Matrix / CRM

CRM tools with official MCP servers

6 CRM tools have an official MCP server listed here: Attio, Close, HubSpot, Pipedrive, Reevo and Salesforce. All of them work in Claude or ChatGPT without code, according to the vendors' own docs.

Which CRM tools have an official MCP server?

Sorted by confirmed chat-app support, then by name. Categories: CRM & Marketing, CRM & Deal Management. Open the matrix to filter further.

What can each one do?

The tools each server exposes, as its vendor's docs describe them.

• Attio (CRM & Deal Management): records search/CRUD, lists, notes, tasks.
• Close (CRM & Deal Management): lead/activity search & aggregation, leads, contacts, opportunities CRUD, tasks & call tasks, notes & comments.
• HubSpot (CRM & Marketing): CRM search/CRUD, activities, campaigns, marketing emails.
• Pipedrive (CRM & Deal Management): deals, persons (contacts), organizations, leads (incl. convert to deal).
• Reevo (CRM & Deal Management): Accounts and contacts (search, create, update), Opportunities and pipeline stages, Meetings and activity timeline, Tasks and notes.
• Salesforce (CRM & Deal Management): SOQL query (soqlQuery) and SOSL search (find), object schema (describeGlobal, getObjectSchema), related and recent records, record create/update/delete (platform/sobject-all).

Which recipes use CRM tools?

• Find lookalike accounts and enrich them (Apollo + Clay + HubSpot)
• Pre-meeting brief from CRM + web (HubSpot + Perplexity)
• Pre-meeting brief from Salesforce + web (Salesforce + Perplexity)
• Book meetings from replies (Instantly + Calendly + HubSpot)
• Weekly pipeline digest to Slack (HubSpot + Slack)
• CRM hygiene sweep: send each rep their own fix-it list in Slack (HubSpot + Slack)
• Post-call follow-up: recap email, next steps and a CRM update (Granola + HubSpot + Gmail)
• Deal review prep: MEDDICC gap check (HubSpot + Gong)
• Win/loss themes for the quarter (HubSpot + Gong)
• Trigger-event scoring: rank today's accounts by funding, hiring or leadership change (PredictLeads + Perplexity + HubSpot)
• Expansion signals on existing customers (HubSpot + PredictLeads)
• Website visitor to buying committee to first-touch drafts (Lusha + HubSpot)
• Renewal-risk brief: CRM and support signals in one red, amber or green call (HubSpot + Intercom)
• Mutual action plan from a deal record (HubSpot + Notion)
• Webinar or Typeform responses to enriched, routed leads (Typeform + Apollo + HubSpot)
• Personalized HeyGen videos for tier-1 accounts, with human approval (HubSpot + HeyGen)
• Intent-ranked weekly account list: each rep's top accounts with the evidence (6sense + HubSpot)
• G2 buyer intent to first-touch drafts: find who's researching your category and write to them (G2 + Hunter + HubSpot)
• Champion job-change follow-up: reach past champions at their new company (LeadIQ + HubSpot)
• Warm-visitor alert: tell the owning rep in Slack who was on the site (Warmly + HubSpot + Slack)
• Partner intros for open deals: find the best-placed partner and draft the ask (Crossbeam + HubSpot)
• Quarterly attribution readout: pipeline by channel, checked against the CRM (HockeyStack + HubSpot + Slack)
• Sales Navigator list to verified CRM contacts (Evaboot + HubSpot)
• Email-finding waterfall that only pays for misses (Hunter + Findymail + HubSpot)
• Forecast reality check: flag Commit and Best Case deals with no recent activity (Salesforce + Gong + Slack)
• Single-threaded deal alert: find the missing signers and draft multi-threading intros (HubSpot + ZoomInfo)
• Closed-lost deal revival: rank last year's lost deals by what changed since (Salesforce + PredictLeads + G2)
• Morning plan: today's meetings, overdue follow-ups and emails waiting on you (Google Calendar + Gmail + HubSpot)
• Inbox triage: prospect emails waiting on you, matched to open deals with nudge drafts (Gmail + HubSpot)
• Out-of-office handoff: every open deal, its next step and risks on one Notion page (HubSpot + Granola + Notion)
• New territory ramp pack: inherited accounts, recent conversations and who has left (Salesforce + Gong + LeadIQ + Notion)
• Reference customer match: happy customers in the prospect's industry (HubSpot + G2 + Intercom)
• Unpaid invoice nudge: find overdue Stripe invoices and draft a follow-up for each deal owner (Stripe + HubSpot)
• Community signals to warm leads: active community members at ICP accounts, flagged in the CRM (Common Room + HubSpot)
• 1:1 coaching agenda: call habits from Gong and CRM cleanup for each rep, saved to Notion (Gong + Salesforce + Notion)
• Closed-won vs. paid reconciliation: match Salesforce wins to Stripe invoices and flag the gaps (Stripe + Salesforce)
• CRM data decay audit: bounce risk and job changes in a small contact sample (LeadMagic + HubSpot)
• QBR deck draft: pipeline, revenue and attribution numbers in one Notion outline (HubSpot + Stripe + HockeyStack + Notion)
• G2 review asks: find happy, long-tenured customers and draft a personal request (Stripe + Intercom + HubSpot)
• Onboarding kickoff pack: Notion page, kickoff link and intro email when a deal closes (HubSpot + Gong + Notion + Calendly)
• Support tickets that signal upsell: turn higher-tier feature requests into expansion leads for the account owner (Intercom + HubSpot)
• Failed payment save play: alert CS with account context before a missed payment turns into churn (Stripe + HubSpot + Slack)

How do they compare?

• HubSpot vs Salesforce: the facts side by side, with sources

Other categories: Outreach and sales engagement · Prospecting and data · Intent and signals · Research and scraping · Call recording and support · Automation and workflow · Email, calendar and chat · Marketing and content · Attribution, partners and billing