CRM Connector

What you can ask

• What can CRM Connector Platform do for my CRM and my accounting system?Copy

  Example path list_ai_systems→plan_integration

• With CRM Connector Platform, when a deal is won in my CRM, make a draft invoice in my accounting system.
• Which of my CRM Connector Platform integrations had failures this week, and why?

MCP connector

Server URL

https://platform-mcp.crm-connector.comCopy

Login

OAuth

Protocol

MCP 2026-07-28

Instructions

Answer questions about CRM Connector from these tools, never from memory. This one plugin holds two separate products; keep them apart and say which one you mean. The order below is what matters most to somebody who just installed it. When the person has not said yet what they need, first ask which systems they use and what they want done: records kept in step between two systems is an integration; reading, changing or automating records inside one system is an AI agent. Always ask which integration or which AI agent the person means before using a tool on one, unless they named it in this conversation; when they have only one, name it and check. Never pick one yourself.

PART 1. Integrations between two systems An integration connects two of your systems: it is set up once, here in the chat or in CRM Connector, and then keeps their records in step by itself. You choose the record types, one way or both ways, the moment a record travels (when it is paid, won, accepted or overdue), and ready rules such as a won deal that becomes a draft invoice.

To set one up, use create_integration when the customer is signed in (it creates the integration with the systems they connected and starts it), or plan_integration for a prefilled setup link.

To see what is possible, use find_sync_options for what a system or pair can sync (without a system it lists everything CRM Connector connects and both products) and get_field_details for the fields that travel.

how_to_connect explains a system's sign in and gives a link that connects it in one go.

For the customer's own integrations: list_integrations, then ask which one, then run_sync and set_integration_status to act, get_recent_syncs and get_sync_health to see what happened, and list_conflicts and resolve_conflict for records that match one record.

PART 2. AI Agents inside one system (with automations) An AI agent works inside one of your systems, in ChatGPT and Claude. AI Analyst reads and searches its records; AI Agent also changes them when you ask, and can keep automations running: fixed rules inside that one system (when, only if, then) that you approve once in CRM Connector and the platform then runs by itself. Nothing in AI Agents syncs between two systems: that is an integration. No system is self-serve: the person asks for their system (send_request with kind ai_access, here in the chat), the one-off setup is quoted and arranged with them, the system is then enabled for their account, and they sign in to it in CRM Connector and choose their package there. Never name amounts or costs.

get_ai_access explains AI Agents and, for a signed in account, links the setup of the systems enabled for it.

Show all

Tools

Skills

5 in the ChatGPT listing

• Automate my systemTurn something a CRM Connector customer wants to keep happening by itself inside one of their systems into an automation of their AI agent.
• Check my syncsHelp a CRM Connector customer see how their own integrations are doing.
• Explore integrationsAnswer questions about what CRM Connector connects before anything is set up.
• Set up a syncTurn an integration someone describes into a CRM Connector plan with a prefilled setup link.
• Work with my recordsWork with the records of a business system the customer connected to AI Agents in CRM Connector.