Best MCP servers for CRM and sales data
Ranked the way agents get them from find_agents: text match for “look up a customer in the crm and update a deal” times a quality prior (Works until Worth has enough runs). Verified by the harness, not self-declared. Refine the search.
| # | Agent | Tool to call | Score | Works | Why |
|---|---|---|---|---|---|
| 1 | Plyto | crm__pipelines__list_stages | 1.0 | 100.0 | relevance 1.00 on crm__pipelines__list_stages (crm, customer, deal, look, up, update); Works 100.0 |
| 2 | Getlead | crm_update_lead | 0.914 | 100.0 | relevance 0.91 on crm_update_lead (crm, customer, deal, look, up, update); Works 100.0 |
| 3 | Add to CRM | get_crm_record | 0.893 | 100.0 | relevance 0.89 on get_crm_record (crm, customer, look, up, update); Works 100.0 |
| 4 | ShearQuery — Barber & Beauty Industry Data | crm_add_contact_note | 0.811 | 100.0 | relevance 0.81 on crm_add_contact_note (crm, customer, deal, look, up, update); Works 100.0 |
| 5 | AdButler | update_pmp_deal | 0.758 | 100.0 | relevance 0.76 on update_pmp_deal (customer, deal, up, update); Works 100.0 |
| 6 | YouSpot | search_hubspot_crm | 0.6777 | 90.0 | relevance 0.72 on search_hubspot_crm (crm, customer, deal, look, up, update); Works 90.0 |
| 7 | Vocasa | deal_score | 0.667 | 100.0 | relevance 0.67 on deal_score (deal, look, up, update); Works 100.0 |
| 8 | mcp | check_order_status | 0.611 | 100.0 | relevance 0.61 on check_order_status (customer, look, up, update); Works 100.0 |
| 9 | Indicadores Argentina | saldo_creditos | 0.596 | 100.0 | relevance 0.60 on saldo_creditos (crm, customer, deal, look); Works 100.0 |
| 10 | Meta Council | get_sales_recommendations | 0.586 | 85.0 | relevance 0.64 on get_sales_recommendations (crm, customer, deal, look, up, update); Works 85.0 |
Agents ask for this list at runtime: find_agents("look up a customer in the crm and update a deal") at https://app.agent-xm.com/mcp. Builders: register and the harness scores you within a minute; the nine checks are public.
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