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Connect KeyCRM to Microsoft Copilot via MCP

KeyCRM (Ukraine) for online shops and sales teams: read orders, buyers, products, variants and stock, sales pipelines and their cards, order statuses and sources, and create orders through the KeyCRM OpenAPI.

HCBy HelpCode teamUpdated 5 min read Open-source on GitHub
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KeyCRM

KeyCRM

KeyCRM (Ukraine) for online shops and sales teams: read orders, buyers, products, variants and stock, sales pipelines and their cards, order statuses and sources, and create orders through the KeyCRM OpenAPI.

tools

14

Region

INTL

Category

CRM

Authentication

Bearer Token

Required env vars

KEYCRM_API_KEY
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    Open source · AGPL-3.0
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    Any MCP-compatible client

Summary

KeyCRM (Ukraine) for online shops and sales teams: read orders, buyers, products, variants and stock, sales pipelines and their cards, order statuses and sources, and create orders through the KeyCRM OpenAPI.

Guided setup

Connect KeyCRM to Microsoft Copilot in 2 minutes

Start a free trial on AnythingMCP Cloud, connect KeyCRM in the guided setup, then add your MCP URL to Microsoft Copilot. No code and no server to run.

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Example prompts for KeyCRM

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

KeyCRM · live via MCP
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Claude is AI and can make mistakes. Please double-check responses.

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

KeyCRM + Microsoft Copilot

KeyCRM (Ukraine) for online shops and sales teams: read orders, buyers, products, variants and stock, sales pipelines and their cards, order statuses and sources, and create orders through the KeyCRM OpenAPI.

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:

KEYCRM_API_KEY

Step 1 — Get credentials

  1. In KeyCRM, open Settings → General (Налаштування → Основні) and find the API key field.
  2. Click Generate API key (Згенерувати API ключ) if there is none yet and paste the key into KEYCRM_API_KEY. Only the CRM owner can refresh the key, and refreshing it stops the old key at once in every integration.
  3. Start with keycrm_list_order_statuses and keycrm_list_order_sources for the ids the filters need, then keycrm_list_orders and keycrm_get_order. Find customers with keycrm_list_buyers (by phone or e-mail) and stock with keycrm_list_offers or keycrm_list_stocks.

All times are UTC. A date range is written YYYY-MM-DD HH:MM:SS, YYYY-MM-DD HH:MM:SS, and several values for one filter are comma-separated (1,4). The pipeline tools answer 400 when pipelines (Воронки) are switched off in the CRM settings. keycrm_create_order creates a real order (and a new buyer if the contact is new), so confirm it first. KeyCRM allows 20 requests per minute per key: filter instead of paging through everything.

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 Microsoft Copilot

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.

Microsoft Copilot uses MCP servers through agents built in Copilot Studio: you add AnythingMCP to an agent as a tool, then publish the agent to Microsoft 365 Copilot and Teams. Copilot Studio connects from Microsoft's cloud over Streamable HTTP, which AnythingMCP supports.

  1. In Copilot Studio, open your agent (or create one), go to Tools and choose Add a tool → New tool → Model Context Protocol.
  2. Enter a Server name (for example AnythingMCP), a Server description that says what the connector does, and the Server URL https://cloud.anythingmcp.com/mcp/YOUR_SERVER_ID. Copilot Studio uses the description to decide when to call the server.
  3. Under authentication, choose API key, set Type to Header and the header name to X-API-Key, then select Create.
  4. In Add tool, choose Create a new connection, paste an MCP API key from AnythingMCP (MCP Servers → your server → API keys) and select Add to agent.
  5. Try it in the agent's Test pane: ask for something that needs the KeyCRM tools.
  6. Select Publish, then Channels → Microsoft 365 and Microsoft Teams, keep Make agent available in Microsoft Copilot selected and choose Add channel. See agent in Teams installs it for you; in Microsoft 365 Copilot, type @ and pick the agent.

Prefer per-user sign-in? Choose OAuth 2.0 → Dynamic discovery instead of an API key: each user then signs in to AnythingMCP the first time the agent calls it.

Self-hosting? Use your instance's public HTTPS address instead of https://cloud.anythingmcp.com. Copilot Studio connects from Microsoft's cloud, so localhost does not work.

Available tools

ToolWhat it does
keycrm_list_ordersList KeyCRM orders, newest first by default, filtered by status, source, buyer phone or email, payment status or created/updated/shipping…
keycrm_get_orderGet one KeyCRM order by id with its buyer, products and variants, status, payments, shipping and manager
keycrm_list_order_statusesList the active KeyCRM order statuses with their ids and names (e.g
keycrm_list_order_sourcesList KeyCRM order sources (shops, marketplaces, manual entry) with their ids. keycrm_create_order needs a source_id from here
keycrm_list_buyersList or find KeyCRM buyers (customers) by id, phone, email or created/updated date range
keycrm_get_buyerGet one KeyCRM buyer by id with phones, emails, manager, company, shipping addresses and loyalty totals (discount, purchase sums)
keycrm_list_productsList products in the KeyCRM catalogue, optionally by product id, category id or archive state
keycrm_list_offersList product variants (offers) with SKU, barcode, price, purchase price, quantity in stock and quantity in reserve
keycrm_list_stocksList stock levels per product variant (quantity and reserve), optionally split by warehouse with details=true
keycrm_list_pipelinesList the sales pipelines (Воронки) of the CRM with their ids
keycrm_list_pipeline_statusesList the stages (statuses) of one KeyCRM pipeline
keycrm_list_pipeline_cardsList pipeline cards (leads or deals) filtered by pipeline, stage, source or created/updated date range, with contact, manager and status
keycrm_get_pipeline_cardGet one KeyCRM pipeline card (lead or deal) by id with contact and buyer, products, manager, status, payments and custom fields
keycrm_create_orderCreate a new KeyCRM order

FAQ

Which Copilot is this for? Microsoft 365 Copilot at work, through agents built in Copilot Studio. The Microsoft Copilot app for personal accounts has no option to add your own MCP server.

What do I need? A work account with access to Copilot Studio (a license or a trial) to build the agent. People who use it in Microsoft 365 Copilot or Teams need access to the agent: share it with them, or ask an admin to publish it to the organization. If your organization applies data policies to Power Platform connectors, they cover MCP servers too.

The agent doesn't call the tools. Check that the header name is exactly X-API-Key and that the key belongs to the same MCP server as the URL, and make the server description specific: Copilot Studio uses it to decide when to call the server. Publish the agent again after each change; in an open chat, type "start over" to get the new version.

Next steps

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