OnePageCRM MCP – AI Chat Integration

OnePageCRM connects to AI assistants via MCP (Model Context Protocol).

The OnePageCRM MCP lets you manage your CRM from Claude.ai, ChatGPT, Claude Code, Codex, and Mistral Vibe.

What you can do

Describe what you want in natural language, and the AI figures out how to do it.

It can read from and write to your contacts, companies, deals, actions, notes, calls, and meetings.

Example of prompts to get started

"Log a 30-minute call I just had with John at TechCorp about pricing. Queue a follow-up for Friday."
"Show me all open deals over $20k closing this quarter, ordered by close date."
"Find contacts with no activity for the last 90+ days and suggest how to re-engage them."
"Move the Acme deal to Negotiation and update the value to $45,000."

These are just starting points. Ask anything you'd normally do in OnePageCRM, or anything that combines searching, analyzing, and updating your data.

OnePageCRM can connect to most AI tools through a direct connector or a custom connector.

Connect OnePageCRM via MCP with compatible AI clients that support OAuth 2.1 and Dynamic Client Registration.

Each tool has its own setup process, but the general steps are outlined below.

Open the AI tool’s settings and find the option to add or create a Custom Connector.

💡 Follow the AI tool's documentation to do this.

Enter the required connection details.

Name - OnePageCRM

Server URL - https://app.onepagecrm.com/mcp

Sign in to OnePageCRM → select the access level → click Allow.

Allow AI access (MCP) (required)

View CRM data (required)

View and update CRM data (optional)

OnePageCRM | Authorize AI tool

When you connect, you'll be asked to choose what level of access AI has to your CRM.

Pick the level that suits your needs.

You can change it later by disconnecting and reconnecting.

💡 The AI cannot delete data from your CRM. This is to protect your CRM data.

💡 To disconnect, remove the OnePageCRM connector from the Connectors settings of the AI.