01
Briefed before the call
Ask for a brief on a company and get people, opportunities and notes from Twenty alongside tickets and invoices from elsewhere.
Twenty CRM + Memtro
Objects, fields and records from the open-source CRM.
List objects and fields, query records with filters, get a record. Works with self-hosted Twenty.
What you can do with Twenty CRM in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Twenty CRM tool, reads what it needs, and answers with the source cited.
02
Custom objects included
Query any object in the workspace with filters, in plain English.
- Objects and fields
- Query records with filters
- Get a record
Ask it like this
Questions people ask once Twenty CRM is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.
- ›Which opportunities close this month?
- ›Show me everything on Acme
Where it fits
Teams that get the most from Twenty CRM in Memtro, with the rest of their stack attached.
- SalesWalk into every call briefedAccount history, open tickets, invoices, the last email thread and what was decided internally, pulled together from the systems that hold them and remembered for next time.
- LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
- SupportAnswer tickets with the whole company behind youSupport teams spend their day switching tabs: the ticket in Help Scout, the customer in the CRM, the order in the warehouse, the invoice in Xero. Memtro reads the ticket and does the switching for them.
Better together
A record in Twenty CRM is rarely the whole story. Connect the systems that hold the rest and the agent cross-references them by default, then remembers what it learned so the next question starts further along.
Also in CRM and sales
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
How to connect
- 01Create an API key in Twenty
- 02Enter the workspace URL and key on Dashboard → Connections → Twenty
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Twenty CRM tools are the same everywhere.
Clients and agents →Questions
- Can Memtro change anything in Twenty CRM?
- No. The Twenty CRM connector is read-only: every tool reads, searches or lists. Nothing is created, sent, updated or deleted, and the credentials you give it should be read-only too.
- Who can use a Twenty CRM connection?
- A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
- Does Memtro store my Twenty CRM data?
- Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
- How do I connect Twenty CRM?
- Workspace URL and API key. Create an API key in Twenty.
Connect Twenty CRM in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.