# NoCRM.io — how to use (mcp.ai)

Connect your NoCRM.io account and use 9 tools for CRM straight from your AI agent. Connect with your own API key. noCRM.io is a lead management software designed to help sales teams track and close deals efficiently.

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_nocrm_io?ms=1787295960000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `nocrm_io_add_a_tag_to_a_lead`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/nocrm_io`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/nocrm_io/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/nocrm_io/add/a/tag/to/a/lead` — Tool to add a tag to a lead. Use when you need to assign one or more tags to a specified lead via noCRM.io.
  - body: { tag: string, lead_id: string }
- `POST https://api.mcp.ai/api/nocrm_io/append/to/leads/description` — Tool to append text to the lead's description. Use when you need to add context incrementally without overwriting. Example: Append 'Left voicemail' to lead 1234.
  - body: { id: integer, append_desc: string }
- `POST https://api.mcp.ai/api/nocrm_io/assign/lead/to/user` — Tool to assign a lead to a user. Use when reassigning a lead to the correct owner to trigger assignment notification.
  - body: { lead_id: string, user_id: string }
- `POST https://api.mcp.ai/api/nocrm_io/change/lead/status/cancelled` — Tool to change a lead's status to 'Cancelled'. Use after confirming no further follow-up is needed and the lead should be marked as cancelled.
  - body: { lead_id: string }
- `POST https://api.mcp.ai/api/nocrm_io/change/lead/status/standby` — Tool to change a lead's status to 'StandBy'. Use when scheduling follow-up after determining the next contact should occur in a set number of days.
  - body: { days: integer, lead_id: string, activity_id?: integer }
- `POST https://api.mcp.ai/api/nocrm_io/create/lead` — Tool to create a new lead. Use when adding a fresh prospect to your pipeline via noCRM.io. Example: Create a lead titled 'ACME Corp' assigned to a user.
  - body: { step?: string, tags?: string[], title: string, user_id?: string, description?: string }
- `POST https://api.mcp.ai/api/nocrm_io/delete/lead` — Tool to delete a lead. Use when you need to permanently remove a specific lead after verifying it is no longer needed.
  - body: { id: integer }
- `POST https://api.mcp.ai/api/nocrm_io/duplicate/lead` — Tool to duplicate a lead. Use when cloning an existing lead into a new step without overwriting original.
  - body: { step: string, lead_id: integer }
- `POST https://api.mcp.ai/api/nocrm_io/list/all/teams` — Tool to retrieve all teams. Use when you need to fetch every team and its members from noCRM.io.

## Example prompts
- "What can I do in NoCRM.io?"
- "Show me a summary of my NoCRM.io account"

## More
- Page: https://mcp.ai/nocrm_io
- Agent spec (llms.txt): https://mcp.ai/nocrm_io/llms.txt
- Postman collection: https://mcp.ai/nocrm_io/postman.json