# Kylas CRM

Connects your coding assistant to Kylas CRM to create leads, query sales pipelines, and identify stalled deals directly through MCP.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 12
- Author: kylastech
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/kylastech/kylas-crm-mcp-server
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/mcp/kylas-crm

## What it 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.

## Requirements
- Needs: Python and uv (commands run via uvx)
- Environment variables: `KYLAS_API_KEY`, `KYLAS_BASE_URL` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
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-server
```
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>

### Codex

**Platform CLI**
```bash
codex mcp add kylas-crm --env KYLAS_API_KEY=<KYLAS_API_KEY> --env KYLAS_BASE_URL=<KYLAS_BASE_URL> -- uvx kylas-crm-mcp-server
```
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>

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "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>

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "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>

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e KYLAS_API_KEY=<KYLAS_API_KEY> -e KYLAS_BASE_URL=<KYLAS_BASE_URL> kylas-crm uvx kylas-crm-mcp-server
```
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>

## When to use it
- 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
- 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.

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