Integration

noCRM.io integration

noCRM.io is a lead management CRM for sales teams. List, search, create, update, assign, duplicate and delete leads, change their status, step, amount and reminders, comment on them, read their history, duplicates and attachments, send template emails, and manage client folders, prospecting lists and prospects (add rows, update fields, turn a prospect into a lead), post-sales processes and tasks, webhooks, tags, categories and fields; read steps, pipelines, activities, users and teams. Not exposed: user login and log-as tokens, partner (VoIP and email signature) routes that need a partner key, user and team administration, the simplified API (GET routes that change data) and the whole-row prospect update. Authentication: an API key generated by an administrator in the account's admin section, sent in the X-API-KEY header; it acts as the first admin of the account. Your account subdomain (acme for acme.nocrm.io) is asked once. A quota of 2000 requests per day applies.

Connect noCRM.io How integrations work

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in noCRM.io.Built from the 64 noCRM.io tools below, on the connection you add once.

What you can do with noCRM.io

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Comment, 7 operations

create_lead_commentCreate lead commentPOSTAdds a comment to a lead, optionally as another user and with an activity (for example a call, from list_activities).
create_prospect_commentCreate prospect commentPOSTAdds a comment to a prospect.
create_prospecting_list_commentCreate prospecting list commentPOSTAdds a comment to a prospecting list.
delete_lead_commentDelete lead commentDELETEDeletes a comment of a lead.
list_lead_commentsList lead commentsGETLists the comments of a lead with their author, activity, attachments and pinned flag.
update_lead_commentUpdate lead commentPUTReplaces the text of a comment on a lead and sets its activity or pinned flag.
update_prospect_commentUpdate prospect commentPUTReplaces the text of a comment on a prospect and sets its activity or pinned flag.

Client, 5 operations

create_client_folderCreate client folderPOSTCreates a client folder, optionally owned by a user, and returns it. Leads are added to it with add_lead_to_client_folder.
delete_client_folderDelete client folderDELETEDeletes a client folder.
get_client_folderGet client folderGETReturns one client folder with its name, description, active flag and owner.
list_client_foldersList client foldersGETLists the client folders of the account, ordered by name by default.
update_client_folderUpdate client folderPUTRenames a client folder, changes its description, or activates or deactivates it.

Lead, 5 operations

create_leadCreate leadPOSTCreates a lead from a title and a description of contact fields, optionally assigned to a user, tagged and placed in a step. Created with the API key and no user_id, it is unassigned.
delete_leadDelete leadDELETEDeletes a lead (moves it to the trash).
get_leadGet leadGETReturns one lead with its status, step, amount, probability, reminder, tags, owner, description and extended details (contact emails, parsed fields, permalink).
list_leadsList leadsGETLists leads (100 at most per call, paged with offset), filterable by status, step, owner, email, starred flag and date range, and sortable.
update_leadUpdate leadPUTUpdates a lead: title, description (or single fields, or text appended), status (standby needs a reminder date), step, amount, probability, owner, tags, star and reminder.

Attachment, 4 operations

add_lead_attachmentAdd lead attachmentPOSTUploads a file and attaches it to a lead.
delete_lead_attachmentDelete lead attachmentDELETEDeletes an attachment of a lead.
get_lead_attachmentGet lead attachmentGETReturns a short-lived download URL of one attachment of a lead (only for attachments of kind attachment).
list_lead_attachmentsList lead attachmentsGETLists the files attached to a lead, including estimates and invoices from accounting integrations (kind tells where each comes from).

Row, 3 operations

add_prospectsAdd prospectsPOSTAppends prospects (up to 100 rows of cells, in the column order of the list) to a prospecting list.
delete_prospectDelete prospectDELETEDeletes a prospect from a prospecting list.
find_prospectsFind prospectsGETFinds prospects (rows of prospecting lists) by email address, or by a column name and value.

Spreadsheet, 3 operations

create_prospecting_listCreate prospecting listPOSTCreates a prospecting list from rows of cells (first row is the header; at most 5000 rows of 26 columns), owned by a user, with tags and an optional shared privacy.
get_prospecting_listGet prospecting listGETReturns one prospecting list with its columns, owner, tags and prospects (rows).
list_prospecting_listsList prospecting listsGETLists the prospecting lists the user can see, filterable by exact title, sortable and pageable.

Webhook, 3 operations

create_webhookCreate webhookPOSTCreates a webhook (target_type url, the event is posted to target) or an email notification (target_type email) for an event such as lead.creation.
disable_webhookDisable webhookDELETEDisables a webhook or notification.
list_webhooksList webhooksGETLists the webhooks and email notifications of the account with their event, target and disabled flag.

Assign, 2 operations

assign_leadAssign leadPOSTAssigns a lead to a collaborator, who is notified by email if their notification preference is on.
assign_prospecting_listAssign prospecting listPOSTAssigns a prospecting list to a collaborator, who is notified by email if their notification preference is on.

Category, 2 operations

create_categoryCreate categoryPOSTCreates a category for predefined tags and returns it.
list_categoriesList categoriesGETLists the tag categories of the account, with their predefined tags when include_tags is true.

Field, 2 operations

create_fieldCreate fieldPOSTCreates a lead or client folder field (name up to 32 characters, a type, optionally used as a duplicate key) and returns it.
list_fieldsList fieldsGETLists the fields defined for leads and client folders (name, type, position), optionally only those of leads or of clients.

Predefined tag, 2 operations

create_predefined_tagCreate predefined tagPOSTCreates a predefined tag in a category and returns it.
list_predefined_tagsList predefined tagsGETLists the predefined tags of the account with their category.

Step, 2 operations

get_stepGet stepGETReturns one pipeline step, by id or by name.
list_stepsList stepsGETLists the pipeline steps of the account in position order, with their pipeline.

Team, 2 operations

get_teamGet teamGETReturns one team, by id or by name, with its members.
list_teamsList teamsGETLists the teams of the account with their members and managers.

User, 2 operations

get_userGet userGETReturns one user by id or email address.
list_usersList usersGETLists the users of the account, deleted ones included (is_disabled true), filterable by name, email, status and role.

Webhook event, 2 operations

get_webhook_eventGet webhook eventGETReturns one sent webhook event with its delivery result and payload (admin only).
list_webhook_eventsList webhook eventsGETLists the webhook events sent in the last 10 days with their delivery result and payload (admin only).

Action history, 1 operation

list_lead_action_historiesList lead action historiesGETLists the history of a lead (creation, step and status changes, assignments, comments, emails), filterable by date, action type and user; up to 100 per call.

Activate, 1 operation

activate_webhookActivate webhookPUTActivates a webhook or notification that was disabled.

Activity, 1 operation

list_activitiesList activitiesGETLists the activities defined in the account (for example Call), whose ids can be set on comments and lead reminders.

Add to client, 1 operation

add_lead_to_client_folderAdd lead to client folderPOSTAdds a lead to an existing client folder.

Business card, 1 operation

get_lead_business_cardGet lead business cardGETReturns a short-lived download URL of the business card picture a lead was created from.

Called from, 1 operation

list_prospects_called_fromList prospects called fromGETLists the prospects called with a phone number from the noCRM.io application.

Create from template, 1 operation

create_post_sales_processCreate post sales processPOSTStarts a post-sales process on a lead from a post-sales template and returns it with its tasks.

Create lead, 1 operation

create_lead_from_prospectCreate lead from prospectPOSTCreates a lead from a prospect and links it to the prospect row.

Delete multiple, 1 operation

delete_leadsDelete leadsDELETEDeletes several leads at once from a comma-separated list of ids; answers the ids that could not be deleted (an empty list when all were).

Duplicate, 1 operation

list_lead_duplicatesList lead duplicatesGETLists the leads that duplicate a lead, matched on title and the fields set as duplicate keys, with the matching fields.

Duplicate lead, 1 operation

duplicate_leadDuplicate leadPOSTDuplicates a lead, into a given step or else the first step of the same pipeline, and returns the copy.

Follow up, 1 operation

list_post_sales_processesList post sales processesGETLists the post-sales processes of a lead (lead_id) or of a user (user_id), optionally filtered by status, with their task counts.

Ping, 1 operation

pingPingGETChecks that the API key authenticating the request is valid: answers status 200 and a confirmation message.

Pipeline, 1 operation

list_pipelinesList pipelinesGETLists the sales pipelines of the account.

Send email from template, 1 operation

send_lead_email_from_templateSend lead email from templatePOSTSends an email template to a lead from a user with a connected inbox (Dreamteam edition). Not sent if the template, inbox, variables or a recipient address are missing.

Task, 1 operation

update_post_sales_taskUpdate post sales taskPUTUpdates one task of a post-sales process: its status (todo, standby, done) and, for standby, its reminder date, time and duration.

Unassigned, 1 operation

list_unassigned_leadsList unassigned leadsGETLists the unassigned leads (100 by default).

Update field, 1 operation

update_prospect_fieldsUpdate prospect fieldsPUTUpdates cells of a prospect, given as column name to new value.

Use noCRM.io from Claude Code, Cursor or Codex

Connect noCRM.io in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its noCRM.io operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect noCRM.io

Create your workspace
Sign up free. Nothing to install.
Connect noCRM.io once
Add your noCRM.io connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.