All APIs · CRM & Sales
CRM & Sales APIs as MCP tools
Each API below becomes governed tools your AI agent can call — connect it to Claude, ChatGPT or a customer-facing VX agent, with scoped permissions, sandbox testing and audit logs.
- Apollo.io Calls, Conversations & Notes — After a sales call, log it in Apollo with its outcome, duration and note, even when it was dialed from Orum or Nooks. Search the team's cal…
- Apollo.io Prospect Search & Enrichment — Build a prospect list from Apollo's B2B database: search people by job title, seniority and location, or companies by headcount and industr…
- Attio CRM — Lets an agent find, read, create and update Attio records (people, companies, deals and custom objects), work with list entries such as pip…
- folk CRM People, Companies & Deals — After a client call, find the contact in folk, log the interaction, add a note and set a follow-up task, then move the deal forward in its …
- HubSpot CRM Calls — Who did the team call this week, and what happened? Search logged calls by contact, owner, outcome or date, log a new call against a contac…
- HubSpot CRM Companies — Find, read, create and update companies in HubSpot CRM: search by domain, name, industry or any property, read companies with their associa…
- HubSpot CRM Contacts — Find, read, create and update contacts in HubSpot CRM: search by email, name or any property, read contacts with their associations, and up…
- HubSpot CRM Deals — Track the sales pipeline in HubSpot CRM: search deals by stage, owner, amount or close date, read deals with their associated contacts and …
- HubSpot CRM Leads — For sales reps working the HubSpot prospecting workspace: search the lead queue by hs_lead_label or owner, open a lead with its contact, ad…
- HubSpot CRM Meetings — For sales reps who live in HubSpot: log meetings on contact, company and deal timelines, mark the outcome (completed, no show, rescheduled)…
- HubSpot CRM Notes — After a sales call, write the summary straight onto the HubSpot record: create notes on contacts, companies, deals or tickets, find earlier…
- HubSpot CRM Quotes — For sales reps who quote out of HubSpot: find quotes by deal, status or expiration date, draft a new quote on a deal with its template and …
- HubSpot CRM Tasks — What does each rep still owe a customer this week? Search HubSpot tasks by owner, due date and status, create follow-up calls, emails and t…
- Pipedrive Deals & Pipeline — For sales teams on Pipedrive: find a deal or contact in seconds, see which pipeline stage it sits in, move it forward or mark it won or los…