Manage CRM records
Work with your Hanna CRM records directly from your AI. Hanna CRM is a customer relationship management system for sales, service and finance teams; this plugin connects your AI to your own Hanna CRM workspace so you can find, read, create and update CRM records in conversation. More
What you can ask Find a customer in Hanna CRM and show their latest details, contacts and open tasks. Copy
Example path contacts_search → contact_get
Show my open tasks in Hanna CRM for this week. Create a follow-up task in Hanna CRM for a customer, due next Monday. MCP connector Server URL https://mcp.hannacrm.app/mcpCopy Login OAuth Tools Reads data77 authenticated- call_ calls_ client_ client_ clients_ contact_ contacts_ contract_ contract_ contract_ contracts_ countries_ credit_ credit_ currencies_ custom_ customer_ customer_ departments_ document_ documents_ expense_ expense_ expenses_ file_ files_ invoice_ invoices_ item_ item_ item_ items_ lead_ lead_ lead_ lead_ leads_ object_ object_ object_ objects_ opportunities_ opportunity_ opportunity_ organization_ organizations_ payment_ payments_ picklist_ picklists_ pre_ pre_ project_ projects_ roles_ subdivisions_ supplier_ supplier_ tags_ task_ tasks_ taxes_ ticket_ ticket_ ticket_ ticket_ ticket_ ticket_ ticket_ ticket_ ticket_ tickets_ timesheet_ timesheets_ users_ warehouses_
Changes data3 file_ task_ timesheet_
Deletes or can't be undone35 client_ client_ contact_ contact_ contract_ contract_ credit_ credit_ document_ document_ expense_ expense_ invoice_ invoice_ item_ item_ lead_ lead_ object_ object_ opportunity_ opportunity_ opportunity_ payment_ payment_ pre_ pre_ project_ project_ supplier_ supplier_ task_ task_ ticket_ ticket_
Skills None in the store listings. The server needs sign-in, so we could not check it
