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MCP Integrations Espocrm
MCP & AI Agent Integration

Espocrm
automation.

25 AI agent actions for Espocrm — callable from any MCP-compatible runtime, Claude, Cursor, or Cerebral OS workflow. Use Espocrm to update contacts, move deals through pipelines, and trigger follow-up sequences automatically. Full governance, audit trail, and dry-run safety on every execution.

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No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
25
actions
100%
governed
<200ms
latency
25
AI agent actions
11
Read operations
14
Write operations
2
High-risk actions (approval gated)
CRM Espocrm is a CRM integration — use it to automate contact management, deals, and pipeline operations from any AI agent or MCP-compatible runtime.
Actions

What you can do
with Espocrm.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Get Account
espocrm:get_account
Fetch a single account by ID with contact information and details.
Read Low risk
Get Case
espocrm:get_case
Fetch a single case by ID with status and contact information.
Read Low risk
Get Contact
espocrm:get_contact
Fetch a single contact by ID with account and personal information.
Read Low risk
Get Lead
espocrm:get_lead
Fetch a single lead by ID with status and contact information.
Read Low risk
Get Opportunity
espocrm:get_opportunity
Fetch a single opportunity by ID with account and deal information.
Read Low risk
List Accounts
espocrm:list_accounts
List accounts with optional filtering and pagination.
Read Low risk
List Cases
espocrm:list_cases
List cases with optional filtering and pagination.
Read Low risk
List Contacts
espocrm:list_contacts
List contacts with optional filtering and pagination.
Read Low risk
List Leads
espocrm:list_leads
List leads with optional filtering and pagination.
Read Low risk
List Opportunities
espocrm:list_opportunities
List opportunities with optional filtering and pagination.
Read Low risk
List Users
espocrm:list_users
List users in EspoCRM with optional filtering and pagination.
Read Low risk
Convert Lead
espocrm:convert_lead
Convert a lead to account, contact, and/or opportunity in EspoCRM.
Write Medium risk
Create Account
espocrm:create_account
Create a new account in EspoCRM.
Write Medium risk
Create Case
espocrm:create_case
Create a new case in EspoCRM.
Write Medium risk
Create Contact
espocrm:create_contact
Create a new contact in EspoCRM.
Write Medium risk
Create Lead
espocrm:create_lead
Create a new lead in EspoCRM.
Write Medium risk
Create Opportunity
espocrm:create_opportunity
Create a new opportunity in EspoCRM.
Write Medium risk
Delete Account
espocrm:delete_account
Delete an account from EspoCRM. WARNING: This action cannot be undone.
Write High risk
Delete Contact
espocrm:delete_contact
Delete a contact from EspoCRM. WARNING: This action cannot be undone.
Write High risk
Send Email
espocrm:send_email
Send an email through EspoCRM.
Write Medium risk
Update Account
espocrm:update_account
Update an existing account in EspoCRM.
Write Medium risk
Update Case
espocrm:update_case
Update an existing case in EspoCRM.
Write Medium risk
Update Contact
espocrm:update_contact
Update an existing contact in EspoCRM.
Write Medium risk
Update Lead
espocrm:update_lead
Update an existing lead in EspoCRM.
Write Medium risk
Update Opportunity
espocrm:update_opportunity
Update an existing opportunity in EspoCRM.
Write Medium risk
MCP & Runtime API

Call Espocrm
from any AI agent.

Any AI agent — Claude, Cursor, LangChain, AutoGen, or your own — can call Espocrm actions through the Cerebral OS Runtime API. Governance, credentials, and audit trail fire automatically.

espocrm:get_account READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "espocrm:get_account",
    "args": {},
    "execution_id": "agent-001"
  }'
espocrm:convert_lead WRITE
# Dry-run first — no production risk
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "espocrm:convert_lead",
    "args": {},
    "execution_id": "agent-001",
    "metadata": {"dryRun": true}
  }'
Get your Runtime API key at app.cerebralos.com/signup — 1,000 free executions, no credit card required.
AI agent examples

What your AI agent
can do with Espocrm.

Real patterns your AI agent can execute via MCP or the Runtime API. Every action governed, dry-run safe, and fully audited.

Trigger
AI agent needs Espocrm data
Call espocrm:get_account via MCP or Runtime API
AI processes result and takes next action
Full execution logged to audit trail automatically
Trigger
Workflow needs to write to Espocrm
Dry-run validates espocrm:convert_lead before execution
Approval gate fires if risk level is high
Action executes with full governance — logged, audited, reversible
Trigger
Lead or deal event
Score with AI
Route to right rep
Trigger outreach sequence
How it works

Every Espocrm action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Espocrm — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first
Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.
Dry-run safe
Simulate any Espocrm action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Espocrm action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Espocrm works best
alongside these.

Build multi-step workflows that connect Espocrm to the rest of your stack. All governed. All audited.

Hubspot Salesforce Pipedrive Gmail Slack
Espocrm integration

Start free.
No credit card required.

Start free with 1,000 runs — no credit card required. Connect Espocrm in minutes, dry-run every action before it touches production, full audit trail on everything.

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