# Obriym CRM MCP server

Operate Obriym CRM from your AI assistant: leads, deals, orders, products, dashboard, reports.

## Links
- Registry page: https://www.getdrio.com/mcp/com-obriym-crm-mcp
- Repository: https://github.com/SerhiiOberemchuk/obriym-crm
- Website: https://obriym-crm.com/integrations/mcp

## Install
- Endpoint: https://obriym-crm.com/api/mcp
- Auth: Not captured

## Setup notes
- Remote endpoint: https://obriym-crm.com/api/mcp

## Tools
- search_leads (Search leads) - List and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated. Returns summary rows (id, name, contact, company, status, source, assignee, tags, next-action, isStale, timestamps) plus pagination { page, perPage, total }, newest first. Use get_lead to fetch notes, position and score for one lead by id. Endpoint: https://obriym-crm.com/api/mcp
- get_lead (Get lead) - Fetch one CRM lead in the selected workspace by lead id, including status, source, assignee, tags, custom fields, score, notes and next action. Use search_leads first when you only know a name, email, phone or company. Endpoint: https://obriym-crm.com/api/mcp
- search_deals (Search deals) - List and search pipeline deals, filtered by stage/owner/company/contact/stale and paginated. Returns summary rows (id, title, stage, amount, probability, owner, company, contact, next-action, isStale) plus pagination { page, perPage, total }. Use get_deal to fetch one deal's full detail by id. Endpoint: https://obriym-crm.com/api/mcp
- get_deal (Get deal) - Fetch one pipeline deal in the selected workspace by deal id, including stage, value, probability and linked company/contact data when present. Use search_deals first when you only know the title or related customer. Endpoint: https://obriym-crm.com/api/mcp
- list_orders (List orders) - List this workspace's orders, filtered by status/customer/created-date and paginated. Returns summary rows (externalId, status, currency, totalAmount, itemCount, timestamps) plus pagination { page, perPage, total }, newest first. Use get_order to fetch one order's full detail (line items, payments, shipments, returns) by externalId. Endpoint: https://obriym-crm.com/api/mcp
- get_order (Get order) - Fetch full order detail in the selected workspace by externalId, including line items, payments, shipments and returns. Use list_orders first when you only know the customer or date. Endpoint: https://obriym-crm.com/api/mcp
- search_products (Search products) - List and search active catalog products, filtered by category/brand/price/stock/tag/type and paginated. Returns summary rows (id, name, sku, type, price, currency, unit, stock, category, brand) plus pagination { page, perPage, total }. Use get_product to fetch one product's full detail by id or SKU. Endpoint: https://obriym-crm.com/api/mcp
- get_product (Get product) - Fetch one catalog product in the selected workspace by product id or SKU — returned in any status (draft, active, or archived; check the status field), including price, stock, category and brand fields. Provide exactly one known identifier; use search_products first when unsure (search covers active products only). Endpoint: https://obriym-crm.com/api/mcp
- get_dashboard_overview (Get dashboard overview) - Return the operational 'what needs attention today' snapshot for this workspace: active/qualified/stale lead counts, pipeline value, weighted forecast and overdue activities. Takes no arguments. Use get_report for period trend analytics instead. Endpoint: https://obriym-crm.com/api/mcp
- get_report (Get report) - Return one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, or revenue_trend. Each returns aggregated rows (no per-record data); days tunes the look-back for conversion/team reports and months the span for revenue_trend. Use get_dashboard_overview for today's operational snapshot instead. Endpoint: https://obriym-crm.com/api/mcp
- search_contacts (Search contacts) - List and search this workspace's contacts, filtered by company/owner/tag, sorted and paginated. Returns summary rows (id, firstName, lastName, email, phone, jobTitle, company, owner, tags) plus pagination { page, perPage, total }. Use get_contact to fetch one contact's full detail by id. Endpoint: https://obriym-crm.com/api/mcp
- get_contact (Get contact) - Fetch one CRM contact in the selected workspace by contact id, including company, owner, tags and communication fields when present. Use search_contacts first when you only know a name, email or phone. Endpoint: https://obriym-crm.com/api/mcp
- search_companies (Search companies) - List and search this workspace's companies, filtered by industry/status/owner, sorted and paginated. Returns summary rows (id, name, industry, size, status, owner, contactCount) plus pagination { page, perPage, total }. Use get_company to fetch one company's full detail by id. Endpoint: https://obriym-crm.com/api/mcp
- get_company (Get company) - Fetch one CRM company in the selected workspace by company id, including status, industry, owner and contact links when present. Use search_companies first when you only know the company name. Endpoint: https://obriym-crm.com/api/mcp
- list_activities (List activities) - List this workspace's activities (tasks, calls, meetings, emails, notes), filtered by type/assignee/overdue/completion/linked-entity and paginated. Returns summary rows (id, type, title, priority, dueDate, completed, assignee, linked lead/contact/company/deal, isOverdue) plus pagination { page, perPage, total }. Use get_activity to fetch one activity's full detail by id. Endpoint: https://obriym-crm.com/api/mcp
- get_activity (Get activity) - Fetch one CRM activity in the selected workspace by activity id, including type, due date, completion state, assignee and linked entity. Use list_activities first when you only know the related lead/deal/contact. Endpoint: https://obriym-crm.com/api/mcp
- list_customers (List customers) - List CRM customers (companies with a won deal or delivered order), filtered by health/lifetime-value/won-deal count, sorted and paginated. Returns summary rows (companyId, name, health, lifetimeValue, wonDeals, lastActivity, owner) plus pagination { page, perPage, total }. Use get_customer to fetch one customer's detail by company id. Endpoint: https://obriym-crm.com/api/mcp
- get_customer (Get customer) - Fetch one CRM customer summary in the selected workspace by company id, including health, lifetime value and won-deal metrics. Use list_customers first when you only know the company name. Endpoint: https://obriym-crm.com/api/mcp
- get_workspace_info (Get workspace info) - Show which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type, and granted scopes. Call this when the user asks 'which account or workspace am I connected to?'. Sign-in connections can use list_workspaces and select_workspace to see or change the bound workspace. Endpoint: https://obriym-crm.com/api/mcp
- create_lead (Create lead) - Create a lead. Idempotent by externalId (re-sending the same externalId returns the existing lead). Requires an email or phone. Enforces the workspace plan limit; the result echoes the workspace it landed in. Use update_lead to change it afterward. Endpoint: https://obriym-crm.com/api/mcp
- update_lead (Update lead) - Update fields on an existing lead by id. Provide a patch with at least one field. Use search_leads first to find the lead id. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- create_deal (Create deal) - Create a pipeline deal. Requires a stageId, title, and next-action note. Use list_pipeline_stages for the stageId, and search_companies/search_contacts to link a company or contact. Enforces the workspace plan limit; the result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- create_activity (Create activity) - Create an activity (task, call, meeting, email, or note). Must link to at least one lead, contact, company, or deal — use search_leads/search_contacts/search_companies/search_deals to get the entity id. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- update_order_status (Update order status) - Move an order to a new status by externalId. Only valid transitions from the current status are allowed. Use list_orders to find the externalId and get_order to see the current status. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- create_contact (Create contact) - Create a contact (person). Use search_companies for the companyId to link an employer. Enforces the workspace plan limit and validates the company/owner links; the result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- update_contact (Update contact) - Update fields on a contact by id. Provide a patch with at least one field. Use search_contacts first to find the contact id. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- create_company (Create company) - Create a company (B2B account). The company name must be unique in the workspace. Enforces the workspace plan limit; the result echoes the operating workspace. Use search_companies first to avoid creating a duplicate. Endpoint: https://obriym-crm.com/api/mcp
- update_company (Update company) - Update fields on a company by id. Provide a patch with at least one field. Use search_companies first to find the company id. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- complete_activity (Complete activity) - Mark an activity (task, call, or meeting) as completed by its id. Use list_activities first to find the activity id. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- convert_lead (Convert lead) - Convert a lead into a contact, company, and/or deal (select at least one via the input flags). Sets the lead status to converted. Use search_leads first to find the lead id. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- assign_lead (Assign lead) - Assign a lead to a workspace member by user id, or pass assignedTo=null to unassign. Use search_leads to find the lead id and get_workspace_info to confirm the operating workspace. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- transition_deal (Transition deal) - Move a deal to a pipeline stage by its id. Closed-lost stages require a lostReason. Use search_deals for the deal id and list_pipeline_stages for the target stageId. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- create_order (Create order) - Create an order with line items. Idempotent by externalId — use a stable unique id such as 'mcp-<uuid>' (re-sending returns the existing order). Enforces the workspace plan limit; the result echoes the operating workspace. Items snapshot productName/sku/unitPrice; use search_products first to quote real products. Endpoint: https://obriym-crm.com/api/mcp
- add_order_item (Add order item) - Add a line item to an existing order by its externalId. Recomputes the order total. Use list_orders or create_order for the order externalId, and search_products to quote a real product. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- update_order_item (Update order item) - Update a line item on an order (quantity, unit price, discount, name, or SKU). Recomputes the order total. Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- remove_order_item (Remove order item) - Remove a line item from an order. Recomputes the order total. Use get_order to find the order's externalId and the item's itemId. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- list_pipeline_stages (List pipeline stages) - List this workspace's pipeline stages in order, with each stage's id, name, kind, default probability, WIP limit and position. Use configure_pipeline to change a stage, and the stage id here as the stageId for create_deal / transition_deal. Endpoint: https://obriym-crm.com/api/mcp
- configure_pipeline (Configure pipeline stage) - Update an existing pipeline stage's name, default probability, or WIP limit. Provide the stage id (from list_pipeline_stages) and the fields to change. Stage order and terminal behavior are fixed. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- list_lead_sources (List lead sources) - List this workspace's lead sources (built-in plus custom), with each source's key, label and active state. Pass includeInactive to also return archived sources. Use set_lead_sources to add or archive a source; use a source key here as the source filter for search_leads. Endpoint: https://obriym-crm.com/api/mcp
- set_lead_sources (Set lead source) - Create or update a workspace lead source: set its label and active state by key (built-in or custom, lowercase_with_underscores). Idempotent — re-sending the same key updates it. Archiving the fallback 'other' source is not allowed. Use list_lead_sources to see current sources. The result echoes the operating workspace. Endpoint: https://obriym-crm.com/api/mcp
- list_workspaces (List workspaces) - List every workspace the connected user belongs to (id, name, role) and mark which one this connection currently operates. OAuth sign-in connections only. Use select_workspace to switch. Endpoint: https://obriym-crm.com/api/mcp
- select_workspace (Select workspace) - Re-bind this OAuth connection to the workspace selected by the user. Takes effect on the next tool call. Use the organizationId returned by list_workspaces or by WORKSPACE_SELECTION_REQUIRED; never invent or guess it. Endpoint: https://obriym-crm.com/api/mcp

## Resources
Not captured

## Prompts
- triage_stale_leads - Triage stale leads Find stale leads and set or propose a concrete next action for each.
- pipeline_review - Pipeline review Review the open pipeline and surface stalled deals.
- daily_briefing - Daily CRM briefing Today's CRM briefing: what needs attention and the top next actions.
- qualify_lead - Qualify a lead Qualify a specific lead and convert it into the right records. Arguments: leadId

## Metadata
- Owner: com.obriym-crm
- Version: 1.3.5
- Runtime: Streamable Http
- Transports: HTTP
- License: Not captured
- Language: Not captured
- Stars: Not captured
- Updated: Aug 1, 2026
- Source: https://registry.modelcontextprotocol.io