MCP For Claude Marketplace
SugarCRM (Enterprise CRM & Customer Success API)

SugarCRM (Enterprise CRM & Customer Success API) MCP Connector for Claude

A+

Manage SugarCRM records, relationships, and customer data directly from your AI agent.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your SugarCRM instance to any AI agent to streamline your customer success and sales operations. This server provides a comprehensive set of tools to interact with your CRM data using natural language.

What you can do

  • Record Management — List, create, retrieve, update, and delete records across any SugarCRM module (Accounts, Contacts, Leads, etc.)
  • Relationship Mapping — List related records and manage links between different entities to understand the full customer journey
  • Advanced Filtering — Query specific data using complex JSON filters to find exactly what you need
  • Data Analytics — Count records matching specific criteria to generate quick reports and insights
  • Bulk Operations — Handle complex workflows with support for bulk requests and relationship management

How it works

  1. Subscribe to this server
  2. Provide your SugarCRM Instance URL, Username, and Password
  3. Start managing your enterprise CRM data from Claude, Cursor, or any MCP client

Who is this for?

  • Sales Teams — quickly update lead statuses and log interactions without leaving your workflow
  • Customer Success Managers — retrieve account history and related contacts instantly
  • Data Analysts — query and count records across modules for rapid reporting
crmcustomer-successenterprise-salesrecord-managementsugarcrm

10 tools expose this connector's capabilities to your AI agent.

bulk_request

Execute multiple API calls in a single request

count_records

Count records matching a filter in a module

create_record

Create a new record in a SugarCRM module

delete_record

Delete a specific SugarCRM record

get_record

Retrieve a specific SugarCRM record by ID

link_record

Create a relationship to an existing record

list_records

g., Accounts, Contacts). Supports complex filtering via JSON. List filtered records for a specific SugarCRM module

list_related_records

List related records for a specific link

unlink_record

Remove a relationship between records

update_record

Update an existing SugarCRM record

See how to talk to your AI agent using SugarCRM (Enterprise CRM & Customer Success API).

List the first 5 accounts from SugarCRM.

I've retrieved the first 5 accounts. They include 'Nelson Inc', 'Global Tech', and 'Apex Corp'. Would you like to see the details for any of these?

Count how many Leads we have in the system.

There are currently 1,250 leads recorded in your SugarCRM instance.

Show me all contacts related to Account ID 'acc_123'.

I've found 3 contacts related to that account: John Doe, Jane Smith, and Robert Brown. Do you need the contact info for any of them?

Yes! Use the `list_records` tool with a JSON filter string. For example, you can pass `[{"name": "Nelson Inc"}]` to find specific accounts matching that name.

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