CRM Connector
AI agents that automate your workflows inside your CRM, field service and accounting apps, and integrations that sync them.
MCP serverProductivitySales & CRMDevOps & infra4 viewslaunched Nov 10, 2026
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0CRM ConnectorMaker
What additional systems or features would improve CRM Connector for your workflows?
About CRM Connector
The integration hub for your CRM, field service and accounting apps, used straight from Claude. One connector with two parts: AI agents inside one of your systems, and integrations between two of them.
AI agents inside your system - Ask about your contacts, deals, quotes, invoices and jobs, and get answers from your live data - Make changes in plain words: update fields, move deals, add notes and tasks, link records. Every change is shown first and only happens after your yes, with a change log and undo - Automations: rules such as "when a deal is won, add a task for the team", approved once and then run by the platform on its own - Try a saved agent for free on your own records before you switch it on
Integrations between your systems - Plan an integration in the chat: which records travel, in which direction and when - Contacts, invoices, quotes, deals and jobs stay in sync between your CRM, accounting and field service apps - Check your integrations, run them now and solve conflicts without leaving Claude
No technical knowledge needed: you sign in to your systems in CRM Connector, and the setup is prefilled from the conversation.
Don't see your system? Ask Claude to request it. Requesting is free, and we build it for you.
How it was built with Claude
I designed the architecture of CRM Connector myself: how the platform is split into projects, how the integration engine works, and the coding rules everything follows.
I used Claude in three ways:
- To analyze APIs: Claude read each system's API documentation and specs, and worked out the endpoints, limits and quirks before I built a connector
- To write code: within my architecture and rules, Claude wrote most of the implementation
- To test: Claude built checks that run every call against a fake version of each API before anything touches a real account
Then I reviewed the code with my own development knowledge, so everything that ships meets my standards. Claude made me much faster, but the design and the final say are mine.
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Overview
Who is it for?
Small businesses and agencies that run on a CRM, an accounting app or field service software, and want AI to handle the admin without writing code.
Problem
Customer data lives in several systems that drift out of sync, and keeping them up to date means hours of copying and repetitive admin. Most automation tools expect you to be technical.
Solution
AI agents work inside one of your systems: they answer questions about your records and make the changes you ask for, each one shown first. Automations run fixed rules on their own. Integrations keep two systems in sync on a schedule. All of it is set up by chatting in ChatGPT or Claude.
What makes it unique
You plan everything in a conversation instead of a settings screen, and nothing changes without your yes. You can try an AI agent for free on your own records, and test an integration on sample records, before paying anything.
The maker
Maker · @accounts
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