Twenty Crm MCP Server
T

Twenty Crm MCP Server

An MCP server that connects Twenty CRM with AI assistants, supporting customer data management, search, and operations through natural language.
2.5 points
0

What is the Twenty CRM MCP Server?

This is a bridge server that connects Twenty CRM with AI assistants (such as Claude). It allows you to interact with CRM data using natural language without manually logging into the CRM system or memorizing complex operation processes. You can directly ask the AI assistant about customer information, create new contacts, update task status, etc., and all operations will be synchronously updated to your Twenty CRM in real-time.

How to use the Twenty CRM MCP Server?

First, you need to install Node.js and configure Claude Desktop, and then obtain the API key for Twenty CRM. After adding the server to the Claude configuration, restart Claude to start using it. You can directly issue instructions to Claude in natural language, such as 'View recent customers' or 'Create a new task'.

Applicable scenarios

Suitable for scenarios where sales teams quickly query customer information, customer support teams record interaction notes, managers track task progress, and marketing teams manage company information. It is especially suitable for users who need to frequently interact with the CRM but want to simplify the operation process.

Main Features

Complete data operations
Supports the creation, reading, updating, and deletion of people, companies, tasks, and notes, covering the core functions of the CRM.
Intelligent field discovery
Automatically identifies your Twenty CRM configuration and custom fields, adapting to your CRM structure without manual configuration.
Advanced search capabilities
Supports intelligent search across multiple object types, enabling complex queries and filtering through natural language.
Metadata access
Dynamically retrieves the CRM's architecture information and field definitions to help the AI assistant understand your data model.
Natural language interaction
Manage CRM data using simple conversation commands without learning a complex operation interface.
Real - time data synchronization
All changes are immediately synchronized to Twenty CRM, ensuring data consistency and timeliness.
Advantages
Significantly improve work efficiency: Quickly complete CRM operations through natural language, reducing click and navigation time.
No need to learn a complex interface: Directly tell the AI what you want to do without memorizing the CRM operation process.
Automatically adapt to changes: When you add custom fields in the CRM, the server will automatically identify and support them.
Seamless integration experience: Operate the CRM directly in your commonly used AI assistant environment without switching applications.
Lower the technical threshold: Non - technical users can easily manage CRM data.
Limitations
Requires Claude Desktop or other MCP - supported clients.
Depends on the availability and stability of the Twenty CRM API.
Complex data analysis functions may still require using the CRM's native interface.
Requires API key configuration, which may pose an initial setup threshold for users with no technical knowledge.

How to Use

Environment Preparation
Ensure that Node.js 18 or a higher version is installed and prepare the API key for Twenty CRM.
Obtain Server Code
Clone or download the Twenty CRM MCP server code to your local machine.
Install Dependencies
Enter the project directory and install the necessary dependency packages.
Configure Claude Desktop
Edit the Claude Desktop configuration file and add the server configuration and API key.
Restart and Start Using
Restart Claude Desktop, and then you can interact with the CRM using natural language.

Usage Examples

Customer follow - up for sales teams
Sales representatives need to quickly view customers to be followed up and record communication content.
Customer support records
Customer service staff need to record customer consultation questions and solutions.
Marketing event management
The marketing team needs to manage event participants and subsequent follow - up tasks.
Data quality check
Administrators need to check and improve the data integrity in the CRM.

Frequently Asked Questions

Do I need to pay to use this MCP server?
Is this server secure? Will my CRM data be leaked?
Does it support self - hosted Twenty CRM instances?
If I add custom fields in the CRM, do I need to re - configure the server?
Can it be used with other AI assistants besides Claude?
What should I do if I encounter an 'Authentication Error'?

Related Resources

Twenty CRM Official Documentation
Complete development documentation and API reference for Twenty CRM.
Model Context Protocol Specification
Official specification and description of the MCP protocol.
GitHub Repository
Source code and latest version of the server.
Claude Desktop Download
Official download page for the Claude Desktop client.
Twenty CRM Official Website
Official website and product information for Twenty CRM.

Installation

Copy the following command to your Client for configuration
{
  "mcpServers": {
    "twenty-crm": {
      "command": "node",
      "args": ["/path/to/twenty-crm-mcp-server/index.js"],
      "env": {
        "TWENTY_API_KEY": "your_api_key_here",
        "TWENTY_BASE_URL": "https://api.twenty.com"
      }
    }
  }
}
Note: Your key is sensitive information, do not share it with anyone.
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