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The CRM tools let an MCP client see what CRM platforms are connected, create and update integration mappings (which CRM entities and fields sync into Attention), force-refresh field schemas after a CRM-side change, disconnect accounts, and start a fresh OAuth connection to a new CRM platform.

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Tools

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get_crm_integrations

Scope: mcp:read. No parameters.
List CRM integrations configured for your organization, including platform details, sync status, and entity field mappings. Returns: Markdown list of CRM integrations with name, status, platform, entity type, mapped fields, and last sync time.

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create_crm_integration

Scope: mcp:write. Requires admin role.
Create a new CRM integration mapping CRM entity fields to Attention. Use get_crm_integrations to see existing integrations, and the OAuth flow via connect_integration to obtain a crm_account_uuid.
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string
required
UUID of the CRM platform (Salesforce, HubSpot, etc.).
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string
required
UUID of the CRM entity type to integrate.
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string
required
UUID of the connected CRM account.
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string
Display name for the integration.
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array
List of CRM field names to sync.
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string
Team UUID to scope the integration to.
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boolean
Whether the integration is active.

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update_crm_integration

Scope: mcp:write. Requires admin role.
Update an existing CRM integration’s name, fields, or enabled status. The name should reflect the CRM entity type (e.g. Deal Sync for Opportunity entities).
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string
required
UUID of the CRM integration to update.
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string
New display name.
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array
New list of CRM field names to sync.
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boolean
Whether the integration is active.

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sync_crm_fields

Scope: mcp:write. Requires admin role.
Force-sync CRM entity and field definitions from the CRM platform. Useful after CRM schema changes (new custom fields, renamed fields, etc.).
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string
required
UUID of the CRM account to sync fields from.

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delete_crm_account

Scope: mcp:write. Requires admin role. Destructive and irreversible.
Disconnect a CRM account and remove all its integrations.
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string
required
UUID of the CRM account to disconnect.

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connect_integration

Scope: mcp:write. Requires user-level authentication. Salesforce/HubSpot require admin role; Microsoft requires write access. The tool returns an OAuth URL — the user must open it in their browser to complete the connection.
Generate an OAuth authorization link to connect a CRM or calendar/email integration. After authorization, the connection is established automatically.
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string
required
Integration provider: salesforce, hubspot, or microsoft.
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string
Required for Salesforce: your org domain (e.g. my-company.my). For sandbox use my-company.sandbox.my.
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array
For Microsoft only: services to connect — calendar, email, or both. Defaults to ["calendar"].
Returns: A user-facing block of text containing the OAuth URL and step-by-step instructions for the user to complete the flow in their browser. See the Salesforce integration guide for the full Salesforce setup walkthrough.