What is a CRM MCP Server?

Each CRM platform exposes its own API, auth, and schema. A Knit MCP Server wraps that platform's real actions as AI-ready tools your agent can call directly — actions like Create CRM Account, Create CRM Contact, Create CRM Custom Object Record work the same way no matter which platform your agent is connected to, while Knit manages hosting, auth, and tool exposure underneath.

CRM Actions Available

Every action below is real and already live — not a roadmap item. Browse the full API reference →

Create CRM Account

The Create CRM Account API allows users to create a new account in the CRM system. It requires a POST request to the endpoint https://api.getknit.dev/v1.0/crm.account.create with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include the account's name and owner details, and can optionally include additional information such as description, industry, website, number of employees, address, phone number, and custom fields. The response will indicate success and provide the ID of the created account, or an error message if the request fails.

Create CRM Contact

The Create CRM Contact API allows users to create a new contact in the CRM system. The API requires a POST request to the specified endpoint with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include the contact's first name, last name, email, and owner information. Optional fields include industry, job title, address, phone number, account ID, and custom fields. The response will indicate success with the ID of the created contact or provide an error message if the operation fails.

Create CRM Custom Object Record

This API endpoint allows the creation of a CRM custom object record. It requires a POST request to the specified URL with headers 'accept' and 'content-type' set to 'application/json'. The request body must include 'schemaId', 'name', 'description', 'fields', and 'metadata'. The response will indicate success with a 'recordId' if successful, or an error message if not.

Create CRM Custom Object Schema

This API endpoint allows the creation of a custom object schema in the CRM system. It requires a POST request to the specified URL with headers 'accept' and 'content-type' set to 'application/json'. The request body must include the schemaId, title, titlePluralized, description, fields, and metadata. The response will indicate success with a boolean and return the schemaId if successful. In case of an error, a descriptive error message will be provided.

Create CRM Deal

The Create CRM Deal API allows users to create a new deal in the CRM system. The API requires a POST request to the endpoint https://api.getknit.dev/v1.0/crm.deal.create with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include the 'name', 'owner', and 'stageId' fields, along with optional fields such as 'description', 'amount', 'currency', 'pipelineId', 'account', 'contact', and 'customFields'. The response will indicate success with a boolean and provide the ID of the created deal. In case of an error, a descriptive error message will be returned.

Create CRM Engagement

The Create CRM Engagement API allows users to create a new engagement in the CRM system. The API requires a POST request to the endpoint with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include details such as the type of engagement (CALL, MEETING, EMAIL, etc.), subject, direction (INBOUND or OUTBOUND), content, owner details (id and email), start and end date-time, channel for communication, custom fields, and metadata. The response will indicate success with a boolean and may include data or an error message if the request fails.

Create CRM Lead

The Create CRM Lead API allows users to create a new lead in the CRM system. The API requires a POST request to the specified endpoint with headers specifying 'accept' and 'content-type' as 'application/json'. The request body should include details about the lead such as first name, last name, job title, company, description, owner information, industry, number of employees, and address details. The response will indicate success or failure of the operation, with a success flag and optional data or error message.

Create Custom Object Field in CRM

This API endpoint allows the creation of a custom object field in the CRM system. It requires a POST request to the specified URL with headers 'accept' and 'content-type' set to 'application/json'. The request body must include 'schemaId', 'fieldId', 'title', and 'type' as required fields, with 'metadata' being optional. The response will indicate success with the 'success' field and return the 'schemaId' and 'fieldId' in the 'data' object. In case of an error, the 'success' field will be false, and an 'error' object will provide a descriptive message.

Delete CRM Account

The Delete CRM Account API allows users to delete a CRM account by providing the account ID. The request is made using the POST method to the endpoint https://api.getknit.dev/v1.0/crm.account.delete. The request headers must include 'accept' and 'content-type' both set to 'application/json'. The request body must contain the 'accountId' of the account to be deleted. On success, the API returns a response with 'success' set to true and 'data' as null. If there is an error, 'success' is false and an 'error' object with a descriptive message is returned.

Delete CRM Contact

The Delete CRM Contact API allows users to delete a contact from the CRM system. It requires a POST request to the endpoint with a JSON body containing the 'contactId' of the contact to be deleted. The request headers must include 'accept' and 'content-type' set to 'application/json'. On success, the API returns a JSON response with 'success' set to true and 'data' as null. If an error occurs, 'success' is false and an 'error' object with a descriptive message is returned.

Delete CRM Custom Object Field

This API endpoint is used to delete a field from a custom object in the CRM. It requires a POST request to the specified URL with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include 'schemaId' and 'fieldId' to identify the field to be deleted. On success, it returns a response with 'success' set to true and 'data' as null. If there is an error, 'success' is false and an 'error' object with a descriptive message is returned.

Delete CRM Custom Object Record

This API endpoint deletes a record from a custom object in the CRM. It requires the schema ID and record ID as input in the request body. The response indicates whether the operation was successful. If successful, the response contains a success flag and null data. If unsuccessful, it contains an error message.

Delete CRM Custom Object Schema

This API endpoint deletes a CRM custom object schema identified by the provided schemaId. It requires the schemaId to be specified in the request body. The request must include headers specifying 'accept' and 'content-type' as 'application/json'. On success, it returns a response with 'success' set to true and 'data' as null. If an error occurs, 'success' is false and an 'error' object with a descriptive message is returned.

Delete CRM Deal

The Delete CRM Deal API allows users to delete a specific deal from the CRM system. The request requires the 'dealId' in the request body to identify which deal to delete. The request headers must include 'accept' and 'content-type' set to 'application/json'. A successful response will return a 'success' boolean set to true and 'data' as null. If the operation fails, 'success' will be false and an 'error' object with a descriptive message will be provided.

Delete CRM Engagement

The Delete CRM Engagement API allows users to delete a specific engagement from the CRM system. The API requires a POST request to the endpoint with headers specifying 'accept' and 'content-type' as 'application/json'. The request body must include 'engagementId' and 'type' as required fields. On success, the API returns a response with 'success' set to true and 'data' as null. In case of an error, 'success' is false and an 'error' object with a descriptive message is returned.

Delete CRM Lead

The Delete CRM Lead API allows users to delete a lead from the CRM system. It requires a POST request to the endpoint with the leadId in the request body. The request headers must include 'accept' and 'content-type' set to 'application/json'. On success, it returns a response with 'success' set to true and 'data' as null. If there is an error, 'success' is false and an 'error' object with a descriptive message is returned.

Get CRM Custom Object Fields

This API endpoint retrieves the fields of a custom object in a CRM system. It requires the schema ID as input in the request body. The response includes a success flag and a list of fields with details such as field ID, title, type, creation and update timestamps, description, and the IDs of the user who created and last updated the field. In case of an error, an error message is returned.

Get CRM Custom Objects Schemas

This API endpoint retrieves the schemas of custom objects in the CRM. It requires an 'accept' header with the value 'application/json'. The response includes a success flag and a data object containing an array of schema objects. Each schema object includes details such as schemaId, createdAt, updatedAt, title, titlePluralized, description, createdById, and updatedById. In case of an error, the response includes a success flag set to false and an error object with a descriptive message.

Get CRM Deal Stages

The Get CRM Deal Stages API retrieves the stages of deals in a CRM system. It requires an 'accept' header specifying 'application/json'. The response includes a success flag and data containing an array of stages, each with a stageId, stageName, pipelineId, and pipelineName. In case of an error, an error message is provided.

List CRM Fields

The List CRM Fields API allows users to retrieve a list of fields for a specified CRM object type. The API requires a query parameter 'object' to specify the CRM object type such as 'account', 'contact', 'deal', 'lead', or 'engagement'. An optional 'subType' parameter can be used for CRMs where the engagement object is made up of sub-objects. The response includes a success flag and data containing mapped and unmapped fields with their IDs and labels.

List CRM Users

The List CRM Users API endpoint retrieves a list of users from the CRM system. It requires an 'accept' header specifying 'application/json'. The response includes a 'success' boolean indicating the request status, and if successful, a 'data' object containing an array of 'users', each with 'email' and 'id'. If unsuccessful, an 'error' object with a 'msg' is returned.

Update CRM Account

The Update CRM Account API allows users to update details of an existing CRM account. The API requires a POST request to the specified endpoint with headers indicating the content type as application/json. The request body must include the accountId and owner details, and can optionally include other account details such as name, description, industry, website, number of employees, address, phone number, and custom fields. The response will indicate success or failure of the operation, with a success flag and optional data or error message.

Update CRM Contact

The Update CRM Contact API allows users to update the details of an existing contact in the CRM system. The API requires a POST request to the specified endpoint with headers indicating the content type as application/json. The request body must include the contactId of the contact to be updated, and can optionally include other fields such as firstName, lastName, email, industry, jobTitle, owner details, address, phoneNumber, account ID, and custom fields. The response will indicate success or failure of the operation, with a success flag and optional data or error message.

Update CRM Custom Object Fields

This API endpoint allows updating fields of custom objects in a CRM system. It requires a POST request to the specified URL with headers 'accept' and 'content-type' set to 'application/json'. The request body must include 'schemaId', 'fieldId', 'title', and 'type' to specify the field to be updated and its new attributes. The response will indicate success with a boolean 'success' field and may include additional data or error information.

Update CRM Custom Object Record

This API endpoint updates a CRM custom object record. It requires a POST request to the specified URL with headers 'accept' and 'content-type' set to 'application/json'. The request body must include 'schemaId', 'recordId', 'name', 'description', 'fields', and 'metadata'. The response will indicate success or failure, with an optional error message if the operation fails.

Update CRM Custom Objects Schema

The Update CRM Custom Objects Schema API allows users to update the schema of custom objects in the CRM system. The request requires headers specifying the content type as 'application/json'. The request body must include 'schemaId', 'title', 'titlePluralized', and 'description' as required fields. The response will indicate success with a boolean and may include data or an error message if unsuccessful.

Update CRM Deal

The Update CRM Deal API allows users to update the details of an existing deal in the CRM system. The API requires a POST request to the specified endpoint with headers indicating the content type as application/json. The request body must include the 'dealId' as a required field, along with optional fields such as 'name', 'description', 'amount', 'currency', 'owner', 'stageId', 'pipelineId', 'account', 'contact', and 'customFields'. The response will indicate success with a boolean value and may include additional data or an error message if the operation fails.

Update CRM Engagement

The Update CRM Engagement API allows users to update details of an existing CRM engagement. The API requires a POST request to the specified endpoint with headers 'accept' and 'content-type' set to 'application/json'. The request body must include the 'engagementId' as a required field, along with optional fields such as 'type', 'subject', 'direction', 'content', 'owner', 'startDateTime', 'endDateTime', and 'channel'. The response will indicate success with a boolean 'success' field and may include an error message if the operation fails.

Update CRM Lead

The Update CRM Lead API allows users to update the details of a lead in the CRM system. The API requires a POST request to the specified endpoint with headers indicating the content type as application/json. The request body must include the leadId, which is mandatory, and can optionally include other details such as firstName, lastName, jobTitle, company, description, owner information, industry, number of employees, and address details. The response will indicate success or failure of the operation, with a success flag and optional data or error message.

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10 CRM MCP Servers you can set up today

Close CRM

Close CRM

Knit's Close CRM MCP Server gives your AI agents instant, code-free access to every Close CRM API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

Freshworks

Freshworks

Knit's Freshworks CRM MCP Server gives your AI agents instant, code-free access to every Freshworks CRM API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

GoHighLevel

GoHighLevel

Knit's GoHighLevel CRM MCP Server gives your AI agents instant, code-free access to every GoHighLevel CRM API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

Hubspot

HubSpot

Knit's HubSpot MCP Server gives your AI agents instant, code-free access to every HubSpot API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

Pipedrive

Pipedrive

Knit's Pipedrive MCP Server gives your AI agents instant, code-free access to every Pipedrive API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

Pipeline CRM

Pipeline CRM

Knit's Pipeline CRM MCP Server gives your AI agents instant, code-free access to every Pipeline CRM API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

Salesflare CRM

Salesflare CRM

Knit's Salesflare MCP Server gives your AI agents instant, code-free access to every Salesflare API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

Salesforce API

Salesforce

Knit's Salesforce MCP Server gives your AI agents instant, code-free access to every Salesforce API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

Zendesk Sell

Zendesk Sell

Knit's Zendesk CRM MCP Server gives your AI agents instant, code-free access to every Zendesk CRM API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

Zoho CRM

Zoho CRM

Knit's Zoho CRM MCP Server gives your AI agents instant, code-free access to every Zoho CRM API endpoint-read, write, and automate without OAuth headaches or custom endpoints.

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CRM MCP Servers vs. building your own

Building it yourself

  • A separate MCP Server for every CRM platform you support
  • Host, patch, and scale each server yourself
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  • No tool search — your agent's context fills with unused tools
  • Engineering effort grows with every new platform
  • Weeks to months per platform, per engineer

With Knit

  • One plug-and-play MCP Server per CRM platform, hosted for you
  • Serverless by default — Knit scales, patches, and monitors it
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Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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FAQ

Common questions about CRM MCP Servers

Which CRM platforms have a MCP Server?

10 CRM platforms today — including Close CRM, Freshworks, GoHighLevel and more. Missing one you need? Knit's AI-assisted connector-build process typically adds a new one within days.

Do CRM mcp servers support both reading and writing data?

Yes. Every action can both read and write, so your agent can pull CRM data and push updates back to the source app, not just query it.

How does authentication work across CRM platforms?

Knit manages OAuth, credential storage, and refresh for every CRM platform — your team never wrestles with tokens, and there's nothing to configure per platform.

What is the timeline for adding a missing CRM platform?

Typically days, not months — the same AI-based connector-build tooling that lets us maintain the 10 CRM mcp servers already live.

Do you store CRM data or customer PII?

No. Knit acts as a stateless passthrough — data is processed on our application server and returned directly to your agent, without being stored on Knit's servers.

What is the pricing model, and is there a free trial?

You choose the model that fits your business — pricing based on integrated accounts, or based on API call volume. Every plan includes a 30-day free trial before billing starts.

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From the blog

Full list of Knit’s CRM API Guides

Full list of Knit’s CRM API Guides

This directory is a live list of all CRM API integration guides we have written at Knit. Use it to quickly find the guide related to the specific CRM APP you want to learn more about.

Zendesk CRM API Directory

Zendesk CRM API Directory

Zendesk CRM API integration guide covering key features, endpoints, use cases, FAQs, and best practices to automate customer data, sales pipelines, and support workflows at scale.‍

Zoho CRM API Directory

Zoho CRM API Directory

Zoho CRM API integration guide covering authentication, bulk read/write, COQL queries, composite requests, backups, and key endpoints. Includes practical highlights and FAQs for building reliable Zoho CRM integrations.

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