Connect Paperclip to LotsCRM
Ask Paperclip to add leads, log your conversations, move deals and line up follow-ups in LotsCRM. Add LotsCRM to Paperclip as a remote MCP server with an API key.
LotsCRM MCP server URL
https://api.lotscrm.com/mcpOr let Paperclip guide the setup: send it this prompt
Read https://lotscrm.com/skill.md and help me connect LotsCRM for you.What Paperclip can do with LotsCRM
Once connected, Paperclip can:
- 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
- Paperclip with the managed MCP gateway and Tools & Access enabled
- Company administrator access to tools and agent profiles
- A LotsCRM API key
- A LotsCRM account. You can create one during sign-in.
Connect Paperclip to LotsCRM
Create the LotsCRM connection
In your company’s Tools & Access, create a LotsCRM application and a remote HTTP connection. Use the hosted MCP URL below.
https://api.lotscrm.com/mcpStore the key as a secret
Create a key at https://www.lotstech.com/api and save it as a Paperclip company secret. Attach a credential reference to the connection: header Authorization, prefix Bearer followed by a space. Keep the key out of plain connection configuration.
Check the connection and load its tools
Run the connection health check and refresh its tool catalog. Enable the connection, review the discovered tools and approve the actions you want your agent to perform.
Assign access to your agent
Create a tool profile containing the LotsCRM tools you need and bind it to the responsible agent. Ask that agent “List my LotsCRM workspaces” before giving it real work.
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.”
If something goes wrong
- My agent cannot see LotsCRM tools
- Check the connection is enabled, its tool catalog is refreshed, the required tools are allowed in a profile and that profile is bound to your agent.
Steps checked on 1 October 2026 against Paperclip: managed MCP gateway and access setup.
Pricing
Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate.
Paperclip and LotsCRM: questions
How do I connect Paperclip to LotsCRM?
Follow the Paperclip setup above to add https://api.lotscrm.com/mcp. Configure your LotsCRM API key using the credential settings shown. Then ask “List my LotsCRM workspaces”.
Does adding Paperclip’s MCP server also add LotsCRM?
No. The two servers expose different tools. LotsCRM must be connected to the agent runtime or called through its REST API.
Do I need an API key to use LotsCRM with Paperclip?
Yes. Create one at https://www.lotstech.com/api and keep it out of chats, logs and committed files. Where Paperclip 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.
My agent cannot see LotsCRM tools
Check the connection is enabled, its tool catalog is refreshed, the required tools are allowed in a profile and that profile is bound to your agent.
