Model Context Protocol

CRM Lead MCP Server

Connect Codex or Claude to create one lead or securely process a CSV or Excel file with row-level results.

Health
/api/health
MCP endpoint
/api/mcp
Transport
Streamable HTTP

Customer setup

Connect your AI client

3 steps
  1. 1

    Save your CRM credentials

    Run this in PowerShell, then restart your AI client.

    setx CRM_CLIENT_ID "your-client-id"
setx CRM_CLIENT_SECRET "your-client-secret"
  2. 2

    Choose your client

    Codex

    Add this to ~/.codex/config.toml:

    [mcp_servers.mca_mcp]
enabled = true
url = "https://mcp.toolkitmaster.com/api/mcp"
env_http_headers = { "X-CRM-Client-ID" = "CRM_CLIENT_ID", "X-CRM-Client-Secret" = "CRM_CLIENT_SECRET" }
    Claude Code

    Run this command in PowerShell:

    claude mcp add --transport http crm-leads https://mcp.toolkitmaster.com/api/mcp `
  --header "X-CRM-Client-ID: your-client-id" `
  --header "X-CRM-Client-Secret: your-client-secret"
  3. 3

    Test, then create leads

    Start a new conversation and use these prompts:

    Use mca_mcp to test CRM authentication.Use mca_mcp to create a lead for John Doe at Acme Corporation. Use Acme Corporation as the DBA.Use mca_mcp to process C:\Data\leads.xlsx and return the status for every row.

Keep your client secret private. Use this service over HTTPS outside local development.