The SuiteCRM_MCP is a powerful integration tool that allows AI assistants to interact with SuiteCRM for efficient lead management, contact operations, and streamlined CRM workflows. Enhance your sales and marketing efforts with this strong model context protocol server.
claude install lrtherond/SuiteCRM_MCPSuiteCRM_MCP is a Model Context Protocol server that connects AI assistants like Claude to SuiteCRM's JSON API v8, automating lead and contact management workflows. It enables creation, searching, updating, and conversion of leads, along with advanced contact operations including linking, assignment, and duplicate management. The server handles OAuth 2.0 authentication automatically and supports full CRUD operations across all SuiteCRM modules with relationship management. Sales teams benefit from streamlined workflows that reduce manual data entry and accelerate lead processing through AI-assisted operations. Installation is available via NPM, source code, or Docker, with straightforward configuration through environment variables.
Set up a SuiteCRM 8.x instance with JSON API enabled and create an OAuth2 client for API credentials. Configure environment variables (SUITECRM_URL, username, password, client ID/secret) and install via NPM or Docker. Add the server to Claude Desktop's config file, then use natural language commands to create leads, search contacts, update statuses, and manage relationships.
Automating lead entry into SuiteCRM
Retrieving contact information for sales calls
Managing CRM workflows through AI commands
Generating reports from SuiteCRM data
claude install lrtherond/SuiteCRM_MCPgit clone https://github.com/lrtherond/SuiteCRM_MCPCopy the install command above and run it in your terminal.
Launch Claude Code, Cursor, or your preferred AI coding agent.
Use the prompt template or examples below to test the skill.
Adapt the skill to your specific use case and workflow.
As a sales manager at [COMPANY], I need to manage leads and contacts in SuiteCRM. Use the SuiteCRM_MCP to [ACTION: e.g., 'find leads from the healthcare industry', 'update contact details', or 'create a new opportunity']. Provide a step-by-step guide with clear instructions.
## Lead Management in SuiteCRM ### Step 1: Access SuiteCRM 1. Log in to your SuiteCRM account using your credentials. 2. Navigate to the 'Leads' module from the dashboard. ### Step 2: Filter Leads by Industry 1. Click on the 'Filters' option in the top-right corner. 2. Select 'Industry' from the dropdown menu. 3. Choose 'Healthcare' as the industry. ### Step 3: View and Manage Leads 1. A list of leads from the healthcare industry will appear. 2. You can view, edit, or delete leads as needed. 3. To update a lead, click on the lead name and make the necessary changes. ### Step 4: Create a New Opportunity 1. From the lead detail view, click on the 'Create Opportunity' button. 2. Fill in the opportunity details such as name, amount, and expected close date. 3. Save the opportunity to associate it with the lead.
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