---
name: "CRM Lookup"
description: "MCP connector for fetching customer and account data from your CRM directly into the AI context, enabling personalized and informed responses."
type: mcp
roles: ["Customer Success", "Operations"]
activities: ["CRM", "Research"]
tags: ["CRM", "Customer", "Data", "Integration"]
owner: "Integration Team"
version: "1.1.2"
sourceUrl: "https://github.com/qiscus/crm-lookup-mcp"
compatibility: "Claude Desktop >= 0.10 | Claude Code >= 1.0"
---

# CRM Lookup

> MCP connector for fetching customer and account data from your CRM directly into the AI context, enabling personalized and informed responses.

## Overview

CRM Lookup connects your AI assistant to customer account data so responses are grounded in real context — subscription tier, open tickets, recent interactions, and account health. Customer Success teams stop switching between Claude and the CRM mid-conversation.

## Capabilities

| Capability | Description |
|---|---|
| Account Lookup | Fetches account details, tier, and health score by company name or ID |
| Contact Search | Retrieves contact history and communication preferences |
| Ticket History | Lists open and recent resolved tickets for an account |
| Usage Metrics | Surfaces product usage data linked to the account |
| Note Injection | Injects recent CRM notes as context for account discussions |

## Install Steps

### 1. Add to Claude Desktop config

```json
{
  "mcpServers": {
    "crm-lookup": {
      "command": "npx",
      "args": ["-y", "@qiscus/crm-lookup-mcp"],
      "env": {
        "CRM_API_URL": "https://your-crm.example.com/api",
        "CRM_API_KEY": "your_api_key"
      }
    }
  }
}
```

### 2. Restart Claude Desktop

### 3. Test a lookup

Ask Claude: "Look up account details for Acme Corp"

Need help? Contact the Customer Success Integration Team.