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. 15 of those tools are dedicated to PrimeCRM - letting an AI agent list contacts, create companies, log activities, complete CRM tasks, 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) by describing them in natural language
• Create and complete CRM tasks - including linking them to 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 15 CRM tools

CRM tools are organised into 4 categories matching the entity types:

Contacts (5 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)
• Update a contact - change name, email, phone, company, and other fields
• Delete a contact - remove a contact permanently

Companies (5 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)
• Update a company - change name, status, industry, website, and other fields
• Delete a company - remove a company permanently

CRM Tasks (4 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

Activities (3 tools - only logging, not the full tracker)

• List activities - browse recent activities with filters by contact, company, or type
• Log an activity - record a call, email, meeting, or note, linked to a contact and/or company
• Delete an activity - remove an activity permanently

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.

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.

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.

What the CRM tools don't support (yet)

To set realistic expectations:

• Custom fields - reading and writing custom field values uses separate MCP tools (not in the CRM category)
• Relationship fields - same, part of the custom fields toolset
• Linking contacts to projects - not available via MCP. Use the Contact Details page or the bulk Link action on the Contacts page.
• Bulk delete - each entity must be deleted individually
• Merging duplicates - an agent can flag suspects, but actual merging needs the UI
• 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. When provided, the new entity is created in that project's Isolated CRM instead of the shared CRM. For all other tools, the agent operates on data from the shared CRM by default. See Shared vs Isolated CRM.

Common questions

Where to go next