Connector guide3-minute read9 MCP tools7 languages

How to Connect EspoCRM to Claude — 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 teamUpdated 3 min read Open-source on GitHub

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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.

tools

9

Region

INTL

Category

CRM

Authentication

API Key

Required env vars

ESPOCRM_URLESPOCRM_API_KEY
Install in one click on Cloud

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  • 7-day free trial
    No credit card required
  • GDPR & SOC 2 ready
    EU data residency, audit logs
  • Open-source on GitHub
    Open source · AGPL-3.0
  • Works with ChatGPT, Claude, Gemini
    Any MCP-compatible client

Skip the install. Get this working in under 2 minutes.

Start a free trial on cloud.anythingmcp.com, add the EspoCRM in one click, then point your AI client (Claude, ChatGPT, Copilot or Cursor) at the generated MCP endpoint. No Docker, no git clone, zero engineering experience required.

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AnythingMCP is listed in Claude's connector directory: add it to Claude in one click (opens in a new tab), then sign in and choose which MCP servers Claude may use.

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.

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Example prompts for EspoCRM

Click any prompt to copy it. Paste into Claude, ChatGPT, Cursor, Gemini, Copilot or OpenClaw to run it against this connector.

EspoCRM · live via MCP
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Opus 4.7

Claude is AI and can make mistakes. Please double-check responses.

💡 No install? Use cloud.anythingmcp.com directly. Sign in, click Connectors → EspoCRM, paste your credentials, mint an MCP API key — done. No Docker, no git clone, no local server.

EspoCRM + Claude

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.

Prerequisites

See the full setup instructions baked into the connector (visible in the in-app store when you select the connector). The required environment variables for this connector are:

ESPOCRM_URL, ESPOCRM_API_KEY

Step 1 — Get credentials

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)

Step 2 — Install the 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

Step 3 — Add the connector in Claude

Your server URL: in AnythingMCP, open MCP Servers → the server this connector is on, and copy its URL (https://cloud.anythingmcp.com/mcp/…). Use it wherever this guide shows YOUR_SERVER_ID.

Recommended path — works on claude.ai web without editing any config file.

  1. In Claude, open Customize → Connectors.
  2. Click +, then Add custom connector.
  3. Enter a name, e.g. EspoCRM, and the remote MCP server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID, then click Add.
  4. Click Connect and sign in to AnythingMCP (OAuth) to allow access.

All tools below appear in your chat — start typing prompts.

Available tools

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

Does it work with Claude Code as well as Claude Desktop? Yes — point both at https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID.

Next steps

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