MCP & AI Agent Integration

Solve Crm
automation.

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

No credit card required
Live in production environments
<200ms median execution
Dry-run before production
Execution trace
live
16
actions
100%
governed
<200ms
latency
16
AI agent actions
8
Read operations
8
Write operations
1
High-risk actions (approval gated)
CRM Solve Crm 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 Solve Crm.

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 Activity
solve_crm:get_activity
Fetch a single activity by ID with all activity details.
Read Low risk
Get Company
solve_crm:get_company
Fetch a single company by ID with all company details.
Read Low risk
Get Contact
solve_crm:get_contact
Fetch a single contact by ID with all contact details.
Read Low risk
Get Project
solve_crm:get_project
Fetch a single project by ID with all project details.
Read Low risk
List Activities
solve_crm:list_activities
List activities with optional filtering.
Read Low risk
List Companies
solve_crm:list_companies
List companies with optional search and filtering.
Read Low risk
List Contacts
solve_crm:list_contacts
List contacts with optional search and filtering.
Read Low risk
List Projects
solve_crm:list_projects
List projects with optional search and filtering.
Read Low risk
Add Note
solve_crm:add_note
Add a note to a contact, company, or project in Solve CRM.
Write Medium risk
Complete Activity
solve_crm:complete_activity
Mark an activity as completed in Solve CRM.
Write Medium risk
Create Activity
solve_crm:create_activity
Create a new activity in Solve CRM.
Write Medium risk
Create Company
solve_crm:create_company
Create a new company in Solve CRM.
Write Medium risk
Create Contact
solve_crm:create_contact
Create a new contact in Solve CRM.
Write Medium risk
Create Project
solve_crm:create_project
Create a new project in Solve CRM.
Write Medium risk
Delete Contact
solve_crm:delete_contact
Delete a contact from Solve CRM. This action cannot be undone.
Write High risk
Update Contact
solve_crm:update_contact
Update an existing contact in Solve CRM.
Write Medium risk
MCP & Runtime API

Call Solve Crm
from any AI agent.

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

solve_crm:get_activity READ
# Call via Runtime API
curl
-X POST \
  "https://api.cerebralos.com/v1/runtime/actions/run"
  -H "X-API-Key: YOUR_KEY" \
  -d '{
    "verb": "solve_crm:get_activity",
    "args": {},
    "execution_id": "agent-001"
  }'
solve_crm:add_note 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": "solve_crm:add_note",
    "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 Solve Crm.

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 Solve Crm data
Call solve_crm:get_activity 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 Solve Crm
Dry-run validates solve_crm:add_note 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 Solve Crm action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Solve Crm — 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 Solve Crm action before it touches production. See exactly what would happen before a single real call is made.
Immutable audit trail
Every Solve Crm action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.
Connect with

Solve Crm works best
alongside these.

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

Solve Crm integration

Start free.
No credit card required.

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

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