Conduyt CRM

Conduyt CRM tools for AI agents: contacts, deals, pipelines, tasks, automations, messaging, reports

AI & MLv4.74.0

Conduyt MCP Server

The official Model Context Protocol server for Conduyt CRM. It lets Claude, ChatGPT and any MCP-compatible AI agent work with your Conduyt account: contacts, deals, pipelines, tasks, automations, messaging, bookings and reports.

This repository mirrors the published npm package conduyt-mcp (version 4.71.0), which is the source of truth. It contains the compiled server in dist/.

Quick start

You need a Conduyt account and an API key. Create the key in Conduyt under Settings > API Keys. Keys start with cdy_.

Add Conduyt to your MCP client config (Claude Desktop: claude_desktop_config.json; Claude Code: .mcp.json):

{
  "mcpServers": {
    "conduyt": {
      "command": "npx",
      "args": ["-y", "conduyt-mcp"],
      "env": {
        "CONDUYT_API_URL": "https://conduyt.app",
        "CONDUYT_API_KEY": "cdy_your_key_here"
      }
    }
  }
}

Requires Node.js 18 or later. The server runs locally over stdio.

Authentication

Every tool call uses your API key. Keys support three tiers:

  • read: GET requests only
  • write: GET, POST and PATCH
  • admin: full access, including DELETE

Scopes can be restricted to specific modules (contacts, deals, tasks and so on). The agent can only do what the key allows; conduyt_check_permissions shows the current key's access.

Environment variables

VariableRequiredDescription
CONDUYT_API_URLYesBase URL, https://conduyt.app
CONDUYT_API_KEYYesAPI key starting with cdy_
CONDUYT_TIMEOUT_MSNoRequest timeout in milliseconds
CONDUYT_MAX_RESPONSE_BYTESNoCap on the size of a tool result

Tools

292 tools, grouped by module. Each tool's description and parameter schema are served to your agent by the MCP tools/list call. Use conduyt_api_catalog to discover the underlying REST endpoints.

  • Account exports: conduyt_scheduled_export_get_settings, conduyt_scheduled_export_update_settings, conduyt_account_exports_list
  • Activities: conduyt_list_activities, conduyt_create_activity
  • Ai: conduyt_ai_insights
  • Ai extended: conduyt_ai_compose_email, conduyt_ai_enrich_contact, conduyt_ai_summarize_contact, conduyt_ai_chat, conduyt_ai_improve_email, conduyt_ai_deal_insights, conduyt_ai_conversation_intelligence, conduyt_ai_call_disposition, conduyt_ai_agenda, conduyt_ai_plan_actions, conduyt_ai_execute_actions, conduyt_reply_suggestion, conduyt_reply_suggestion_decide, conduyt_ai_daily_brief, conduyt_ai_next_actions, conduyt_ai_feed, conduyt_ai_usage, conduyt_ai_task_import_and_enroll, conduyt_ai_task_segment_and_act, conduyt_ai_task_pipeline_cleanup
  • Automations: conduyt_list_automations, conduyt_get_automation, conduyt_create_automation, conduyt_update_automation, conduyt_publish_automation, conduyt_resolve_names
  • Batch operations: conduyt_create_batch_operation, conduyt_list_batch_operations, conduyt_get_batch_operation, conduyt_cancel_batch_operation
  • Booking pages: conduyt_list_booking_pages, conduyt_get_booking_page, conduyt_create_booking_page, conduyt_update_booking_page
  • Bulk: conduyt_ai_import_contacts, conduyt_export_contacts, conduyt_export_deals, conduyt_bulk_tag_contacts, conduyt_bulk_untag_contacts, conduyt_bulk_edit_contacts, conduyt_bulk_update_contacts, conduyt_bulk_delete_contacts, conduyt_bulk_delete_contacts_matching, conduyt_bulk_dnc_contacts, conduyt_bulk_edit_deals, conduyt_bulk_update_deals, conduyt_import_preflight
  • Calendar: conduyt_list_calendars, conduyt_list_appointments, conduyt_get_appointment, conduyt_create_appointment, conduyt_update_appointment, conduyt_appointment_outcome, conduyt_appointment_outcome_undo
  • Call flows: conduyt_list_call_flows, conduyt_get_call_flow, conduyt_create_call_flow, conduyt_update_call_flow, conduyt_delete_call_flow, conduyt_validate_call_flow, conduyt_publish_call_flow, conduyt_unpublish_call_flow, conduyt_simulate_call_flow, conduyt_call_flow_roster, conduyt_list_ring_groups, conduyt_get_ring_group, conduyt_create_ring_group, conduyt_update_ring_group, conduyt_delete_ring_group, conduyt_release_ring_group_number, conduyt_list_call_flow_numbers, conduyt_get_call_flow_wiring, conduyt_wire_call_flow_number, conduyt_release_call_flow_tombstone, conduyt_upload_call_flow_audio, conduyt_list_call_flow_functions, conduyt_create_call_flow_function, conduyt_update_call_flow_function, conduyt_delete_call_flow_function, conduyt_test_call_flow_function
  • Calls: conduyt_list_calls, conduyt_get_call, conduyt_get_post_call_insight, conduyt_sync_local_presence
  • Companies: conduyt_list_companies, conduyt_get_company, conduyt_create_company, conduyt_update_company
  • Contacts: conduyt_list_contacts, conduyt_get_contact, conduyt_create_contact, conduyt_update_contact, conduyt_delete_contact, conduyt_add_tags, conduyt_link_contact_to_deal, conduyt_verify_line_type
  • Custom fields: conduyt_list_custom_fields, conduyt_create_custom_field, conduyt_update_custom_field, conduyt_delete_custom_field, conduyt_get_contact_table_defaults, conduyt_set_contact_table_defaults
  • Dashboard: conduyt_dashboard
  • Dashboards: conduyt_list_dashboards, conduyt_create_dashboard, conduyt_get_dashboard, conduyt_update_dashboard, conduyt_delete_dashboard, conduyt_add_dashboard_tile, conduyt_update_dashboard_tile, conduyt_remove_dashboard_tile, conduyt_run_dashboard
  • Deals: conduyt_list_deals, conduyt_get_deal, conduyt_create_deal, conduyt_update_deal, conduyt_delete_deal, conduyt_import_deals, conduyt_add_deal_tags, conduyt_list_deal_views
  • Dialer settings: conduyt_get_dialer_settings, conduyt_update_dialer_settings, conduyt_get_call_recording_settings, conduyt_update_call_recording_settings
  • Discovery: conduyt_api_catalog, conduyt_check_permissions, conduyt_search, conduyt_mcp_coverage
  • Dnc: conduyt_list_dnc, conduyt_add_dnc, conduyt_remove_dnc
  • Drip campaigns: conduyt_list_drip_campaigns, conduyt_get_drip_campaign, conduyt_create_drip_campaign, conduyt_update_drip_campaign, conduyt_list_drip_enrollments, conduyt_batch_pause_enrollments, conduyt_batch_resume_enrollments, conduyt_batch_stop_enrollments, conduyt_cancel_drip_enrollment_barrier
  • Forms: conduyt_list_forms, conduyt_get_form, conduyt_create_form, conduyt_list_form_submissions
  • Fromk: conduyt_fromk_status, conduyt_fromk_lines, conduyt_fromk_connect, conduyt_fromk_webhook_secret
  • Invoices: conduyt_list_invoices, conduyt_get_invoice, conduyt_create_invoice, conduyt_update_invoice, conduyt_send_invoice
  • Lead pool: conduyt_list_pool_filter_sets, conduyt_create_pool_filter_set, conduyt_update_pool_filter_set, conduyt_delete_pool_filter_set, conduyt_get_lead_pool_settings, conduyt_update_lead_pool_settings, conduyt_list_up_for_grabs
  • Lifecycle: conduyt_get_lifecycle_settings, conduyt_update_intake_deals, conduyt_update_deal_working_mode, conduyt_update_lost_propagation, conduyt_update_disposition_status_map, conduyt_get_agent_statuses, conduyt_update_agent_statuses, conduyt_update_master_statuses
  • Messaging: conduyt_sms_transports, conduyt_whatsapp_templates, conduyt_voice_drop, conduyt_send_sms, conduyt_send_email, conduyt_get_conversation, conduyt_list_messages, conduyt_sms_delivery_report, conduyt_sms_drip_conversion_report, conduyt_speed_to_lead_report, conduyt_attribution_report, conduyt_agent_performance_report, conduyt_list_targets, conduyt_set_targets, conduyt_call_performance_report, conduyt_appointment_report, conduyt_funnel_report
  • Notifications: conduyt_list_notifications, conduyt_create_notification
  • Pipelines: conduyt_list_pipelines, conduyt_create_pipeline, conduyt_update_pipeline, conduyt_delete_pipeline, conduyt_create_stage, conduyt_update_stage, conduyt_delete_stage
  • Privacy: conduyt_export_contact_data, conduyt_forget_contact
  • Products: conduyt_list_products, conduyt_get_product, conduyt_create_product, conduyt_update_product
  • Project blue: conduyt_project_blue_status, conduyt_project_blue_lines, conduyt_project_blue_assign_line, conduyt_project_blue_voice_status, conduyt_project_blue_voice_connect
  • Reply capture: conduyt_reply_capture_get, conduyt_reply_capture_setup, conduyt_reply_capture_verify, conduyt_reply_capture_remove
  • Reports: conduyt_report_fields, conduyt_list_reports, conduyt_create_report, conduyt_run_report, conduyt_preview_report, conduyt_update_report, conduyt_export_report, conduyt_list_report_schedules, conduyt_create_report_schedule, conduyt_update_report_schedule, conduyt_delete_report_schedule, conduyt_send_report_schedule_now, conduyt_report_schedule_deliveries
  • Saved filters: conduyt_list_saved_filters, conduyt_create_saved_filter, conduyt_update_saved_filter, conduyt_delete_saved_filter
  • Scoring: conduyt_list_scoring_rules, conduyt_create_scoring_rule, conduyt_update_scoring_rule, conduyt_delete_scoring_rule, conduyt_recalculate_scores
  • Sequences: conduyt_list_sequences, conduyt_get_sequence, conduyt_create_sequence, conduyt_enroll_in_sequence, conduyt_unenroll_from_sequence
  • Smart lists: conduyt_list_smart_lists, conduyt_get_smart_list, conduyt_create_smart_list, conduyt_update_smart_list, conduyt_add_contacts_to_smart_list, conduyt_get_smart_list_contacts
  • Smart views: conduyt_list_smart_views, conduyt_update_smart_view_dialing, conduyt_get_smart_dialing_order, conduyt_set_smart_dialing_order, conduyt_set_smart_view_audience, conduyt_reorder_smart_views, conduyt_move_smart_view
  • Tags: conduyt_list_tags, conduyt_create_tag, conduyt_update_tag, conduyt_delete_tag, conduyt_merge_tags
  • Tasks: conduyt_list_tasks, conduyt_create_task, conduyt_get_task, conduyt_update_task, conduyt_complete_task, conduyt_delete_task
  • Templates: conduyt_list_templates, conduyt_get_template, conduyt_create_template, conduyt_update_template
  • Users: conduyt_list_users, conduyt_get_user, conduyt_create_user, conduyt_update_user, conduyt_get_user_stats, conduyt_invite_user, conduyt_deactivate_user, conduyt_reactivate_user
  • Webhooks: conduyt_list_webhooks, conduyt_create_webhook, conduyt_update_webhook, conduyt_delete_webhook, conduyt_cancel_webhook_log
  • Whatsapp: conduyt_whatsapp_status, conduyt_whatsapp_senders, conduyt_whatsapp_connect
  • Workflow sandbox: conduyt_workflow_validate, conduyt_workflow_simulate, conduyt_workflow_promote
  • Zoom: conduyt_zoom_status, conduyt_zoom_connect, conduyt_zoom_test

Questions?

Ask in GitHub Discussions. Setup questions, tool requests and ideas are all welcome there, and answers stay searchable for the next person.

For account or billing help, contact Conduyt at https://conduyt.com/contact/

License

MIT

Installation

Source-derived launch command. Check the maintainer’s required arguments and credentials before running:

bash
npx -y conduyt-mcp

Set up in your AI client

Merge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.

json
{
  "mcpServers": {
    "com-conduyt-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "conduyt-mcp"
      ]
    }
  }
}

Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.

Claude Desktop setup reference

Package

conduyt-mcpnpm

Compatible MCP Clients

Conduyt CRM works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.

  • Claude Desktop~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.
  • Cursor~/.cursor/mcp.jsonRestart Cursor for changes to take effect.
  • VS Code.vscode/mcp.jsonReload VS Code window for changes to take effect.
  • Windsurf~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect.
  • Claude Code.mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.

Learn More