Streak, Twenty, ActiveCampaign and Bitrix24.

Does Teamo have an MCP server?

Teamo is client and project software for service firms: CRM, projects, client portals and time tracking. Its MCP server is at https://api.teamo360.com/api/mcp, listed in the official MCP registry with over 40 tools, and works with Claude, ChatGPT and Cursor.

What an assistant can do through it:

  • Read records, their activities and details, change history and time entries, with filters.
  • Write records in batches (create, update, or create-or-update by a matching field), log time, add comments and attach files.
  • Set up new modules, columns and views, if the connection allows schema changes.
  • Delete with a safety net. Deleting records needs a confirmation, and the assistant is told to ask you first; deleted records can be restored. Your own comments are the exception: deleting one is permanent. A change from the history can be reverted with undo_change. Deleting a module or a module column is not available to assistants.

The assistant acts as the person who connects it. Your role, module access and hidden columns apply to every call, guests can't connect, and every change shows in the change history under your name. Changes made through MCP set off the same automations and webhooks as a change in the app.

You connect in two ways. With OAuth, you add the URL as a connector, and Teamo's approval screen asks which organization to connect. Or you create a personal API token in Teamo, which can be read-only or limited to chosen modules. The MCP server is on every plan. Setup steps are in the help article Connecting an AI assistant via the Teamo MCP server, and the product page shows the API and webhooks.

A service firm might type "Log 2 hours on Northfield Realty's website project" or "How many billable hours did I log for Northfield Realty last month?", and the assistant logs the time or adds up the entries in Teamo.

How I use it at Opsters, our automation agency: I ask Claude to log my time, build lists of prospects to reach out to, add each new client with what we know about them, create my tasks, and pull together our revenue reporting, all in Teamo through the MCP server.

Fits: a service firm that wants the assistant to work across clients, projects and hours, not only the sales pipeline. Limit: the OAuth connection gets everything your role allows; to make it read-only or limit it to one module, you create a personal API token instead. MCP calls count toward your plan's daily API allowance (50,000 calls a day on Pro).

Teamo Pro is €18 / $20 a seat a month billed yearly (€22 / $25 monthly), 3-seat minimum. 10-day trial on Max, no card.

What is an MCP server, in plain words?

An MCP server is a doorway a software company opens so that AI assistants can use its product. MCP (Model Context Protocol) is the shared standard Claude, ChatGPT, Cursor and Copilot use to talk to outside tools, so one doorway works for all of them.

Without it, you copy a client list out of your CRM, paste it into the chat, and copy the answer back. With it, you ask "which deals over $10,000 haven't had a reply in two weeks?" and the assistant looks it up in the CRM itself. If the server allows writing, you can also ask it to move a deal to the next stage, add a note or create a follow-up task, and it does that in the CRM.

The assistant signs in as you. It sees the records you can see and can change what your role lets you change, nothing more.

Claude updating a client record in Teamo through the MCP server 1. You ask in Claude 2. Claude calls Teamo 3. Teamo changes the record Claude Teamo connected Move Northfield Realty to Proposal sent and add a comment: proposal emailed on 3 Nov. Teamo update_records Teamo add_comment Done. Northfield Realty is now in Proposal sent, and your comment is on the record. Reply to Claude Teamo MCP server api.teamo360.com/api/mcp Signed in as Anna K. (OAuth) NR Northfield Realty Clients STAGE Proposal sent OWNER AK Anna K. COMMENTS AK Anna K. just now Proposal emailed on 3 Nov. HISTORY Anna K. changed Stage Qualified to Proposal sent just now Acts as you: your role, modules and visible columns Saved in the change history under your name Each tool call is shown in the chat

Does HubSpot have an MCP server?

HubSpot's remote MCP server at mcp.hubspot.com became generally available on 13 April 2026 for all HubSpot accounts. It reads contacts, companies, deals, tickets and other objects, and its manage_crm_objects tool creates and updates them. Write tools ask you to confirm before they run, and no delete tool is documented. HubSpot also has its own connectors in Claude and ChatGPT: both now create and update records, and both work on every HubSpot plan. The Claude connector needs a paid Claude plan (Pro, Max, Team or Enterprise).

Fits: a sales or marketing team already on HubSpot that wants to ask questions about pipeline and contacts, and make small updates, from the chat. Limit: some tools depend on what you pay for: changing quotes needs Revenue Hub Pro or Enterprise, and the quotes and revenue objects are still in beta. If your account has Sensitive Data turned on, the MCP server can't read conversation data. Older articles that call the HubSpot connector read-only are out of date. If HubSpot's price is why you're looking, see Best HubSpot alternatives for small businesses.

Does Zoho CRM have an MCP server?

Zoho CRM has four ready-made hosted servers: Data Insights (read-only queries), Data Operations (create, read, update, delete, including bulk), Module Customization, and Workflow and Process Automation. You sign in with Zoho in the browser. Zoho's own setup guides cover Cursor, Claude Desktop, VS Code and Windsurf.

Fits: a Zoho CRM user who wants to split access: read-only for reporting, write access only where it's needed. Limit: MCP calls use your normal Zoho API credits. Zoho's MCP FAQ says MCP is free for now and that it will give notice before charging.

Does Pipedrive have an MCP server?

Pipedrive launched a native MCP server on 30 June 2026, at mcp.pipedrive.ai/mcp, on all plans. The assistant can search and read deals, people and organizations, and add or update them (tools such as addDeal and updateDeal). There are no delete tools. Pipedrive is in Claude's connector directory.

Fits: a small sales team that lives in its pipeline and wants to log deals and notes by asking. Limit: usage has token limits per plan, with extra tokens for sale. Pipedrive's help says ChatGPT needs a Pro, Business, Enterprise or Edu plan with developer mode.

Does Attio have an MCP server?

Attio's server at mcp.attio.com/mcp uses OAuth only, with no API keys, and works with your own Attio permissions. Reads run without asking; every create or update asks you first. Its tools cover record search, notes, tasks, email search and reports, and a few deletes, such as deleting a task. It is in Claude's connector directory and available as a ChatGPT app.

Fits: a startup or VC team on Attio that wants the assistant to search emails and records together. Limit: the SQL query tool is Enterprise only, and the only deletes are comments and tasks.

Does Close have an MCP server?

Close's server at mcp.close.com/mcp has the clearest permission levels of any CRM here. You connect with one of three scopes: read only, read and create, or read, create, update and delete (including merging leads). Tools include lead_search, create_lead, update_opportunity and delete_lead. Close has an official ChatGPT app, and also documents Claude, Cursor and VS Code.

Fits: an inside sales team that wants to give the assistant create access but keep updates and deletes off. Limit: n8n can only use the read scope.

How do you connect your CRM to Claude or ChatGPT?

You add the CRM's MCP server address as a connector in the assistant, then sign in to the CRM. If the CRM has its own connector in the assistant's directory, pick that and skip the URL. In Claude, HubSpot, Zoho CRM, Pipedrive, Attio and Close have one; in ChatGPT, HubSpot, Attio and Close do.

In Claude (Anthropic's guide):

  1. Go to Customize, then Connectors.
  2. Click Add, then Add custom connector.
  3. Paste the CRM's MCP server URL and give it a name.
  4. Sign in to the CRM when asked and approve the access.
  5. In a chat, turn the connector on and ask a question about your data.

Custom connectors work on Free, Pro, Max, Ultra, Team and Enterprise, but the Free plan allows only one. On Team and Enterprise, an owner adds the connector first (Organization settings, Connectors, Add, Custom, Web), and then each person connects their own account.

In ChatGPT (OpenAI's developer guide):

  1. Open Plugins in ChatGPT.
  2. Click the plus button, then Add custom MCP server.
  3. Enter a name and a short description.
  4. Under Connection, paste the CRM's MCP server URL.
  5. Set up how to sign in, read the risk warning, and click "I understand and want to continue".
  6. Click Create as a plugin and review the tools ChatGPT found.
  7. Install the plugin, start a new chat, type @ and pick the CRM.

OpenAI's guide says your account's policies apply to adding a custom MCP server. If you don't see the option, ask your ChatGPT admin, or use the CRM's own app if it has one.

What should you watch out for?

  • The assistant acts as you. It can see and change everything your CRM role allows. If you're an admin, so is your assistant. Connect with a narrower user or a read-only connection where the CRM offers one (Zoho, Close and Teamo do).
  • Write access means real changes. A wrong instruction can update 200 records as fast as one. Some servers here ask before writing or deleting, and your assistant app may ask too; read the confirmation before you click it.
  • Check the audit trail. Changes show under your name in the CRM; HubSpot's audit log also names the connector. Look at what changed after a bulk job, the way you'd check a new colleague's work.
  • Only connect servers you trust. Anthropic and OpenAI both warn that a malicious server can try prompt injection. Use the URL from the CRM vendor's own docs, not a third-party list.
  • Watch the meter. Pipedrive, Zoho and Teamo all count MCP calls against a credit, token or API allowance.

How did we pick these CRMs?

We chose CRMs that small firms use, and added Teamo, which we build. For each CRM we read the vendor's own developer docs, help center and changelog, and the official MCP registry, and checked:

  • whether the server is built by the vendor or by someone else
  • whether it is hosted (a URL you sign in to) or runs on your computer
  • whether it can create, update or delete, and what asks for confirmation
  • which plan you need, and whether usage costs extra
  • which AI assistants the vendor documents

Where a vendor's docs didn't say something, the table says "Not stated" rather than guessing. All facts were checked on 9 November 2026; MCP support is changing month to month, so check the vendor's page before you buy.

FAQ

Does HubSpot have an MCP server? Yes. HubSpot's remote MCP server at mcp.hubspot.com is generally available for all HubSpot accounts since April 2026. It reads CRM records and can create and update them after you confirm. HubSpot also has its own connectors in Claude and ChatGPT.

Does Zoho CRM have an MCP server? Yes. Zoho CRM has four hosted MCP servers: one read-only for queries, one that creates, updates and deletes records, and two that change setup (modules and workflows). Calls use your Zoho API credits, and Zoho says MCP itself is free for now.

Can ChatGPT update my CRM? Yes, if the CRM's MCP server has write tools and your ChatGPT account is allowed to use them. HubSpot, Pipedrive, Close, Attio and Teamo all let ChatGPT create or update records. ChatGPT may ask you to confirm a write first.

Is it safe to connect Claude or ChatGPT to my CRM? It is as safe as the access you give it. The assistant acts as the person who connects, so use an account with only the access it needs, start read-only where the CRM allows it, and review what changed in the CRM's history.

What is the difference between a CRM's API and its MCP server? An API is for developers writing code against the CRM. An MCP server wraps that API in tools an AI assistant understands, so you can ask in plain language instead of writing code. In Teamo, for example, the MCP server is a thin layer over the same API, so anything an assistant does through it gives the same result as an API call.

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