Apideck CRM MCP connector
Updated
Apideck CRM is a unified API that normalizes CRM data across multiple third-party platforms into a single interface. The Apideck CRM MCP connector allows AI agents to manage activities and companies, keeping records current across connected CRM systems. It also supports handling contacts, leads, and opportunities, giving teams a consistent way to work with customer data regardless of the underlying CRM.
Authentication type
- API Key - Requires a static API key to be configured before the agent can connect to the service.
Uses
Use the Apideck CRM MCP connector to perform the following actions:
- Track sales activities across multiple CRM platforms from a single connector
- Centralize company records to maintain a unified view of accounts
- Capture and update contact details without switching between CRM systems
- Qualify and route incoming leads to the right sales workflow
- Log notes on deals, contacts, and companies for team visibility
- Monitor opportunity pipelines and update deal stages in real time
- Automate cleanup of outdated activities, notes, and leads
- Sync customer relationship data across connected CRM instances
Example prompts
Use the following example prompts to invoke Apideck CRM MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all activities logged this week in Apideck CRM.Add a new company called Acme Corp to Apideck CRM.Find the contact details for John Smith in Apideck CRM.Create a new lead for the marketing campaign in Apideck CRM.Update the deal stage for the Acme opportunity in Apideck CRM.List all open opportunities in Apideck CRM.Delete the outdated note attached to the Acme account in Apideck CRM.Get the latest details for the Northwind company in Apideck CRM.Log a call activity with a customer in Apideck CRM.Show me all leads created last month in Apideck CRM.
Apideck CRM MCP connector tools
The Apideck CRM MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| activitiesAll | List activities |
| activitiesAdd | Create activity |
| activitiesDelete | Delete activity |
| activitiesOne | Get activity |
| activitiesUpdate | Update activity |
| companiesAll | List companies |
| companiesAdd | Create company |
| companiesDelete | Delete company |
| companiesOne | Get company |
| companiesUpdate | Update company |
| contactsAll | List contacts |
| contactsAdd | Create contact |
| contactsDelete | Delete contact |
| contactsOne | Get contact |
| contactsUpdate | Update contact |
| leadsAll | List leads |
| leadsAdd | Create lead |
| leadsDelete | Delete lead |
| leadsOne | Get lead |
| leadsUpdate | Update lead |
| notesAll | List notes |
| notesAdd | Create note |
| notesDelete | Delete note |
| notesOne | Get note |
| notesUpdate | Update note |
| opportunitiesAll | List opportunities |
| opportunitiesAdd | Create opportunity |
| opportunitiesDelete | Delete opportunity |
| opportunitiesOne | Get opportunity |
| opportunitiesUpdate | Update opportunity |
| pipelinesAll | List pipelines |
| pipelinesAdd | Create pipeline |
| pipelinesDelete | Delete pipeline |
| pipelinesOne | Get pipeline |
| pipelinesUpdate | Update pipeline |
| usersAll | List users |
| usersAdd | Create user |
| usersDelete | Delete user |
| usersOne | Get user |
| usersUpdate | Update user |
