Kylas CRM MCP Server

Kylas CRM MCP Server

Enables management of Kylas CRM lead operations, including creating leads, searching and filtering records, and resolving user, product, or pipeline IDs. It provides specialized tools for monitoring idle leads and accessing lead schema instructions through natural language.

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README

Kylas CRM MCP Server (Lead Only)

Model Context Protocol server for Kylas CRM lead operations. Use it from Cursor, Claude Desktop, or any MCP client to create leads, search and filter leads, and look up users, products, and pipelines.

<!-- mcp-name: io.github.akshaykylas94/kylas-crm -->

Features

  • get_lead_field_instructions – Get lead schema (standard + custom fields, picklist IDs)
  • create_lead – Create a lead with dynamic fields from user context
  • search_leads – Search/filter leads by multiple criteria
  • lookup_users – Resolve user names to IDs (for owner, created by, etc.)
  • lookup_products – Resolve product names to IDs
  • lookup_pipelines / get_pipeline_stages – Resolve pipeline and stage for open/closed/won leads
  • search_idle_leads – Find leads with no activity for N days

Requirements

  • Python 3.10+
  • Kylas account and API key

Installation

pip install -e .
# or from PyPI (after publish): pip install kylas-crm-mcp

Configuration

Set environment variables (or use a .env file):

Variable Required Description
KYLAS_API_KEY Yes Your Kylas API key
KYLAS_BASE_URL No API base URL (default: https://api.kylas.io/v1)

Running the server

The server uses stdio transport (default for MCP). Run:

python -m kylas_crm_mcp
# or: python main.py  (when developing from repo root)

MCP clients (e.g. Cursor) typically start this process and communicate via stdin/stdout.

Docker

docker build -t kylas-crm-mcp .
docker run -e KYLAS_API_KEY=your_key -i kylas-crm-mcp

Development

pip install -e ".[dev]"
pytest

License

See repository for license information.

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