The Nocrm io MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Nocrm io account. It provides structured and secure access to your lead management workflows, so your agent can create leads, assign owners, update statuses, tag and organize prospects, and manage teams automatically on your behalf.
- Automated lead creation and tracking: Instantly add new leads to your pipeline and ensure they're properly assigned to the right users for follow-up.
- Status and lifecycle management: Change lead statuses—like switching to 'standby' for scheduled follow-ups or marking leads as 'cancelled'—to keep your pipeline up to date.
- Contextual lead updates: Append notes or tags to lead descriptions, helping sales teams capture every interaction and never lose important context.
- Team and assignment coordination: Assign or reassign leads to users and fetch all teams and members, making it easier to distribute workload and manage ownership.
- Lead duplication and cleanup: Effortlessly duplicate high-value leads for multi-step workflows, or permanently delete leads when they’re no longer needed, keeping your CRM organized.