{
  "id": "read-crm-records",
  "task": "Read CRM records",
  "description": "Query contacts, accounts, deals and activity out of a system of record.",
  "example_requests": [
    "read crm records",
    "get my open deals",
    "look up this contact in the crm",
    "query salesforce",
    "what is in hubspot for this account"
  ],
  "html_url": "https://gtmmcps.com/jobs/read-crm-records",
  "json_url": "https://gtmmcps.com/data/solutions/read-crm-records.json",
  "snapshot_date": "2026-10-17",
  "evidence_note": "Vendor-reported task matches, not a performance ranking or proof of MCP capability. Confirm current requirements and test the intended workflow.",
  "tools": [
    {
      "id": "06-affinity",
      "name": "Affinity",
      "capability": "A relationship-intelligence CRM for deal teams that auto-builds the contact graph from email and calendar activity and scores relationship strength, rather than relying on reps to log activity.",
      "api_access": "paid",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://support.affinity.co/s/article/Getting-started-with-Affinity-MCP",
        "https://www.affinity.co/blog/affinity-is-building-the-best-mcp-for-private-capital",
        "https://www.affinity.co/product/crm",
        "https://mcp.affinity.co/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/06-affinity"
    },
    {
      "id": "07-apideck",
      "name": "Apideck",
      "capability": "A unified API that normalises 200+ SaaS connectors into single data models, exposed as one MCP endpoint covering CRM, accounting, HRIS, ATS, file storage and issue tracking.",
      "api_access": "free",
      "mcp_support": "official",
      "last_checked": "2026-08-25",
      "sources": [
        "https://developers.apideck.com/mcp",
        "https://www.apideck.com/mcp-server",
        "https://github.com/apideck-libraries/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/07-apideck"
    },
    {
      "id": "06-attio",
      "name": "Attio",
      "capability": "A CRM built around a flexible, user-defined data model (not fixed contact/company/deal objects) with real-time sync and an API-first architecture.",
      "api_access": "free",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://docs.attio.com/mcp/overview",
        "https://mcp.attio.com/",
        "https://attio.com/pricing",
        "https://mcp.attio.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/06-attio"
    },
    {
      "id": "06-close",
      "name": "Close (Close CRM)",
      "capability": "A sales CRM built for inside-sales teams with built-in calling, email, and SMS alongside pipeline/lead management - a communications-plus-CRM combo rather than a pure system of record.",
      "api_access": "paid",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://help.close.com/integrations/close-mcp-server",
        "https://help.close.com/llms.txt",
        "https://mcp.close.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/06-close"
    },
    {
      "id": "03-grain",
      "name": "Grain",
      "capability": "AI meeting notetaker that records and transcribes calls and builds a searchable, cross-meeting library synced to the CRM.",
      "api_access": "paid",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://developers.grain.com/mcp",
        "https://support.grain.com/en/articles/15507288-grain-api",
        "https://grain.com/pricing",
        "https://api.grain.com/_/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/03-grain"
    },
    {
      "id": "06-highlevel",
      "name": "HighLevel (GoHighLevel)",
      "capability": "An all-in-one agency CRM covering contacts, pipelines, conversations, calendars, payments and campaign automation across many client sub-accounts from one place.",
      "api_access": "paid",
      "mcp_support": "official",
      "last_checked": "2026-08-25",
      "sources": [
        "https://help.gohighlevel.com/support/solutions/articles/155000005741-how-to-setup-and-use-the-highlevel-mcp-server",
        "https://marketplace.gohighlevel.com/docs/other/mcp/",
        "https://ideas.gohighlevel.com/highlevel-mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/06-highlevel"
    },
    {
      "id": "06-hubspot",
      "name": "HubSpot",
      "capability": "An all-in-one CRM/marketing/sales/service platform with contacts, deals, marketing automation, and a public REST API/developer platform.",
      "api_access": "free",
      "mcp_support": "official",
      "last_checked": "2026-08-24",
      "sources": [
        "https://developers.hubspot.com/ai-tools/mcp",
        "https://knowledge.hubspot.com/ai-tools/use-breeze-ai",
        "https://developers.hubspot.com/docs/api/usage-details",
        "https://github.com/HubSpot/hubspot-mcp-plugins"
      ],
      "record_url": "https://gtmmcps.com/tools/06-hubspot"
    },
    {
      "id": "12-hubspot",
      "name": "HubSpot (AI Forecasting)",
      "capability": "HubSpot's forecasting tool inside Sales Hub/Service Hub, turning pipeline data into revenue predictions via weighted-pipeline calculations plus an \"AI forecasting\" layer shown in-product. See 06-revops-infra.md for HubSpot's full platform entry (Breeze AI agents, official MCP servers, free API tier) - this entry covers only the forecasting-specific angle.",
      "api_access": "paid",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.hubspot.com/products/sales/forecasting"
      ],
      "record_url": "https://gtmmcps.com/tools/12-hubspot"
    },
    {
      "id": "03-otter-ai",
      "name": "Otter.ai",
      "capability": "AI meeting notetaker whose Sales Agent variant pulls CRM context before a call and flags objections, competitor mentions, and pricing discussion live, then writes summaries and next steps back to the CRM.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://otter.ai/sales-agent",
        "https://otter.ai/pricing",
        "https://otter.ai/blog/otter-for-enterprise-connect-ai-to-ai-with-otters-mcp",
        "https://help.otter.ai/hc/en-us/articles/35287607569687-Otter-MCP-Server",
        "https://mcp.otter.ai/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/03-otter-ai"
    },
    {
      "id": "06-pipedrive",
      "name": "Pipedrive",
      "capability": "A sales-pipeline-focused CRM built around deal-stage visualization and activity tracking for sales teams.",
      "api_access": "free",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://www.pipedrive.com/en/features/mcp-server",
        "https://mcp.pipedrive.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/06-pipedrive"
    },
    {
      "id": "12-pipedrive",
      "name": "Pipedrive (AI Sales Assistant / forecasting)",
      "capability": "Pipedrive's built-in AI-driven forecasting layer - not a separately branded \"Insights\" product, but the CRM's AI Sales Assistant plus probability-weighted pipeline forecasting math. See 06-revops-infra.md for Pipedrive's full CRM entry (general MCP server, OAuth, free-on-all-plans MCP access) - this entry covers only the forecasting angle.",
      "api_access": "free",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.pipedrive.com/en/features/sales-forecasting-software",
        "https://www.pipedrive.com/en/features/ai-sales-assistant",
        "https://www.pipedrive.com/en/blog/ai-sales-forecasting"
      ],
      "record_url": "https://gtmmcps.com/tools/12-pipedrive"
    },
    {
      "id": "06-salesforce-agentforce",
      "name": "Salesforce (core CRM/platform) + Agentforce",
      "capability": "A cloud CRM/platform for managing sales, service, and marketing records via a database, APIs, and a low-code app layer, with Agentforce as a layer on top for configuring autonomous AI agents that read Salesforce data, decide on an action, and execute it or hand off to a human.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-08-24",
      "sources": [
        "https://developer.salesforce.com/blogs/2025/06/introducing-mcp-support-across-salesforce",
        "https://developer.salesforce.com/blogs/2026/04/salesforce-hosted-mcp-servers-are-now-generally-available",
        "https://github.com/salesforcecli/mcp",
        "https://developer.salesforce.com/docs/platform/hosted-mcp-servers/guide/hosted-mcp-servers-overview.html",
        "https://developer.salesforce.com/blogs/2026/07"
      ],
      "record_url": "https://gtmmcps.com/tools/06-salesforce-agentforce"
    },
    {
      "id": "04-salesforce-agentforce",
      "name": "Salesforce Agentforce (SDR Agent)",
      "capability": "A prebuilt agent within Salesforce's Agentforce platform intended to handle inbound lead engagement and outbound prospecting conversations natively inside Sales Cloud, escalating to a human rep once a prospect is ready.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://en.wikipedia.org/wiki/Agentforce"
      ],
      "record_url": "https://gtmmcps.com/tools/04-salesforce-agentforce"
    }
  ]
}