Connect Perplexity Computer to LotsCRM
Ask Perplexity Computer to add leads, log your conversations, move deals and line up follow-ups in LotsCRM. Add LotsCRM to Perplexity Computer as a remote MCP server and sign in once.
LotsCRM MCP server URL
https://api.lotscrm.com/mcpOr let Perplexity Computer guide the setup: send it this prompt
Read https://lotscrm.com/skill.md and help me connect LotsCRM for you.What Perplexity Computer can do with LotsCRM
Once connected, Perplexity Computer 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
- Perplexity with Computer and custom remote connectors enabled
- Workspace permission to add a connector
- A LotsCRM account. You can create one during sign-in.
Connect Perplexity Computer to LotsCRM
Add a remote connector
Open Account settings → Connectors → + Custom connector. Choose Remote, name it LotsCRM and enter this URL.
https://api.lotscrm.com/mcpAuthenticate
Use OAuth sign-in if offered. For a Bearer-token connection, create a LotsCRM API key at https://www.lotstech.com/api and add it in the connector’s credential field.
Authorization: Bearer <your API key>Enable it in Computer
Enable LotsCRM under Connectors for your Computer workflow, then ask it “List my LotsCRM workspaces”.
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
- LotsCRM tools are not available
- Check that LotsCRM is enabled for this session and authentication has completed. Reload the connection or start a new session to refresh its tools.
Steps checked on 1 October 2026 against Perplexity: custom remote connectors.
Pricing
Current plans and prices are on https://lotscrm.com/pricing. Your agent’s own plan or usage fees are separate.
Perplexity Computer and LotsCRM: questions
How do I connect Perplexity Computer to LotsCRM?
Follow the Perplexity Computer setup above to add https://api.lotscrm.com/mcp. Complete sign-in using the authentication method shown. Then ask “List my LotsCRM workspaces”.
Is there a LotsCRM skill to install in Computer’s sandbox?
This guide uses Perplexity’s remote MCP connection. LotsCRM does not provide a CLI skill to install in the sandbox.
Do I need an API key to use LotsCRM with Perplexity Computer?
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 Perplexity Computer 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.
LotsCRM tools are not available
Check that LotsCRM is enabled for this session and authentication has completed. Reload the connection or start a new session to refresh its tools.
