Business

CRM: tools for AI agents

Manage contacts, deals and pipelines in HubSpot, Salesforce, Pipedrive and others. The best matches among the MCP servers, command-line tools, web APIs and Claude Code plugins AptLynx checks every night, working ones first.

MCP servers

• Youspot: ask_about_hubspot_contacts Verified publisher · Working at last check
  Query the user's HubSpot contacts — the people synced from the HubSpot portals they've connected. Use this for any question about their CRM contacts:…
• HubSpot Runs on your computer
  HubSpot CRM: contacts, deals, tickets, line items, properties, marketing, files, workflows, threads
• Catchintent: lead_push_to_crm Verified publisher · Working at last check
  Push leads to your connected CRM (HubSpot, Close, Pipedrive, Zoho). Each lead becomes a contact / deal in the destination. Lead status does not change…
• Revamp Crm: revampcrm_list_contact_deals Verified publisher · Working at last check
  All deals of one contact (name, stage, status, value, currency, expected closing date, owner). GET /Contacts/{id}/Deals.
• Us Brand Intelligence: us-brand-signal-crm-field-mapper Verified publisher · Working at last check
  Turn 1 to 100 buyer-supplied US brand signal rows into unsent HubSpot, Salesforce, or generic CRM field proposals while preserving evidence IDs and URLs. No…
• Salesforce Runs on your computer
  MCP server for Salesforce CRM — Accounts, Contacts, Opportunities, Leads, Cases.
• Salesforce Runs on your computer
  MCP server for Salesforce CRM — Accounts, Contacts, Opportunities, Leads, Cases.
• Usefulapi Teamgate: teamgate_list_contact_deals Verified publisher · Working at last check
  List the deals that belong to one person or one company. GET /people/{id}/deals or /companies/{id}/deals.
• Cos Monitor: optimize_email_for_prospect Working at last check
  Generate or refine a personalized cold email for a CRM prospect. Composite tool: combines audience profiling (OCEAN + Cialdini), optional agent profiling…
• Salesforce Runs on your computer
  Salesforce CRM MCP server: accounts, contacts, opportunities, leads, tasks, and custom objects
• LotsCRM Verified publisher · Needs a sign-in or key
  The CRM that stays up to date: contacts, companies, deals, pipelines and follow-ups.
• Revenue Intelligence: crmSearchContact Verified publisher · Working at last check
  Search CRM for a contact by name or keyword (fuzzy match); returns the top matches. Use to look up one known person. For structured segment queries across the…
• JackTrade CRM Verified publisher · Needs a sign-in or key
  Search customers, manage quotes, work orders, action items, and calendar events for your business

Command-line tools

• Salesforce CLI
  Salesforce CLI (Windows package; no description in the winget index) cli crm api salesforce soql
• HubSpot CLI
  HubSpot CLI (Windows package; no description in the winget index) cli crm marketing sales hubspot
• salesforce-mcp
  MCP Server for interacting with Salesforce instances
• sf
  Command-line toolkit for Salesforce development
• Signal Foundry CLI
  A powerful command-line interface that simplifies development and build automation when working with your Salesforce org. agent cli data-workspace
• shakapacker
  Use webpack to manage app-like JavaScript modules in Rails

Web APIs

• HubSpot Events API
  API for accessing CRM object events.
• Subscriptions
  Subscriptions allow contacts to control what forms of communications they receive. Contacts can decide whether they want to receive communication pertaining…
• Amazon Connect Customer Profiles
  Amazon Connect Customer Profiles Amazon Connect Customer Profiles is a unified customer profile for your contact center that has pre-built connectors powered…
• Marketing Events Extension
  These APIs allow you to interact with HubSpot's Marketing Events Extension. It allows you to: Create, Read or update Marketing Event information in HubSpot…
• Data2CRM.API
  Make use of our in-depth documentation to get more information about the various functions of the service. Those willing to explore the mechanics of…
• Amazon Appflow
  Welcome to the Amazon AppFlow API reference. This guide is for developers who need detailed information about the Amazon AppFlow API operations, data types,…

Claude Code plugins

• hubspot-sales
  Run your HubSpot sales workflow directly from Claude. Adds skills that cover the full sales day: import contacts and deals into HubSpot, get a prioritised…
• carta-crm
  Manage the Carta CRM conversationally — search, add, update, and enrich investors, companies, contacts, deals, notes, and fundraisings via the Carta CRM MCP…
• monday-crm
  Run your monday CRM in plain language. Build a pipeline from scratch, start the day with a ranked deal briefing, spin up a forecast dashboard, audit board…
• windsor-ai
  Connect Claude Code to 325+ business data sources via Windsor.ai. Query marketing, sales, CRM, ecommerce, finance, and analytics data from Google Ads, Meta,…

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Listing text is written by each tool's maker; AptLynx lists tools and does not vouch for them.