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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.
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Domain knowledge for SpotlerCRM — workflow patterns, data models, and gotchas for your AI agent.
SpotlerCRM organizes CRM around Accounts (companies) and Contacts. Opportunities track deals; Activities log interactions. Campaigns are marketing.
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. The tool returns account data such as account names, types, and industry. Use 'page' and 'limit' to adjust data retrieval size.
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 details like activity type, date, and associate contact. Pagination is managed with 'page' and 'limit' parameters.
Spotlercrm List Campaigns
Connect SpotlerCRM to any MCP client in minutes
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Browse all toolsObtain a detailed list of marketing campaigns from SpotlerCRM. Employ this tool when evaluating campaign effectiveness or organizing future strategies. It returns campaign data, including names, start dates, and statuses. Adjust results with 'page' and 'limit' for pagination.
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. Returns detailed case information including status, assigned agent, and case history. Use 'page' and 'limit' to control pagination of results.
Spotlercrm List Contacts
Get a list of all contacts registered in SpotlerCRM. Suitable for maintaining contact information or conducting targeted outreach. The tool delivers contact names, emails, and associated accounts. Use the 'page' and 'limit' parameters for tailored data extraction.
Spotlercrm List Opportunities
List all sales opportunities recorded within SpotlerCRM. Use this to assess potential sales performance or workload distribution among sales teams. It outputs important opportunity data such as expected close dates and probabilities. Parameterize outputs using 'page' and 'limit'.
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 returned includes history records with timestamps and status changes. Filter the results using 'page' and 'limit' for efficient data management.
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 specifics such as product details, quantities, and pricing. Utilize 'page' and 'limit' to streamline data quantity per call.
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).
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.
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.
SpotlerCRM uses API Key or One-click sign in. SpotlerCRM requires credentials. Connect via MCPBundles and authentication is handled automatically.
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MCPBundles is an independent platform built on the open Model Context Protocol standard. Not affiliated with Anthropic PBC or Claude.
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