Sales pipeline and CRM intelligence for AI agents. Connect Claude, Cursor, or any MCP-compatible agent to HubSpot, Pipedrive, and Salesforce — read-only, no webhooks, no setup beyond an access token.

Overview

CRMBridge MCP gives AI agents direct read access to your CRM data:

graph LR
    A[AI Agent<br/>Claude / Cursor] -->|MCP Tools| B[CRMBridge MCP]
    B --> C[HubSpot ✅]
    B --> D[Pipedrive ✅]
    B --> E[Salesforce ✅]

    style A fill:#1e293b,stroke:#3b82f6,color:#fff
    style B fill:#1e3a5f,stroke:#3b82f6,color:#fff
    style C fill:#1e293b,stroke:#22c55e,color:#fff
    style D fill:#1e293b,stroke:#22c55e,color:#fff
    style E fill:#1e293b,stroke:#22c55e,color:#fff

Use cases: Ask your AI agent to summarize your pipeline, find stale deals, identify top customers by lifecycle stage, or search contacts by company — all without leaving your coding environment.

Quick Start

npx (no install required)

npx crmbridge-mcp

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "crmbridge": {
      "command": "npx",
      "args": ["-y", "crmbridge-mcp"],
      "env": {
        "HUBSPOT_ACCESS_TOKEN": "your-hubspot-private-app-token"
      }
    }
  }
}

Config file location:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

Getting a HubSpot Token

1. Go to HubSpot Settings → Integrations → Private Apps
2. Create a new private app
3. Grant scopes: crm.objects.contacts.read, crm.objects.deals.read, crm.pipelines.read
4. Copy the access token

Tools

Phase 1 — Core CRM Access (Free, HubSpot)

| Tool | Description | |:-----|:-----------| | list_contacts | Paginated contacts with lifecycle stage, owner, and date filters | | list_deals | Deals by stage, pipeline, amount range, and close date | | get_pipeline | Pipeline overview with stages, positions, and weighted values | | search_contacts | Full-text search by name, email, company, or phone |

Phase 2 — Extended Access (Free)

| Tool | Description | |:-----|:-----------| | activity_feed | Recent CRM activities — emails, calls, meetings, notes | | deal_stage_history | Stage progression with timestamps and duration | | contact_timeline | Chronological touchpoint history per contact |

Phase 3 — Pro Features (requires PRO_LICENSE)

| Tool | Description | |:-----|:-----------| | pipeline_forecast | Weighted forecast with conservative / realistic / optimistic scenarios | | deal_scoring | Deal health score 0-100 with specific risk factors | | churn_signals | At-risk customer detection with confidence scores | | cohort_analysis | Monthly cohorts with retention and LTV metrics | | crm_hygiene | Data quality report — duplicates, stale deals, missing fields | | cross_crm_sync | Diff contacts and deals across two CRMs (dry-run, never writes) |

Provider Support

| Provider | Status | Auth | Notes | |:---------|:-------|:-----|:------| | HubSpot | ✅ | HUBSPOT_ACCESS_TOKEN | Private app token or OAuth2 | | Pipedrive | ✅ | PIPEDRIVE_API_TOKEN + PIPEDRIVE_COMPANY_DOMAIN | API key in query string | | Salesforce | ✅ | SALESFORCE_ACCESS_TOKEN + SALESFORCE_INSTANCE_URL | OAuth2 Bearer token |

Example Usage

List contacts by lifecycle stage

List all HubSpot contacts with lifecycle_stage = "customer"

Search for a contact

Search HubSpot for contacts at Acme Corp

Pipeline overview

Show me the full HubSpot sales pipeline with all stages

Find large deals

List HubSpot deals with amount over $10,000 in the Contract Sent stage

Environment Variables

| Variable | Required | Description | |:---------|:---------|:-----------| | HUBSPOT_ACCESS_TOKEN | For HubSpot | Private app token from HubSpot Settings | | PIPEDRIVE_API_TOKEN | For Pipedrive | API token from Pipedrive Personal preferences | | PIPEDRIVE_COMPANY_DOMAIN | For Pipedrive | Your Pipedrive subdomain (e.g. mycompany) | | SALESFORCE_ACCESS_TOKEN | For Salesforce | OAuth2 access token | | SALESFORCE_INSTANCE_URL | For Salesforce | Your Salesforce instance URL (e.g. https://myorg.my.salesforce.com) | | PRO_LICENSE | For Pro tools | License key from craftpipe.dev (format: CPK-...) |

Architecture

CRMBridge uses a provider-based adapter pattern — each CRM has an adapter implementing the shared CrmProvider interface. All operations are read-only; CRMBridge never writes to your CRM.

src/
  index.ts              — McpServer with 13 tools + Zod schemas
  types.ts              — Shared types (Contact, Deal, Pipeline, ...)
  adapters/
    types.ts            — CrmProvider interface + query types
    hubspot.ts          — HubSpot v3 API adapter
    pipedrive.ts        — Pipedrive v1 API adapter
    salesforce.ts       — Salesforce REST API v59.0 adapter (SOQL)
  tools/
    list_contacts.ts    — Contacts with filters + audit log
    list_deals.ts       — Deals with filters + audit log
    get_pipeline.ts     — Pipeline stages + audit log
    search_contacts.ts  — Full-text search + audit log
    activity_feed.ts    — CRM activities with filters
    deal_stage_history.ts — Stage changes, duration, skipped stages
    contact_timeline.ts — Chronological contact events
  lib/
    providers.ts        — Cached provider factory (hubspot/pipedrive/salesforce)
    fetch-retry.ts      — Retry on 429/5xx with exponential backoff
    audit.ts            — SQLite audit log at ~/.crmbridge/audit.db
  premium/
    gate.ts             — requirePro() license gate
    pipeline_forecast.ts — 3-scenario weighted forecast
    deal_scoring.ts     — 0-100 deal health scoring
    churn_signals.ts    — At-risk customer detection
    cohort_analysis.ts  — Monthly cohort retention + LTV
    crm_hygiene.ts      — Data quality issue detection
    cross_crm_sync.ts   — Dry-run cross-CRM diff

Audit log: All tool calls are logged to ~/.crmbridge/audit.db (SQLite, 90-day retention). Sensitive values (tokens, keys) are automatically redacted.

Development

git clone https://github.com/craftpipe/crmbridge-mcp
cd crmbridge-mcp
npm install
npm test          # vitest run — 245 tests
npm run build     # tsc → dist/
npm run typecheck # tsc --noEmit

License

MIT — see LICENSE