Developer Tools

SpotlerCRM MCP Server

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

SpotlerCRM provides an API enabling users to integrate and manage customer relationship management data seamlessly. Use it to enhance CRM functionality, automate workflows, and synchronize client data across platforms.

Managed
8 tools
Agent guide included

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

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AI Skill
SKILL.md

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

SpotlerCRM

SpotlerCRM organizes CRM around Accounts (companies) and Contacts. Opportunities track deals; Activities log interactions. Campaigns are marketing.

Data Model

  • Accounts — companies/organizations.
  • Contacts — people; link to accounts.
  • Opportunities — deals; have stages and value.
  • Opportunity Lines — line items on opportunities.
  • Activities — calls, meetings, tasks.
  • Cases — support cases.
  • Campaigns — marketing campaigns.

Gotchas

  • Account-Contact hierarchy: Contacts belong to accounts. Use account ID when filtering contacts.

Tools in this Server (8)

Spotlercrm List Accounts

Fetch a full list of accounts stored in your SpotlerCRM. Ideal for when you need to review account details, like contact information or account status...

Spotlercrm List Activities

Access a list of activities logged in SpotlerCRM. Use this when tracking customer interactions or sales activities is required. The response includes ...

Spotlercrm List Campaigns

Obtain a detailed list of marketing campaigns from SpotlerCRM. Employ this tool when evaluating campaign effectiveness or organizing future strategies...

Spotlercrm List Cases

Retrieve a list of customer cases from the SpotlerCRM system. Use this when you need to monitor or manage active cases for resolving client issues. Re...

Spotlercrm List Contacts

Get a list of all contacts registered in SpotlerCRM. Suitable for maintaining contact information or conducting targeted outreach. The tool delivers c...

Spotlercrm List Opportunities

List all sales opportunities recorded within SpotlerCRM. Use this to assess potential sales performance or workload distribution among sales teams. It...

Spotlercrm List Opportunity Histories

Retrieve historical data of sales opportunities from SpotlerCRM. This is useful for evaluating changes and trends in opportunity management. The data ...

Spotlercrm List Opportunity Lines

Extract a list of opportunity lines managed in SpotlerCRM. Deploy this when analyzing sales pipeline details or forecasting revenue. Returns line spec...

Frequently Asked Questions

What is the SpotlerCRM MCP server?

SpotlerCRM provides an API enabling users to integrate and manage customer relationship management data seamlessly. Use it to enhance CRM functionality, automate workflows, and synchronize client data across platforms. It provides 8 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect SpotlerCRM 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/spotlercrm. Authentication is handled automatically.

How many tools does SpotlerCRM provide?

SpotlerCRM provides 8 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 SpotlerCRM require?

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

Setup Instructions

Connect SpotlerCRM to any MCP client in minutes

MCP URL
https://mcp.mcpbundles.com/bundle/spotlercrm

One-click install:

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

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to SpotlerCRM and paste the MCP URL into Remote MCP server URL.
  4. Click Add. SpotlerCRM will appear under Not connected — select it and click Connect to complete OAuth.
Name: SpotlerCRM
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/spotlercrm
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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SpotlerCRM MCP Server & Skill — 8 Tools