MCP Servers with a search_accounts tool

Every MCP server Pod knows of that exposes a search_accounts tool.

14 servers, ordered by adoption — npm downloads where a package exists, then reported issue volume. None have been dialled by Pod yet, so every tool list here is publisher-reported and unverified.

Jaz Accounting

Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default. The 358 operations listed here are all reachable, but this extension does not load them all at once: it lists 3 meta-tools and loads the operations you need on demand, so it costs about 600 tokens of context instead of 78KB. Ask the agent "what can you do?" for the full map.

358 tools reported — Publisher-reported; not verified by Pod.

Meridian Connector for QuickBooks

This connector lets Claude securely read from and write to QuickBooks Online.

Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked

63 tools reported — Publisher-reported; not verified by Pod.

Octolane

Revenue superintelligence built for modern sales and go-to-market teams. This connector lets Claude read and manage your entire revenue workflow.

Pipeline & deal management: Search deals, get full deal details, create new opportunities, move deals through pipeline stages, and get instant pipeline overviews with deal counts and total values. Create and customize sales pipelines, stages, and custom fields on the fly.

Contacts & accounts: Search, create, update, and enrich contacts and companies by name, email, domain, industry, or job title. Bulk create or update up to 50 records in one request.

Email & meetings: Search email threads with any contact or account, schedule emails for future delivery via your connected Gmail, and pull full meeting transcripts and attendee lists to prep for calls or write follow-ups.

Tasks, notes & activities: Create tasks linked to deals, contacts, or accounts; log calls, meetings, and LinkedIn touches; and keep notes attached to the right records.

Website visitor intelligence: Identify companies visiting your website with Octolane Signal and turn anonymous traffic into pipeline.

AI memory: Octolane stores your ICP, sales process, pricing, and writing style as structured memory, so Claude's outputs match how your team actually sells.

Ask Claude things like "which deals are stalled in negotiation," "prep me for my 2pm meeting," or "draft follow-ups for every demo this week."

69 tools reported — Publisher-reported; not verified by Pod.

Light

Light is the finance platform for your company's spend, bills, cards, and accounting. This connector lets Claude work with your Light data on your behalf, scoped to your account and your permissions.

Once connected, you can ask Claude to:

• Search bills and vendors and manage payables
• Look up cards and card transactions and edit draft transactions
• Draft expenses and submit them for reimbursement
• Search the chart of accounts and tax codes
• Find team members and see pending approvals
• Answer questions from your company policy and Light help articles
• Run and edit financial reports scoped to your company

42 tools reported — Publisher-reported; not verified by Pod.

MobiCRM

Enable MCP to automate MobiCRM accounts, contacts, tasks and appointments.

42 tools reported — Publisher-reported; not verified by Pod.

Reevo

Bring your Reevo CRM into Claude. Pull up accounts, contacts, and opportunities, search your pipeline by stage, owner, or any field, and keep records current without leaving the conversation. Capture notes from calls and log tasks with due dates. Enroll prospects into outreach sequences, review email threads, and trace a full engagement timeline across every touchpoint. Reevo becomes a native part of your AI workflow so you can move deals forward, stay on top of follow-ups, and work your pipeline without switching tabs.

30 tools reported — Publisher-reported; not verified by Pod.

Realize MCP

Connect Claude to Taboola Realize to manage advertising end-to-end: campaign and creative creation, audience and geo targeting, reach estimation, and detailed performance reporting. Secured with OAuth 2.1; users authenticate via Taboola SSO and access only their own accounts.

25 tools reported — Publisher-reported; not verified by Pod.

Front

Bring Front — your team's customer operations platform for email and other channels like SMS, WhatsApp, and chat — into Claude. Triage your inbox and draft high-quality replies on any conversation. Ask Claude to summarize a customer's history before a call so you walk in with the full picture in seconds. Analyze conversation data to surface trends across inboxes and accounts, generate reports for stakeholders, and spot emerging issues before they escalate. Because Claude reads the full omnichannel timeline — customer messages, internal comments, assignments, status changes — in one view, it reasons across the full complexity of a customer interaction. Paired with your other connected tools, it can reply and organize work faster and with richer context, so your team delivers exceptional service at scale.

23 tools reported — Publisher-reported; not verified by Pod.

Badger Maps (Standard)

Badger AI brings a new layer of intelligence to the platform your team already uses. Opt into the features that make sense for your workflow — from AI-built routes to automated CRM updates — and let Badger handle the busy work so your reps can spend more time selling.

AI Route Planner: Your optimal week, built automatically Stop deciding who to see and when. Badger AI analyzes your accounts and builds your entire week automatically — prioritizing your stops by last visit date, follow-up status, and opportunity size, all built around the existing meetings in your calendar.

Automated Follow-Up Emails: No deal goes cold. No follow-up gets missed. Deals die in the silence between meetings. Badger AI reads your meeting notes and automatically drafts and sends personalized follow-up emails to every customer — so the right message goes to the right person at the right time, without you lifting a finger.

Automated Scheduling Emails: Scheduling, without the back and forth Before you even leave for the field, Badger AI analyzes your routes and sends targeted email blasts to prospects in the areas you're visiting — so by the time you're on the road, meetings are already being set up around your existing schedule.

The old way of field sales is over. Reps planning routes by hand. Hours of admin after a long day in the field. Follow-ups that fall through the cracks. Badger AI eliminates all of it — so your team can focus on what actually moves the needle.

The future of field sales is automated. Start today.

21 tools reported — Publisher-reported; not verified by Pod.

Pace AI

Pace is the context layer for your sales pipeline. It pre-computes deal intelligence from your CRM, emails, and call recordings, then serves it to your AI assistant as live, structured context on every deal. Ask what's really going on with an account, get AI risk and forecast assessments backed by evidence, catch deals that have gone quiet, and know precisely where your team is going to land. No more digging through Salesforce or HubSpot, no more guessing.

21 tools reported — Publisher-reported; not verified by Pod.

Vitally MCP

Customer Success teams don't lack data — they lack a single place to make sense of it. Signals live in one tool, conversations in another, notes somewhere else entirely, and by the time it's all pulled together, the moment to act has often passed. Vitally brings all this data together under one roof, so CS teams can proactively fight churn, spot expansion opportunities, and grow their customer relationships.

The Vitally MCP connector brings that same account intelligence into Claude, wherever you're already working. Ask about any customer and get answers grounded in the full context your team has captured — not just the surface-level number, but the substance behind it: what customers have actually said, done, and asked for. Every answer is scoped to exactly what your own Vitally login can already see, so nothing surfaces that you couldn't already find yourself.

Take action on customer data directly from a Claude chat, capturing what you've learned, moving work forward, and keeping your workspace current without switching tools or losing the thread.

Built for CSMs, CS leaders, and Account Management teams who want to spend less time hunting for context and more time staying a step ahead of churn and unlocking growth — all without leaving Claude.

20 tools reported — Publisher-reported; not verified by Pod.

B2 Portal

B2 Portal turns customer emails, call notes, transcripts, and attachments into review-ready CoreBridge V2 RFQs. Claude can search authorized CoreBridge accounts, contacts, and synchronized QuickProducts; create an RFQ intake; resolve unambiguous customer and line-item decisions; apply explicit custom-line pricing; and return the exact signed-in B2 Portal review page.

Every connection is scoped to the signed-in user’s B2 Portal organization, membership role, OAuth scopes, and authorized CoreBridge locations. Claude can prepare and edit the B2 Portal RFQ draft, but it cannot push an RFQ to CoreBridge. A signed-in operator performs final review and controls the CoreBridge push from B2 Portal.

15 tools reported — Publisher-reported; not verified by Pod.

Salesloft

Access your live Salesloft data directly inside Claude. Ask about deals, accounts, contacts, conversations, and pipeline status — and get answers grounded in real engagement data, call transcripts, and deal activity. Secured with OAuth 2.0 and role-scoped permissions so you only see your own data.

14 tools reported — Publisher-reported; not verified by Pod.

Pylon

Access Pylon's customer support platform directly from Claude to search, manage, and resolve customer issues. Stay on top of your support queue while connecting Claude's insights to real customer conversations.

10 tools reported — Publisher-reported; not verified by Pod.

For agents

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