Supervised• Every action loggedLive server
The Only CRM MCP Server with Native WhatsApp Tools
HelloGrowthCRM ships a public Model Context Protocol (MCP) server. HubSpot, Zoho, and Salesforce all have MCP now — but none can send a WhatsApp from Claude. For Indian SMBs where 90% of deals close on WhatsApp, that changes everything.
Claude ↔ HelloGrowthCRM MCP
# User prompt to Claude
> "What deals in my pipeline have been stalled for >14 days? Send a WhatsApp follow-up to each one."
# Claude calls MCP tools in sequence
tool: get_pipeline
filter: { days_since_update: ">14", stage: "not closed" }
→ 7 deals returned: Acme Corp ($45K, 22 days), ...
tool: send_whatsapp × 7
message: "Hi {name}, just checking in on the proposal — can we connect this week?"
→ 7 WhatsApp messages sent. Logged as MCP action by Claude.
# What HubSpot MCP can do instead
tool: send_whatsapp → ❌ not available
How HelloGrowthCRM MCP Compares
HubSpot, Zoho, and Salesforce all shipped official MCP servers in 2026. Here is what they cannot do.
| Capability | HelloCRM | HubSpot | Zoho | Pipedrive |
|---|---|---|---|---|
| Official MCP server | ||||
| SSE + Streamable HTTP transport | ||||
| Pipeline read (get_pipeline) | ||||
| Write to deals / contacts | ||||
| Audit log for every AI action | ||||
| WhatsApp send tool (native) | Beta | |||
| WhatsApp thread read tool | Beta | |||
| AI call summary tool | Beta | |||
| INR pricing included | ||||
| Free plan includes MCP |
— = not publicly documented. Beta = in development, not yet live. Data as of June 2026.
Available MCP Tools
10 live CRM tools today. 4 WhatsApp + voice tools in beta — the tools no other CRM MCP can ship.
get_pipeline
Fetch your full deal pipeline with filters
update_deal
Update deal stage, value, or custom fields
create_contact
Add a new CRM contact with enrichment
get_lead_score
Retrieve AI lead score for any contact
trigger_sequence
Start an outreach sequence for a contact
log_activity
Log a call, meeting, or note to a record
get_analytics
Fetch revenue and pipeline analytics
search_contacts
Natural-language contact search
create_task
Create a CRM task for a rep or team
get_meeting_notes
Retrieve AI-generated meeting summary
send_whatsapp
betaSend a WhatsApp message to any contact via native API
get_whatsapp_thread
betaRead the full WhatsApp conversation history for a contact
get_call_recording
betaRetrieve AI-transcribed call summary and recording
get_sequence_status
betaCheck if a contact is enrolled in an active sequence
Amber = WhatsApp/voice tools — unique to HelloGrowthCRM MCP, in beta. Join the waitlist viayour account.
How to Connect in 4 Steps
1
Generate your MCP API key
In the CRM app go to Settings → API Keys. Choose MCP Read (query only) or MCP Read+Write (query + actions). Copy the key.
2
Add the server to your AI client
For Claude Desktop: paste {"url": "https://mcp.hellogrowthcrm.com/sse"} into your claude_desktop_config.json. For Cursor: add to .cursor/mcp.json. For ChatGPT: import https://mcp.hellogrowthcrm.com/openapi.json as a GPT Action.
3
Ask in plain language
Ask ChatGPT 'What deals are stalled?' or tell Claude 'Update the Acme deal to Proposal stage and send a WhatsApp to the contact' — it calls your live CRM.
4
Every action is logged
Every MCP-initiated action appears in the CRM audit trail with the AI client name, tool called, parameters, records affected, and timestamp.
Connect in 2 Minutes
Paste the snippet for your AI client and replace YOUR_API_KEY.
claude_desktop_config.json
{
"mcpServers": {
"hellogrowthcrm": {
"url": "https://mcp.hellogrowthcrm.com/sse",
"headers": {
"Authorization": "Bearer YOUR_API_KEY"
}
}
}
}.cursor/mcp.json
{
"mcpServers": {
"hellogrowthcrm": {
"url": "https://mcp.hellogrowthcrm.com/sse",
"headers": {
"Authorization": "Bearer YOUR_API_KEY"
}
}
}
}ChatGPT — import OpenAPI spec
My GPTs → Create → Configure → Actions → Import from URL URL: https://mcp.hellogrowthcrm.com/openapi.json
Try it — Connect, Ask, Trace
See how a connection looks for your assistant of choice, what users actually ask in plain English, and the full tool-call trace your reviewers see in the audit log.
Pick the assistant you use most. Add the snippet to its config and it gains read/write access to your HelloGrowthCRM workspace through the MCP server.
~/Library/Application Support/Claude/claude_desktop_config.json
{
"mcpServers": {
"hellogrowthcrm": {
"command": "npx",
"args": ["-y", "@hellogrowthcrm/mcp-server"],
"env": {
"HGCRM_API_KEY": "<your-api-key>",
"HGCRM_WORKSPACE": "<your-workspace-id>"
}
}
}
}Compatible AI Clients
ChatGPT (via GPT Actions)
Claude (Anthropic MCP client)
Gemini Advanced
Cursor IDE
Continue.dev
Zed editor
Any OpenAI-compatible client
Custom Python/Node agents
Safety & Governance
Every MCP-initiated action is logged with AI client identity and timestamp
Configurable scope: read-only API key, or read+write with action limits
PII fields can be masked from AI client responses
Rate limiting per API key prevents runaway automation
One-click revoke API access from your admin panel
WhatsApp tools respect opt-out lists and 24-hour messaging windows
Frequently Asked Questions
The Only CRM MCP with Native WhatsApp Tools
Get your MCP API key in under 5 minutes. Free with every HelloGrowthCRM account. WhatsApp tools in beta — join the waitlist from your account.