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MCP Server Documentation

LotsCRM MCP Server

Connect AI agents like Claude and Cursor to LotsCRM using the Model Context Protocol

Quick Information

MCP Endpoint

https://api.lotscrm.com/mcp

Available Tools

39 tools

Authentication

OAuth 2.1 with PKCE

Setup Instructions

Configure your MCP client to connect to LotsCRM

Add this configuration to your Cursor settings:

{
  "mcpServers": {
    "lotscrm": {
      "url": "https://api.lotscrm.com/mcp"
    }
  }
}

Steps:

Open Cursor Settings (Cmd/Ctrl + ,)
Search for "MCP Servers"
Click "Edit in settings.json"
Add the configuration above
Restart Cursor
Cursor will automatically discover OAuth endpoints and handle authentication

Authentication

This server implements OAuth 2.1 with PKCE for secure authentication

OAuth 2.1 with PKCE (S256)

Most modern MCP clients will automatically discover and handle the OAuth flow. The server uses OAuth 2.1 with PKCE (S256) for secure authentication.

OAuth Discovery

https://api.lotscrm.com/.well-known/oauth-authorization-server

Authorization Endpoint

https://api.lotscrm.com/api/oauth/authorize

Token Endpoint

https://api.lotscrm.com/api/oauth/token

How it works:

Clients automatically discover OAuth endpoints
Users are redirected to authenticate via browser
Authorization code is exchanged for access token
Bearer token is used for all MCP requests

Available Tools

39 MCP tools available for LotsCRM. Use these tool names when calling the MCP server.

activities

Create follow-up

Create a due task linked to a contact, company, or deal. This schedules work; it does not send outreach.

Get relationship timeline

Get recent activities linked to any supplied contact, company, or deal.

List follow-ups

List due, overdue, completed, or owner-assigned follow-ups. Omitted completed returns open work.

Record sales activity

Record a call, meeting, email, message, note, or other completed interaction. This records history and never sends a message.

Update follow-up

Reschedule, reassign, edit, complete, or reopen a follow-up.

companies

Archive company

Recoverably archive a company; associated contacts and deals remain intact.

Create company

Create a company with provenance and optional custom fields.

Get company

Get a company with its contacts and active deals.

List companies

List active companies with search, lifecycle filtering, and pagination.

Update company

Update a company in the selected workspace. Only the fields you send change; custom_fields merges (null removes a key).

contacts

Archive contact

Recoverably archive a contact. Existing deal and activity history remains intact.

Bulk upsert prospects

Import 1–100 researched or CSV-derived prospects. Email is the workspace deduplication key. Each row retains source and source_url provenance, and can carry tags and a company_name.

Create contact

Create a contact with consent, provenance, and optional company relationship.

Get contact

Get a contact with company relationships, deals, and channels.

List contacts

List active contacts with lead status, owner, search, and pagination filters.

Update contact

Update contact qualification, consent, ownership, details, or company relationship. Only the fields you send change; custom_fields merges (null removes a key).

deals

Archive deal

Recoverably archive a deal using optimistic concurrency.

Create deal

Create a deal in an owned pipeline and stage with optional company and contacts.

Get deal

Get a deal with its stage, company, contacts, and stage history.

List deals

List active deals by pipeline, stage, status, owner, or search text.

Move deal

Move a deal to another stage atomically with status and stage history. Lost deals require lost_reason.

Update deal

Update deal details using expected_version to prevent an agent overwriting newer work. Use move_deal for stage changes. custom_fields merges (null removes a key).

insights

Get CRM briefing

Mandatory first read for CRM agents. Return the selected workspace, caller role, separately labelled public business truth and private guidance, pipeline configuration, and current sales priorities.

Get daily sales brief

Return deterministic sales priorities together with separately labelled workspace business context projected from LotsNotes.

Get deal briefing

Return complete pre-call context: workspace business context, deal, stage, company, contacts, recent activity, open follow-ups, and contact restrictions.

Get pipeline summary

Return deal counts, raw value, and weighted value per stage and currency without mixing currencies.

Prepare follow-up context

Return grounded CRM and workspace business context plus safety instructions for drafting. It never sends and blocks opted-out or do-not-contact records.

Search CRM

Search contacts, companies, and deals in one accessible workspace.

pipeline

Create sales pipeline

Create a custom pipeline with ordered open, won, and lost stages. Owner or admin required.

List sales pipelines

List pipelines and their ordered stages.

workspace

Add CRM member

Add an existing Lots Auth user to a workspace by email. Owner or admin required.

Create CRM workspace

Create an isolated CRM workspace. With no organization_id, also creates the owner organization and a default six-stage sales pipeline. Retry with the same idempotency_key.

Get CRM workspace

Get one accessible CRM workspace and the caller role.

List CRM members

List members of an accessible CRM workspace.

List CRM workspaces

List active CRM workspaces available to the authenticated user.

Update CRM member

Change or suspend a workspace member. The owner cannot be changed through this tool.

Update CRM workspace

Update workspace operating settings. Owner or admin required.

General

Choose a LotsCRM plan or add credits

Create a checkout link. Pass plan (starter, pro or business) and cycle (monthly or annual) for a plan, or amount_usd (10 to 1000) to add LotsTech Credits. Give the link to the person to pay in their browser; never ask for card details in chat.

Get LotsCRM billing

Show how the caller's LotsCRM workspaces are paid for: the plan (if any), whether today is covered or paid from credits, the credit balance, and the plans to choose from. A workspace nobody pays for is read-only, never deleted.

REST API Documentation Get API Key