MCP server that lets AI agents read live project, time and billing data from CrmLeaf PSA
CrmLeaf MCP Server connects AI agents to CrmLeaf, a professional services automation (PSA) platform for agencies, consultancies and IT services firms. Agents running in Claude, ChatGPT, Cursor or VS Code can query live projects, tasks, timesheets, resource allocation, invoices and CRM records through 68 tools, read-only by default with no deletes. CrmLeaf also provides a REST API with personal access tokens and webhooks for custom agent workflows. Free plan available; paid plans from $9 per user per month.
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Read live projects, tasks and milestones
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Query timesheets and team utilization
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Check invoices, payments and billing status
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Look up CRM leads, deals and contacts
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Read-only by default, no deletes
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Ask which projects are over budget this month
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Find who has capacity next week
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List overdue invoices and unpaid hours
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Summarize a client's projects and billing
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Build custom agent workflows via REST API and webhooks