Kylas CRM — Claude Code MCP server: what it does, how to install
Connects your coding assistant to Kylas CRM to create leads, query sales pipelines, and identify stalled deals directly through MCP.
claude mcp add --env KYLAS_API_KEY=<KYLAS_API_KEY> --env KYLAS_BASE_URL=<KYLAS_BASE_URL> --transport stdio kylas-crm -- uvx kylas-crm-mcp-serverWhat Kylas CRM does
This integration focuses solely on Kylas CRM leads. Running over stdio, it equips agents with tools to inspect field schemas, read picklists, and register contacts.
The assistant matches colleague names to internal IDs when setting ownership. It also maps products and tracks deal stages. A separate query detects dormant accounts without recent actions.
Without KYLAS_API_KEY, calls will fail. The package requires Python 3.10 or higher and targets https://api.kylas.io/v1 by default.
What it helps with
- create lead records populated with dynamic custom fields
- filter out idle leads with zero recent activity
- resolve colleague names to system IDs for lead ownership
- retrieve pipeline stages to update deal statuses
Example prompts for the agent
- Find all Kylas leads that had no activity during the past 10 days.
- Create a new lead for John Doe and assign Sarah as the owner.
- List pipeline stages to check where our enterprise deal belongs.
How to install Kylas CRM
Platform CLI
claude mcp add --env KYLAS_API_KEY=<KYLAS_API_KEY> --env KYLAS_BASE_URL=<KYLAS_BASE_URL> --transport stdio kylas-crm -- uvx kylas-crm-mcp-serverReplace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from kylas-crm-mcp-server <command>
Platform CLI
codex mcp add kylas-crm --env KYLAS_API_KEY=<KYLAS_API_KEY> --env KYLAS_BASE_URL=<KYLAS_BASE_URL> -- uvx kylas-crm-mcp-serverReplace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from kylas-crm-mcp-server <command>
Config file
{
"mcpServers": {
"kylas-crm": {
"command": "uvx",
"args": [
"kylas-crm-mcp-server"
],
"env": {
"KYLAS_API_KEY": "<KYLAS_API_KEY>",
"KYLAS_BASE_URL": "<KYLAS_BASE_URL>"
}
}
}
}Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from kylas-crm-mcp-server <command>
Config file
{
"servers": {
"kylas-crm": {
"type": "stdio",
"command": "uvx",
"args": [
"kylas-crm-mcp-server"
],
"env": {
"KYLAS_API_KEY": "<KYLAS_API_KEY>",
"KYLAS_BASE_URL": "<KYLAS_BASE_URL>"
}
}
}
}Replace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from kylas-crm-mcp-server <command>
Platform CLI
gemini mcp add -e KYLAS_API_KEY=<KYLAS_API_KEY> -e KYLAS_BASE_URL=<KYLAS_BASE_URL> kylas-crm uvx kylas-crm-mcp-serverReplace <…> with your own values. uvx runs the command named after the package; if the README names another one, use uvx --from kylas-crm-mcp-server <command>
Step 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 Kylas CRM
How do I install Kylas CRM in Claude Code?
Run claude mcp add kylas-crm -e KYLAS_API_KEY=<KYLAS_API_KEY> -- uvx kylas-crm-mcp-server. Replace <KYLAS_API_KEY> with your credential from Kylas.
What features does Kylas CRM MCP provide?
It manages CRM leads by inspecting schemas, saving new records, querying contacts, and matching IDs for users, products, and pipelines.
What environment settings are required?
You must provide KYLAS_API_KEY for authentication. Setting KYLAS_BASE_URL is optional, defaulting to https://api.kylas.io/v1.
