{
  "id": "write-crm-records",
  "task": "Write CRM records",
  "description": "Create or update records, log activity, or push data back into a system of record.",
  "example_requests": [
    "update this deal in the crm",
    "log the call to salesforce",
    "write crm records",
    "create a contact",
    "push this back to hubspot"
  ],
  "html_url": "https://gtmmcps.com/jobs/write-crm-records",
  "json_url": "https://gtmmcps.com/data/solutions/write-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": "03-airspeed",
      "name": "Airspeed (formerly Glyphic)",
      "capability": "Records and analyses sales calls, then scores deals against playbooks and writes structured output back into the CRM.",
      "api_access": "paid",
      "mcp_support": "official",
      "last_checked": "2026-08-25",
      "sources": [
        "https://www.goairspeed.com/product/mcp",
        "https://www.goairspeed.com/",
        "https://www.pulsemcp.com/servers/glyphic",
        "https://www.goairspeed.com/product/api"
      ],
      "record_url": "https://gtmmcps.com/tools/03-airspeed"
    },
    {
      "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": "03-attention",
      "name": "Attention",
      "capability": "Captures, transcribes, and analyzes sales and customer conversations, automatically syncing structured insights to the CRM.",
      "api_access": "paid",
      "mcp_support": "official",
      "last_checked": "2026-08-24",
      "sources": [
        "https://docs.attention.com/mcp/overview",
        "https://docs.attention.com/mcp/authentication",
        "https://docs.attention.com/llms.txt",
        "https://www.attention.com/",
        "https://coldiq.com/tools/attention",
        "https://github.com/highgravitas/attention-mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/03-attention"
    },
    {
      "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": "03-clari-copilot",
      "name": "Clari Copilot",
      "capability": "Records and transcribes sales calls in real time and surfaces live coaching prompts, deal-risk flags, and auto-generated CRM updates during and after the call.",
      "api_access": "paid",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://www.clari.com/products/copilot/",
        "https://api-doc.copilot.clari.com/",
        "https://community.clari.com/product-q-a-6/how-to-use-copilot-apis-2258",
        "https://www.scalekit.com/connectors/claricopilot",
        "https://community.clari.com/product-q-a-6/why-was-copilot-mcp-server-removed-from-the-july-release-notes-2980",
        "https://mcp.clari.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/03-clari-copilot"
    },
    {
      "id": "01-clay",
      "name": "Clay",
      "capability": "A spreadsheet-style workflow/orchestration tool that runs lead and company records through \"waterfall\" lookups across 100-200+ third-party data providers (Apollo, Lusha, Clearbit, etc.) and chains automation steps (\"recipes\") to build, enrich, and route prospect lists into a CRM or sequencer.",
      "api_access": "paid",
      "mcp_support": "official",
      "last_checked": "2026-09-03",
      "sources": [
        "https://www.clay.com/mcp",
        "https://university.clay.com/docs/mcp-settings",
        "https://github.com/shanefirek/clay-mcp-public",
        "https://www.landbase.com/blog/clay-pricing",
        "https://www.warmly.ai/p/blog/clay-pricing",
        "https://michaelsaruggia.com/blog/clay-pricing-change-2026",
        "https://www.clay.com/integrations/action/find-a-persons-linkedin-via-name-and-company-smarte"
      ],
      "record_url": "https://gtmmcps.com/tools/01-clay"
    },
    {
      "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": "12-ebsta",
      "name": "Ebsta",
      "capability": "Revenue-intelligence add-on for Salesforce/HubSpot that syncs email and calendar activity into the CRM and layers on relationship scoring, conversation capture, and pipeline forecasting.",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.ebsta.com",
        "https://www.ebsta.com/pricing/",
        "https://www.xpay.sh/agent-ready-index/ebsta/"
      ],
      "record_url": "https://gtmmcps.com/tools/12-ebsta"
    },
    {
      "id": "03-fathom",
      "name": "Fathom",
      "capability": "Free AI meeting recorder/notetaker that transcribes calls and generates summaries, action items, and CRM sync.",
      "api_access": "free",
      "mcp_support": "official",
      "last_checked": "2026-09-02",
      "sources": [
        "https://pipeline.zoominfo.com/sales/fathom-api-review",
        "https://www.fathom.ai/pricing",
        "https://github.com/trevorwelch/fathom-video-mcp",
        "https://github.com/lukas-bekr/fathom-mcp",
        "https://developers.fathom.ai/mcp-docs",
        "https://developers.fathom.ai/mcp-docs/claude",
        "https://registry.modelcontextprotocol.io/v0/servers?search=fathom"
      ],
      "record_url": "https://gtmmcps.com/tools/03-fathom"
    },
    {
      "id": "03-fireflies-ai",
      "name": "Fireflies.ai",
      "capability": "Records and transcribes meetings and exposes the data through an open GraphQL API and an in-app AI assistant (\"AskFred\") for summaries, search, and CRM writeback.",
      "api_access": "free",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://docs.fireflies.ai/getting-started/introduction",
        "https://docs.fireflies.ai/getting-started/quickstart",
        "https://guide.fireflies.ai/articles/8272956938-learn-about-the-fireflies-mcp-server-model-context-protocol",
        "https://guide.fireflies.ai/articles/3734844560-learn-about-the-fireflies-pricing-plans",
        "https://api.fireflies.ai/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/03-fireflies-ai"
    },
    {
      "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": "02-groove",
      "name": "Groove",
      "capability": "Salesforce-native sales engagement and prospecting platform - multichannel outbound automation and activity capture - operated as a module of the Clari revenue platform since its 2023 acquisition.",
      "api_access": "enterprise-only",
      "mcp_support": "unknown",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.clari.com/products/groove/",
        "https://marketbetter.ai/blog/groove-clari-review-2026/",
        "https://www.getmaxiq.com/blog/clari-salesloft-merger-guide",
        "https://www.salesloft.com/company/newsroom/clari-salesloft-forecasting-execution-mcp-server",
        "https://www.clari.com/pricing/",
        "https://registry.modelcontextprotocol.io/v0/servers?search=groove"
      ],
      "record_url": "https://gtmmcps.com/tools/02-groove"
    },
    {
      "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-jiminny",
      "name": "Jiminny",
      "capability": "Records, transcribes, and scores sales calls, syncing action items and summaries into the CRM.",
      "api_access": "enterprise-only",
      "mcp_support": "community",
      "last_checked": "2026-09-07",
      "sources": [
        "https://help.jiminny.com/en/articles/9527212-what-is-the-jiminny-api",
        "https://glama.ai/mcp/servers/fzheng0222/jiminny-mcp",
        "https://zapier.com/mcp/jiminny",
        "https://apitracker.io/a/jiminny",
        "https://www.jiminny.com/",
        "https://github.com/fzheng0222/jiminny-mcp",
        "https://mcp.jiminny.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/03-jiminny"
    },
    {
      "id": "02-kixie",
      "name": "Kixie",
      "capability": "Sales engagement / power-dialer platform (PowerCall) with multi-line parallel dialing, local-presence calling, and CRM-embedded calling/texting.",
      "api_access": "paid",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.kixie.com/developer/custom-crm-integration/",
        "https://www.kixie.com/features/kixie-powercall/",
        "https://www.kixie.com/sales-blog/claude-dialer-integration-with-kixie-for-ai-powered-outreach/",
        "https://www.kixie.com/pricing/"
      ],
      "record_url": "https://gtmmcps.com/tools/02-kixie"
    },
    {
      "id": "03-momentum",
      "name": "Momentum",
      "capability": "Turns sales call and CRM activity into automatic Slack deal-channel updates, deal-risk alerts, and CRM field updates (\"revenue orchestration\").",
      "api_access": "enterprise-only",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://www.momentum.io/",
        "https://docs.momentum.io/api-access",
        "https://www.momentum.io/pricing",
        "https://www.trustradius.com/products/dealmomentum/pricing"
      ],
      "record_url": "https://gtmmcps.com/tools/03-momentum"
    },
    {
      "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": "02-outreach",
      "name": "Outreach",
      "capability": "Sales engagement platform for building, running, and tracking multichannel outbound sequences (email, call, social) and rep activity, tied into a CRM.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-09-02",
      "sources": [
        "https://support.outreach.io/support/solutions/articles/159000425158-outreach-mcp-server-overview",
        "https://support.outreach.io/support/solutions/articles/159000426361-where-are-the-outreach-development-portal-and-api-documentation-",
        "https://developers.outreach.io/",
        "https://www.outreach.ai/product",
        "https://www.outreach.ai/pricing"
      ],
      "record_url": "https://gtmmcps.com/tools/02-outreach"
    },
    {
      "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"
    },
    {
      "id": "02-salesloft",
      "name": "Salesloft",
      "capability": "Sales engagement platform (merged with Clari in Dec 2025) for multichannel outbound cadences, call/email execution, and rep activity tracking that feeds forecasting.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-09-07",
      "sources": [
        "https://developers.salesloft.com/",
        "https://www.salesloft.com/company/newsroom/salesloft-mcp-server-revenue-data-ai-ecosystem",
        "https://www.salesloft.com/company/newsroom/clari-salesloft-forecasting-execution-mcp-server",
        "https://champions.salesloft.com/product-updates/august-2026-release-notes-605",
        "https://www.vendr.com/marketplace/salesloft",
        "https://www.salesloft.com/pricing",
        "https://mcp.salesloft.com/mcp"
      ],
      "record_url": "https://gtmmcps.com/tools/02-salesloft"
    },
    {
      "id": "03-salesroom",
      "name": "Salesroom",
      "capability": "Real-time AI video-conferencing platform for sales calls that coaches reps live against playbooks (MEDDIC, Challenger, BANT, Sandler) during the meeting.",
      "api_access": "unknown",
      "mcp_support": "none-found",
      "last_checked": "2026-09-02",
      "sources": [
        "https://ecosystem.hubspot.com/marketplace/listing/salesroom-by-salesroom-inc-1135699",
        "https://www.salesroom.com/",
        "https://www.salesroom.com/pricing"
      ],
      "record_url": "https://gtmmcps.com/tools/03-salesroom"
    },
    {
      "id": "01-surfe",
      "name": "Surfe",
      "capability": "A Chrome extension plus API that pulls contacts and companies off LinkedIn, runs them through a multi-vendor waterfall to find verified emails and mobile numbers, and pushes the records into a CRM.",
      "api_access": "enterprise-only",
      "mcp_support": "official",
      "last_checked": "2026-09-03",
      "sources": [
        "https://www.surfe.com/pricing/",
        "https://www.surfe.com/api/",
        "https://developers.surfe.com/mcp",
        "https://www.surfe.com/leadjet-becomes-surfe/",
        "https://intercom.help/surfe/en/articles/11681517-api-credits-quotas",
        "https://developers.surfe.com/public-015-create-people-bulk-enrichment"
      ],
      "record_url": "https://gtmmcps.com/tools/01-surfe"
    }
  ]
}