SuiteCRM_MCP

🥈Silver

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.

800Updated 4d ago

Intermediate15 minutes to implementsales

Saves ~300 min per use

Quick InstallView Source

claude install lrtherond/SuiteCRM_MCP

Works with:

ChatGPTGitHub Copilot

Overview

About This Skill

Use Cases

Automating lead entry into SuiteCRM

Retrieving contact information for sales calls

Managing CRM workflows through AI commands

Generating reports from SuiteCRM data

Best For

SDRAEMarketingRevOps

Setup & Installation

Quick Install

Terminal

claude install lrtherond/SuiteCRM_MCP

Alternative Install (Git Clone)

git clone https://github.com/lrtherond/SuiteCRM_MCP

Requirements

Claude Code or compatible AI agent
Works with: ChatGPT, GitHub Copilot

Quick Start Guide

Install the Skill

Copy the install command above and run it in your terminal.

Open Your AI Agent

Launch Claude Code, Cursor, or your preferred AI coding agent.

Try It Out

Use the prompt template or examples below to test the skill.

Customize

Adapt the skill to your specific use case and workflow.

Usage Examples

Prompt Template

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.

Example Output

## 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.