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  3. Summit53 CRM
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Summit53 CRM

User RatingsBe the first to rate and review this MCP server! Enrichment pendingWe haven’t run our AI enrichment pass on this listing yet, so the overview, use cases, and FAQ below may be sparse or missing. We work through the catalog over time β€” check back soon.
View RepositoryVisit Website

48 revenue intelligence tools for AI assistants β€” pipeline, forecasting, outreach, and more.

Quick Install

Automated & IDE Setup

Copy the AI prompt to install this server into Claude Code, Cursor, or another agent β€” or use 1-click editor setup below.

Add to CursorAdd to VS Code
Manual Client & Custom JSON ConfigExpand JSON β–Ύ

Client Config & Setup

Choose your client or environment
Target File:~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "summit53-crm": {
      "command": "npx",
      "args": [
        "-y",
        "summit53-crm"
      ]
    }
  }
}

πŸ’‘ Paste the JSON block into your client's configuration file under mcpServers, then restart the application.

Install Directory Badge Claim listing AlternativesπŸ’» More in Developer Tools

Documentation Overview

Summit53 MCP Server

Bring Summit53's Revenue Engine into the AI workflows your team already uses.

This package connects MCP-compatible assistants to Summit53's hosted Revenue Engine. Assistants can help diagnose pipeline and forecast gaps, decide the next best action, execute permitted workflows, and preserve value evidence around the Figure-Eight revenue loop β€” from acquisition through expansion and back into acquisition.

npm version MCP Compatible License

Quick start

Add the package to a stdio-based MCP client such as Claude Desktop, Claude Code, Cursor, Windsurf, or Codex:

config.json
{
  "mcpServers": {
    "summit53": {
      "command": "npx",
      "args": ["-y", "@summit53/mcp-server"]
    }
  }
}

On first use, your browser opens the Summit53 OAuth flow. Sign in, review the requested access, and authorize the client. Tokens are cached by the local MCP bridge and refreshed automatically.

For a web client that supports custom remote MCP connections, add:

  • Name: Summit53
  • URL: https://api.summit53.io/mcp

Client availability and labels vary by plan and workspace. Use the custom server URL instead of relying on a public app-directory listing.

See the MCP setup guide for client-specific instructions.

What the Revenue Engine enables

Ask in natural language to:

  • diagnose pipeline risk, deal drag, forecast confidence, gaps, and capacity;
  • prepare opportunity strategy, account reviews, weekly action plans, and coaching;
  • research accounts and inspect notes, activity, outreach, value impact, and methodology knowledge;
  • write permitted notes, outreach updates, value evidence, and coaching outcomes;
  • track long-running work through a durable job lifecycle.

The current release gate freezes 75 externally published functions across 15 categories. That count is a compatibility fact, not the product proposition. Tool visibility depends on the client's granted scopes and the user's Summit53 organization permissions; call list_available_tools to discover the surface available in the current session.

CategoryPublished functions
Search3
Opportunity Strategy5
Account Intelligence3
Pipeline & Risk4
RevOps2
Forecasting9
Activity3
Research1
Notes & Activities5
Outreach17
Value Impact11
Coaching3
Knowledge Base5
Job Lifecycle3
Discovery1

The exact machine-readable surface is maintained in tool-catalog.json. The registry-compatible connection manifest is server.json. The tool reference explains inputs, outputs, access requirements, and async behavior.

Authentication and permissions

Interactive connections use OAuth 2.1-style authorization with PKCE. Access tokens last one hour; rotating refresh tokens last seven days. Access can be revoked from /admin/integrations/mcp in Summit53.

The published scope set is:

  • read: crm:read, pipeline:read, revenue:read, actions:read, jobs:read;
  • write and operations: crm:write, outreach:write, outreach:send, coaching:write, value:write, automation:manage, jobs:manage.

Business write tools always require their explicit write scopes. Job lifecycle tools always enforce jobs:read or jobs:manage. Read-scope enforcement for the remaining catalogue is being rolled out behind a production gate. Summit53's organization, ownership, and role permissions remain authoritative in every case.

Some approved service integrations can use scoped static API keys, but API keys are not part of the normal interactive setup. A scope authorizes an operation; it does not itself prove human approval. Broader high-risk write workflows remain gated until portable approval controls are available.

Async jobs

Long-running tools return a durable job response rather than asking the client to hold an HTTP request open. Use:

  • get_job to inspect status and results;
  • list_jobs to find recent work;
  • cancel_job to request cancellation when the job is still cancellable.

Job records are retained for 30 days. Every published function uses the same versioned response envelope so clients can handle success, partial results, queued work, and errors consistently.

Architecture

  • Transport: Streamable HTTP through the hosted Summit53 service
  • Endpoint: https://api.summit53.io/mcp
  • Tenant boundaries: Summit53 authentication and application permissions
  • Rate limiting and caching: enforced by the hosted service, with tool-specific policies
  • Metrics: usage and errors tracked per organization and tool

Join the Founding 50

Summit53 is working with a small group of B2B SaaS revenue teams to shape the Revenue Engine in production. Apply to the Founding 50.

Support

  • Documentation: summit53.com/docs
  • Email: support@summit53.io
  • Issues: github.com/Summit53/mcp-server/issues

License

Proprietary. See summit53.io/terms for details.

Read the full README β†’View source on GitHub β†’

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Reviews

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Frequently Asked Questions about Summit53 CRM

Add the following block to your claude_desktop_config.json under mcpServers: "mcpServers": { "summit53-crm": { "command": "npx", "args": ["-y", "Summit53 CRM"] } }

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Technical Specs & Signals

CategoryπŸ’»Developer Tools
More technical detailsExpand β–Ύ
TransportSTDIO
RuntimeNode.js
Last updatedSep 7, 2026
Views0
Unique ViewsTotal visits recorded for this listing page on AllMCPs.
Installs0
Installs & Copy ActionsTotal times users copied install commands or configuration snippets for this server.
27Quality signal: Emerging Β· 27/100How this signal is calculated β–Ύ
Server availabilityNot measured

Not scored for repo-hosted servers β€” we can't reach the running server, only its GitHub page. Hosted MCP endpoints are health-checked live.

Verified ownership8/20
Documentation & tools11/30
Adoption & activity1/15
Community engagement0/10

A guidance signal from public completeness & health data β€” not a user rating. New listings start lower and rise as they add docs, get verified, and grow adoption. Signals we can't observe for a listing are skipped, not counted against it.

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