Flowlu CRM MCP Server

Connect your account, then chat with AI to run tools.

Customer relationship management: Accounts, Leads, Pipelines, Emails, Loss Reasons. Manage your customer relationships and sales pipeline.

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Managed

70 tools

Agent guide included

Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.

Browse all tools

AI Skill
SKILL.md

Domain knowledge for Flowlu CRM — workflow patterns, data models, and gotchas for your AI agent.

Flowlu CRM

Sales motion pairs accounts (companies) with leads that always sit in a pipeline + stage. Reference data and contact channels hang off those core rows.

Data Model

Accounts — company shells for territory planning.
Leads — opportunities that require both pipeline and stage identifiers.
Pipelines & stages — ordered funnel columns unique per pipeline.
Reference data — industries, sources, and loss reasons for analytics.
Contact channels — emails, phones, and follower lists on leads.

Gotchas

Pipeline before leads: Model the pipeline and its stages before inserting opportunities.
Stage ID: Each pipeline has its own stages.
Account vs lead: Account = company; lead = opportunity. Lead can link to account.

Tools in this Server (70)

Flowlu Create Crm Account

Create a new account. Returns the created item with assigned ID.

Flowlu Create Crm Account Category

Create a new account category. Returns the created item with assigned ID.

Flowlu Create Crm Emails

Create a new emails. Returns the created item with assigned ID.

Flowlu Create Crm Honorific Title

Create a new honorific title. Returns the created item with assigned ID.

Flowlu Create Crm Industry

Create a new industry. Returns the created item with assigned ID.

Flowlu Create Crm Lead

Create a new lead. Returns the created item with assigned ID.

Flowlu Create Crm Lead Followers

Create a new lead followers. Returns the created item with assigned ID.

Flowlu Create Crm Leads Items

Create a new leads items. Returns the created item with assigned ID.

Flowlu Create Crm Loss Reason

Create a new loss reason. Returns the created item with assigned ID.

Flowlu Create Crm Phones

Create a new phones. Returns the created item with assigned ID.

Flowlu Create Crm Pipeline

Create a new pipeline. Returns the created item with assigned ID.

Flowlu Create Crm Pipeline Stage

Create a new pipeline stage. Returns the created item with assigned ID.

Flowlu Create Crm Relation

Create a new relation. Returns the created item with assigned ID.

Flowlu Create Crm Source

Create a new source. Returns the created item with assigned ID.

Flowlu Delete Crm Account

Delete a account. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Account Category

Delete a account category. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Emails

Delete a emails. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Honorific Title

Delete a honorific title. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Industry

Delete a industry. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Lead

Delete a lead. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Lead Followers

Delete a lead followers. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Leads Items

Delete a leads items. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Loss Reason

Delete a loss reason. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Phones

Delete a phones. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Pipeline

Delete a pipeline. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Pipeline Stage

Delete a pipeline stage. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Relation

Delete a relation. CAUTION: This action is permanent and cannot be undone.

Flowlu Delete Crm Source

Delete a source. CAUTION: This action is permanent and cannot be undone.

Flowlu Get Crm Account

Get details for a specific account by ID. Returns complete information including all fields.

Flowlu Get Crm Account Category

Get details for a specific account category by ID. Returns complete information including all fields.

Flowlu Get Crm Emails

Get details for a specific emails by ID. Returns complete information including all fields.

Flowlu Get Crm Honorific Title

Get details for a specific honorific title by ID. Returns complete information including all fields.

Flowlu Get Crm Industry

Get details for a specific industry by ID. Returns complete information including all fields.

Flowlu Get Crm Lead

Get details for a specific lead by ID. Returns complete information including all fields.

Flowlu Get Crm Lead Followers

Get details for a specific lead followers by ID. Returns complete information including all fields.

Flowlu Get Crm Leads Items

Get details for a specific leads items by ID. Returns complete information including all fields.

Flowlu Get Crm Loss Reason

Get details for a specific loss reason by ID. Returns complete information including all fields.

Flowlu Get Crm Phones

Get details for a specific phones by ID. Returns complete information including all fields.

Flowlu Get Crm Pipeline

Get details for a specific pipeline by ID. Returns complete information including all fields.

Flowlu Get Crm Pipeline Stage

Get details for a specific pipeline stage by ID. Returns complete information including all fields.

Flowlu Get Crm Relation

Get details for a specific relation by ID. Returns complete information including all fields.

Flowlu Get Crm Source

Get details for a specific source by ID. Returns complete information including all fields.

Flowlu List Crm Account

List all account items. Returns paginated results with essential details.

Flowlu List Crm Account Category

List all account category items. Returns paginated results with essential details.

Flowlu List Crm Emails

List all emails items. Returns paginated results with essential details.

Flowlu List Crm Honorific Title

List all honorific title items. Returns paginated results with essential details.

Flowlu List Crm Industry

List all industry items. Returns paginated results with essential details.

Flowlu List Crm Lead

List all lead items. Returns paginated results with essential details.

Flowlu List Crm Lead Followers

List all lead followers items. Returns paginated results with essential details.

Flowlu List Crm Leads Items

List all leads items items. Returns paginated results with essential details.

Flowlu List Crm Loss Reason

List all loss reason items. Returns paginated results with essential details.

Flowlu List Crm Phones

List all phones items. Returns paginated results with essential details.

Flowlu List Crm Pipeline

List all pipeline items. Returns paginated results with essential details.

Flowlu List Crm Pipeline Stage

List all pipeline stage items. Returns paginated results with essential details.

Flowlu List Crm Relation

List all relation items. Returns paginated results with essential details.

Flowlu List Crm Source

List all source items. Returns paginated results with essential details.

Flowlu Update Crm Account

Update an existing account. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Account Category

Update an existing account category. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Emails

Update an existing emails. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Honorific Title

Update an existing honorific title. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Industry

Update an existing industry. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Lead

Update an existing lead. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Lead Followers

Update an existing lead followers. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Leads Items

Update an existing leads items. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Loss Reason

Update an existing loss reason. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Phones

Update an existing phones. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Pipeline

Update an existing pipeline. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Pipeline Stage

Update an existing pipeline stage. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Relation

Update an existing relation. Supports partial updates - only provided fields will be updated.

Flowlu Update Crm Source

Update an existing source. Supports partial updates - only provided fields will be updated.

Frequently Asked Questions

What is the Flowlu CRM MCP server?

Customer relationship management: Accounts, Leads, Pipelines, Emails, Loss Reasons. Manage your customer relationships and sales pipeline. It provides 70 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Flowlu CRM to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/flowlu-crm. Authentication is handled automatically.

How many tools does Flowlu CRM provide?

Flowlu CRM provides 70 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Flowlu CRM require?

Flowlu CRM uses API Key or One-click sign in. Flowlu requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Flowlu CRM to any MCP client in minutes

MCP URL

https://mcp.mcpbundles.com/bundle/flowlu-crm

Claude.ai Cursor VS Code VS Code Insiders Goose LM Studio Cherry Studio ChatGPT

One-click install:

Install on Claude.ai Install for organization (admins)

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

Open claude.ai → Settings → Connectors.
Click the + button and choose Add custom connector.
Set Name to Flowlu CRM and paste the MCP URL into Remote MCP server URL.
Click Add. Flowlu CRM will appear under Not connected — select it and click Connect to complete OAuth.