Connect your AI agent

Connect your AI agent to LotsCRM.

Give Claude, ChatGPT, Codex, Cursor or another compatible agent access to your contacts, deals and follow-ups through MCP. Use the REST API for your own integrations. Your agent for speed, the dashboard for control.

MCP server URL

https://api.lotscrm.com/mcp

Remote MCP with OAuth: sign in with your Lots account, no key needed.

What your agent can do

Your agent adds leads, logs every conversation, moves deals and lines up follow-ups. Ask in plain words:

“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?”

Reads before it acts

Agents start with the CRM briefing: your workspace, your role, the pipeline and what needs attention.

Records, never sends

LotsCRM is the record of your sales work. Your agent sends messages with the tools you already use and logs each one here. Opted-out and do-not-contact records are blocked from drafting.

Every change in your dashboard

See the same records in contacts, pipeline and the Today view. Your agent works within your workspace role.

Set up your agent

Works in any agent that supports remote MCP. The server URL is https://api.lotscrm.com/mcp.

Claude

Settings, then Connectors, then Add custom connector. Paste the URL, connect, and sign in with your Lots account.

ChatGPT

Settings, then Apps & Connectors, then Advanced: turn on Developer mode, then create a connector with the URL and sign in.

Claude Code

claude mcp add --transport http lots-crm https://api.lotscrm.com/mcp

Codex

codex mcp add lots-crm --url https://api.lotscrm.com/mcp

Cursor, Windsurf and others

{
  "mcpServers": {
    "lots-crm": {
      "url": "https://api.lotscrm.com/mcp"
    }
  }
}

Cloud agents without MCP

Give the agent https://api.lotscrm.com/docs.md and an API key from www.lotstech.com/api. It calls the REST API with Authorization: Bearer <key>.

Every tool on the MCP server

The same contract powers the dashboard, MCP and REST, so your agent and your team always see the same records.

Briefings and search

get_crm_briefing: The first read for any agent: workspace, your role, business context, pipeline setup and current sales priorities.
get_sales_brief: Sales priorities with the workspace business context.
get_deal_brief: Pre-call context for one deal: company, contacts, recent activity, open follow-ups and contact restrictions.
get_pipeline_summary: Deal counts, value and weighted value per stage and currency.
search_crm: Search contacts, companies and deals in one workspace.
get_timeline: Recent activities for a contact, company or deal.

Contacts and companies

list_contacts: List and filter contacts.
get_contact: Read one contact.
create_contact: Create a contact with consent, source and company.
update_contact: Update a contact.
archive_contact: Archive a contact recoverably; history stays intact.
bulk_upsert_prospects: Import 1 to 100 prospects at once, deduplicated by email, with tags and company names.
list_companies: List and filter companies.
get_company: Read a company with its contacts and active deals.
create_company: Create a company.
update_company: Update a company.
archive_company: Archive a company recoverably.

Deals and pipelines

list_deals: List and filter deals.
get_deal: Read one deal.
create_deal: Create a deal on a pipeline stage.
update_deal: Update a deal.
move_deal: Move a deal to another stage, with stage history. Lost deals need a reason.
archive_deal: Archive a deal recoverably.
list_pipelines: List pipelines and their stages.
create_pipeline: Create a pipeline with custom stages.

Activities and follow-ups

record_activity: Log a call, meeting, email, message or note. It records history and never sends anything.
list_follow_ups: List due, overdue, completed or assigned follow-ups.
create_follow_up: Schedule a follow-up on a contact, company or deal.
update_follow_up: Reschedule, reassign, edit, complete or reopen a follow-up.
prepare_follow_up: Grounded context for drafting a follow-up. It never sends and blocks opted-out or do-not-contact records.

Workspaces and team

list_workspaces: List the workspaces you can access.
get_workspace: Read one workspace.
create_workspace: Create a workspace.
update_workspace: Update a workspace.
list_members: List workspace members and roles.
add_member: Add a teammate with a role.
update_member: Change a member role or status.

Account and billing

get_profile: Your Lots account.
get_billing: Plan, workspace capacity and credit balance.
create_checkout: Start a plan or credits checkout that you pay in your browser.

Roles apply to agents too

Your agent acts as you, so it can do exactly what your workspace role allows.

Owner: Everything, including the workspace itself.
Admin: Manage the team, pipelines and settings.
Manager: Edit and archive any record.
Member: Create and edit records.
Viewer: Read only.

REST API

Building your own integration, or running a cloud agent without MCP? Call the REST API at https://api.lotscrm.com with an API key.

Create an API key API documentation for your agent API reference

Start with free signup credits.

Create your workspace, connect your agent and see every change in your dashboard.

Start free See pricing