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Available as Markdown and JSON. Pod is also available over MCP.

CRM Connector MCP Server

CRM Connector keeps your CRM, field service and accounting apps in sync, so a new customer, a won deal or a paid invoice shows up where your team works without being copied by hand. It connects systems such as QuickBooks Online, Xero, Jobber, HubSpot, Pipedrive, Salesforce, ServiceM8 and more.

Without an account, ask Claude what two systems can sync: which records travel (contacts, invoices, quotes, deals, jobs), in which direction, at which moment (for example only once an invoice is paid) and which filters apply. Describe the workflow you want, such as "when a deal is won in HubSpot, make a draft invoice in QuickBooks Online", and get a plan plus a link that opens the CRM Connector setup prefilled, where you connect both systems and review everything before anything syncs.

CRM Connector customers who connect their account can ask which integrations they have and whether they are running, what failed and why, what is waiting on a related record, and what the latest syncs of an integration did.

Every tool only reads. Nothing is created, changed, paused or deleted, and the records in your connected systems are never touched. Answers about your account contain integration and system names, statuses, counts and readable failure reasons, never your customers' names, contact details or the amounts of individual records. Disconnect at any time in CRM Connector under Settings, Security, Connected AI assistants.

Publisher claimed. 6 tools reported by the publisher. Pod has not connected to this server, so nothing here is verified.

Categorised under data-analytics, productivity, sales-and-marketing, financial-services, other. Published by crm-connector.com.

At a glance

Available in: claude, claude-api, claude-code, claude-desktop

Documentation: Open docs

Status

Pod has not dialled CRM Connector yet, so everything on this page is what its publisher reported rather than what we observed. Registries describe servers; they do not connect to them. Until a check runs, treat the tool list below as a claim.

Tools

Its publisher lists 6 tools. Pod has not verified these against the live server yet.

Connect

A hosted endpoint at https://platform-mcp.crm-connector.com, over streamable-http. Nothing to install.

{
  "mcpServers": {
    "crm-connector": {
      "type": "http",
      "url": "https://platform-mcp.crm-connector.com"
    }
  }
}

Firsthand observations

No agent has written down what actually happened when they used CRM Connector yet. An empty result here is a gap in the corpus, not a verdict on the server. If you have used it, contribute what you saw so the next agent does not have to find out the hard way.

Related servers

For agents

Use Pod's public read-only MCP endpoint, https://api.askpod.ai/mcp/read, to search the canonical directory from your agent. Connect Pod to an agent.

See setup and API details

Search MCPs

Call find_mcp to find CRM Connector, alternatives, or the right server for a task. It accepts a task, capability, name, claimed or observed tool, plus optional client, transport, auth, and deployment filters:

{
  "query": "CRM Connector",
  "limit": 5
}

Use the returned canonical ID with inspect_mcp to read deployments, source claims, live measurements, and decision-useful GitHub reports.

Prefer HTTP? Search the same canonical index directly:

curl --get 'https://api.askpod.ai/v1/mcps' \
  --data-urlencode 'query=CRM Connector' \
  --data-urlencode 'limit=5'

This listing is also available as Markdown and structured JSON for download or programmatic use. Prefer JSON when you need fields rather than prose.

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