Matrix / CRM & Deal Management / OnePageCRM

OnePageCRM MCP server

CRM & Deal Management · remote · Pending first check · Docs checked 2026-11-02

OnePageCRM has an official hosted MCP server at https://app.onepagecrm.com/mcp. It uses OAuth 2.1 (sign in to OnePageCRM and approve the consent screen; no API key in the client) over HTTP. Agents can use: describe field schemas, account context (statuses, pipelines, users, tags, custom fields), query with OQL.

Works in: ClaudeChatGPTClaude Code
Sources: Claude · ChatGPT · Claude Code, checked 2026-11-02
Access: Read + write
Credits: Credits not confirmed
Plan: Professional, Business and Max
Setup: Self-serve
No admin step in the vendor's setup notes. Source: developer.onepagecrm.com, checked 2026-11-02
Useful for: AEs, SDRs, Sales leaders, RevOps

OnePageCRM MCP endpoint and transport

https://app.onepagecrm.com/mcp

Transport: HTTP
Docs: Official OnePageCRM MCP docs

Connect OnePageCRM without code

OnePageCRM's docs confirm it works in Claude and ChatGPT. You don't need a terminal or a config file. Check OnePageCRM's docs first: some vendors give you a personal URL or an API key to use in place of the plain endpoint.

Claude (web and desktop app)

If OnePageCRM shows up when you browse connectors in Claude, connect it from there instead. That skips steps 2 to 4.

In Claude, open Customize → Connectors.
Click + Add, then Add custom connector.
Name it “OnePageCRM”, paste the server URL https://app.onepagecrm.com/mcp, and click Continue.
Review the sign-in settings Claude detected and click Add.
Click Connect and sign in to OnePageCRM. Then ask Claude something like “What can the OnePageCRM connector do?”

On Team and Enterprise plans, an Owner adds the connector first under Organization settings → Connectors → Add → Custom → Web. Each person then connects it from Customize → Connectors. Free plans can add one custom connector.

Steps from the Claude Help Center: support.claude.com, checked 2026-10-16

ChatGPT

If OnePageCRM has its own plugin in ChatGPT's directory, install that instead.

Go to chatgpt.com/plugins.
Select +, then Add custom MCP server. If you don't see it, your plan or workspace settings may not allow custom servers, so ask your workspace admin.
Enter a name and description. Under Connection, paste the server URL https://app.onepagecrm.com/mcp.
Set up sign-in, read the warning, and select I understand and want to continue.
Select Create as a plugin. In a new chat, type @ and pick OnePageCRM.

Steps from the OpenAI developer docs: developers.openai.com, checked 2026-10-16

From OnePageCRM's docs: Add https://app.onepagecrm.com/mcp, sign in, and approve the consent screen. Allow AI access (MCP) and View CRM data are required. View and update CRM data is optional. Without it, the connection cannot change records. Focused users cannot connect. Claude Code uses claude mcp add --transport http, then /mcp.Source: developer.onepagecrm.com, checked 2026-11-02

Developer setup (Claude Code, Cursor)

Add this to .mcp.json (Claude Code, project root) or ~/.cursor/mcp.json (Cursor). Remove the // comment line if your client requires strict JSON.

{
  "mcpServers": {
    "onepagecrm": {
      "url": "https://app.onepagecrm.com/mcp"
    }
  }
}

Add the endpoint to your client config (above), or as a custom connector in Claude.
Complete the OAuth sign-in. In Claude Code, run /mcp and pick the server.
Test it with a prompt like: “List the tools the OnePageCRM MCP server exposes.”

OnePageCRM MCP authentication

OAuth 2.1 (sign in to OnePageCRM and approve the consent screen; no API key in the client)

Sign in with OAuth in your client (run /mcp in Claude Code). Do it once interactively, and the client stores and refreshes the token.

What it can change

Read + write Some OnePageCRM MCP tools change data, not just read it.

Things it can do in your OnePageCRM account:

creates a contact, deal, action, note, call or meeting
updates an existing record

Source: developer.onepagecrm.com, checked 2026-11-02

Review each change before you approve it, especially anything that sends messages or edits records other people rely on.

Cost and credits

Not confirmed OnePageCRM's docs don't say whether MCP calls use credits or paid usage.

Plan required

Professional, Business and Max

Source: onepagecrm.com, checked 2026-11-02

Admin and governance

Controls OnePageCRM itself provides. Settings inside Claude or ChatGPT aren't counted here.

An admin must approve or enable the connectionNot confirmed
Scopes or permissions can limit what it reachesYesSource: developer.onepagecrm.com, checked 2026-11-02
Individual tools can be turned offNot confirmed
MCP activity shows in an audit logNot confirmed

What the OnePageCRM MCP server can do

describe field schemas
account context (statuses, pipelines, users, tags, custom fields)
query with OQL
create contacts, deals, actions, notes, calls and meetings
update records
feedback to the OnePageCRM team (writes no CRM data)

OnePageCRM MCP status

Pending first check Not in the daily check yet. See all endpoint status.

OnePageCRM MCP FAQ

What is the OnePageCRM MCP server URL?

https://app.onepagecrm.com/mcp

How does OnePageCRM MCP authenticate?

OAuth 2.1 (sign in to OnePageCRM and approve the consent screen; no API key in the client).

Which apps does OnePageCRM MCP work with?

OnePageCRM's docs confirm it works in Claude, ChatGPT and Claude Code. Other apps aren't confirmed in the docs yet.

Can I use OnePageCRM in Claude or ChatGPT without code?

Yes. OnePageCRM's docs confirm it works in Claude and ChatGPT. Add it as a connector in the app settings and sign in. No terminal or config file needed.

Can the OnePageCRM MCP server change my data?

Yes. Some tools change data, for example: creates a contact, deal, action, note, call or meeting, updates an existing record. Review each change before you approve it.

What OnePageCRM plan do I need for MCP?

Professional, Business and Max.

Is the OnePageCRM MCP server official?

Yes. It's documented on developer.onepagecrm.com, last checked 2026-11-02.

Related MCP servers

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Reevo (CRM & Deal Management)

Build a recipe with OnePageCRM: add your other tools and get a prompt for your assistant.

See all CRM tools with official MCP servers.

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