Developer Tools

SpotlerCRM MCP Server

Use Studio chat to drive this server — credentials stay in your workspace.

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.

8 tools
Agent guide included
API Key or One-click sign in
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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

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

What is MCP?

Model Context Protocol lets AI tools call external capabilities securely through a single URL. This bundle groups tools behind an MCP endpoint that many clients can use.

Use this bundle in 3 steps

  1. Copy the MCP URL above
  2. Open your AI tool and add a new MCP/connector
  3. Paste the URL and follow any auth prompts

Claude Desktop Users

Skip the manual setup! Use the .mcpb file format for one-click installation. Check the Claude Desktop tab for setup instructions.

Pick your tool tab for exact steps

Select ChatGPT, Cursor, Claude Code, or another tab for copy-paste config.

Ready to chat with SpotlerCRM?

Same flow: Studio opens on this server after sign-in. Keep chatting to call tools from the conversation.

SpotlerCRM MCP Server & Skill — 8 Tools