MCP for AI assistants

Connect your AI assistant to your CRM — search deals, update clients, and stay on top of follow-ups without leaving the chat.

Connect

Add enginuitySales in your assistant's server settings. The first time you connect, you'll sign in here and approve access — then head back to your chat.

mcp.json

{
  "mcpServers": {
    "enginuity": {
      "url": "https://crm.enginuitysales.com/mcp"
    }
  }
}

Install

Add enginuitySales CRM as a remote MCP server: https://crm.enginuitysales.com/mcp

On first connect your app opens the CRM sign-in page. Sign in, approve access, wait for success, close the tab, and return to your agent.

Discovery

https://crm.enginuitysales.com/mcp.json

Agent instructions

MCP clients receive a one-line server instruction on connect. Each tool has a full description for agents to read before calling it. View-only workspace members cannot run write tools.

Server instructions

enginuitySales CRM — search and manage clients, relationships, and opportunities; create notes and tasks; move pipeline stages. Respect workspace role: view-only members cannot write. Use list_pipeline_stages before change_stage.

Tools by entity

What your AI assistant can do once connected. Reading and searching work for everyone; creating or updating records needs write access in the workspace.

Clients

Tool	What it does
`search_clients`	Look up companies in your CRM by name. Handy when you remember part of a client name but not the exact record — you get back the id, name, and a link to open them in the app.
`get_client`	Pull up one company with the context you need before a call: linked contacts, how many open deals they have, and the rest of their profile.
`create_client`	Add a new company to your pipeline. You only need a name to get started; you can fill in industry, notes, and other fields later.
`update_client`	Change company details when something shifts — rename, fix a typo, or update fields. Send only what you want to change.

Relationships

Tool	What it does
`search_relationships`	Find people by name, email, or phone when you're prepping outreach or trying to match a lead to someone you already know.
`get_relationship`	Open one contact's full profile — who they work with, recent deals, and the story around that relationship.
`create_relationship`	Add a new person to the CRM. Link them to a company if you already know who they belong to.
`update_relationship`	Keep contact info current — email, phone, role, or anything else that changed since you last spoke.

Opportunities

Tool	What it does
`search_opportunities`	Hunt for deals by name, client, contact, or stage when your assistant needs to find the right opportunity quickly.
`get_opportunity`	Load one deal end to end: client, contacts, stage, value, close date, and what's already on the timeline.
`create_opportunity`	Start a new deal tied to a client (or client name). Add a contact link if you already know who owns the conversation.
`update_opportunity`	Tweak deal details as things move — title, notes, value, expected close date, whatever changed since the last update.
`change_stage`	Move a deal forward or backward in the pipeline. Check available stages first so you pick a valid one for this workspace.

Notes

Tool	What it does
`list_notes`	Read timeline notes on a deal so your assistant knows what already happened before suggesting the next step.
`create_note`	Leave an internal note on a deal — call recap, blocker, or anything the team should see on the timeline.

Tasks

Tool	What it does
`list_tasks`	See what's due on a deal or what's assigned to someone so follow-ups don't slip through the cracks.
`create_task`	Set a follow-up on a deal — call back Tuesday, send the proposal, whatever needs a due date.
`update_task`	Mark a task done, push the due date, or rename it when plans change.

Pipeline

Tool	What it does
`list_pipeline_stages`	See the stage names and ids in this workspace before moving a deal — stages can differ per workspace.