Turn your AI assistant into your CRM assistant. It can summarize your Action Stream, do research, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI handle the admin while you build relationships, close deals, and focus on growing your business with OnePageCRM. ### Use cases **Import new contacts or deals** > "Import the attached spreadsheet in OnePageCRM." **Discover idle or stale deals** > "Suggest next best actions for stalled deals with no activity in the last 14+ days." **Tidy up your Action Stream** > "Reschedule all overdue Actions and spread them across several months depending on priority." **Spot new sales opportunities** > "Find customers who can be good upsell targets and create pending deals for them." **Save time on data entry** > "Turn the attached call transcript into a call note for Jane Doe and add Next Actions." ### Connection - **Endpoint:** `https://app.onepagecrm.com/mcp` - **Transport:** Streamable HTTP (remote / hosted) - **Auth:** OAuth 2.1 with dynamic client registration and PKCE — you authorize on connect, no API key to paste Works in Claude, ChatGPT and any MCP-compatible client.
How to connect
https://server.smithery.ai/onepagecrm/OnePageCRM/mcpcurl -X POST https://server.smithery.ai/onepagecrm/OnePageCRM/mcp \
-H 'Content-Type: application/json' \
-H 'Accept: application/json, text/event-stream' \
-d '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{}}'