Kylas CRM

소개

This tool acts as a Model Context Protocol (MCP) server for Kylas CRM, specializing in lead operations. It enables programmatic interaction with Kylas CRM's lead data from MCP clients such as Cursor or Claude Desktop. Users can leverage it to automate the creation of new leads, perform comprehensive searches and filtering based on various criteria, and resolve associated entities like users, products, and pipelines. By providing a structured protocol for these interactions, the server streamlines lead management workflows and enhances productivity for Kylas CRM users and integrators.

주요 기능

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• Search and filter leads using multiple criteria
• Get lead schema including standard, custom fields, and picklist IDs
• Create new leads with dynamic fields based on user context
• Resolve user names to IDs for owner or creator attribution
• Find leads with no activity for a specified number of days

사용 사례

• Automate lead creation in Kylas CRM directly from AI-powered development environments.
• Programmatically search and filter Kylas CRM leads based on complex criteria for reporting or follow-up.
• Integrate Kylas CRM lead data with other tools by resolving related entities like users, products, and pipelines.