CRM and sales
HubSpot
By HubSpot
HubSpot's official hosted MCP server lets AI search and manage CRM records, query CRM data and work with marketing emails, pages and posts.
- Official
MCP server category
CRM and sales MCP servers
Let assistants look up customers, update records and prepare the next step.
- 7 MCP servers
CRM and support platforms hold the history of every customer. Connecting them to an assistant means a salesperson can ask "what did we last discuss with this account" or "create a follow-up task for next Tuesday" in plain English, and a support agent can see a customer's full context before replying.
Several vendors now host official remote servers with sign-in through their own accounts, which makes setup much simpler and keeps permissions consistent.
CRM and sales
All crm and sales mcp servers
CRM and sales
Intercom
By Intercom
Intercom's official hosted MCP server lets AI search conversations, contacts, companies and help articles, create articles and add notes.
- Official
Productivity
monday.com
By monday.com
monday.com's official MCP server lets AI read boards and items, create and update items and columns, post updates and use the full monday API.
- Official
CRM and sales
Pipedrive
By Pipedrive
Pipedrive's official hosted MCP server, in beta, lets AI search deals, people, organizations and leads, and create and update records.
- Official
CRM and sales
Salesforce
By Salesforce (Salesforce CLI team)
Salesforce's official DX MCP server lets AI query data with SOQL, manage orgs and metadata, run tests and assign permission sets.
- Official
CRM and sales
Zendesk
By reminia (community)
A community MCP server that lets AI read Zendesk tickets, comments and attachments, create tickets and add comments.
- Community
CRM and sales
Zoho CRM
By Zoho
Zoho's official hosted MCP servers for Zoho CRM cover read-only data insights, record operations, module changes and workflow automation.
- Official
How to choose
How to choose in this category
Use the vendor's official server where it exists. Check which objects it can read and write, start with read-only access for most users and keep an audit trail of changes made through AI.
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Related on ExecMedia
Related services
View all related services- MCP integration Connect AI assistants to your CRM, files, databases and tools through Model Context Protocol servers, with safe permissions.
- CRM integration Connect your CRM to forms, email, billing and support so customer records stay complete without typing.
- Automation and Integrations CRM, payment and API integrations, MCP connections and workflows that stop people copying data by hand.
- Landing pages Single-purpose pages for a campaign, a launch or a product, built to load fast and test quickly.
- AI agents AI that takes actions in your systems, such as qualifying leads or processing requests, with people checking the results.
Solutions
View all solutions- AI lead qualification Score, research and route every new inquiry so your team talks to the best leads first.
- AI sales research agent Short, sourced briefings on each prospect before a call, drafted by an AI agent from public information and your CRM.
- AI support agent An assistant that answers routine questions from your own content, checks orders and hands anything else to a person.
- Feedback analysis Read every review, survey and ticket, group them by theme and sentiment, and show what customers keep asking for.
Industries
View all industries- Real estate Listing sites, lead handling, CRM automation and document workflows for agencies, brokers and developers.
- Professional services Client portals, proposal drafting, knowledge assistants and internal tools for consultancies, agencies and firms.
- Recruiting and staffing Candidate screening assistants, ATS integrations, interview notes and onboarding automation for recruiters and staffing firms.
Guides and articles
View all guides and articles- What are AI agents and how do businesses use them? What AI agents are, real business uses, the controls they need and how to start with one safely.
- How to connect AI to your CRM Connect AI assistants to HubSpot, Salesforce or other CRMs safely, with the tasks worth automating first.
- What is the Model Context Protocol? A business guide to MCP: what it is, how MCP servers work, who supports it and how to start using it.
- How to build an AI workflow with MCP servers Plan, connect and test an AI workflow that uses MCP servers, from a single task to a reliable process.
- AI chatbot vs AI agent What separates a chatbot that answers from an agent that acts, and when you need each.
Glossary terms
View all glossary terms- AI agent An AI agent is software that uses a language model to plan steps, call tools and act toward a goal, instead of only answering one question.
- CRM A CRM, or customer relationship management system, stores contacts, companies, deals and interactions so a team can manage its customer relationships in one place.
- MCP server An MCP server is a program or hosted service that exposes a system's data and actions as tools that AI assistants can use through the Model Context Protocol.
- Model Context Protocol The Model Context Protocol, or MCP, is an open standard for connecting AI assistants to external tools and data in a consistent way.
- Tool calling Tool calling is when an AI model asks the application to run a tool, such as a search or database lookup, and then uses the result in its answer.