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Onepagecrm

Onepagecrm is a customer relationship management platform that helps businesses streamline sales processes and manage customer interactions. It is used for contact management, sales tracking, and organizing follow-up tasks.

This Onepagecrm MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Customer Relations

FIELDS

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Tools From This Provider (19)

Onepagecrm List Action Stream

View an aggregated stream of all upcoming and overdue actions to prioritize your sales efforts effectively. Utilize it to see a chronological order of tasks pending across your account. The output...

Onepagecrm List Actions

Retrieve all defined actions items or tasks within your CRM to ensure timely follow-ups. Ideal for keeping track of pending, completed, or overdue actions. It returns detailed information on each...

Onepagecrm List Bootstrap

Fetch initial configuration settings and resources for your OnepageCRM account. Useful during account setup or integration to retrieve default settings and necessary metadata. It returns...

Onepagecrm List Calls

Access a history of all recorded calls made within your CRM. Perfect for reviewing communication history with contacts. It returns data such as call timestamps, durations, and participants.

Onepagecrm List Companies

Access a list of companies connected to your contacts in OnepageCRM to manage business relationships. Use this tool to streamline company interactions and view details like company name, industry,...

Onepagecrm List Contacts

Retrieve a list of all contacts in your OnepageCRM account for effective management and follow-ups. Use it to access contact details such as names, emails, and phone numbers. It returns a...

Onepagecrm List Custom Fields

List all custom fields available in your CRM, which are used to capture additional, specific information about contacts. Ideal for personalized engagement strategies. Returns field names and their...

Onepagecrm List Deals

Retrieve a list of all current and potential deals in your OnepageCRM to track sales opportunities. Ideal when you need to monitor deal progress and sales pipeline. It returns deal specifics like...

Onepagecrm List Filters

Access a list of custom filters created in your CRM for better data segmentation. Ideal for segmenting contacts based on specific criteria to focus marketing and sales efforts. It returns filter...

Onepagecrm List Lead Sources

Get a list of lead sources to understand where your contacts are originating from. Ideal for analyzing and optimizing marketing channels. It returns the name and type of each lead source, aiding in...

Onepagecrm List Meetings

Retrieve all scheduled and past meetings logged in the CRM to stay on top of client interactions. Use this to track meeting history and upcoming appointments. It returns meeting times, attendee...

Onepagecrm List Notes

Access all notes attached to contacts in your OnepageCRM account to maintain detailed engagement histories. Use it to quickly review past communications and meeting summaries. Returns detailed notes,...

Onepagecrm List Pipelines

Retrieve a comprehensive list of sales pipelines from your Onepagecrm account. Use this to view and manage different sales stages effectively. It returns names, stages, and other relevant details,...

Onepagecrm List Predefined Actions

Retrieve predefined action templates used for managing task reminders within the CRM. Useful for automating follow-up processes and consistently applying actions across contacts. Returns action names...

Onepagecrm List Predefined Items

Get a list of predefined items that assist in standardizing item descriptions and processes. Use this for consistent entry of recurring items or services. Returns details such as item names and...

Onepagecrm List Relationship Types

List all relationship types available in your CRM to categorize and manage contact interactions effectively. Use when setting up or reviewing contact nature with companies and individuals. It returns...

Onepagecrm List Statuses

Obtain a list of CRM statuses to track contact progress through different sales stages. Useful for differentiating active deals from closed ones. It returns status names and associated properties to...

Onepagecrm List Team Stream

Access a collective view of all team members' activities and tasks to ensure collaborative transparency. Beneficial for tracking team performance and task delegation. It provides aggregated action...

Onepagecrm List Users

Get a list of all users associated with your OnepageCRM account to monitor team roles and responsibilities. Use when you need to manage user accounts or check team activity. Returns user details such...

Related Bundles (1)

Onepagecrm Tools

Customer Relations

Onepagecrm is a customer relationship management platform that helps businesses streamline sales processes and manage customer interactions. It is used for contact management, sales tracking, and...

Provider Information

CategoryCustomer Relations

Auth TypeFIELDS

AddedOctober 29, 2025

UpdatedNovember 3, 2025

Used By Tools

19

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