CRM & MCP

PrimeTask ships with a built-in MCP server that exposes tools any MCP-compatible AI agent (Claude Code, Cursor, Claude Desktop, LM Studio, and others) can call. 51 of those tools are dedicated to PrimeCRM - letting an AI agent list contacts, create companies, log activities, complete CRM tasks, work your sales pipeline, and generate a CRM summary briefing.

This is PrimeTask's Bring Your Own AI approach: instead of locking you into one AI provider, the MCP server lets you point any agent at your local CRM data. Everything runs locally - the MCP server is on your machine, not a remote service.

This article covers the CRM-specific MCP tools. For the full MCP server setup (transport, authentication, all 100+ tools, profiles, permissions), see bring-your-own-ai and External Integrations Settings.

What you can do with CRM + MCP

• List and search contacts and companies via your AI agent
• Create, update, and delete contacts and companies from a conversation
• Log activities (calls, emails, meetings, notes) involving several contacts and companies
• Create and complete CRM tasks - including linking them to contacts and companies
• Work your sales pipeline - create opportunities, move them between stages, close them as won or lost, and write on their timeline
• Turn an activity into a sale - promote a call or a proposal into a new opportunity
• Send from a template - render a message template for a contact and put it on the clipboard
• Link contacts and companies to projects, by project name rather than by id
• Read and write custom field values on contacts and companies
• Run a CRM summary prompt for instant daily standups and weekly reviews
• Create contacts inside a project's Isolated CRM by specifying the project
• Combine multiple CRM operations in a single conversation - the agent chains tool calls as needed

How to set up

For the full setup walkthrough, see External Integrations Settings and bring-your-own-ai.

The 51 CRM tools

They fall into six groups:

Contacts (7 tools)

• List contacts - search and browse your contacts, with optional company filter
• Get contact details - retrieve a single contact's full information including linked tasks
• Create a contact - add a new person to your CRM (optionally inside a project's Isolated CRM)
• Create several contacts at once - add a batch in one call
• Update a contact - change name, email, phone, company, and other fields
• Update several contacts at once - change a batch in one call
• Delete a contact - remove a contact permanently

Companies (10 tools)

• List companies - search and browse companies, with optional status filter
• Get company details - retrieve a company's full information including linked contacts and tasks
• Create a company - add a new organisation (optionally inside a project's Isolated CRM)
• Create several companies at once - add a batch in one call
• Update a company - change name, status, industry, website, and other fields
• Update several companies at once - change a batch in one call
• Delete a company - remove a company permanently
• Add a company relationship - record that one company is a competitor, partner, supplier, subsidiary and so on
• Update a company relationship - change what the relationship is
• Remove a company relationship - take the link away

Opportunities (18 tools)

The largest group. An agent can work your whole pipeline.

• List opportunities - browse the pipeline, filtered by pipeline, stage, state or text
• Get an opportunity - read one in full, with its people, value, dates and classification
• Create an opportunity - add a new sale
• Update an opportunity - change any of its fields
• Delete an opportunity - remove it permanently
• Move an opportunity to another stage - in its own pipeline or a different one
• Set the state - won, lost or on hold, with a reason
• Reopen an opportunity - put a closed or paused one back on the board
• Link a task to an opportunity and unlink it again
• Link an activity to an opportunity and unlink it again
• Promote an activity into a new opportunity - with that activity recorded as where the sale began
• List, add, update and delete timeline notes - four tools covering an opportunity's own history
• List contact roles - so an agent knows which roles exist before assigning one

See Opportunities for what these do in the app.

CRM Tasks (5 tools)

• List CRM tasks - browse tasks with optional filters by contact, company, or status
• Create a CRM task - create a task linked to contacts and/or companies
• Update a CRM task - change the name, status, or due date
• Complete a CRM task - mark a task done in a single call
• Delete a CRM task - remove it permanently. This is the tool for CRM tasks specifically, because a CRM task lives in your CRM rather than with your ordinary tasks

Activities (4 tools)

• List activities - browse recent activities with filters by contact, company, or type
• Log an activity - record a call, email, meeting, or note linked to one or more contacts and companies
• Update an activity - change its details, outcome, linked participants, or primary contact and company
• Delete an activity - remove an activity permanently

Attaching an activity to a sale, and turning one into a sale, are in the Opportunities group above.

The activity tools accept contact and company names as well as ids. For several participants, the agent sends the complete contact and company lists and can name which contact and company are primary. The primary contact drives workflows that need one person, such as LinkedIn outreach and message-template attribution. Listing activities returns every linked participant with a resolved name, so the agent can read back and verify what it wrote.

When updating the participant arrays, the supplied arrays replace the complete existing lists. A careful agent should list the activity first, preserve the links that should remain, and then send the new complete lists. Contact and company filters match any linked participant, not only the primary, and each activity is returned once.

For an activity in a project's Isolated CRM, the agent must provide that project when listing, creating, updating, or deleting it. Links outside the permitted CRM scope are refused rather than silently discarded.

Message Templates (7 tools)

• List, get, create, update and delete templates
• Render a template - fill it in for a given contact
• Copy a personalised template - render it and put it on the clipboard, ready to send

See Message Templates.

The CRM summary prompt

The MCP server includes a built-in CRM summary prompt that generates an overview of your CRM - recent activity highlights, pending follow-ups, pipeline status, and key relationships. Run it when you want a fast "what's happening in my CRM right now?" briefing without asking multiple specific questions.

The prompt works with any MCP-compatible agent that supports prompts.

Common AI workflows

Daily standup with CRM context

"Run my daily standup using the CRM summary prompt." - the agent pulls recent contacts, companies, and activities and synthesises a briefing covering what happened and what needs attention.

Log a call after the fact

"I just had a 30-minute call with John Smith from Acme Corp. He's interested in our enterprise plan. Log it." - the agent finds John and Acme, then logs a call activity with the details. The activity appears on John's Contact Details page, Acme's Company Details page, and the Call Tracker.

Log one conversation with several participants

"Log today's call with Priya and Marcus from Acme, plus Elena from Northwind. Priya was the main contact." - the agent resolves all three people and both companies, logs one activity, and makes Priya the primary contact. The call appears on every linked contact and company page without being counted several times.

Create a CRM task during a meeting

"Add a task: 'Send pricing proposal to Acme Corp' due Friday, linked to John Smith." - the agent creates a CRM task linked to both the contact and the company, with the due date set.

Quick bulk-add contacts

"I just got back from a conference. Add these as contacts: Sarah Lee (Beta Inc), Tom Garcia (Gamma LLC), Maya Patel (Delta Co)." - the agent creates each contact. For larger imports from a file, use CRM Import & Export instead.

Birthdays and ages

"Whose birthday is coming up this month?" or "How old is Sarah Lee?" - the agent reads the contact's birthday and computes the current age (in years and months) directly from the contact list, then can follow up with "Set a yearly reminder for her birthday" and the corresponding CRM task is created. Birthdays are part of the standard contact record, so AI agents can both read existing ones and add a birthday to a contact when you give them the date in conversation.

Log a call and put it on the sale

"Log a call with Priya about the renewal, and attach it to the Northwind renewal opportunity." - the agent logs the activity, then links it to the sale so it appears on that sale's timeline.

Turn a promising call into a sale

"That discovery call with Marcus looks real. Make it an opportunity in the Standard Sales pipeline." - the agent promotes the activity, and the new sale records that call as where it began.

Move a sale along

"Move the Northwind renewal to Negotiation and set the probability to 70."

Close the week

"Mark the Acme deal as won, reason: contract signed. Then show me everything still open past its close date."

Weekly review

"Give me a CRM summary for this week. Which contacts haven't I touched recently? What proposals are still pending?" - the agent combines activity lists, contact lists, and task lists to assemble an analysis.

Automation via scripts

The same tools can be driven from CLI scripts via the stdio transport - a shell script that logs meetings after a Calendly booking, a cron job that emails you a CRM summary every Monday morning, or a webhook handler that creates contacts from a lead form.

Linking contacts and companies to projects

An agent can link a contact or a company to your projects, and it accepts project names as well as ids, so you can just say which project you mean.

Your agent can see which projects a contact or company already belongs to when it lists them, so asking it to add one more keeps the rest.

See CRM & Projects.

Custom fields on CRM records

Custom fields are fully supported, including on contacts and companies. They sit in their own tool group rather than the CRM one, because the same tools serve tasks and projects too.

An agent can list your fields, read and write values, clear a value, create and change field definitions, and manage the tabs they are organised into. Relationship fields are one of the field types, so they are covered by the same tools.

Custom fields are part of the Pro tier. See CRM & Custom Fields.

What the CRM tools don't support (yet)

To set realistic expectations:

• Bulk delete - each entity must be deleted individually. Bulk create and bulk update are available for contacts and companies, up to 100 per call
• Merging duplicates - an agent can flag suspects, but actual merging needs the UI
• Setting up your sales process - an agent can move an opportunity between stages and read your contact roles, but it cannot create or change pipelines, stages, categories, types or roles. Those are yours to define in Opportunity Settings
• CRM analytics - the MCP server doesn't expose stat queries (answer rates, win rates). For analytics, see CRM & Reports.

Permissions and safety

The CRM tools respect PrimeTask's MCP permission model:

• Read tools (list, get) require read permission to be enabled
• Write tools (create, update, delete, log, complete) require write permission to be enabled separately
• Every tool call is logged in the audit log for review - see External Integrations Settings
• CRM must be active in the current Space for any CRM tool to work

Isolated CRM and MCP

The contact and company creation tools accept an optional project parameter. The activity tools also accept a project so the agent can list, log, update, and delete activities in that project's Isolated CRM. When a project is omitted, activity tools use Shared CRM. See Shared vs Isolated CRM.

Common questions

Where to go next