Live MCP ServiceBeginner 5 min

CRM MCP — Setup & Connect

Connect CRM, link your tools, and use 70+ MCP tools from any AI client.

Overview

CRM MCP is live on MCP360. Salesforce, HubSpot, Pipedrive, Zoho, Close, Attio — connect via Unified

**Dashboard:** [/dashboard/crm](/dashboard/crm)

**MCP endpoint:** `https://crm.mcp.mcp360.net/`

**Service page:** [/services/crm](/services/crm)

Prerequisites

[MCP360 account](/register) with **CRM** subscription (or bundle)

[API key](/dashboard/api-keys) named for your AI client

Connected platform accounts (OAuth via Unified.to or MCP360 direct keys)

Step 1: Connect your platforms

Open [/dashboard/crm](/dashboard/crm) in the MCP360 dashboard

Click **Connect** for each platform you use (6 CRMs)

Complete OAuth — connections are stored per organization

For Unified.to platforms, connect at:

/api/integrations/connect/crm/{platform} (while logged in)

Canva (Business Operations only): use the Canva Connect button on the Biz Ops dashboard.

Step 2: Add MCP to your AI client

Use your API key and endpoint in Claude Desktop, Cursor, ChatGPT, or any MCP client.

json

{
  "mcpServers": {
    "mcp360-crm": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://crm.mcp.mcp360.net/"],
      "env": { "MCP_API_KEY": "mcp_live_YOUR_KEY" }
    }
  }
}

See Connect Claude Desktop for full client-specific steps.

Step 3: Example prompts

"Show deals closing this month in HubSpot"

"Find stalled deals over 14 days in stage"

Troubleshooting

IssueFix

|-------|-----|

`not_connected`Connect accounts in [/dashboard/crm](/dashboard/crm) first`401 Unauthorized`Regenerate API key; check key is activeDemo/sample dataConnect live accounts — demo handlers are bypassed when Unified returns dataWrong service toolsUse endpoint `https://crm.mcp.mcp360.net/` for CRM tools only

[All setup guides](/guides?category=mcp-service)

[How MCP360 works](/how-it-works)

[FAQ](/faq)

[Support](/support)

Next step

Connect your accounts and try the live MCP tools referenced in this guide.

Start with crm MCP →

Related Guides

CRM MCP — Setup & Connect

Overview

Prerequisites

Step 1: Connect your platforms

Step 2: Add MCP to your AI client

Step 3: Example prompts

Troubleshooting

Related

Next step

Related Guides

Social Media MCP — Setup & Connect

Automation Platform MCP — Setup & Connect

Subscription Billing MCP — Setup & Connect