Customermates — Claude Code MCP server: features and setup
Connect Claude Code to Customermates CRM records for contacts, organizations, deals, and tasks. The agent's access follows the user's permissions.
claude mcp add --transport http customermates https://customermates.com/api/v1/mcpWhat Customermates does
Customermates connects Claude Code to CRM data through MCP. The agent can work with contacts, organizations, deals, and tasks available in the account. User permissions govern what it can access, so its reach depends on the account's CRM permissions.
Add the server to Claude Code using the HTTP command shown below. Its endpoint is https://customermates.com/api/v1/mcp. The same MCP server can also be configured for Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, and Zed, using the setup format for each platform.
What it helps with
- find a contact in Customermates
- check information about an organization
- look up a deal in the CRM
- review available tasks
Example prompts for the agent
- Find a contact in Customermates by name and show the details I can access.
- Check which organization details I can access in Customermates.
- Review the tasks available in Customermates and summarize them.
How to install Customermates
Platform CLI: remote server
claude mcp add --transport http customermates https://customermates.com/api/v1/mcpPlatform CLI: remote server
codex mcp add customermates --url https://customermates.com/api/v1/mcpConfig file
{
"mcpServers": {
"customermates": {
"url": "https://customermates.com/api/v1/mcp"
}
}
}Config file
{
"servers": {
"customermates": {
"type": "http",
"url": "https://customermates.com/api/v1/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http customermates https://customermates.com/api/v1/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Customermates
How do I install Customermates in Claude Code?
Run claude mcp add --transport http customermates https://customermates.com/api/v1/mcp.
What does Customermates do?
It connects Claude Code to Customermates CRM through MCP. The agent can access contacts, organizations, deals, and tasks according to the user's permissions.
Which platforms support the Customermates MCP server?
It works with Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, and Zed. Setup commands are provided for Claude Code, Codex, Cursor, GitHub Copilot, and Gemini CLI.
