LiveCRM

ai.livecrm由 livecrm.ai 发布官方发布者v1.0.2更新于 Oct 24, 2026

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

已验证Streamable HTTP可网页运行数据与分析商业与电商

概览

AI 生成的概览

LiveCRM 为助手提供经过审计的工具，用于读取、去重、规范化、丰富、分配和更新 Salesforce 与 HubSpot 的 CRM 记录。

可以做什么
这是一个托管型 MCP 服务器，提供六十个面向 Salesforce 和 HubSpot 的工具：去重、规范化、数据丰富、分配、职位变动检测、创建记录、批量更新和分群。其中三十个工具只读取，基于 LiveCRM 自有的 CRM 镜像作答，不触碰 CRM 本身；另外三十个会修改数据，每个都需要具名权限，例如 crm:read、runs:create、runs:dispatch、dedup:merge 或 queue:propose。创建运行与派发运行是两项独立权限，因此只持有 runs:create 的代理可以调研并拟定修改方案，但在人工派发之前无法写入任何字段。每个工具都会声明它是读取、破坏性操作，还是会访问 LiveCRM 之外。
适用场景
当助手需要处理 Salesforce 或 HubSpot 的 CRM 数据治理与日常运营时适用：统计缺少邮箱的联系人、查找重复客户、发现近期职位变动、统一职位名称、查看本周的变更，或撤销某次变更。适合希望由代理准备变更、由人工批准实际写入的团队。
运行要求
远程 Streamable HTTP 端点 api.livecrm.ai/mcp，使用 OAuth 2.1 与动态客户端注册访问。需要 LiveCRM 账户；未登录时会要求登录或创建账户、开始免费试用，或向管理员索取邀请。未声明任何软件包、环境变量或请求头。
安装前请注意
有三十个工具会修改 CRM 数据，包括批量更新、合并、创建记录、修改模板与配置以及删除；写入受你授予的权限控制，并提供撤销，但不保证一定可逆。读取被描述为免费且不改变数据。连接需要登录 LiveCRM 账户并授权 OAuth 访问；服务器为托管服务，CRM 数据会由第三方处理，其隐私政策与次级处理者另行适用。

安装

在 SourceWeft 中

  1. 打开 控制台中的 LiveCRM，将其添加到工作区。
  2. 连接 所需的 凭据。它们会被私密存储，绝不会在公开页面上展示。
  3. 为需要使用其工具的对话启用该服务。

Web executable，通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体，或 SourceWeft 对话中。智能体会读取该服务器的安装指南，先向你展示发布者、端点和登录方式，经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/ai.livecrm%2Flivecrm/install.md，并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前，先告诉我它的发布者、端点和登录方式，等我确认。不要把 API 密钥写进命令或我会提交的文件；问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。

{
  "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

bash
claude mcp add --transport http livecrm https://api.livecrm.ai/mcp

Cursor

~/.cursor/mcp.json:

json
{  "mcpServers": {    "livecrm": {      "url": "https://api.livecrm.ai/mcp"    }  }}

VS Code

.vscode/mcp.json:

json
{  "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

PermissionTools
crm:readcount_crm_records, get_crm_record, list_crm_connections, list_crm_users, list_filterable_fields
runs:readget_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:previewpreview_enrichment_run, preview_records_run
templates:readget_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:readget_duplicate_group, list_duplicate_groups
audit:readget_audit_event_records, list_audit_events
queue:readlist_queue_actions, list_queue_history

Change

PermissionTools
runs:createcreate_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:dispatchdispatch_run, fire_plan, run_job_change_sweep, set_plan_schedule
runs:reversereverse_audit_event
runs:deletedelete_run
templates:writecreate_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:mergeapprove_duplicate_group, reverse_duplicate_group
queue:proposequeue_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.

来源：README.md，提交 edd66bb

工具

0
该服务器需要登录，因此 SourceWeft 无法在没有账号的情况下读取其工具，也未收录。已连接账号所能看到的内容可能因账号及其权限而异。

版本历史

2
  1. v1.0.2最新Oct 14, 2026
  2. v1.0.0Sep 25, 2026

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