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.

7 días gratis · sin tarjeta · hosting UE

Pregunta cualquier cosa a EspoCRM

Prueba un prompt real contra EspoCRM vía AnythingMCP — Claude llama a los tools y responde. Pulsa Enter en tu mensaje para instalar en Cloud.

Instalar EspoCRM en Cloud
EspoCRM · live vía MCP
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Claude es IA y puede equivocarse. Verifica siempre las respuestas.

Setup en 2 minutos

  1. 1Inicia trial gratuita en cloud.anythingmcp.com.
  2. 2Click en EspoCRM en el connector store. Pega las credenciales.
  3. 3Genera MCP API key y apunta el cliente AI a la URL MCP.
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Guías para EspoCRM

Setup paso a paso para los principales clientes AI.

Configurar EspoCRM

Directamente de la definición del conector: dónde encontrar las credenciales, qué permisos necesitan y con qué API habla este adaptador. Proporcionadas en inglés por el autor del conector.

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.

One route shape for every entity. /api/v1/{entityType} lists, /api/v1/{entityType}/{id} reads one. That covers Account, Contact, Lead, Opportunity, Case, Call, Meeting, Task and any custom entity your instance defines — which is why espocrm_list_entities takes the entity type as a parameter.

where is an indexed array, which is awkward and worth reading once. EspoCRM expects where[0][type]=equals&where[0][attribute]=status&where[0][value]=New. Types include equals, notEquals, contains, startsWith, greaterThan, lessThan, between, isNull, isNotNull, linkedWith, today, lastXDays. The list tools below expose the first where clause directly, which covers most questions; for anything compound, EspoCRM's own documentation has the full grammar.

select keeps responses small. Without it EspoCRM returns every readable attribute, which for an Account with custom fields is a lot.

Order is orderBy plus order (asc/desc), not a single expression.

Self-hosted, which is the thing to plan for.

  • On AnythingMCP Cloud the instance must be reachable from the public internet on a real hostname with a valid TLS certificate. A self-signed certificate will fail: the connector offers no trust-anything switch.
  • On an internal host (crm.intern, 10.0.0.x), self-host AnythingMCP on the same network and add that host to SSRF_ALLOWED_HOSTS, or the outbound guard refuses the call before it is made.

Tu IA está a dos clicks de EspoCRM.

Instala el conector, pega credenciales, pregunta a la IA. 7 días gratis, sin tarjeta.