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Upsales

Upsales MCP server

official

Upsales runs its own MCP connector that gives AI assistants read access to the CRM, including custom fields and data structure. In the first version the assistant can only read, not create or change data.

What an agent can do

  • → Read pipeline and deals
  • → Look up contacts and companies
  • → Read activities and reports
  • → Understand custom CRM fields

Requires an Upsales Accelerate subscription.

Part of these packages

Upsales is part of these Walma packages.

Sales →

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