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MCP server and AI clients
This section explains how PageCRM MCP lets approved AI clients work with CRM data through controlled tools, resources, and prompts.
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What the PageCRM MCP server is
The PageCRM MCP server is a controlled bridge between PageCRM and AI clients that support the Model Context Protocol. It gives approved AI assistants a structured way to search contacts, read customer context, create notes, update records, and prepare communication.
Which MCP tools are available
The current MCP server exposes tools for contacts, notes, messaging, and pipeline context. These include search_contacts, get_contact_details, update_contact, delete_contact, get_customer_timeline, create_note, search_notes, send_whatsapp, send_email, and get_pipeline_stages.
How MCP security and organization boundaries work
PageCRM MCP is designed for SaaS organization separation. Requests require a bearer token from the MCP client registry, and CRM operations are scoped to the authenticated user's organization.