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  1. Home
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  3. Kylas CRM
  4. README

Kylas CRM README

The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Kylas CRM listing page.

Back to Kylas CRM View source on GitHub

Kylas CRM MCP Server (Lead Only)

Model Context Protocol server for Kylas CRM lead operations. Use it from Cursor, Claude Desktop, or any MCP client to create leads, search and filter leads, and look up users, products, and pipelines.

Features

  • get_lead_field_instructions – Get lead schema (standard + custom fields, picklist IDs)
  • create_lead – Create a lead with dynamic fields from user context
  • search_leads – Search/filter leads by multiple criteria
  • lookup_users – Resolve user names to IDs (for owner, created by, etc.)
  • lookup_products – Resolve product names to IDs
  • lookup_pipelines / get_pipeline_stages – Resolve pipeline and stage for open/closed/won leads
  • search_idle_leads – Find leads with no activity for N days

Requirements

  • Python 3.10+
  • Kylas account and API key

Installation

Terminal
pip install -e .
# or from PyPI (after publish): pip install kylas-crm-mcp

Configuration

Set environment variables (or use a .env file):

VariableRequiredDescription
KYLAS_API_KEYYesYour Kylas API key
KYLAS_BASE_URLNoAPI base URL (default: https://api.kylas.io/v1)

Running the server

The server uses stdio transport (default for MCP). Run:

bash
python -m kylas_crm_mcp
# or: python main.py  (when developing from repo root)

MCP clients (e.g. Cursor) typically start this process and communicate via stdin/stdout.

Docker

Terminal
docker build -t kylas-crm-mcp .
docker run -e KYLAS_API_KEY=your_key -i kylas-crm-mcp

Development

Terminal
pip install -e ".[dev]"
pytest

License

See repository for license information.