Espocrm MCP server

Connect Espocrm 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 Espocrm MCP server

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

  • Use the manage tasks tool in Espocrm
  • Use the convert lead tool in Espocrm
  • Use the manage contacts tool in Espocrm
  • Use the manage calls tool in Espocrm
  • Use the manage attachments tool in Espocrm
  • Use the list records tool in Espocrm

Supported Tools

manage_tasks

Manage Tasks

Create, update, or delete Task records in EspoCRM. Tasks represent to-do items and can be linked to contacts, accounts, leads, and other entities.

convert_lead

Convert Lead

Convert a Lead into a Contact, Account, and/or Opportunity in EspoCRM. Optionally associate new Contacts and Opportunities with an existing Account. Lead attributes are copied into new records using the instance's conversion settings.

manage_contacts

Manage Contacts

Create, update, or delete Contact records in EspoCRM. Contacts represent individual people and can be linked to Accounts and other entities.

manage_calls

Manage Calls

Create, update, or delete Call records in EspoCRM. Calls log phone interactions and can be associated with contacts, accounts, leads, and other entities.

manage_attachments

Manage Attachments

Upload, retrieve, or delete file attachments in EspoCRM. Attachments can be associated with records of any entity type. Upload attachments before using them with emails or other records.

list_records

List Records

List and filter records of any entity type in EspoCRM. Supports pagination, sorting, field selection, text search, and advanced where-clause filtering. Works with both built-in and custom entity types.

get_record

Get Record

Retrieve a single record by its ID from any entity type in EspoCRM. Returns the full record with all fields, or a subset of fields if specified. Works with both built-in and custom entity types.

get_current_user

Get Current User

Identify the authenticated EspoCRM user and retrieve their profile and team IDs.

manage_cases

Manage Cases

Create, update, or delete Case (support ticket) records in EspoCRM. Cases track customer support issues and can be linked to contacts and accounts.

send_email

Send Email

Send an email through EspoCRM. The email can be associated with a parent record (Contact, Account, Lead, etc.) and can include attachments by their IDs.

manage_relationships

Manage Relationships

Link, unlink, or list related records in EspoCRM. Relationships connect entities like Contacts to Accounts, Opportunities to Contacts, etc. Use the link name that corresponds to the relationship (e.g., "contacts" on an Account, "opportunities" on a Contact).

list_stream

List Stream

Read notes and activity updates from the authenticated user's EspoCRM stream, or from a specific record's stream.

manage_opportunities

Manage Opportunities

Create, update, or delete Opportunity records in EspoCRM. Opportunities represent potential sales deals that are tracked through a configurable pipeline.

manage_record

Manage Record

Create, update, or delete an EspoCRM record of any supported entity type, including custom entities and entities without a dedicated management tool.

manage_meetings

Manage Meetings

Create, update, or delete Meeting records in EspoCRM. Meetings can be associated with contacts, accounts, leads, and other entities.

manage_leads

Manage Leads

Create, update, or delete Lead records in EspoCRM. Leads represent potential customers who have shown interest but have not yet been qualified.

generate_pdf

Generate PDF

Generate a downloadable PDF document from a record in EspoCRM using a PDF template. Templates are configured in the EspoCRM admin panel under PDF Templates.

manage_accounts

Manage Accounts

Create, update, or delete Account records in EspoCRM. Accounts represent organizations or companies that you do business with.

post_stream_note

Post Stream Note

Post a note to the activity stream of any record in EspoCRM. Stream notes serve as comments or updates visible on the record's detail view.

Connect Espocrm 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 Espocrm in Metorial. In your Metorial portal, enable the Espocrm 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 Espocrm tools.

Run Espocrm through the Metorial gateway

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

  • Give Espocrm and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Espocrm 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 Espocrm

Slack

Slack: connect with bot OAuth or user OAuth to work with messages, conversations, search, files, Canvases, Lists, profiles, reactions, reminders, and workspace productivity settings.

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.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Resolve site users to numeric Person/Group LookupId values. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Retrieve site properties and search for sites across Microsoft 365.

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.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Technical notes for Espocrm

Manage contacts, accounts, leads, opportunities, support cases, meetings, calls, and tasks in your EspoCRM instance. Read and manage built-in or custom entity records, convert leads, send emails, link related records, upload and download files, generate PDFs from templates, and read or post to activity streams.

Frequently asked questions

Common questions about connecting Espocrm to AI agents with Metorial.

  1. How many tools does the Espocrm MCP server have?
    The Espocrm MCP server exposes 19 tools, including Manage Tasks, Convert Lead, Manage Contacts. Each one is governed and traced through Metorial.
  2. Espocrm 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 Espocrm MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Espocrm and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Espocrm MCP server yourself or use the hosted gateway.

Connect Espocrm to production AI agents

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