Conecto CRM

MCP server · hosted · v1.0.0 · chat.conecto/crm

Online · tested 2h agoNEW · 4h agoSeen in the registry 3h ago

Contacts, companies and deals, with every email, call and meeting on one record. Pay per action.

What it does

Conecto CRM is an MCP server, a connector that lets an AI assistant use it as a tool. It is hosted: an assistant connects to it over the internet, nothing to install.

From the publisher's description, Electra Index matched it to one capability: crm integration. That makes it a candidate for tasks such as enrich CRM contacts or follow up on quotes.

Facts come from the Official MCP Registry, as declared by the publisher. Capabilities are matched automatically (low confidence). None of this is a test of the tool.

At a glance

Hosted (remote)YES

Local installNO

Live checkOnline · 69 tools

Version1.0.0

PriceNot in the registry

First seen02 Nov 2026

Last checked3h ago

How to connect

As declared in the Official MCP Registry · hosted endpoint tested by Electra Index 2h ago (live check)

Hosted endpoint

https://api.conecto.chat/mcp/crm streamable-http

Required: Authorization (get it from the publisher)

MCP settings (Claude Desktop, Cursor and other MCP clients)

{
  "mcpServers": {
    "conecto-crm": {
      "url": "https://api.conecto.chat/mcp/crm",
      "headers": {
        "Authorization": "<your Authorization>"
      }
    }
  }
}

Replace the values in <angle brackets>.

Live check

Electra Index connected to the hosted endpoint 2h ago

ONLINE Conecto CRM answered an MCP connection on 02 Nov 2026 and introduced itself as conecto-crm 1.0.0 (MCP protocol 2025-06-18).

69 tools offered to AI assistants

crm_find_contacts · Search the CRM by name, email, company or phone, or by filters on any field, tag or custom field, or by a saved segment. Returns a page of contacts (most recently seen first unless `sort` says otherwise), the total, and next_offset for the
crm_get_contact · One contact with its tags, custom fields, recent activity, open tasks and deals, by id or email, and came_from: the website visit that led to their first chat, booking, form or signup (channel, source, campaign, landing page), when the site
crm_get_customer · One read before you answer someone: the contact (or company) and what is open with them across Conecto: open deals, help desk tickets, unpaid invoices and open quotes (with the balance due per currency), documents waiting for their signatur
crm_save_contact · Create a contact, or update the one with this email if it already exists. Only the fields you send change; tags are added, custom fields merged. Without an email a new contact is always created. Costs $0.01 per call; nothing if it fails.
crm_save_contacts · Create or update up to 100 contacts in one call, each exactly like crm_save_contact (matched by email; without an email a new contact is made). Each one succeeds or fails on its own; the reply lists which, and you pay only for the ones save
crm_update_contact · Change fields on an existing contact by id. Only the fields you send change; tags are added, custom fields merged. Costs $0.01 per call; nothing if it fails.
crm_archive_contact · Hide a contact from searches and lists. Its history is kept; crm_update_contact cannot un-archive, crm_restore_contact does. Costs $0.001 per call; nothing if it fails.
crm_restore_contact · Bring an archived contact back. Costs $0.001 per call; nothing if it fails.
crm_add_note · Add a note to a contact (by contact id or email), a deal or a company: what was said, decided or learned. A note on a deal also shows on its company's and contact's timelines. Costs $0.01 per call; nothing if it fails.
crm_create_task · A follow-up on a contact, with an optional due time (ISO 8601) and priority. Costs $0.01 per call; nothing if it fails.
crm_list_tasks · Tasks by status (default open), optionally for one contact or due before a time, soonest first, each with the contact it is about (id, name, email). Free.
crm_complete_task · Mark a task done (or cancelled). Costs $0.01 per call; nothing if it fails.

Show 57 more

crm_save_company · Create a company, or update the one with this name (case-insensitive). With company_id, update that company instead, and a name renames it. Only the fields you send change; tags are added, custom fields merged. Costs $0.01 per call; nothing
crm_archive_company · Hide a company from crm_find_companies, crm_search, duplicates and exports. Its people, deals and notes stay as they are, and crm_get_company still reads it (archived: true). Saving it again, even by name, does not bring it back; crm_restor
crm_restore_company · Bring an archived company back into the lists, searches, duplicates and exports. Costs $0.001 per call; nothing if it fails.
crm_save_companies · Create or update up to 100 companies in one call, each exactly like crm_save_company (matched by name). Each one succeeds or fails on its own; the reply lists which, and you pay only for the ones saved. Costs $0.01 per record saved; nothing
crm_find_companies · Search companies by name or domain, or by filters on any field, tag or custom field, or by a saved segment. Archived companies are left out unless include_archived is true. Returns a page, the total, and next_offset for the next page. Free.
crm_get_company · One company, by id or name, with its tags, custom fields, people, deals (open ones first) and notes, each note with who wrote it (by and via, as crm_timeline gives them). An archived company is read too (archived: true). Free.
crm_save_deal · Create a deal (no deal_id) or update one (with deal_id): pipeline and stage, amount, expected close date, next step, the company and contact it belongs to, tags and custom fields. A new deal starts at the first stage of its pipeline unless
crm_find_deals · Deals by pipeline, stage, status (open, won, lost), company or contact, or by filters on any field, tag or custom field, or by a saved segment; most recently changed first unless `sort` says otherwise. Deals that have not moved in 14 days:
crm_get_deal · One deal with its pipeline and stage, its stage history (each stage and the days it stayed there), its notes with who wrote each (by and via, as crm_timeline gives them), and its contact and company. Free.
crm_list_pipelines · The deal pipelines in order, each with its stages in order: id, name, probability (the chance a deal there is won, 0-100), outcome (open, won or lost), and how many deals sit there with their value by currency. Every account starts with "Sa
crm_save_pipeline · Create a deal pipeline, or change one (by pipeline_id, or the pipeline with this name): its name, its position among the pipelines, and its stages in order. A stage that still holds deals cannot be dropped; move them first with crm_move_dea
crm_delete_pipeline · Delete an empty pipeline (by id or name). A pipeline that holds deals cannot be deleted: move them to another pipeline first with crm_move_deal. The last pipeline cannot be deleted. Costs $0.001 per call; nothing if it fails.
crm_move_deal · Move a deal to a stage (by name or id), optionally of another pipeline. A won or lost stage closes the deal (give lost_reason when it is lost); an open stage reopens it. Each move is kept in the deal's history: crm_get_deal shows how many d
crm_pipeline_report · How a pipeline is doing: open deals by stage with their value and weighted value (value x probability), deals won and lost in a period (this month by default) with the win rate, average deal won, average days to close and lost reasons, a fo
crm_define_field · Add a field of your own to contacts, companies or deals, such as a "plan" picked from a list or a "renewal_date", or change its label, description or options. From then on values sent in custom_fields are checked against its type (text, num
crm_list_fields · The fields you can read, filter and sort on for contacts, companies and deals: the standard ones and the custom fields defined with crm_define_field (type, options, description, and how many records hold a value). Free.
crm_delete_field · Delete a custom field and its value on every record. This cannot be undone. Costs $0.001 per call; nothing if it fails.
crm_tag_records · Add and remove tags on up to 100 contacts, companies or deals at once, such as everyone who came to a webinar. A new tag is made on first use; tags match in any case. Find tagged records with the tag argument of the find tools. Costs $0.001
crm_list_tags · Every tag with how many contacts, companies and deals carry it. Free.
crm_delete_tag · Delete a tag and take it off every contact, company and deal. Costs $0.001 per call; nothing if it fails.
crm_save_segment · Save filters under a name, such as "customers renewing within 30 days" (a new name creates a segment, an existing one replaces its filters). Use it with the segment argument of crm_find_contacts, crm_find_companies, crm_find_deals and crm_e
crm_list_segments · The saved segments, each with its filters and how many records match right now. Free.
crm_delete_segment · Delete a saved segment; the records stay as they are. Costs $0.001 per call; nothing if it fails.
crm_search · Find contacts, companies and deals in one call from whatever you have: a name, an email, a phone number (any format), a domain, a company name or a deal title. Use it to turn what someone told you into record ids. Free.
crm_timeline · Everything that happened with a contact, a company (all its people) or a deal, or in the whole CRM when you name none of them, newest first: notes, tasks, emails from your inboxes, website chats, phone calls (with their summary), tickets, m
crm_export · Contacts, companies or deals as CSV text (one row each; tags and custom fields as columns), with the same filters, tag and segment as the find tools: for a spreadsheet or for the owner. Archived contacts and companies are left out. Up to 50
crm_find_duplicates · Contacts or companies that are probably the same: contacts with the same email in any case, the same phone number in any format, or the same name at the same company; companies with the same domain, or the same name once "Inc", "Ltd", "GmbH
crm_merge_contacts · Merge duplicate contacts into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept contact wins where both have a value), and every note, task, email, chat, call, ticket and deal moves
crm_merge_companies · Merge duplicate companies into the one you keep. Its empty fields are filled from the others, tags and custom fields are combined (the kept company wins where both have a value), and their people, deals and notes move to it. The merged comp
account_balance · The account balance, how much of it is credit bought (AI visibility and the phone run only on that) and how much free and bonus credit, what running calls are holding, this key's daily budget, the auto-reload state, and how much of this mon
account_get_call · One call by id: its status (queued, running, succeeded, failed), cost and result. Use it to poll a background call until it finishes. Free.
account_list_calls · Recent calls on this account, newest first, optionally only failed or succeeded ones, or one area's. Free.
account_refund_topup · Refund a top-up paid in the last 24 hours that none of has been used yet: its credit, with the first top-up's bonus, leaves the balance, and the card gets the credit back with its tax. The service fee is kept. Without topup_id, the newest t
account_set_owner_email · When the account was made without the owner's email: send that person a link to confirm they own it. Once they confirm, the owner gets the account's warnings and approval requests, and only the owner raises limits. Nothing changes until the
account_owner_link · A link that signs the business owner into their Conecto page, with no password: the balance, adding credit, auto-reload, limits, what the bots did, people, rentals and keys. page opens it where the owner is needed, like people for a role on
account_dashboard_link · A one-time link to a page showing one area as it is when the page opens, for when the person you work for asks to see it themselves: a recruiter looks at the applicants, a bookkeeper at what is due. Do the work and answer with the area's ow
account_get_limits · The limits a business can ask Conecto to raise (calls a minute, new email addresses a day, phone numbers and more): each one's standard and current value and the most that can be asked for, and the business's requests with their answers. Fr
account_request_limit · Ask Conecto to raise one of the business's limits: which one (or other, saying which), the number it needs, and why, in 40 to 2,000 characters. Conecto reviews it and approves (maybe with less) or declines; the answer comes as the account.l
account_events · What happened in this account that someone outside the bot did, oldest first: applications, bookings, form responses, signatures, replies, emails received, goals reached on the website; and the custom events bots sent with account_emit_even
account_emit_event · Send an event you name, custom.<name> (custom.lead_qualified, custom.order_shipped), to every channel subscribed to it (notify_subscribe with "custom.*" or its name: Slack, Teams, a webhook to Zapier, Make, n8n or the business's own systems
account_search · One search over what this account holds: what its files say (PDFs, Word, Excel, PowerPoint, text), table rows, help center articles, CRM contacts, companies and deals, emails, tickets, quotes and invoices, book entries, stock items and proj
account_get_brand · The name, logo, colour and footer line the business's emails and published pages carry. Free.
account_set_brand · The business's name as the sender, its logo (a PNG, JPEG, WebP or GIF from the file store), its colour and a footer line (an address, a legal line), on every email to its customers (bookings, applications, tests, signatures, invoices, newsl
account_list_email_templates · Every email Conecto sends to the business's customers (bookings, applications, interviews, tests, signatures, invoices and quotes, newsletter sign-ups), with when it goes out and its subject, headline and opening words as they are now, and
account_set_email_template · Change an email's subject, headline or opening words in the business's own voice, with {variables} from account_list_email_templates (like {name} or {when}). The facts under them (times, places, amounts, links and buttons) stay as they are.
account_export_all · Everything this account holds, in ZIP files of up to 24 MB saved to its file store: every record of every area as JSON Lines, and the stored files themselves, with a README saying what is where. Credentials are left out. Runs in the backgro
account_audit_log · The account's admin and security actions, newest first: keys made and revoked, limits and auto-reload, the owner's sign-ins, connectors, exports, vault reads and writes, credentials set and everything deleted. Ordinary work is in the call l
account_save_team · A department, location or project group of the account, like Support, Finance or the Hamburg shop. Its keys (POST /v1/keys with "team") can only work in its areas, only read when read_only is on, and spend against its budget (monthly_budget
account_list_teams · The account's teams, the company-wide one first: each with its areas, whether it only reads, its budget (hard or soft, and its period) and alert line, this period's spend, its ERP code, whether it is paused, its keys, and its people with wh
account_pause_team · Stops every key of a team at once, this one too if it is the team's: their calls are refused until the owner starts the team again on their account page. For a bot that misbehaves or a team that spends too fast. Free. Free.
account_assign_team · Move a form, a meeting type, a job, an inbox, a phone number, a newsletter, the website chat, a rental, a pipeline, a table or a website to a team. What happens through it is charged to that team from now on (a form's responses, a number's
account_add_approval_rule · Make a tool wait for a person: every call of it, those whose argument is over a number (like invoices_create_credit_note when amount is over 500), or those whose argument is one of some values (like connect_call when method is POST, PUT, PA
account_list_approval_rules · The tools that wait for a person's approval, with their thresholds and approvers. Free.
account_find_person · Every record this account holds about one person, by their email address or phone number, across every area: CRM, chats, emails, tickets, forms, bookings, calls, applications, invoices, orders, newsletters, HR and the call log, with their c
account_export_person · Everything account_find_person finds about one person in one ZIP in the file store: their records as JSON Lines (credentials left out) and the files those records point to, like a CV. Give the person the download link when they ask for a co
account_erase_person · Erases one person across every area when they ask (GDPR Art. 17), once you know it is them (they wrote from that address, or confirmed it). Their CRM contact, chat visitor, past meetings and calls are anonymised, so deals stay without them,
account_data_locations · Where each area's data is stored and processed: the company that runs each place, the country or region, and what it holds. Every area keeps its records in the database and runs on Conecto's servers; some also use a service named here (emai

What "online" means: the server answered an MCP connection at the time of the check. It is not a guarantee of security, quality or continuous uptime. How we test: we open an MCP session and ask for the tool list, as an AI assistant would. We never run a tool and never send a key. Checked every few days. Method

Is this your server? Monitoring Pro: a check every 30 minutes and an email within the hour when it stops answering. Launch offer: $39.99 once, for life.

Tasks it helps with

Share of each task's required capabilities it covers

Enrich CRM contacts CRM Integration	50%
Follow up on quotes CRM Integration	50%
Update the CRM after calls CRM Integration	33%
Forecast sales pipeline CRM Integration	33%
Make outbound sales calls CRM Integration	33%
Qualify leads CRM Integration	33%

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Facts & evidence

Each fact shows where it was seen and when.

Fact	Value	Evidence	Source	Last confirmed
Hosted endpoint	https://api.conecto.chat/mcp/crm	DECLARED	SRC-001 Official MCP Registry	3h ago
Local install (package)	no	DECLARED	SRC-001 Official MCP Registry	3h ago
Remote access (hosted)	yes	DECLARED	SRC-001 Official MCP Registry	3h ago
Website	https://conecto.chat/tools/crm	DECLARED	SRC-001 Official MCP Registry	3h ago
Registry status	active	DECLARED	SRC-001 Official MCP Registry	3h ago
Version	1.0.0	DECLARED	SRC-001 Official MCP Registry	3h ago
MCP server	yes	DECLARED	SRC-001 Official MCP Registry	3h ago

Change history

NEW02 Nov 2026
first seen in the index

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Questions about Conecto CRM

How do I connect Conecto CRM?

Use the hosted endpoint https://api.conecto.chat/mcp/crm in your assistant's MCP settings. The exact settings are in "How to connect" above, as declared in the Official MCP Registry.

Does Conecto CRM need an API key or token?

Yes. The registry entry lists a required value: Authorization. Get it from the publisher.

What tools does Conecto CRM offer?

When Electra Index connected on 02 Nov 2026, it listed 69 tools: crm_find_contacts, crm_get_contact, crm_get_customer, crm_save_contact, crm_save_contacts, crm_update_contact, crm_archive_contact, crm_restore_contact and more. The full list is in "Live check" above.

Is Conecto CRM online?

Yes. Its hosted endpoint answered an MCP connection from Electra Index 2h ago.

What can I use Conecto CRM for?

Based on its description, it is most relevant to: enrich CRM contacts, follow up on quotes, update the CRM after calls, forecast sales pipeline.