MCP server for per-agent cost attribution, budget management, and spend analytics across AI agent fleets
List and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated. Returns summary rows (id, name, contact, company, status, source, assignee, tags, next-action, isStale, timestamps) plus pagination { page, perPage, total }, newest first. Use get_lead to fetch notes, position and score for one lead by id.
ArgumentsA call is made on an account: it counts against an allowance and the publisher sees it, which is why this one asks who you are first.
What it does
Operate Obriym CRM from any AI assistant: leads, deals, orders, products, guarded writes.
Quickstart
# 1 — install (mcprush login holds a key from your dashboard)
npx mcprush@latest add obriym-crm-com-mcp
# 2 — ask your agent something
> Operate Obriym CRM from any AI assistant: leads, deals, orders, products, guarded writes.
Mcp is free: there is no plan to choose, no cap to set and nothing that can bill you.
Collected from a public index. Nobody has claimed this account, so nothing here was written by its author — claim it if it is yours.
Where are you running it?
Every route below installs the same thing and ends at the same approval screen. Nothing here runs on your machine — this server runs on the publisher’s own infrastructure behind our gateway, and what you install is the connection to it.
This is a public server: you run it yourself and this marketplace is not in the path. Claude Code registers it in one command.
claude mcp add --transport http obriym-crm-com-mcp https://obriym-crm.com/api/mcpReconnect, or start a new session, and the tools appear in the model’s tool list.
One config entry pointing at the gateway. The server itself runs on the publisher’s own infrastructure, so nothing from this listing executes on your machine.
42 tools, with what each one reads, writes and reaches shown before you agree — the same list on every route above. Read the tool surface.
Tool surface
What the model actually sees. Descriptions are diffed on every release — see version history.
List and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated. Returns summary rows (id, name, contact, company, status, source, assignee, tags, next-action, isStale, timestamps) plus pagination { page, perPage, total }, newest first. Use get_lead to fetch notes, position and score for one lead by id.
Takes no parameters.
Fetch one CRM lead in the selected workspace by lead id, including status, source, assignee, tags, custom fields, score, notes and next action. Use search_leads first when you only know a name, email, phone or company.
Takes no parameters.
List and search pipeline deals, filtered by stage/owner/company/contact/stale and paginated. Returns summary rows (id, title, stage, amount, probability, owner, company, contact, next-action, isStale) plus pagination { page, perPage, total }. Use get_deal to fetch one deal's full detail by id.
Takes no parameters.
Fetch one pipeline deal in the selected workspace by deal id, including stage, value, probability and linked company/contact data when present. Use search_deals first when you only know the title or related customer.
Takes no parameters.
List this workspace's orders, filtered by status/customer/created-date and paginated. Returns summary rows (externalId, status, currency, totalAmount, itemCount, timestamps) plus pagination { page, perPage, total }, newest first. Use get_order to fetch one order's full detail (line items, payments, shipments, returns) by externalId.
Takes no parameters.
Fetch full order detail in the selected workspace by externalId, including line items, payments, shipments and returns. Use list_orders first when you only know the customer or date.
Takes no parameters.
List and search active catalog products, filtered by category/brand/price/stock/tag/type and paginated. Returns summary rows (id, name, sku, type, price, currency, unit, stock, category, brand) plus pagination { page, perPage, total }. Use get_product to fetch one product's full detail by id or SKU.
Takes no parameters.
Fetch one catalog product in the selected workspace by product id or SKU — returned in any status (draft, active, or archived; check the status field), including price, stock, category and brand fields. Provide exactly one known identifier; use search_products first when unsure (search covers active products only).
Takes no parameters.
Return the operational 'what needs attention today' snapshot for this workspace: active/qualified/stale lead counts, pipeline value, weighted forecast and overdue activities. Takes no arguments. Use get_report for period trend analytics instead.
Takes no parameters.
Return one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, or revenue_trend. Each returns aggregated rows (no per-record data); days tunes the look-back for conversion/team reports and months the span for revenue_trend. Use get_dashboard_overview for today's operational snapshot instead.
Takes no parameters.
List and search this workspace's contacts, filtered by company/owner/tag, sorted and paginated. Returns summary rows (id, firstName, lastName, email, phone, jobTitle, company, owner, tags) plus pagination { page, perPage, total }. Use get_contact to fetch one contact's full detail by id.
Takes no parameters.
Fetch one CRM contact in the selected workspace by contact id, including company, owner, tags and communication fields when present. Use search_contacts first when you only know a name, email or phone.
Takes no parameters.
List and search this workspace's companies, filtered by industry/status/owner, sorted and paginated. Returns summary rows (id, name, industry, size, status, owner, contactCount) plus pagination { page, perPage, total }. Use get_company to fetch one company's full detail by id.
Takes no parameters.
Fetch one CRM company in the selected workspace by company id, including status, industry, owner and contact links when present. Use search_companies first when you only know the company name.
Takes no parameters.
List this workspace's activities (tasks, calls, meetings, emails, notes), filtered by type/assignee/overdue/completion/linked-entity and paginated. Returns summary rows (id, type, title, priority, dueDate, completed, assignee, linked lead/contact/company/deal, isOverdue) plus pagination { page, perPage, total }. Use get_activity to fetch one activity's full detail by id.
Takes no parameters.
Fetch one CRM activity in the selected workspace by activity id, including type, due date, completion state, assignee and linked entity. Use list_activities first when you only know the related lead/deal/contact.
Takes no parameters.
List CRM customers (companies with a won deal or delivered order), filtered by health/lifetime-value/won-deal count, sorted and paginated. Returns summary rows (companyId, name, health, lifetimeValue, wonDeals, lastActivity, owner) plus pagination { page, perPage, total }. Use get_customer to fetch one customer's detail by company id.
Takes no parameters.
Fetch one CRM customer summary in the selected workspace by company id, including health, lifetime value and won-deal metrics. Use list_customers first when you only know the company name.
Takes no parameters.
Show which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type, and granted scopes. Call this when the user asks 'which account or workspace am I connected to?'. Sign-in connections can use list_workspaces and select_workspace to see or change the bound workspace.
Takes no parameters.
Create a lead. Idempotent by externalId (re-sending the same externalId returns the existing lead). Requires an email or phone. Enforces the workspace plan limit; the result echoes the workspace it landed in. Use update_lead to change it afterward.
Takes no parameters.
Update fields on an existing lead by id. Provide a patch with at least one field. Use search_leads first to find the lead id. The result echoes the operating workspace.
Takes no parameters.
Create a pipeline deal. Requires a stageId, title, and next-action note. Use list_pipeline_stages for the stageId, and search_companies/search_contacts to link a company or contact. Enforces the workspace plan limit; the result echoes the operating workspace.
Takes no parameters.
Create an activity (task, call, meeting, email, or note). Must link to at least one lead, contact, company, or deal — use search_leads/search_contacts/search_companies/search_deals to get the entity id. The result echoes the operating workspace.
Takes no parameters.
Move an order to a new status by externalId. Only valid transitions from the current status are allowed. Use list_orders to find the externalId and get_order to see the current status. The result echoes the operating workspace.
Takes no parameters.
Create a contact (person). Use search_companies for the companyId to link an employer. Enforces the workspace plan limit and validates the company/owner links; the result echoes the operating workspace.
Takes no parameters.
Update fields on a contact by id. Provide a patch with at least one field. Use search_contacts first to find the contact id. The result echoes the operating workspace.
Takes no parameters.
Create a company (B2B account). The company name must be unique in the workspace. Enforces the workspace plan limit; the result echoes the operating workspace. Use search_companies first to avoid creating a duplicate.
Takes no parameters.
Update fields on a company by id. Provide a patch with at least one field. Use search_companies first to find the company id. The result echoes the operating workspace.
Takes no parameters.
Mark an activity (task, call, or meeting) as completed by its id. Use list_activities first to find the activity id. The result echoes the operating workspace.
Takes no parameters.
Convert a lead into a contact, company, and/or deal (select at least one via the input flags). Sets the lead status to converted. Use search_leads first to find the lead id. The result echoes the operating workspace.
Takes no parameters.
Assign a lead to a workspace member by user id, or pass assignedTo=null to unassign. Use search_leads to find the lead id and get_workspace_info to confirm the operating workspace. The result echoes the operating workspace.
Takes no parameters.
Move a deal to a pipeline stage by its id. Closed-lost stages require a lostReason. Use search_deals for the deal id and list_pipeline_stages for the target stageId. The result echoes the operating workspace.
Takes no parameters.
Create an order with line items. Idempotent by externalId — use a stable unique id such as 'mcp-<uuid>' (re-sending returns the existing order). Enforces the workspace plan limit; the result echoes the operating workspace. Items snapshot productName/sku/unitPrice; use search_products first to quote real products.
Takes no parameters.
Add a line item to an existing order by its externalId. Recomputes the order total. Use list_orders or create_order for the order externalId, and search_products to quote a real product. The result echoes the operating workspace.
Takes no parameters.
Update a line item on an order (quantity, unit price, discount, name, or SKU). Recomputes the order total. Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace.
Takes no parameters.
Remove a line item from an order. Recomputes the order total. Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace.
Takes no parameters.
List this workspace's pipeline stages in order, with each stage's id, name, kind, default probability, WIP limit and position. Use configure_pipeline to change a stage, and the stage id here as the stageId for create_deal / transition_deal.
Takes no parameters.
Update an existing pipeline stage's name, default probability, or WIP limit. Provide the stage id (from list_pipeline_stages) and the fields to change. Stage order and terminal behavior are fixed. The result echoes the operating workspace.
Takes no parameters.
List this workspace's lead sources (built-in plus custom), with each source's key, label and active state. Pass includeInactive to also return archived sources. Use set_lead_sources to add or archive a source; use a source key here as the source filter for search_leads.
Takes no parameters.
Create or update a workspace lead source: set its label and active state by key (built-in or custom, lowercase_with_underscores). Idempotent — re-sending the same key updates it. Archiving the fallback 'other' source is not allowed. Use list_lead_sources to see current sources. The result echoes the operating workspace.
Takes no parameters.
List every workspace the connected user belongs to (id, name, role) and mark which one this connection currently operates. OAuth sign-in connections only. Use select_workspace to switch.
Takes no parameters.
Re-bind this OAuth connection to the workspace selected by the user. Takes effect on the next tool call. Use the organizationId returned by list_workspaces or by WORKSPACE_SELECTION_REQUIRED; never invent or guess it.
Takes no parameters.
- Every tool, no call limit
- No card, no account needed
- Source published under a licence you can read
- Runs on your machine — nothing of it reaches our gateway
- Nothing to cap, because nothing bills
What counts against your monthly calls
| Tool | Unit | Calls used | Out of the allowance |
|---|
Nothing here is billable. Mcp costs nothing to install and nothing to call, at any volume.
Two independent axes, because powerful and malicious are different questions. The grade is threat only. The capability level is blast radius, and it is never a penalty on the grade — it is priced as one subtract-only term in the score, where you can see it.
This listing is a hosted endpoint: the publisher runs it and we connect to it. The scanner reads packages and source, and neither exists to read here, so there is no grade — not a withheld one, an unmeasured one. What can be checked instead is on Installation: what it asks to reach and what it writes.
Release history
Pinned to 1.3.5 — the install command below asks for that release. A pin is part of an install, so it is kept for this visit and written down when you install.
No release note was published with this version.
Only accounts with at least 50 real tool calls against this server in the last 90 days can post. Ratings are weighted by how much the reviewer actually uses it, and publishers can reply once per review.
Writing one takes an account with at least 50 real tool calls against Mcp in the last 90 days. That is the whole gate — there is no other way to post, which is why the counts beside each review are worth reading.
Nobody has reviewed this listing. The rating on the card is the mean of the reviews written here and nothing else, so there is no rating until somebody writes the first — which takes an account with 50 real tool calls against it.