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Kylas CRM

MCP server for Kylas CRM: create, search, and manage leads. Requires KYLAS_API_KEY.

Search & KnowledgePythonv1.0.0

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.

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):

VariableRequiredDescription
KYLAS_API_KEYYesYour Kylas API key
KYLAS_BASE_URLNoAPI base URL (default: https://api.kylas.io/v1)

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.

Installation

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

bash
uvx kylas-crm-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": {
    "io-github-akshaykylas94-kylas-crm": {
      "command": "uvx",
      "args": [
        "kylas-crm-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

kylas-crm-mcppypi

Compatible MCP Clients

Kylas 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.

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