~50 tools, any MCP client
Works with any Model Context Protocol client, including Claude Desktop, Claude CLI, Cursor and VS Code Copilot.
Claude DesktopClaude CLICursorVS Code Copilot+ any MCP client
AI & Automation
MCP Server: connect an AI assistant to CRMLeaf
Around 50 tools let Claude Desktop, Claude CLI, Cursor, VS Code Copilot or any MCP-compliant client read and act on your CRMLeaf data - bound by the same permissions and audit log as the person who connected it, with no delete tools at all, by design.
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AI assistant · MCP~50 tools available
Claude DesktopClaude CLICursorVS Code Copilot
Move the Apex Steel deal to Negotiation and log a follow-up for Friday.
- search_deals { q: "Apex Steel" }Allowed
- update_deal_stage { stage: "negotiation" }Allowed
- create_follow_up { due: "Fri" }Allowed
Done - Apex Steel is now in Negotiation, with a follow-up set for Friday.
Acting as
You · your permissions
Audit log
3 actions recorded
What's inside
Key capabilities
Same permissions as the connecting user
Calls CRMLeaf's API as the connecting user, forwarding their own token - the assistant can never do more than that person already can.
YouYour records
AssistantSame records
No delete tools, by design
The MCP server exposes no delete tools at all, regardless of the permissions of the person connecting it - a deliberate safety rail, not a configuration option.
- read
- create
- update
- delete
Modules used
Where this fits in CRMLeaf
Frequently asked questions
Connect your AI assistant to real CRMLeaf data
Issue a token and try MCP access against your own account.