The twenty-mcp-server is an AI-powered toolkit designed for integration with the Twenty CRM API. It simplifies CRM operations, enhancing productivity and enabling efficient data management for sales teams.
claude install oumnya/twenty-mcp-serverThe twenty-mcp-server is an AI-powered toolkit that integrates with the Twenty CRM API to streamline customer relationship management operations. It simplifies CRM workflows and enables efficient data management, helping sales teams work more productively. By connecting AI capabilities to Twenty CRM, this skill automates routine tasks and improves operational efficiency for sales-focused teams.
["Install and configure the twenty-mcp-server: Run `pip install twenty-mcp-server` and authenticate using your Twenty CRM API key. Ensure your API key has the necessary permissions (e.g., read/write access to deals, contacts, and pipelines).","Identify your use case: Determine what CRM data you need to fetch, update, or sync. Common actions include retrieving pipeline metrics, updating contact details, or syncing data with another tool (e.g., Salesforce, HubSpot).","Run the command: Use the prompt template above, replacing [ACTION] and [COMPANY_NAME] with your specific needs. For example, to fetch deals, use: 'Use the twenty-mcp-server to fetch all open deals in the 'Enterprise' pipeline for Acme Corp and summarize the total contract value and average deal size.'","Review and act on the output: The AI will return structured data (e.g., deal summaries, pipeline metrics). Use this to inform your next steps, such as following up with high-value deals or reallocating resources.","Automate repetitive tasks: For ongoing CRM management, set up scheduled scripts (e.g., daily syncs) using the twenty-mcp-server to keep your data up-to-date without manual intervention."]
Automating CRM data entry
Integrating CRM with other tools
Enhancing sales workflows
Generating sales reports
claude install oumnya/twenty-mcp-servergit clone https://github.com/oumnya/twenty-mcp-serverCopy 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.
Use the twenty-mcp-server to [ACTION] for [COMPANY_NAME] in the Twenty CRM. [ACTION] could be: fetch recent deals, update a contact's details, retrieve pipeline metrics, or sync data between Twenty and another system. Example: 'Use the twenty-mcp-server to fetch all open deals in the 'Enterprise' pipeline for [COMPANY_NAME] and summarize the total contract value and average deal size.'
Here’s the output from querying the twenty-mcp-server for Acme Corp’s open deals in the 'Enterprise' pipeline: **Pipeline Summary for Acme Corp (Enterprise Pipeline)** - **Total Open Deals:** 12 - **Total Contract Value (TCV):** $4,850,000 - **Average Deal Size:** $404,167 **Top 3 Deals by Value:** 1. **Acme Corp - Global Expansion** - Deal Value: $1,200,000 - Stage: Negotiation - Owner: Sarah Chen - Next Action: Finalize contract by EOD Friday 2. **Acme Corp - Digital Transformation** - Deal Value: $950,000 - Stage: Proposal/Price Quote - Owner: Michael Rodriguez - Next Action: Schedule follow-up call with CFO 3. **Acme Corp - Data Analytics Platform** - Deal Value: $850,000 - Stage: Discovery - Owner: Priya Patel - Next Action: Send case study to decision-maker **Key Insights:** - 60% of deals are in later stages (Negotiation or Proposal), indicating strong momentum. - The 'Global Expansion' deal is 24% above the average deal size, suggesting high complexity or strategic importance. - Two deals (Digital Transformation and Data Analytics Platform) are owned by the same AE (Michael Rodriguez), which may require workload balancing. **Recommended Next Steps:** 1. Prioritize the 'Global Expansion' deal by assigning a dedicated solution architect to accelerate the negotiation. 2. For the 'Digital Transformation' deal, prep a tailored ROI calculator to address the CFO’s concerns during the follow-up call. 3. Assign a junior AE to assist Michael Rodriguez with the 'Data Analytics Platform' deal to ensure timely progression. *Data pulled at 2024-05-20 14:30 UTC. Next sync scheduled for 2024-05-27.*
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