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Productivity

obriym-crm.com

Manages CRM leads, deals, and orders in a workspace.

1 endpoint52 known toolsFirst detected July 25, 2026Last detected August 29, 2026

ENDPOINT 1

https://obriym-crm.com/api/mcp

No auth detected

MCP server metadata

Name
obriym-crm
Version
1.4.2
Capabilities
tools.listChangedresources.listChangedprompts.listChanged
Server instructions

An Obriym CRM user can belong to MULTIPLE workspaces (isolated businesses). Every tool operates exactly one workspace — the one this connection is bound to. Nothing in a tool payload can change that. Sign-in (OAuth) connections of a user with several workspaces start LOCKED: every data tool first asks the client to show a workspace selection form when supported; otherwise it returns WORKSPACE_SELECTION_REQUIRED with the workspace list in structured content. Never choose a workspace for the user yourself. After the user selects a workspace, call select_workspace with that organization id, then retry the user's original CRM request. Before creating or changing data in a session, verify the bound workspace with get_workspace_info and tell the user which workspace you are operating. Sign-in (OAuth) connections: use list_workspaces to see the user's workspaces and select_workspace to re-bind this connection when the user asks to work in another workspace. API-token connections are permanently fixed to the workspace that issued the token — to work in another workspace, use a token created there. Every write-tool result echoes the workspace it landed in — repeat it to the user when confirming an action.

Known tools 52

search_leads

List and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated.

Inferred read-only
get_lead

Fetch one CRM lead in the selected workspace by lead id, including status, source, assignee, tags, custom fields, score, notes and next action.

Inferred read-only
search_deals

List and search pipeline deals, filtered by stage/owner/company/contact/stale and paginated.

Inferred read-only
get_deal

Fetch one pipeline deal in the selected workspace by deal id, including stage, value, probability and linked company/contact data when present.

Inferred read-only
list_orders

List this workspace's orders, filtered by status/customer/created-date and paginated.

Inferred read-only
get_order

Fetch full order detail in the selected workspace by externalId, including line items, payments, shipments and returns.

Inferred read-only
search_products

List and search active catalog products, filtered by category/brand/price/stock/tag/type and paginated.

Inferred read-only
get_product

Fetch one catalog product in the selected workspace by product id or SKU — returned in any status (draft, active, or archived; check the status field), including price, stock, category and brand fields.

Inferred read-only
get_dashboard_overview

Return the operational 'what needs attention today' snapshot for this workspace: active/qualified/stale lead counts, pipeline value, weighted forecast and overdue activities.

Inferred read-only
get_report

Return one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, or revenue_trend.

Inferred read-only
search_contacts

List and search this workspace's contacts, filtered by company/owner/tag, sorted and paginated.

Inferred read-only
get_contact

Fetch one CRM contact in the selected workspace by contact id, including company, owner, tags and communication fields when present.

Inferred read-only
search_companies

List and search this workspace's companies, filtered by industry/status/owner, sorted and paginated.

Inferred read-only
get_company

Fetch one CRM company in the selected workspace by company id, including status, industry, owner and contact links when present.

Inferred read-only
list_activities

List this workspace's activities (tasks, calls, meetings, emails, notes), filtered by type/assignee/overdue/completion/linked-entity and paginated.

Inferred read-only
get_activity

Fetch one CRM activity in the selected workspace by activity id, including type, due date, completion state, assignee and linked entity.

Inferred read-only
list_customers

List CRM customers (companies with a won deal or delivered order), filtered by health/lifetime-value/won-deal count, sorted and paginated.

Inferred read-only
get_customer

Fetch one CRM customer summary in the selected workspace by company id, including health, lifetime value and won-deal metrics.

Inferred read-only
list_categories

List this workspace catalog categories as a flat array, each with id, name, slug and parentId (null for a root category).

Inferred read-only
list_brands

List this workspace catalog brands with id, name, description and website.

Inferred read-only
list_warehouses

List this workspace warehouses with id, name, address and phone.

Inferred read-only
list_marketplaces

List every marketplace connected to this workspace with its setup state, health, last activity, any current sync error, orders revenue per currency, leads, product counts on the channel and how many imported products are waiting to be reviewed.

Inferred read-only
get_marketplace

Fetch one connected marketplace in detail: every adapter on it with its setup state, last poll, last poll error, last catalog-sync outcome and last product import, plus the channel sales, leads and product counts.

Inferred read-only
list_channel_products

List the products that are on one marketplace, with each listing external id, what the marketplace last reported about it (`presence`, valid only when `observedAt` is set — null `observedAt` means the marketplace has never been asked about that listing, not that it is absent; Prom is reconciled every 15 minutes, other channels only when a sync or publish runs), whether the workspace paused syncing it, its price and stock.

Potential side effects
check_channel_readiness

Check locally which products a marketplace will refuse and why — missing price, unusable price, blank name, unmapped category — grouped by what fixes them, without calling the marketplace.

Inferred read-only
get_workspace_info

Show which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type, and granted scopes.

Potential side effects
create_lead

Create a lead.

Potential side effects
update_lead

Update fields on an existing lead by id.

Potential side effects
create_deal

Create a pipeline deal.

Potential side effects
create_activity

Create an activity (task, call, meeting, email, or note).

Potential side effects
update_order_status

Move an order to a new status by externalId.

Inferred read-only
create_contact

Create a contact (person).

Potential side effects
update_contact

Update fields on a contact by id.

Potential side effects
create_company

Create a company (B2B account).

Potential side effects
update_company

Update fields on a company by id.

Potential side effects
complete_activity

Mark an activity (task, call, or meeting) as completed by its id.

Inferred read-only
convert_lead

Convert a lead into a contact, company, and/or deal (select at least one via the input flags).

Inferred read-only
assign_lead

Assign a lead to a workspace member by user id, or pass assignedTo=null to unassign.

Inferred read-only
transition_deal

Move a deal to a pipeline stage by its id.

Inferred read-only
create_order

Create an order with line items.

Potential side effects
add_order_item

Add a line item to an existing order by its externalId.

Inferred read-only
update_order_item

Update a line item on an order (quantity, unit price, discount, name, or SKU).

Potential side effects
remove_order_item

Remove a line item from an order.

Potential side effects
create_product

Create a catalog product.

Potential side effects
update_product

Update fields on an existing catalog product by id — including status, to publish a draft or archive a product.

Potential side effects
adjust_stock

Move a product stock by a relative delta (negative to write off, positive to add) with a reason, and record it in the stock history.

Potential side effects
list_pipeline_stages

List this workspace's pipeline stages in order, with each stage's id, name, kind, default probability, WIP limit and position.

Inferred read-only
configure_pipeline

Update an existing pipeline stage's name, default probability, or WIP limit.

Potential side effects
list_lead_sources

List this workspace's lead sources (built-in plus custom), with each source's key, label and active state.

Inferred read-only
set_lead_sources

Create or update a workspace lead source: set its label and active state by key (built-in or custom, lowercase_with_underscores).

Potential side effects
list_workspaces

List every workspace the connected user belongs to (id, name, role) and mark which one this connection currently operates.

Inferred read-only
select_workspace

Re-bind this OAuth connection to the workspace selected by the user.

Inferred read-only

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.obriym-crm]
url = "https://obriym-crm.com/api/mcp"
enabled = true
Claude Code

.mcp.json

{
  "mcpServers": {
    "obriym-crm": {
      "type": "http",
      "url": "https://obriym-crm.com/api/mcp"
    }
  }
}
Claude Desktop

Settings → Connectors → Add custom connector

Name: obriym-crm
Remote MCP URL: https://obriym-crm.com/api/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "obriym-crm": {
      "url": "https://obriym-crm.com/api/mcp"
    }
  }
}
Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code
{
  "servers": {
    "obriym-crm": {
      "type": "http",
      "url": "https://obriym-crm.com/api/mcp"
    }
  }
}
Generic MCP

Client-specific MCP configuration

{
  "name": "obriym-crm",
  "transport": "streamable-http",
  "url": "https://obriym-crm.com/api/mcp"
}
MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

TRUST AND VERIFICATION EVIDENCE

Trust Data Available

BuiltWith Trust API v2 evidence for obriym-crm.com was fetched 2026-08-04T03:53:37.856Z and is being refreshed.

Trust status Neutral

obriym-crm.com is assessed as Neutral: No suspicious signals found, but no strong positive signal either

Indexed

Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.