Connector guide3-minute read9 MCP toolsEN · DE · IT

Cómo conectar EspoCRM a Gemini — via MCP

EspoCRM open-source CRM: accounts, contacts, leads, opportunities, cases, calls, meetings and tasks, plus a generic entity route for custom entities. API-key auth against your own instance.

HCBy HelpCode teamActualizado 3 min read Código abierto en GitHub

Sin tarjeta de crédito · 7 días de prueba · Alternativa self-host disponible

EspoCRM

EspoCRM

EspoCRM open-source CRM: accounts, contacts, leads, opportunities, cases, calls, meetings and tasks, plus a generic entity route for custom entities. API-key auth against your own instance.

herramientas

9

Región

INTL

Categoría

CRM

Autenticación

API Key

Env vars requeridas

ESPOCRM_URLESPOCRM_API_KEY
Instalar con un clic en Cloud

7 días de prueba gratis · Sin tarjeta de crédito

  • Prueba gratis de 7 días
    Sin tarjeta de crédito
  • GDPR & SOC 2 ready
    Datos en la UE, registros de auditoría
  • Código abierto en GitHub
    Open source · AGPL-3.0
  • Funciona con ChatGPT, Claude, Gemini
    Cualquier cliente compatible con MCP

Sáltate la instalación. Funcionando en menos de 2 minutos.

Inicia una prueba gratuita en cloud.anythingmcp.com, añade EspoCRM con un clic y apunta tu cliente de IA (Claude, ChatGPT, Copilot o Cursor) al endpoint MCP generado. Sin Docker, sin git clone, sin experiencia de desarrollo.

Empezar prueba gratis

Summary

EspoCRM open-source CRM: accounts, contacts, leads, opportunities, cases, calls, meetings and tasks, plus a generic entity route for custom entities. API-key auth against your own instance.

Prueba a pedir

Prompts de ejemplo para EspoCRM

Haz clic en un prompt para copiarlo. Pégalo en Claude, ChatGPT, Cursor, Gemini, Copilot u OpenClaw para ejecutarlo contra este conector.

EspoCRM · live vía MCP
Compartir
Opus 4.7

Claude es IA y puede equivocarse. Verifica siempre las respuestas.

💡 ¿Sin instalación? Usa cloud.anythingmcp.com directamente. Inicia sesión, pulsa Connectors → EspoCRM, pega tus credenciales, genera una MCP API key — listo. Sin Docker, sin git clone, sin servidor local.

EspoCRM + Gemini

EspoCRM open-source CRM: accounts, contacts, leads, opportunities, cases, calls, meetings and tasks, plus a generic entity route for custom entities. API-key auth against your own instance.

Requisitos previos

Las instrucciones de configuración completas están incluidas en el conector (visibles en el store al seleccionarlo). Las variables de entorno requeridas:

ESPOCRM_URL, ESPOCRM_API_KEY

Paso 1 — Obtener credenciales

Getting a key

  1. In EspoCRM go to Administration → API Users and create an API user. Choose API Key authentication (not HMAC — this adapter sends the plain key).
  2. Assign a role that grants read access to the entities the agent should see. EspoCRM enforces roles per entity and per field, so a restricted role produces fewer rows and fewer columns rather than an error.
  3. Copy the generated key into ESPOCRM_API_KEY and set ESPOCRM_URL to your instance root (no trailing slash, no /api/v1).

The header is X-Api-Key.

…(continued in the in-app connector instructions)

Paso 2 — Instalar el adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

Paso 3 — Añadir el conector en Gemini

Gemini CLI lee servidores MCP desde ~/.gemini/settings.json (o %APPDATA%\gemini\settings.json en Windows). Añade:

{
  "mcpServers": {
    "anythingmcp": {
      "httpUrl": "https://cloud.anythingmcp.com/mcp",
      "headers": { "Authorization": "Bearer YOUR_MCP_API_KEY" }
    }
  }
}
  1. Obtén tu MCP API key desde AnythingMCP → Perfil → MCP API Keys → Nueva Key.
  2. Guarda el archivo y reinicia gemini.
  3. Ejecuta /mcp en la Gemini CLI — EspoCRM debería aparecer como disponible.
  4. Vertex AI Studio: pasa https://cloud.anythingmcp.com/mcp al array tools de tu petición con el mismo header Bearer.

Herramientas disponibles

ToolWhat it does
espocrm_get_app_userRead the API user this key belongs to, with their roles and the entity permissions they carry
espocrm_list_entitiesList records of any entity type with a single where clause
espocrm_get_entityRead one record of any entity type by id, with every attribute the API user's role permits
espocrm_list_accountsList accounts — the customer companies — with their name, industry, website, phone, billing city and assigned user
espocrm_list_contactsList contacts with their name, account, e-mail, phone and title, to find the person before logging an interaction against them
espocrm_list_opportunitiesList opportunities with their name, account, amount, stage, probability and close date — the sales-pipeline view
espocrm_list_leadsList leads with their name, company, status, source, e-mail and phone — the top of the funnel, before conversion into an account
espocrm_list_casesList support cases with their number, subject, status, priority, account and assigned user
espocrm_get_relatedList the records linked to one record — the contacts on an account, the opportunities on a contact, the activities on anything

FAQ

¿Gemini 1.5 Pro o 2.x soportan MCP? Sí — Gemini CLI ≥ 0.4 y la API de tools de Vertex AI aceptan conectores MCP httpUrl con header Bearer.

Siguientes pasos

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