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.

→ Want to use this in Cursor? See FOR_USERS.md for install steps and MCP config you can share with others.

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):

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.