LiveCRM

ai.livecrmPublished by livecrm.aiOfficial publisherv1.0.2Updated Oct 24, 2026

Salesforce & HubSpot: dedupe, normalize, enrich, assign, job change, create, mass update, segment

VerifiedStreamable HTTPWeb executableData & Analytics Business & Commerce

Server details

Identifier: ai.livecrm/livecrm
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Sep 25, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to livecrm.ai, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

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Overview

AI-generated overview

Hosted MCP server that lets an assistant read and clean up Salesforce and HubSpot CRM data: dedupe, normalize, enrich, assign, segment and mass update.

What you can do: Count, fetch and inspect CRM records, connections, users and filterable fields
Review runs, plans, data health, usage, employer changes and audit events
Preview enrichment, record and normalization runs before anything is written
Create and dispatch runs for deduplication, enrichment, assignment, normalization, segmentation, scoring, verification, alerts, job changes and mass updates
Manage rule templates, assignment and ownership settings, and TAM/whitespace views
Approve or reverse duplicate merges, reverse audit events, and queue actions
When to use it: Useful when a team works in Salesforce or HubSpot and wants an assistant to audit data quality, find duplicates, standardize fields, or prepare and run bulk cleanup and segmentation jobs, with reads that change nothing and writes gated by permissions.
Requirements: Remote Streamable HTTP endpoint at api.livecrm.ai/mcp with OAuth 2.1 and dynamic client registration; a LiveCRM account (free trial or an admin invite) is needed. No environment variables or headers are declared.

Before you install

Thirty tools change data, including mass updates, merges, template and ownership changes, and run deletion; each sits behind a named permission, and creating a run is separate from dispatching it. Grant write permissions deliberately and review previews before dispatching. CRM data is processed by a third-party hosted service with its own privacy policy and subprocessors.

Installation

In SourceWeft

Open LiveCRM in the dashboard and add it to a workspace.
Connect the required credentials. They are stored privately and never shown on public pages.
Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/ai.livecrm%2Flivecrm/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "livecrm": {
      "type": "http",
      "url": "https://api.livecrm.ai/mcp"
    }
  }
}

README

[LiveCRM]

LiveCRM MCP server

Typed, audited tools for Salesforce and HubSpot: deduplication, normalization, enrichment, assignment, job changes, record creation, mass update and segmentation. Reads are free and change nothing. Every write sits behind a permission you grant, and every write can be reversed.

This is a hosted server. This repository holds its documentation and registry metadata, not its source code. Using it needs a LiveCRM account.

Server URL: https://api.livecrm.ai/mcp (Streamable HTTP, OAuth 2.1 with Dynamic Client Registration)
Full documentation: livecrm.ai/mcp
Claude connector directory: claude.ai/directory/livecrm
Official MCP Registry: ai.livecrm/livecrm

Note the api. subdomain. livecrm.ai/mcp is the documentation page; api.livecrm.ai/mcp is the server, and the two are not interchangeable.

Connect

You do not need to sign in first. If you are signed out when you connect, LiveCRM asks you to sign in or create an account, then returns you to the consent screen. If your company is new to LiveCRM, start a free trial. If it already uses LiveCRM, ask an admin for an invite.

Claude

LiveCRM is in Claude's connector directory. Open the listing and connect.

Claude Code

Cursor

~/.cursor/mcp.json:

VS Code

.vscode/mcp.json:

json

{  "servers": {    "livecrm": {      "type": "http",      "url": "https://api.livecrm.ai/mcp"    }  }}

{  "servers": {    "livecrm": {      "type": "http",      "url": "https://api.livecrm.ai/mcp"    }  }}

Any other client that supports remote MCP servers with OAuth works the same way: give it the server URL.

Try asking

How many of our contacts have no email address?
Find duplicate accounts and show me the groups you are most sure about.
Which of our contacts have changed jobs recently?
Standardize the job titles on our contacts, and show me what would change before anything is written.
What did LiveCRM change in our CRM this week? Undo the last change.

Tools

Sixty-seven tools. Thirty-seven only read: they answer from LiveCRM's own mirror of your CRM and never touch the CRM itself. Thirty change something, and each sits behind a named permission. Every tool declares whether it reads, whether it destroys, and whether it reaches outside LiveCRM, so your client can decide what needs confirming.

Read

Permission	Tools
`crm:read`	`count_crm_records`, `get_crm_record`, `list_crm_connections`, `list_crm_users`, `list_filterable_fields`
`runs:read`	`get_data_health`, `get_operational_health`, `get_plan`, `get_readiness_recommendations`, `get_readiness_scan`, `get_run`, `get_run_records`, `get_usage_summary`, `list_employer_changes`, `list_plans`, `list_runs`, `list_search_criteria`, `preview_plan_reversal`
`runs:preview`	`preview_enrichment_run`, `preview_records_run`
`templates:read`	`get_assignment_config`, `get_default_rule_config`, `get_market_whitespace`, `get_normalize_catalog`, `get_persona_whitespace`, `get_rule_template`, `get_tam`, `get_tam_outward`, `list_rule_templates`, `list_whitespace_companies`, `preview_normalize_scheme`
`dedup:read`	`get_duplicate_group`, `list_duplicate_groups`
`audit:read`	`get_audit_event_records`, `list_audit_events`
`queue:read`	`list_queue_actions`, `list_queue_history`

Change

Permission	Tools
`runs:create`	`create_alert_run`, `create_assignment_run`, `create_deduplication_run`, `create_enrichment_run`, `create_job_change_run`, `create_mass_update_run`, `create_normalize_run`, `create_plan`, `create_records_run`, `create_score_run`, `create_segmentation_run`, `create_verification_run`, `update_plan_inputs`
`runs:dispatch`	`dispatch_run`, `fire_plan`, `run_job_change_sweep`, `set_plan_schedule`
`runs:reverse`	`reverse_audit_event`
`runs:delete`	`delete_run`
`templates:write`	`create_rule_template`, `delete_rule_template`, `set_assignment_config`, `set_contact_owner_inheritance`, `set_new_employer_record`, `set_owner_mode`, `set_tam`, `update_rule_template`
`dedup:merge`	`approve_duplicate_group`, `reverse_duplicate_group`
`queue:propose`	`queue_action`

Creating a run and dispatching it are separate permissions. An agent holding runs:create without runs:dispatch can research your CRM and compose the exact fix, but cannot write a single field until a person dispatches it.

Security and privacy

Support

Email [email protected]. Issues on this repository are for the documentation only.

License

The contents of this repository are released under the MIT License. The LiveCRM name and logo are trademarks of LiveCRM, Inc. and are not licensed under the MIT License. This repository contains documentation only; the LiveCRM service and its source code are proprietary, and use of the service is governed by the Master Subscription Agreement.

Source: README.md at commit edd66bb

Tools

This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

v1.0.2LatestOct 14, 2026
v1.0.0Sep 25, 2026

Score

75% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

Reached in the last 30 daysRequired25 pts
Auth declaredRequired10 pts
Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts
Declare a license in the repository or the registry entry.