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Connectors · Category

CRM & sales MCP servers for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Blackbaud SKY API, Bitrix24, Microsoft Dynamics 365 and Keap (Infusionsoft) and more: 67 CRM & sales connectors and 16,855 actions behind one endpoint, 8,392 read, 6,269 write and 2,194 that wait for a confirmation. 113 ready-made plans sit in the store.

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

  • 67connectorsevery one a signed file
  • 16,855actions8,392 of them read
  • 2,194wait for a yesdestructive, confirmed first
  • 113ready-made plansinstallable by name

CRM & sales

Every CRM & sales connector.

Each page lists every action, what you provide to connect it, the prompts to try and the plans ready to install.

Counts are the number of actions in each connector's service file. Names are the vendors' own; no endorsement is implied.

One name across them

Learn it once. Ask every CRM & sales system.

The same job has the same name in each of these connectors. An agent learns crm.contact.get once, and actionlake maps it to whichever CRM & sales systems you connected.

one read, every system
do {
  action: "identity.user.list", limit: 50,
  intent: "one list across every connected CRM & sales system"
}
# a read fans out to every connected system
# with that name and merges the results;
# a write always names one service

One name · how many CRM & sales connectors answer

crm.contact.get45 of 67
identity.user.list44 of 67
crm.contact.list42 of 67
crm.contact.create42 of 67
crm.contact.update41 of 67
identity.user.get39 of 67

Entities they share, so ask can line them up

  • crm.contactA person at a company51
  • crm.companyA business the tenant works with45
  • identity.userA person who works for the tenant and can be assigned work42
  • crm.dealA named opportunity to win revenue from a company27
  • work.taskA single piece of work inside a project or list27
  • crm.leadAn unqualified party who might become a company16
  • comm.callA phone call, video meeting or recorded conversation15
  • commerce.productSomething the tenant sells — a good, a plan or a service14

Across your systems

CRM & sales, joined to everything else.

One ask fetches from two systems, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which contacts are in both Blackbaud SKY API and HaloPSA, and how many are in only one of them?

    Blackbaud SKY API + HaloPSA · on crm.contact

  • Which contacts are in both Blackbaud SKY API and NetSuite, and how many are in only one of them?

    Blackbaud SKY API + NetSuite · on crm.contact

ask
ask {  intent: "which contacts are in both Blackbaud SKY API and HaloPSA, and how many are in only one of them",  steps: [    { action: "blackbaud_sky.constituent.list_constituents", as: "people", input: {}, limit: 100, max_pages: 5 },    { action: "halopsa.users.list", as: "people2", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "people",        right: "people2",        on: "crm.contact",        group_by: "people.email",        select: ["people.email", "count(people2.id) as in_halopsa"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Give your agent every CRM & sales system.

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.