# Customermates

Connect Claude Code to Customermates CRM records for contacts, organizations, deals, and tasks. The agent's access follows the user's permissions.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 222
- Author: customermates
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/customermates/customermates
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/customermates

## What it 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.

## Requirements
- Remote server: `https://customermates.com/api/v1/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http customermates https://customermates.com/api/v1/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add customermates --url https://customermates.com/api/v1/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "customermates": {
            "url": "https://customermates.com/api/v1/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "customermates": {
            "type": "http",
            "url": "https://customermates.com/api/v1/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http customermates https://customermates.com/api/v1/mcp
```

## When to use it
- find a contact in Customermates
- check information about an organization
- look up a deal in the CRM
- review available tasks

## Example prompts
- 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.

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md