Connect your Sunate workspace to your AI and Codex to manage everyday CRM work in natural language. Find and update contacts, leads, deals, tasks, pipelines, assignments, and private quote drafts; check roof reports; and prepare lead-generation requests.
What you can ask
Show me the deal pipeline and their stages
Example path
MCP connector
Server URL
https://crm.sunate.app/mcp
Login
OAuth
Tools
Reads data18
Changes data5
Deletes or can't be undone14
Skills
None in the store listings. The server needs sign-in, so we could not check it