Centralstationcrm MCP server

Connect Centralstationcrm to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Centralstationcrm MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the list companies tool in Centralstationcrm
  • Use the manage milestones tool in Centralstationcrm
  • Use the list tasks tool in Centralstationcrm
  • Use the create note tool in Centralstationcrm
  • Use the update task tool in Centralstationcrm
  • Use the create task tool in Centralstationcrm

Supported Tools

list_companies

List Companies

List companies in CentralStationCRM with pagination. Optionally search by name or include related data.

manage_milestones

Manage Milestones

Add, update, or remove milestones and life events (birthdays, anniversaries, etc.) for a person in CentralStationCRM. These events support personalized outreach and relationship building.

list_tasks

List Tasks

List tasks in CentralStationCRM with pagination. Returns upcoming and existing tasks across all contacts, deals, and projects.

create_note

Create Note

Create a new note in CentralStationCRM. Notes can be attached to a person, company, deal, or project to record communication history and important information.

update_task

Update Task

Update an existing task in CentralStationCRM. Modify the subject, due date, completion status, or assigned user.

create_task

Create Task

Create a new task in CentralStationCRM. Tasks can be assigned to a user and optionally linked to a person, company, deal, or project.

delete_task

Delete Task

Permanently delete a task from CentralStationCRM by its ID. This action cannot be undone.

list_deals

List Deals

List deals (sales opportunities) in CentralStationCRM with pagination. Optionally include related people, companies, or tags.

list_notes

List Notes

List CentralStationCRM communication history, including notes and email entries. Optionally filter by a person, company, deal, or project.

delete_company

Delete Company

Permanently delete a company from CentralStationCRM by its ID. This action cannot be undone.

list_people

List People

List people (contacts) in CentralStationCRM with pagination. Optionally search by query or include related data like companies and tags.

create_deal

Create Deal

Create a new deal (sales opportunity) in CentralStationCRM. Set the deal name, value, billing type, target date, and current state to track expected income and sales progress.

list_users

List Users

List CentralStationCRM account users to discover IDs for assigning tasks and CRM records.

update_company

Update Company

Update an existing company's details in CentralStationCRM. Modify the name, background information, or responsible user.

delete_deal

Delete Deal

Permanently delete a deal from CentralStationCRM by its ID. This action cannot be undone.

delete_person

Delete Person

Permanently delete a person (contact) from CentralStationCRM by their ID. This action cannot be undone.

manage_contact_details

Manage Contact Details

Add, update, or remove contact details (phone numbers, emails, websites, social media) for a person in CentralStationCRM. Use this to enrich a person's profile with communication channels.

update_deal

Update Deal

Update an existing deal in CentralStationCRM. Modify the name, value, target date, state, or responsible user.

get_stats

Get Statistics

Retrieve statistics from CentralStationCRM including counts and sums for various CRM objects such as people, companies, deals, and more.

get_current_user

Get Current User

Retrieve the authenticated CentralStationCRM user, current account, and accessible account names.

manage_tags

Manage Tags

Add or remove tags on people, companies, or deals in CentralStationCRM. Tags help categorize and filter records by criteria like industry, area, or channel.

list_projects

List Projects

List projects in CentralStationCRM with pagination.

create_person

Create Person

Create a new person (contact) in CentralStationCRM. Optionally assign the person to a responsible user and set profile details like gender, title, and background information.

create_company

Create Company

Create a new company (organization) in CentralStationCRM. Optionally assign a responsible user and set background information.

manage_addresses

Manage Addresses

Add, update, or remove postal addresses for a person in CentralStationCRM. Each person can have multiple addresses (e.g., work, home).

get_person

Get Person

Retrieve a person's full profile from CentralStationCRM by their ID. Use the **includes** parameter to also fetch related companies, tags, contact details, and more in a single request.

get_company

Get Company

Retrieve a company's full profile from CentralStationCRM by its ID. Use **includes** to fetch related people, tags, and other nested data.

create_project

Create Project

Create a new project in CentralStationCRM. Projects are typically created after winning a deal and serve to organize post-sale work and ongoing engagements.

update_project

Update Project

Update an existing project in CentralStationCRM. Modify the name, description, or responsible user.

get_deal

Get Deal

Retrieve a deal's full details from CentralStationCRM by its ID. Use **includes** to fetch associated people, companies, and tags.

update_person

Update Person

Update an existing person's details in CentralStationCRM. You can modify any combination of fields including name, title, gender, background, and the responsible user.

Connect Centralstationcrm to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Centralstationcrm in Metorial. In your Metorial portal, enable the Centralstationcrm MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Centralstationcrm tools.

Run Centralstationcrm through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Centralstationcrm and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Centralstationcrm tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Centralstationcrm

Notion

Create, read, update, and archive pages and databases in a Notion workspace. Manage blocks (paragraphs, lists, headings, embeds, etc.) within pages. Query databases with filters and sorts across rich property types including text, numbers, dates, selects, relations, and formulas. Search across pages and databases by title. Add and read comments on pages and blocks. Upload files to pages. Manage workspace users and retrieve user profiles.

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Microsoft Outlook

Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.

Linear

Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues.

Technical notes for Centralstationcrm

Manage contacts, deals, and sales pipelines in CentralStationCRM. Create, read, update, and delete people and company records with addresses, contact details, and avatars. Track deals with volume, probability, and due dates. Manage tasks assigned to users and linked to contacts, deals, or projects. Store and retrieve notes, emails, and communication history on contact records. Tag and filter people, companies, and deals by custom keywords. Convert won deals into projects with task lists. Record milestones and life events for personalized outreach. Retrieve CRM statistics including deal counts and value sums. Configure webhooks to monitor creation, update, and deletion of CRM objects.

Frequently asked questions

Common questions about connecting Centralstationcrm to AI agents with Metorial.

  1. How many tools does the Centralstationcrm MCP server have?
    The Centralstationcrm MCP server exposes 32 tools, including List Companies, Manage Milestones, List Tasks. Each one is governed and traced through Metorial.
  2. Centralstationcrm exposes tools your agents call on demand; it does not publish event triggers yet. Everything still runs through one governed MCP URL.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Centralstationcrm MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Centralstationcrm and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Centralstationcrm MCP server yourself or use the hosted gateway.

Connect Centralstationcrm to production AI agents

See how Metorial gives your team governed access to Centralstationcrm, with tracing and security controls built in.