CRM MCP

Your CRM, as tools any AI can use.

PromptLab is an MCP server. Connect Claude, ChatGPT or an agent once, and it can look things up and get work done in your CRM — with your permissions.

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PromptLab MCP server

Connected

  • Accounts & contactsReadWrite
  • LeadsReadWrite
  • Quotes & quote linesReadWrite
  • Sales ordersReadWrite
  • Products & raw materialsReadWrite
  • Tasks & notesReadWrite
  • Meetings & callsReadSchedule
  • EmailReadSend
  • Reports & chartsRun

Never exposed: deletes, workflow runs, billing, roles, users.

Useful by default. Safe by design.

Your assistant can

  • Search any record you can see
  • Create and update accounts, contacts, leads and quotes
  • Add product lines to a quote
  • Log notes and create tasks
  • Read meeting and call transcripts and summaries
  • Run reports and draw charts

It can never

  • Delete anything
  • Run or change workflows
  • Touch billing or payments
  • Change roles, permissions or invitations
  • Manage users or passwords

One connection, signed in as you

  1. Step 1

    Your AI

    Claude, ChatGPT, or another assistant that supports remote MCP servers.

  2. Step 2

    Sign in once

    Log in to PromptLab in the browser and approve access. It lasts 30 days.

  3. Step 3

    PromptLab

    Every call runs with your permissions. You see what it did in the CRM.

Find your MCP address in PromptLab under Settings → Apps.

Frequently asked questions

What is a CRM MCP server?

MCP (Model Context Protocol) is the open standard AI assistants use to call outside tools. PromptLab's MCP server turns your CRM into those tools, so an assistant can search, create and update records during a conversation.

Can it connect without a browser sign-in?

It needs one browser sign-in to approve access. PromptLab's MCP server uses OAuth and does not issue static API keys.

Which PromptLab plans include MCP?

Every paid plan — Basic, Professional and Enterprise. Bulk create and update tools need Professional or above.

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We’ll walk you through the workflow, core systems, and how it fits into your current sales process.