Connect your AI to noCRM.io

What your AI can do with noCRM.io

Once connected, these tools appear automatically in your AI assistant:

• list_leadsread-only

  List leads, newest first by default. Filter by status (todo, standby, won, cancelled, lost), by pipeline step, by owner, by tags, or to starred leads only. Returns the lead summary; call get_lead for the full record.

• get_leadread-only

  Get one lead in full: description, contact details, amount, probability, step, tags, reminders and related user, team and client folder.

• create_leadwrite · needs approval

  Create a lead. It is owned by the connected user — noCRM does not allow assigning it to someone else with a personal login. Write action: subject to the confirmation guardrail when it is enabled.

• update_leadwrite · needs approval

  Update a lead: move it to another step, change its status (marking it won, lost or cancelled closes it), adjust amount, probability, tags, reminder or closing date. Write action: subject to the confirmation guardrail when it is enabled.

• list_lead_commentsread-only

  List the comments posted on a lead, oldest first.

• add_lead_commentwrite · needs approval

  Post a comment on a lead — the usual way to log a call, a meeting outcome or a next step. Write action: subject to the confirmation guardrail when it is enabled.

• list_stepsread-only

  List the pipeline steps a lead can sit in, in order. Use it before moving a lead so the step name is one the account actually has.

• list_pipelinesread-only

  List the sales pipelines of the account.

• list_client_foldersread-only

  List client folders — the customer records leads can be attached to once they are won.

• list_prospecting_listsread-only

  List the prospecting lists (the spreadsheets sales reps work through before a prospect becomes a lead).

• list_usersread-only

  List the users of the account, with their id — needed to filter leads by owner.

Example prompts

Just ask your AI in plain language — it picks the right noCRM.io tool:

• “List leads, newest first by default. Filter by status (todo, standby, won, cancelled, lost), by pipeline step, by owner, by tags, or to starred leads only. Returns the lead summary; call get_lead for the full record — from noCRM.io, in plain language.”
• “Get one lead in full: description, contact details, amount, probability, step, tags, reminders and related user, team and client folder — from noCRM.io, in plain language.”
• “List the comments posted on a lead, oldest first — from noCRM.io, in plain language.”
• “List the pipeline steps a lead can sit in, in order. Use it before moving a lead so the step name is one the account actually has — from noCRM.io, in plain language.”

How it works

1. Create your Proxoria account and add your MCP endpoint to Claude or ChatGPT.
2. Connect noCRM.io with your API key — each user connects their own account, credentials encrypted at rest.
3. Your AI instantly gets the noCRM.io tools. Write actions wait for your approval in the dashboard before anything changes.

Frequently asked questions

Does noCRM.io have an official MCP server?

You don't need one. Proxoria exposes noCRM.io to your AI through the Model Context Protocol, so you can use it from Claude, ChatGPT, Mistral or any MCP-compatible client — no official noCRM.io MCP server required.

What can my AI do with noCRM.io through Proxoria?

It gets 11 tools: list_leads, get_lead, create_lead, update_lead, list_lead_comments, add_lead_comment, list_steps, list_pipelines, list_client_folders, list_prospecting_lists, list_users. For example, list leads, newest first by default. filter by status (todo, standby, won, cancelled, lost), by pipeline step, by owner, by tags, or to starred leads only. returns the lead summary; call get_lead for the full record.

Is the noCRM.io connector read-only?

No — it can also make changes. Write actions go through Proxoria's confirmation guardrail by default: your AI proposes them, and you approve each one from your dashboard before anything is written to noCRM.io.

How do I connect noCRM.io to my AI?

Create a Proxoria account, connect noCRM.io with your API key, and add your Proxoria MCP endpoint to Claude or ChatGPT. Your AI instantly gains the noCRM.io tools.