Category Hub
CRM Records apps and integrations
CRM Records apps let AI assistants search and summarize contacts, companies, deals, activities, notes, tasks, and pipeline data from connected workspaces. Compare whether each integration can create or update records, automate follow-ups or outreach, surface analytics, and enforce the permissions or write controls your team needs.
48 apps
Top crm records apps
Open full directory →Finance
Findash
By FinDash, Inc
Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.
Tools: 156
Business & Operations
Spiffy
By Spiffy
Connect ChatGPT to Spiffy, making it easy to get data out of your Spiffy app through plain-language requests. Ask for specific records, explore available data, summarize results, and extract the information you need in a format that you can use.
Tools: 128
Business
Velaris Basic
By Velaris
Velaris Basic lets you access your customer data directly from ChatGPT, using plain language — no dashboards, no switching tabs. What you can do: Look up accounts and organizations — check health scores, churn status, ARR, lifecycle stage, and assigned CSM for any customer. Search contacts — find individuals by name, account, or role and review their details. Track risks and opportunities — surface at-risk accounts or open expansion opportunities across your book of business. Manage notes and tasks — read existing notes, create new ones, and update tasks tied to customer records. Who it's for: Customer Success Managers and CS leaders who want a faster way to access and update their Velaris data without leaving their workflow. Requires a Velaris account. Read and write access is governed by your Velaris role permissions.
Tools: 114
Productivity
Spoki
By Spoki
Spoki connects ChatGPT to the Spoki staging account so users can inspect contacts, campaigns, tickets, lists, templates, automations, and CRM records, then perform supported Spoki workflow updates through the MCP tools.
Tools: 90
Data-Analytics
ChartMogul
By ChartMogul
ChartMogul’s MCP server gives AI assistants secure access to your subscription analytics and customer data. Analyze MRR, ARR, churn, retention, cohorts, subscriptions, revenue trends, and customer activity using natural language. Investigate business performance, identify growth opportunities, uncover churn drivers, explore customer relationships, and answer complex questions about your SaaS business. Built for founders and go-to-market, product, and finance teams, it turns ChartMogul data into actionable insights and faster decisions.
Tools: 77
Business
Conversion
By Conversion
Connect ChatGPT to the Conversion marketing data platform to inspect CRM contacts, build emails, audiences, forms, and campaigns, diagnose why a contact did not receive an email or enter a workflow, and audit sync failures with Salesforce and other connected systems. Read-only tools cover contacts, opportunities, campaigns, forms, workflows, sync logs, and email performance metrics. Write tools create blast emails, audiences, campaigns, folders, contacts, and CSV imports within the user's authenticated Conversion workspace.
Tools: 76
Business & Operations
Breakcold
By Breakcold
Breakcold helps users find and update CRM records, manage tasks and notes, review inbox conversations and meetings, send messages, and configure authorized workflow integrations through ChatGPT.
Tools: 62 · Prompts: 3
Sales-And-Marketing
Close
By Elastic, Inc.
The Close MCP server is a secure, standardized interface that lets Claude directly access and interact with your Close data. Core functionality with Claude: • Connects Close to Claude via the Model Context Protocol so Claude can use Close as a trusted system of record. • Read data (e.g., leads, contacts, opportunities, activities) based on your Close permissions. • Optionally write data — you can allow only safe writes (e.g., create a lead) or full writes (e.g., edit/delete) during setup. • Enables Claude to answer questions, summarize information, and perform actions in Close.
Tools: 0 · Prompts: 1
2026-04-29Business
Rings AI
By Rings AI
Rings AI lets users work with private relationship intelligence from their Rings tenant in ChatGPT. Users can look up people and companies, inspect activities, notes, meetings, opportunities, PathPower, recommended paths, and AI summaries, and create or update permitted Rings records such as tasks, notes, people, companies, and opportunities.
Tools: 53
Business & Operations
Zoho CRM
By Zoho
Zoho CRM is an AI-powered sales software that helps businesses of all sizes manage their sales better. With SFA features, advanced automation, easy-to-use UI, advanced analytics, and deep customization capabilities, Zoho CRM truly understands your business. With Codex, you can extend the functionalities of Zoho CRM by simply prompting. Your business, your Zoho CRM—powered by Codex.
Tools: 4 · Prompts: 3
Business
Cirra AI
By Cirra AI, Inc.
Cirra AI helps admins manage connected Salesforce environments. Audit metadata, run queries and reports, manage users and permissions, and make configuration changes in connected Salesforce orgs.
Tools: 40 · Prompts: 2
Business
YouEx.ai
By YouEx, Inc.
YouEx.ai takes the inbound leads you have dying on the vine and works them automatically — researching, scoring, routing, and nurturing each one so your reps can focus on selling. Five minutes to set up, built around how sellers already work.
Tools: 33 · Prompts: 3
Financial-Services
Affinity
By Affinity
The Affinity MCP server saves you time by automating repetitive tasks, or creating entirely new Affinity tools and workflows, that can be saved and reused when you need them. Key capabilities: - Automate repetitive tasks like naming layers or batch image edits - Build new tools and workflows with custom dialogs directly in Affinity - Save your favourite workflows as reusable scripts in Affinity's Scripting panel Setup: The Affinity MCP server runs locally on your device. It's only active when both Claude desktop and Affinity are running. You'll need to stay up to date with the latest version of the Affinity desktop app. To enable the Affinity MCP server: - Open Affinity by Canva - Go to Settings, where you will find the MCP Server configuration options The Affinity MCP server handles authentication through the Affinity by Canva desktop app, managed by Canva when you’re logged into the desktop app.
Tools: 33 · Prompts: 1
Business & Operations
IncorpFlow Copilot
By Quotech Pte. Ltd.
IncorpFlow Copilot is for authenticated CSP tenant admins. It answers product-use questions, reads only the linked tenant workspace, and can create confirmed tenant records such as backend service requests, after-payment incorporation tickets, and Quotech support tickets. It may also send confirmed emails such as selected company-file delivery, SOA reminders, and export OTPs. Copilot does not collect restricted personal documents, full personal identifiers, payment card details, health data, biometric data, SSNs, or PCI data inside ChatGPT. Required onboarding details and supporting documents are submitted through secure IncorpFlow pages under tenant-admin authority and the Quotech privacy policy.
Tools: 33
Business
HelpYouSponsor
By HelpYouSponsor
HelpYouSponsor lets authenticated HYS admins search and summarize records from their HYS workspace in ChatGPT. The app helps review donors, gifts, sponsorships, recipients, dashboard snapshots, notes and activity logs, saved filters, and saved reports while preserving HYS permission-set and workspace boundaries.
Tools: 29
Productivity
Clarify
By Clarify
Connect Clarify and work with your CRM using natural language. Retrieve, create, and update records, analyze your pipeline, and generate insights—all through conversation. Query deals, companies, people, and meetings without switching apps. Find and import new leads that match your ICP directly from the conversation. Create tasks, lists, and outbound sequences automatically. Build and configure Clarify Agents from Claude to automate your entire GTM motion. Your Clarify data is retrieved in real-time, and permissions are respected. Stop clicking through interfaces. Just ask what you need.
Tools: 0 · Prompts: 0
2026-04-21Business
Systeme.io
By Systeme.io
Systeme.io helps users manage contacts, tags, newsletters, and sales funnels in their private workspace from ChatGPT.
Tools: 24
Productivity
Attio
By Attio Ltd
Access your entire CRM directly from Claude. Look up contacts and companies, find decision makers, and discover email addresses. Log notes from calls and meetings, track engagement history, and create follow-up tasks with deadlines. Search and filter your pipeline by stage, funding round, role, or location. Tap into meeting intelligence—search call recordings, access transcripts, and surface key insights. Make Attio a seamless part of your AI workflow, so you can manage relationships and close deals faster without switching tools.
Tools: 0 · Prompts: 1
2026-03-27Financial-Services
Datasite
By Datasite
Connect Claude to your Datasite virtual data room - the secure workspace where thousands of M&A deals are facilitated annually. Set up folder structures, invite users, search documents, track buyer Q&A, and audit data room readiness, all through natural language. No workflow interruptions. No security trade-offs. Built for advisors, bankers, and corporate development teams - backed by the enterprise security and permissioning every transaction demands.
Tools: 0 · Prompts: 4
2026-04-28Sales-And-Marketing
HubSpot
By HubSpot
Bring HubSpot customer context into Claude. Search and update contacts, companies, deals, tickets, campaigns, and more - without leaving Claude. Analyze campaign performance across emails, landing pages, and blog posts. Forecast pipeline, qualify leads, and update deal stages in seconds. Useful for pre-call prep, pipeline reviews, campaign attribution, and full account visibility. Permission-aware, real-time, secure.
Tools: 0 · Prompts: 3
2026-02-25Sales-And-Marketing
Salesflare
By Salesflare
Salesflare connects Claude to your Salesflare CRM, so you can find, summarize, and update sales data without switching tools. Use it to look up accounts, contacts, opportunities, tasks, notes, meetings, and customer interactions; summarize relationship history; identify deals that need follow-up; create or update CRM records; and prepare better outreach based on real CRM context. Salesflare is a simple yet powerful CRM for small and medium-sized B2B businesses. It helps teams track leads automatically, follow up consistently, manage visual sales pipelines, collaborate on customer relationships, and reduce manual CRM admin. The connector brings that CRM context into Claude so sales teams can work faster while staying grounded in their actual Salesflare data. This connector can read and write CRM data according to the permissions of the connected Salesflare user.
Tools: 16
Business
SyncERP for Softone
By Bytebee
Ask ChatGPT about your Softone ERP. Look up customer details and purchase history, check product stock by warehouse, and review daily sales and invoices per store and channel. Read-only — each company connects its own Softone installation.
Tools: 16
Business
Asbie
By ASKPLORE
Asbie is an AI-powered CRM companion that brings your customer and business data directly into ChatGPT. Use natural language to search contacts, companies, deals, tasks, and notes from your Asbie workspace. Stay on top of customer relationships, track sales opportunities, and manage daily activities without switching between multiple applications. Designed for freelancers, consultants, sales professionals, educators, small businesses, and growing teams who want a simpler and more efficient way to manage customer relationships.
Tools: 11
Productivity
Cognito Forms
By Cognito Forms
Create forms and manage your data without leaving Claude. Describe the form you need and build it instantly, then query submissions, pull files and documents, and make entry changes as responses come in. Whether you're setting up a new intake form, checking on pending applications, or retrieving a signed document, your form data is right there when you need it. Available on Pro, Team, and Enterprise plans. Setting up the connector requires Administrator access in your Cognito Forms organization.
Tools: 10 · Prompts: 1
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