OnePageCRM MCP server

What the model can do

OnePageCRM contacts with their next actions, deals, notes, companies, statuses and users; can create and update contacts, add notes, set, update, complete and delete next actions, log calls and meetings, open and update deals, change a contact's status, owner or tags, close a sales cycle, update a company, and delete a contact or deal.

Reads

• onepagecrm_list_contactsOnePageCRM contacts across the team (not only the connection user's): name, job title, company, first email, status, tags, lead source…
• onepagecrm_get_contactOne OnePageCRM contact by id, with its next actions, pending deals and most recent notes.
• onepagecrm_list_actionsNext actions (OnePageCRM's to-dos): text, status (asap, date, date_time, waiting, queued), due date, assignee and contact.
• onepagecrm_list_dealsDeals: name, contact, owner, status (pending, won, lost), stage, amount (per month for multi-month deals) and total, expected and actual close dates.
• onepagecrm_list_notesNotes logged against contacts, newest first: date, author, the text (cut to 600 characters) and any linked deal.
• onepagecrm_list_companiesCompanies (organisations in the app): name, website, how many contacts and pending and won deals.
• onepagecrm_list_usersUsers on the OnePageCRM account, with the ids that owner_id, assignee_id and author fields refer to.
• onepagecrm_list_statusesThe account's contact statuses (Lead, Prospect, Customer… as configured)…

Acts, when you ask

These change something in OnePageCRM. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

• onepagecrm_add_noteLogs a note against a OnePageCRM contact — what was discussed, decided or learned.
• onepagecrm_create_actionSets a next action on a OnePageCRM contact — the step to take, at most 140 characters, ASAP, on a date, at a time, waiting-for or queued.
• onepagecrm_log_callRecords a phone call that already happened with a OnePageCRM contact, with what was said and its result.
• onepagecrm_create_dealOpens a pending deal on a OnePageCRM contact: a name (at most 60 characters), an amount (per month when months is above 1)…
• onepagecrm_create_contactCreates a OnePageCRM contact: a last name or a company name (one is required), and optionally first name, job title, emails, phones, tags, status…
• onepagecrm_update_contactChanges fields on a OnePageCRM contact by id; only the fields given change (sent with partial=true).
• onepagecrm_change_contact_statusMoves a OnePageCRM contact to another of the account's statuses (ids from onepagecrm_list_statuses).
• onepagecrm_change_contact_ownerGives a OnePageCRM contact to another user of the account (ids from onepagecrm_list_users); it moves into their list.
• onepagecrm_add_contact_tagAdds one of the account's existing tags to a OnePageCRM contact (matched case-insensitively), keeping its other tags.
• onepagecrm_remove_contact_tagRemoves a tag from a OnePageCRM contact, leaving its other tags.
• onepagecrm_close_sales_cycleCloses the sales cycle on a OnePageCRM contact (you are no longer selling to them), with an optional comment of at most 140 characters.
• onepagecrm_log_meetingRecords a meeting that already happened with a OnePageCRM contact: what was discussed, where and when.
• onepagecrm_complete_actionMarks a OnePageCRM next action as done.
• onepagecrm_update_actionRewords, reschedules or reassigns a OnePageCRM next action by id; only the fields given change (partial=true).
• onepagecrm_update_dealUpdates a OnePageCRM deal by id; only the fields given change (partial=true): name, amount, months, cost, stage, status (pending, won or lost)…
• onepagecrm_update_companyUpdates a OnePageCRM company by id; only the fields given change (partial=true): name, description, website or phone.
• onepagecrm_delete_dealPermanently deletes a OnePageCRM deal by id; the API documents no restore.
• onepagecrm_delete_contactDeletes a OnePageCRM contact by id, with its notes, actions and deals out of view.
• onepagecrm_delete_actionDeletes a OnePageCRM next action by id.

Connect it

First connect OnePageCRM on Dashboard → Connections, then add Memtro to your client once. The OnePageCRM tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared OnePageCRM connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

• › What is the next action on Priya Sharma, and when is it due?
• › Which deals are pending this quarter, and at what stage?
• › What notes did the team log against BigCo last month?
• › Log a call with Dan Fletcher: interested, wants a quote by Friday
• › Mark the Acme annual licence deal as won

Questions

Is this an official OnePageCRM MCP server?

No. It is Memtro's MCP server with Memtro's OnePageCRM connector behind it: the connector reads OnePageCRM through its API with the credentials you connect on Dashboard → Connections, and OnePageCRM publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.

What does it cost?

Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.

Can it change anything in OnePageCRM?

Only when you ask, and only what it has been granted: add a note to a contact; set a next action on a contact; log a call that happened with a contact; open a pending deal on a contact; create a contact; update a contact's fields; change a contact's status; give a contact to another user; add a tag to a contact; remove a tag from a contact; close a contact's sales cycle; log a meeting that happened with a contact; mark a next action done; reword, reschedule or reassign a next action; update a deal, including marking it won or lost; update a company; delete a deal permanently; delete a contact (restorable within the plan's window); delete a next action. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.

Which clients work?

Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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