AI CRM for Customer Operations
Worxley gives AI assistants secure access to CRM data. Search and manage leads, deals, customers, tickets, follow-ups, campaigns and reports using natural language.
MCP connector Server URL https://mcp.worxley.com/mcpCopy Login OAuth Tools Reads data82 get_ activity_ timelineget_ assignment_ rulesget_ call_ logsget_ campaignget_ campaign_ statsget_ client_ approval_ statusget_ communication_ historyget_ contractget_ custom_ object_ calendarget_ custom_ object_ recordget_ custom_ object_ scheduleget_ custom_ report_ fieldsget_ customerget_ customer_ custom_ fieldsget_ customer_ healthget_ dashboardget_ dealget_ deal_ activitiesget_ deal_ custom_ fieldsget_ email_ templateget_ leadget_ lead_ custom_ fieldsget_ organization_ profileget_ plan_ and_ usageget_ productget_ projectget_ project_ card_ approvalsget_ proposalget_ report_ summaryget_ revenue_ summaryget_ sales_ forecastget_ sequenceget_ sequence_ statsget_ ticketget_ upcoming_ renewalsget_ workflowglobal_ searchlist_ ai_ agent_ approvalslist_ ai_ agentslist_ campaign_ recipientslist_ campaignslist_ contactslist_ custom_ objectslist_ custom_ reportslist_ customer_ contractslist_ customer_ documentslist_ customer_ proposalslist_ customer_ transactionslist_ document_ requestslist_ duplicate_ leadslist_ email_ templateslist_ eventslist_ follow_ upslist_ merged_ leadslist_ noteslist_ org_ moduleslist_ pending_ approvalslist_ project_ card_ commentslist_ project_ cardslist_ projectslist_ quotaslist_ recurrence_ ruleslist_ roleslist_ scheduled_ reportslist_ sequence_ review_ queuelist_ sequenceslist_ team_ memberslist_ team_ queuelist_ teamslist_ transactionslist_ whatsapp_ templateslist_ workflow_ executionslist_ workflowsrun_ custom_ reportsearch_ campaignssearch_ custom_ object_ recordssearch_ customerssearch_ dealssearch_ leadssearch_ productssearch_ ticketssimulate_ workflow
Changes data22 add_ campaign_ recipientsadd_ contactadd_ project_ card_ commentclaim_ follow_ upcreate_ campaigncreate_ custom_ object_ recordcreate_ custom_ reportcreate_ customercreate_ dealcreate_ document_ requestcreate_ email_ templatecreate_ eventcreate_ follow_ upcreate_ leadcreate_ notecreate_ productcreate_ projectcreate_ project_ cardcreate_ proposalcreate_ ticketlog_ manual_ callreply_ to_ ticket
Deletes or can't be undone46 assign_ leadcancel_ follow_ upcancel_ project_ card_ approvalcomplete_ follow_ upconfirm_ duplicateconvert_ lead_ to_ customerdelete_ customerdelete_ dealdelete_ eventdelete_ leaddelete_ notedismiss_ duplicateduplicate_ sequencemove_ custom_ object_ record_ stagemove_ project_ cardpin_ notereject_ document_ requestremove_ from_ sequencerenew_ customerreschedule_ follow_ uprestore_ customerrestore_ dealrestore_ leadrsvp_ eventset_ deal_ forecast_ categoryupdate_ campaignupdate_ contactupdate_ contractupdate_ custom_ object_ recordupdate_ custom_ reportupdate_ customerupdate_ customer_ stageupdate_ dealupdate_ deal_ stageupdate_ email_ templateupdate_ eventupdate_ follow_ upupdate_ leadupdate_ lead_ statusupdate_ noteupdate_ productupdate_ projectupdate_ project_ cardupdate_ proposalupdate_ ticketverify_ document_ request
Skills 1 in the ChatGPT listing
Worxley crm Use the Worxley CRM MCP server to work with CRM data through natural language.