Apideck CRM MCP connector

Apideck CRM is a unified API that provides a single interface for accessing customer relationship management data across multiple CRM platforms. The Apideck CRM MCP connector allows AI agents to manage activities, companies, contacts, leads, notes, opportunities, pipelines, and users across connected CRM systems. It also supports retrieving and updating deal stages, tracking customer interactions, and synchronizing relationship data between different CRM providers.

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 customer interactions and activities across multiple CRM platforms from one interface
• Convert leads into opportunities and move them through your sales pipeline systematically
• Centralize contact and company information to eliminate duplicate records and data silos
• Document customer conversations and meetings as notes linked to relevant records
• Synchronize CRM data across disconnected systems to maintain single source of truth
• Automate follow-up activities based on customer engagement and opportunity stage changes
• Generate reports on sales pipeline health, lead conversion rates, and team performance

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 active opportunities in Apideck CRM with a value over $50,000.
• Create a new contact in Apideck CRM for John Smith at Acme Corporation.
• List all companies in Apideck CRM that had activity in the last 30 days.
• Update the lead status to qualified for all leads created this month in Apideck CRM.
• Add a note to the Johnson Industries account in Apideck CRM about their budget approval.
• Delete the duplicate contact record from our Apideck CRM instance.
• Get me a summary of all activities scheduled for tomorrow in Apideck CRM.
• Find all leads in Apideck CRM currently assigned to the sales team and lacking contact information.
• Create a new activity in Apideck CRM to follow up with the prospect on Wednesday.
• Show me the complete history of interactions with this contact 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	Retrieves a list of all activities stored in the CRM system.
activitiesAdd	Creates a new activity record with the provided details.
activitiesDelete	Removes a specified activity from the CRM system.
activitiesOne	Retrieves detailed information about a single activity.
activitiesUpdate	Modifies an existing activity with new information.
companiesAll	Retrieves a list of all companies in the CRM system.
companiesAdd	Creates a new company record with the provided information.
companiesDelete	Removes a specified company from the CRM system.
companiesOne	Retrieves detailed information about a single company.
companiesUpdate	Modifies an existing company with new information.
contactsAll	Retrieves a list of all contacts stored in the CRM.
contactsAdd	Creates a new contact record with the provided details.
contactsDelete	Removes a specified contact from the CRM system.
contactsOne	Retrieves detailed information about a single contact.
contactsUpdate	Modifies an existing contact with new information.
leadsAll	Retrieves a list of all leads in the CRM system.
leadsAdd	Creates a new lead record with the provided information.
leadsDelete	Removes a specified lead from the CRM system.
leadsOne	Retrieves detailed information about a single lead.
leadsUpdate	Modifies an existing lead with new information.
notesAll	Retrieves a list of all notes stored in the CRM.
notesAdd	Creates a new note record with the provided content.
notesDelete	Removes a specified note from the CRM system.
notesOne	Retrieves detailed information about a single note.
notesUpdate	Modifies an existing note with new information.
opportunitiesAll	Retrieves a list of all opportunities in the CRM.
opportunitiesAdd	Creates a new opportunity record with the provided details.
opportunitiesDelete	Removes a specified opportunity from the CRM system.
opportunitiesOne	Retrieves detailed information about a single opportunity.
opportunitiesUpdate	Modifies an existing opportunity with new information.
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.