MCP servers · CRM · connector
Connect Claude (desktop & claude.ai) to CRM
One line gives Claude (desktop & claude.ai) your CRM account as tools: 15 endpoints, contacts, pipelines, opportunities, called with your own connection. No key in the prompt, a receipt for every call, revoke Claude (desktop & claude.ai)'s access alone any time.
Three steps
- Create a free 0n3 account and connect CRM. Paste a key or sign in; it lands in your vault, encrypted.
- Install 0n3 into Claude (desktop & claude.ai). Add 0n3 as a custom connector; sign in once through the 0n door.
- Ask Claude (desktop & claude.ai): whoami. Then: "Create a contact in CRM".
Claude desktop app and claude.ai
- Settings → Connectors → Add custom connector
- Name: 0n3 · URL: https://0n3.app/mcp
- Click Connect and sign in with your 0n account (email + password, or paste your 0n token)
- Turn the connector on in a chat and ask: "whoami"
This is the OAuth door: no token to paste, revoke it any time from 0n3 → Tokens.
The line above carries a placeholder; 0n3.app/install mints a real key named for Claude (desktop & claude.ai) and fills it in.
What Claude (desktop & claude.ai) can then do in CRM
Contacts · Create, update, search, and manage contacts6
Create a contact
POST /contacts/List contacts
GET /contacts/Search contacts
POST /contacts/searchGet a contact
GET /contacts/{contactId}Update a contact
PUT /contacts/{contactId}Delete a contact
DELETE /contacts/{contactId}Pipelines · Create and manage sales pipelines with stages2
Create a pipeline
POST /opportunities/pipelinesList pipelines
GET /opportunities/pipelinesOpportunities · Track deals and opportunities through pipeline stages1
Create an opportunity
POST /opportunities/Tags · Create and assign tags for segmentation2
Create a tag
POST /locations/{locationId}/tagsList tags
GET /locations/{locationId}/tagsCustom values · Create and manage custom values2
Create a custom value
POST /locations/{locationId}/customValuesList custom values
GET /locations/{locationId}/customValuesWorkflows · List and inspect automation workflows1
List workflows
GET /workflows/CRM in other AI clients
Claude Code + CRMMCP server + skillChatGPT + CRMconnector · GPT actionCodex CLI + CRMMCP serverGemini CLI + CRMMCP serverCursor + CRMMCP serverVS Code (Copilot) + CRMMCP serverWindsurf + CRMMCP server
