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
{ "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.