# Connect Muse to LotsCRM

Canonical page: https://lotscrm.com/agents/muse
Steps checked: 2026-10-01

Ask Muse to add leads, log your conversations, move deals and line up follow-ups in LotsCRM. Add LotsCRM to Muse as a remote MCP server and sign in once.

MCP server URL: https://api.lotscrm.com/mcp
REST API docs: https://api.lotscrm.com/docs
Setup instructions for your agent: https://lotscrm.com/skill.md

## What you can do once connected

- Add and update contacts and companies, and import up to 100 prospects at a time.
- Create deals on your pipelines and move them between stages, with a reason when one is lost.
- Log calls, meetings, emails, messages and notes after they happen.
- Set, reschedule and complete follow-ups, and see what is due or overdue.
- Search contacts, companies and deals, and read the CRM briefing, a pre-call deal brief or a pipeline summary.
- Draft a follow-up from your CRM history, then log it once you send it with the tools you already use.

The LotsCRM dashboard does the whole job too: contacts, companies, the pipeline, follow-ups in your Today view and team access. Your agent for speed, the dashboard for control.

## You need

- Muse, where it is available
- A LotsCRM account. You can create one during sign-in.

## Connect Muse to LotsCRM

1. **Ask Muse to add LotsCRM.** Ask Muse to create a custom connector for LotsCRM. Share this endpoint and the API documentation at https://api.lotscrm.com/docs. Muse guides the setup and asks for the authentication it needs.

```
https://api.lotscrm.com/mcp
```

2. **Sign in.** When Muse asks how the server authenticates, choose sign-in. If it asks for a key instead, create one at https://www.lotstech.com/api and paste it into Muse’s credential prompt, never into the chat.

3. **Set approval for changes.** In Muse settings you can require approval for every action a connector takes. Keep it on for actions that change your data.

## What to ask next

- “Add these 20 people from today’s event and tag them “Oct meetup”.”
- “Log my call with Priya and move her deal to Proposal.”
- “What follow-ups are due today?”
- “Brief me on the Acme deal before my call.”

## Questions and troubleshooting

### How do I connect Muse to LotsCRM?

Follow the Muse setup above to add https://api.lotscrm.com/mcp. Complete sign-in using the authentication method shown. Then ask “List my LotsCRM workspaces”.

### Can I make Muse ask before it changes anything in LotsCRM?

Yes. In Muse settings you can require approval for every action a connector takes. Keep it on for actions that change your data.

### Do I need an API key to use LotsCRM with Muse?

Only if the connector asks for one. Create one at https://www.lotstech.com/api and keep it out of chats, logs and committed files. Where Muse offers sign-in, use that instead.

### What does LotsCRM cost?

Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate.

### Does LotsCRM send emails or messages?

LotsCRM is the record of your sales work. Your agent drafts and sends messages with the tools you already use, then logs each one in LotsCRM, so every conversation sits on the right contact and deal. Follow-ups you schedule appear in your Today view.

### What can my agent do in my workspace?

Your agent acts as you, so it can do exactly what your workspace role allows. Owners can do everything and viewers can only read.

### Can my agent delete CRM records?

Your agent archives contacts, companies and deals. Archiving is recoverable and keeps the history, and there is no hard delete through MCP.

### Can one agent work across several clients?

Yes. Each workspace is a separate sales book, one per business or client. Your agent lists your workspaces, picks the one you mean and keeps its records apart from the others.

### Muse cannot reach the server

Check the URL ends in /mcp and that Muse chose HTTP, not a local command.

## Sources

- [Meta: Muse custom connectors](https://www.meta.com/help/artificial-intelligence/1687253048996149/)